作者丨蒲凡 编辑丨张楠 来源丨 投中网 将投中网设为"星标⭐"，第一时间收获最新推送 并购流行起"差异化对价"。 最近一年，投资圈越来越流行"并购进入黄金时代"的说法。人们给出的理由主要有两个，一个是目前距离美元大放水时代已经整整过去了4年，创业者们 不再抱有幻想、投资人们没有了耐心，优质资产纷纷回到一个合理的估值区间，是抄底的好窗口；另一个是新"国九条""科创板八条"等一系列政策出 台，赋予了"并购"前所未有的正面定性，买方数量将大大增加。 近日，上海奥浦迈生物科技股份有限公司（以下简称"奥浦迈"）宣布将收购澎立生物医药技术（上海）股份有限公司（以下简称"澎立生物"）。交易对 手除了澎立生物实控人JIFENG DUAN控制的实体外，均是澎立生物的外部投资机构。经奥浦迈与交易对方充分协商，澎立生物100%股权的最终交易总 价约为14.51亿元。 这笔交易再一次复现了2023年底，歌尔股份收购驭光科技的操作，即相比最后一轮融资，收购折价近半。根据奥浦迈发布的公告， 澎立生物用2年半时 间完成了估值1460%的倍增，又在3年后出现了55%的折价，过程中"欲IPO而不得"，最终被一家营收规模、净利润都未明显强于自己 ...

将投中网设为"星标⭐"，第一时间收获最新推送 并购流行起"差异化对价"。 作者丨蒲凡 编辑丨张楠 来源丨 投中网 最近一年，投资圈越来越流行"并购进入黄金时代"的说法。人们给出的理由主要有两个，一个是目前距离美元大放水时代已经整整过去了4年，创业者们 不再抱有幻想、投资人们没有了耐心，优质资产纷纷回到一个合理的估值区间，是抄底的好窗口；另一个是新"国九条""科创板八条"等一系列政策出 台，赋予了"并购"前所未有的正面定性，买方数量将大大增加。 近日，上海奥浦迈生物科技股份有限公司（以下简称"奥浦迈"）宣布将收购澎立生物医药技术（上海）股份有限公司（以下简称"澎立生物"）。交易对 手除了澎立生物实控人JIFENG DUAN控制的实体外，均是澎立生物的外部投资机构。经奥浦迈与交易对方充分协商，澎立生物100%股权的最终交易总 价约为14.51亿元。 这笔交易再一次复现了2023年底，歌尔股份收购驭光科技的操作，即相比最后一轮融资，收购折价近半。根据奥浦迈发布的公告， 澎立生物用2年半时 间完成了估值1460%的倍增，又在3年后出现了55%的折价，过程中"欲IPO而不得"，最终被一家营收规模、净利润都未明显强于自己 ...

Core Viewpoint - Two companies from Hong Kong, Uptrend Holdings Limited and Ultra High Point Holdings Limited, have submitted their prospectuses to the SEC for listing on the NASDAQ Capital Market, aiming to raise capital through public offerings. Group 1: Uptrend Holdings Limited - Uptrend Holdings Limited, through its subsidiary Uptrend Construction & Engineering Limited, plans to issue 1.5 million ordinary shares at a price range of $4-5 [2] - The company specializes in civil engineering services and earth transportation, focusing on medium to large-scale infrastructure and real estate projects in Hong Kong [2] - Key competitive advantages include a proprietary fleet of heavy machinery, a strict quality control system, and an experienced management team [2] - The company aims to consolidate and expand its market share in Hong Kong by enhancing project management capabilities, acquiring machinery, improving safety systems, focusing on high-profit projects, and building a proactive marketing network [3] - Financial data shows contract revenues of $1,357,838 and $2,106,581 for the fiscal years 2023 and 2024, with net profits of $492,403 and $1,064,302 respectively [3] Group 2: Ultra High Point Holdings Limited - Ultra High Point Holdings Limited intends to issue 1.4 million ordinary shares at a price range of $4-5 [6] - The company is a leading provider of medical IT solutions in Hong Kong, offering customized healthcare IT solutions to public and private hospitals [7] - With 15 years of industry experience, the company has penetrated 25.5% of public hospitals and 50% of private hospitals in Hong Kong [7] - The business strategy focuses on enhancing its leading position in Hong Kong's medical IT sector, integrating AI technology, and expanding into Southeast Asia and the UAE [7] - Financial data indicates contract revenues of $4,994,807 and $7,328,509 for the fiscal years 2023 and 2024, with net profits of $557,987 and $848,038 respectively [8]

证券代码：301380 证券简称：挖金客 | 投资者关系活动 | 分析师会议 □ 特定对象调研 □ | | --- | --- | | 类别 | □ 媒体采访 √ 业绩说明会 | | | □ 新闻发布会 □ 路演活动 | | | □ 现场参观 | | | 其他 （请文字说明其他活动内容） □ | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 年 月 日 2025 5 16 (周五) 下午 15:00~16:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 1、挖金客 董事长、总经理李征先生 | | 员姓名 | 2、挖金客 董事、副总经理、董事会秘书刘志勇先生 | | | 3、挖金客 董事、副总经理、财务负责人郭庆先生 | | | 4、独立董事刘磊先生 | | | 5、保荐代表人欧雨辰女士 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | | 1、公司在移动信息化服务行业、5G 方面有哪些创新和优势？ ...

5月5日晚间，银之杰披露，股东何晔拟在未来三个月左右时间内减持不超过公司3%的股权，减持原因 为个人资金需求。 目前，何晔持有银之杰13.05%的股权，系公司单一大股东。如果以5月7日收盘价32.12元/股计算，顶格 减持，何晔将套现超过6亿元。 2024年9月以来，银之杰的股价表现出色，区间最大涨幅超7倍，目前的涨幅也接近3倍。 长江商报记者发现，除了何晔，银之杰的实际控制人张学君、李军、陈向军三人也频频减持。根据 Wind数据统计，截至目前，通过二级市场减持及协议转让，上述四名股东累计套现金额超过19亿元。 股东忙着减持套现的银之杰，经营业绩不理想。今年一季度，公司实现的归属于母公司股东的净利润 （简称"归母净利润"）为亏损2562万元，亏损额较上年同期略有减少。此前的2021年至2024年，公司连 续亏损，四年合计亏损6.51亿元。 大股东拟再减持或套现6.8亿 银之杰的大股东计划再度减持套现。 长江商报消息 ●长江商报记者 沈右荣 股价大涨后，银之杰（300085.SZ）的单一大股东又要减持套现了。 根据公告，股东何晔计划自本公告披露之日起15个交易日后的3个月内，通过集中竞价或大宗交易方式 减持公司 ...

Core Viewpoint - In 2024, Pingao Software Co., Ltd. reported a decline in revenue and an increase in net losses, primarily due to client financial difficulties and project delays [1][2]. Financial Performance - The total revenue for 2024 was 520 million yuan, a year-on-year decrease of 4.81% [1]. - The net loss attributable to shareholders was 64.06 million yuan, a year-on-year decrease of 499.74% [1]. - The net loss excluding non-recurring items was 71.88 million yuan, a year-on-year decrease of 218.09% [1]. - Basic earnings per share were -0.57 yuan [1]. Quarterly Analysis - In Q4 2024, the company achieved revenue of 322 million yuan, a year-on-year decrease of 7.98% but a quarter-on-quarter increase of 640.53% [2]. - The net loss attributable to shareholders in Q4 was 17.39 million yuan, a year-on-year decrease of 151.86% and a quarter-on-quarter increase of 19.53% [2]. - The net loss excluding non-recurring items in Q4 was 19.37 million yuan, a year-on-year decrease of 166.01% and a quarter-on-quarter increase of 20.91% [2]. Profitability Metrics - The gross margin for 2024 was 35.35%, a decrease of 2.83 percentage points year-on-year [3]. - The net profit margin was -13.22%, a decrease of 11.11 percentage points year-on-year [3]. Expense Overview - Total operating expenses for 2024 were 185 million yuan, an increase of 2.57 million yuan year-on-year [3]. - The expense ratio was 35.50%, an increase of 2.18 percentage points year-on-year [3]. - Sales expenses increased by 1.30%, while management and R&D expenses decreased by 6.58% and 1.78%, respectively [3]. - Financial expenses increased significantly by 101.69% [3]. Cash Flow and Assets - The net cash flow from operating activities was -113 million yuan, a year-on-year increase of 6.0% [3]. - As of the end of Q4 2024, total assets were 1.986 billion yuan, a year-on-year increase of 6.0% [3]. - The net assets attributable to shareholders were 1.328 billion yuan, a year-on-year decrease of 6.2% [3]. Company Background - Pingao Software was established on January 1, 2003, and went public on December 30, 2021 [3]. - The company specializes in cloud computing and industry information services, providing a full-stack enterprise-level cloud platform and information services [3].

随着A股上市公司一季报披露完毕，社保基金等长线资金的持仓情况也逐渐浮出水面，现身多家A股上市公司前十 大流通股东名单中。 7651.23万元，同比增长80.52%。方正证券文姬在4月26日发布的研报中表示，3月末，中通客车完成智利895辆电 动大巴首批300台交付，剩余近600辆预计于二季度集中交付，二季度盈利环比向上表现有望延续。当前看，中通 客车新能源出口持续突破，成功中标迪拜40辆高端新能源订单，海外高端订单排产已至6月份，在手订单充沛保障 全年盈利高增。 蓝思科技一季度获社保基金新增持仓市值达10.88亿元。从蓝思科技披露的一季报来看，全国社保基金一零八组 合、全国社保基金六零一组合分别位列前十大流通股东第九和第十席位。蓝思科技4月17日公告称，2025年第一季 度实现营业收入170.63亿元，同比增长10.10%；归属于上市公司股东的净利润为4.29亿元，同比增长38.71%。公 司主要业务智能手机与电脑类业务增加，导致收入增长。浦银国际证券沈岱等人在4月22日发布的研报中表示，今 年下半年大客户新机型结构件、外观件等改款将带动蓝思科技相关业务向上受益。国内安卓客户在组装、新能源 车以及IoT等业务 ...