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又一个上纬新材?搭上优必选,锋龙股份复牌收获第14个涨停
Sou Hu Cai Jing· 2026-01-19 08:45
Group 1 - Fenglong Co., Ltd. (002931.SZ) has experienced a significant stock price increase, reaching a limit up for the 14th time on January 19, with a share price of 67.97 yuan and a market capitalization of 14.9 billion yuan, marking a 245.38% increase since the announcement of a 1.6 billion yuan acquisition by UBTECH Robotics (09880.HK) on December 24, 2025 [1][2] - UBTECH Robotics has also seen its stock price rise over 30% since the acquisition announcement, with a notable increase of over 8% on January 19 [1] - The robotics sector has shown strong performance, with several companies like Oke Yi (688308.SH) and Wuzhou Xinchun (603667.SH) experiencing significant stock price increases on January 19 [1] Group 2 - On January 18, Fenglong Co., Ltd. announced that its stock price had significantly deviated from its fundamental value, indicating potential risks of irrational market speculation, with a price increase of 213.97% over 12 consecutive trading days [2] - The company reported a net profit of -7.04 million yuan for 2023 and a projected net profit of 45.93 million yuan for 2024, with a static P/E ratio of 2939.63, significantly higher than the industry average of 42.34 [2] - The acquisition by UBTECH involves a two-step process: a share transfer of 29.99% of Fenglong's shares for 1.16 billion yuan, followed by a tender offer for an additional 13.02% of shares at the same price of 17.72 yuan per share [6][7] Group 3 - UBTECH has stated that there are no plans for asset restructuring or reverse mergers involving Fenglong in the next 36 months, emphasizing the independence of both companies in their operations and core technology development [3] - The acquisition is expected to create synergies that will enhance UBTECH's competitive edge in humanoid robotics by integrating advanced technology with Fenglong's manufacturing capabilities and supply chain [8] - UBTECH has also signed a service agreement with Airbus for humanoid robots, expanding its application in global industrial scenarios, indicating a broader market strategy [10]