股价连续两天涨停后，一份股票异常波动公告揭示了锋龙股份正在经历第二次控制权变更的尝试。 12月26日，浙江锋龙电气股份有限公司（证券代码：002931，简称：锋龙股份）发布公告，公司控股股东、实际控制人已与深圳市优必选科技股份有限公 司签署股份转让协议，交易完成后公司控制权将发生变更。 这是锋龙股份一年多以来第二次筹划控制权变更。2024年初，锋龙股份曾计划将控制权转让给浙江顶度云享旅游有限公司，但该交易最终在7月宣告终 止。 锋龙股份股票自12月25日、26日连续2个交易日涨停，累计涨幅偏离值超过20%，显著偏离大盘指数。 前一次变更失败 锋龙股份在去年曾筹划过控制权变更事项，但最终以失败告终。 2024年2月5日，锋龙股份公告称，控股股东诚锋实业拟将持有的29.99%公司股份转让给浙江顶度云享旅游有限公司、陈向宏及桐乡欣享，交易完成后公 司控制权将发生变更。 按照当时的交易设计，股份转让、资产置入的实施互为前提，任何一项无法付诸实施，则其余项不予实施。因交易对手顶度云享实控人陈向宏有乌镇、古 北水镇等多个文旅小镇操盘经验，外界将该项"易主"计划视为锋龙股份向文旅领域转型布局。 再次易主，市场大幅波动 公告 ...

机器人巨头突然杀回A股 16亿买壳还是折价 这一波借壳大戏谁最受益 各位股东们，周四下午好。 刚刚，资本市场传来一个重磅炸弹。港股的人形机器人一哥优必选，突然宣布要砸16.65亿人民币，收购A股公司锋龙股份43%的股权。这事儿最让大家议 论纷纷的是，收购价居然比停牌前的价格还折价了10%。这种大佬买壳还打折的操作，瞬间点燃了市场的八卦之火。 咱们来拆解一下这出"借壳回A"大戏背后的搞钱逻辑。 首先，这是人形机器人板块的"核弹级"利好。大家要知道，优必选在港股可是几百亿的市值，它是真正做人形机器人的龙头。这次拿下锋龙股份的控股 权，市场的第一反应就是：借壳上市。如果优必选的资产能注入锋龙股份，那锋龙的估值逻辑就彻底变了。从一个做园林机械零部件的传统制造业，摇身 一变成为A股最纯正的人形机器人概念股。这种乌鸡变凤凰的故事，历来是A股最暴利的炒作题材。这不仅利好锋龙，更会刺激整个机器人板块和"并购重 组"概念的活跃度。 MACD金叉信号形成，这些股涨势不错！ 机器人巨头突然杀回A股 16亿买壳还是折价 这一波借壳大戏谁最受益 各位股东们，周四下午好。 刚刚，资本市场传来一个重磅炸弹。港股的人形机器人一哥优必选，突然 ...

Group 1 - The core action in the humanoid robot sector is the acquisition by UBTECH (9880.HK) of a 43% stake in Fenglong Co., Ltd. (002931.SZ) for 1.665 billion yuan, marking a significant step in UBTECH's "H+A" dual capital platform strategy [2] - The share transfer and tender offer price is set at 17.72 yuan per share, reflecting a 10% discount from Fenglong's last closing price of 19.68 yuan before suspension [2] - Following the announcement, Fenglong's stock surged to a limit-up of 21.65 yuan per share upon resuming trading, increasing its market capitalization to 4.7 billion yuan [2] Group 2 - Fenglong's business focus on garden machinery parts, automotive components, and hydraulic parts complements UBTECH's needs for extending its industrial chain [4] - UBTECH has no immediate plans to alter Fenglong's main business or make significant adjustments within the next 12 months [4] - The acquisition aligns with UBTECH's capital strategy and industrial implementation, aiming to leverage multi-tiered capital market synergies for global expansion and resource enhancement [4] Group 3 - UBTECH's humanoid robot Walker S2 has seen significant market expansion, including a strategic partnership with Texas Instruments and a project win in Huizhou worth nearly 60 million yuan [5] - Current monthly production capacity for Walker S2 exceeds 300 units, with an expected annual delivery of over 500 units, and a projected capacity increase to 10,000 units by 2026 [5] - The humanoid robot industry is experiencing a dual drive of industrialization and capitalization, with leading companies pursuing mergers and IPOs to accelerate their capital processes [5]

Group 1: Market Position and Strategy - The company is a major player in the garden machinery parts industry, partnering with international brands like STIHL and HUSQVARNA [1] - In the automotive parts sector, the company maintains long-term partnerships with clients such as Knorr Group and Gates [1] - The hydraulic parts division has established relationships with leading brands like Caterpillar and Bosch, earning recognition as an "Outstanding Supplier" [1] Group 2: Future Market Expansion - The company plans to focus on both domestic and international market expansion, emphasizing customer needs and market responsiveness [2] - There will be a significant effort to stabilize foreign sales while increasing domestic market penetration [2] - The company aims to explore new customer segments and applications while optimizing product structure and sales strategies [2] Group 3: Financial Performance - The company achieved a turnaround in net profit, driven by a recovery in the garden machinery sector and effective cost management [2] - The first quarter of 2025 also showed growth in both revenue and net profit, indicating a sustainable upward trend [2] - Fluctuations in gross margin were attributed to changes in product structure, exchange rates, and raw material prices [2] Group 4: Product Development and R&D - Key R&D projects for 2024 include the development of various motors and valves for applications in drones, weeding machines, and construction machinery [4] - The company is committed to enhancing product quality and expanding its product line, particularly in the electric vehicle sector [3] Group 5: Customer Relationship Management - The company maintains strong relationships with major clients by ensuring timely responses to their needs and providing high-quality components at reasonable costs [4] - Continuous optimization of design and cost during the service process is crucial for achieving mutual benefits with clients [4]