对于终止筹划本次交易事项的影响，柏诚股份在公告中指出，本次交易尚处于筹划阶段，截至公告披露 日，交易各方未就具体方案最终签署正式实质性协议，交易各方对终止筹划本次交易事项无需承担违约 责任。终止筹划本次交易事项不会对公司业务开展、经营活动和财务状况造成不利影响，不存在损害公 司及全体股东尤其是中小股东利益的情形。 公开信息显示，上海灿实成立于2012年，其服务于高端生物制药行业，在单克降抗体、血液制品、疫 苗、重组蛋白和无菌制剂等领域提供发酵罐、生物反应器、超滤系统、在线稀释及在线配液模块、CIP 模块、血液制品清洗消毒破袋机等专业设备。 柏诚股份表示，自筹划本次交易事项以来，公司及相关各方严格按照相关法律法规的要求，积极推动本 次交易相关各项工作。停牌期间，公司与交易对方进行了积极磋商、反复探讨和沟通，由于双方未能就 本次交易方案所涉部分核心条款最终达成一致意见，为切实维护各方及公司股东利益，经公司充分审慎 研究及与交易对方友好协商，同意终止筹划本次交易事项。 10月10日，柏诚系统科技股份有限公司（柏诚股份，601133.SH）发布《关于终止筹划发行股份及支付 现金购买资产并募集配套资金事项暨股票复牌的公 ...

柏诚股份(601133)收购事项突然告吹。 柏诚股份在此前披露的公告中称，本次交易事项尚处于筹划阶段，经初步测算，该交易预计不构成《上 市公司重大资产重组管理办法》规定的重大资产重组；根据《上海证券交易所股票上市规则》等相关法 规，该交易预计不构成关联交易。与此同时，该交易不会导致公司实际控制人发生变更，不构成重组上 市。 本次交易的交易对方初步为周华杰、台庆、白凌云、灿朋科技发展（上海）合伙企业（有限合伙）。其 中，周华杰持有上海灿实45%的股份，台庆持有上海灿实27%的股份，白凌云持有上海灿实18%的股 份，灿朋科技持有上海灿实10%的股份。 10月10日晚间公告显示，停牌期间，公司与交易对方进行了积极磋商、反复探讨和沟通，由于双方未能 就本次交易方案所涉部分核心条款最终达成一致意见，为切实维护各方及公司股东利益，经公司充分审 慎研究及与交易对方友好协商，同意终止筹划本次交易事项。 柏诚股份称，终止筹划本次交易事项不会对公司业务开展、经营活动和财务状况造成不利影响，不存在 损害公司及全体股东尤其是中小股东利益的情形。 （文章来源：证券时报网） 此前在9月29日晚间，柏诚股份宣布筹划以发行股份及支付现金的方 ...

【导读】柏诚股份拟收购上海 灿实 55%股份 中国基金报记者 南深 9月29日晚， 柏诚 股份公告， 正在筹划以发行股份及支付现金的方式购买上海灿实工程设备有限公司（以下简称 上海 灿实）55% 的 股 份，同时拟发行股份募集配套资金。 柏诚股份称，已于9月29日 与交易对方周华杰、台庆、白凌云、灿朋科技发展（上海）合伙企业（有限合伙）签署了《投资合作框架协 议》 。 本次交易的定价将以具有证券从业资格的评估机构出具的报告为依据，由交易各方协商确定。 公司表示， 经初步测算，本次交易预计不构成《上市公司重大资产重组管理办法》规定的重大资产重组；根据《上海证券交易所股票上市 规则》等相关法规，本次交易预计不构成关联交易。本次交易 亦 不会导致公司实际控制人发生变更，不构成重组上市。 截至9月29日收盘，柏诚股份市值为70.65亿元。 | 柏诚股份 (Ai) [7 Q | | --- | | 601133 融 沪股通 注 L1 ▼ | | 13.38 今开 13.36 最高 13.50 最低 13.26 | | 0.15% 0.02 换手(6.57% 息手 98084 金额 1.31亿 | | 总值⊙ 70.65 ...

【导读】柏诚股份拟收购上海 灿实 55%股份 中国基金报记者 南深 9月29日晚， 柏诚 股份公告， 正在筹划以发行股份及支付现金的方式购买上海灿实工程设备有限公司（以下简称 上海 灿实）55% 的 股 份，同时拟发行股份募集配套资金。 柏诚股份称，已于9月29日 与交易对方周华杰、台庆、白凌云、灿朋科技发展（上海）合伙企业（有限合伙）签署了《投资合作框架协 议》 。 本次交易的定价将以具有证券从业资格的评估机构出具的报告为依据，由交易各方协商确定。 公司表示， 经初步测算，本次交易预计不构成《上市公司重大资产重组管理办法》规定的重大资产重组；根据《上海证券交易所股票上市 规则》等相关法规，本次交易预计不构成关联交易。本次交易 亦 不会导致公司实际控制人发生变更，不构成重组上市。 因本次交易尚处于筹划阶段，有关事项尚存不确定性，经公司申请，公司股票自2025年9月30日（星期二）开市起停牌，预计停牌时间不 超过5个交易日。 编辑：杜妍 校对：纪元 制作：小茉 审核：陈 墨 注：本文封面图由AI生成 版权声明 《中国基金报》对本平台所刊载的原创内容享有著作权，未经授权禁止转载，否则将追究法律责任。 授权转载合作 ...

【导读】柏诚股份拟收购上海灿实55%股份 公司表示，经初步测算，本次交易预计不构成《上市公司重大资产重组管理办法》规定的重大资产重组；根据《上海证券交易所股票上市规则》等相关法 规，本次交易预计不构成关联交易。本次交易亦不会导致公司实际控制人发生变更，不构成重组上市。 | 成长能力指标 | 25-06-30 | 25-03-31 | | --- | --- | --- | | 营业总收入(元) | 24.247. | 10.37亿 | | 毛利润(元) | 2.458亿 | 1.065亿 | | 归属净利润(元) | 83507 | 4420万 | | 扣非净利润(元) | 7914万 | 4222 F | | 营业意收入同比增长(%) | -3.14 | -9.41 | | (4) 关键词目比增长(%) | -16.10 | -20.61 | | 扣非净利润同比增长(%) | -17.68 | -21. 18 | 截至9月29日收盘，柏诚股份市值为70.65亿元。 （文章来源：中国基金报） 因本次交易尚处于筹划阶段，有关事项尚存不确定性，经公司申请，公司股票自2025年9月30日（星期二）开市起停牌，预计停 ...

9月29日晚间，柏诚股份（601133）发布公告，公司正在筹划以发行股份及支付现金的方式购买上海灿 实工程设备有限公司(简称"上海灿实")55%股份，同时公司拟发行股份募集配套资金，公司股票自2025 年9月30日(星期二)开市起开始停牌，预计停牌时间不超过5个交易日。 经柏诚股份初步测算，本次交易预计不构成《上市公司重大资产重组管理办法》规定的重大资产重组； 根据《上海证券交易所股票上市规则》等相关法规，本次交易预计不构成关联交易。本次交易不会导致 公司实际控制人发生变更，不构成重组上市。 当前，本次交易事项尚处于筹划阶段，本次交易的交易对方初步为周华杰、台庆、白凌云、灿朋科技发 展(上海)合伙企业(有限合伙)。其中，周华杰持有上海灿实45%的股份，台庆持有上海灿实27%的股份， 白凌云持有上海灿实18%的股份，灿朋科技持有上海灿实10%的股份。 资料显示，柏诚股份创立于1994年，主要专注于为高科技产业的建厂、技改等项目提供专业的洁净室系 统集成整体解决方案，覆盖半导体及泛半导体、新型显示、生命科学、食品药品大健康、新能源及电子 等国家重点产业，是国内少数具备承接多行业主流项目的洁净室系统集成解决方案提供 ...

Company Overview - Bosheng Co., Ltd. reported a stock price of 13.40 yuan on August 25, down 0.20 yuan or 1.47% from the previous trading day [1] - The company operates in the engineering construction sector, providing cleanroom system integration solutions primarily for high-tech industries, including semiconductors, new displays, and life sciences [1] Financial Performance - For the first half of 2025, Bosheng Co., Ltd. achieved a revenue of 2.424 billion yuan, a year-on-year decrease of 3.14% [1] - The net profit attributable to shareholders was 83.4953 million yuan, reflecting a year-on-year decline of 16.10% [1] - The company plans to distribute a cash dividend of 0.5 yuan for every 10 shares to all shareholders [1] Market Activity - On August 25, the net outflow of main funds was 16.0184 million yuan, accounting for 0.8% of the circulating market value [1] - Over the past five days, the cumulative net outflow of main funds reached 9.7047 million yuan, representing 0.48% of the circulating market value [1] Upcoming Events - Bosheng Co., Ltd. will hold its fourth extraordinary general meeting of 2025 on September 11 to discuss proposals for expanding its business scope [1]

Core Viewpoint - The company, Huakang Clean, is undergoing a leadership change due to the investigation of its chairman, Tan Pingtao, while maintaining normal operations and business continuity [1][2]. Group 1: Company Leadership and Investigation - Huakang Clean announced that its chairman, Tan Pingtao, is under investigation by the Guangdong Provincial Supervisory Committee, leading to his temporary replacement by the general manager, Xie Xinqiang [1]. - The board of directors has confirmed that the company's operations remain normal and that there is no significant adverse impact on production and management [1]. Group 2: Business Performance and Growth - Huakang Clean has gained recognition for its role in building key ICU clean rooms and surgical purification areas during the COVID-19 pandemic [2]. - The company has changed its name to Wuhan Huakang Century Clean Technology Co., Ltd. to better reflect its business development [2]. - In 2023, the company secured multiple significant projects, including contracts worth nearly 8 billion yuan in the first quarter and approximately 12 billion yuan in the second quarter, marking a 48% year-on-year increase [2]. - For the first half of 2025, Huakang Clean reported a revenue of 835 million yuan, a 50.73% increase year-on-year, and a net profit of 18.68 million yuan, up 273.48% [3]. - The cleanroom system integration segment generated 712 million yuan, accounting for 85.24% of total revenue, with a backlog of orders amounting to 3.827 billion yuan, reflecting a 40.44% year-on-year growth [3].

Market Overview - On August 1, A-shares experienced a pullback with the three major indices declining: Shanghai Composite Index down 0.37%, Shenzhen Component Index down 0.17%, and ChiNext Index down 0.24% [1] - The total market turnover was approximately 1.62 trillion yuan [1] Sector Performance - The pharmaceutical sector led the market, with notable performances from traditional Chinese medicine stocks, including Bio Valley hitting a "30CM" limit up and Tianmu Pharmaceutical surging to a limit up within a minute [3][5] - Other sectors showing strength included photovoltaic equipment, with Jiejia Weichuang reaching a "20CM" limit up, and energy-saving stocks like Shuangliang Energy also hitting the limit up [3] - Cultural media stocks saw a short-term rally in the afternoon, with Hubei Broadcasting reaching a limit up before closing with a 5.32% increase [3] Individual Stock Highlights - Tianmu Pharmaceutical (600671) closed at 15.36 yuan per share, with a market capitalization of 1.871 billion yuan and a trading volume ratio of 1.41 [6] - The stock's trading volume exceeded 100 million yuan, making it the only stock to do so on that day [4] - The company focuses on the traditional Chinese medicine industry, covering various business segments including drug manufacturing, distribution, and healthcare [7] Regulatory Approvals and Financial Updates - Tianmu Pharmaceutical's subsidiaries received approval from the Anhui Provincial Drug Administration for the re-registration of 14 traditional Chinese medicine products, with some approvals valid until 2030 [8] - The company increased its subsidiary's registered capital by 50 million yuan, raising it from 30 million to 80 million yuan, and completed the necessary business registration changes [8] Industry Insights - Huajin Securities highlighted the potential of the traditional Chinese medicine sector, emphasizing the importance of high-quality and innovative products, which are expected to benefit from favorable policies and market conditions [8] - Shenghui Integration, another company mentioned, operates in the cleanroom industry, providing integrated engineering solutions for advanced manufacturing sectors, with a significant order backlog of 2.813 billion yuan as of June 30, reflecting a year-on-year growth of 69.24% [10]

Investment Rating - The report initiates coverage with a "Neutral" rating for the company [3][4]. Core Insights - The company is a professional cleanroom system integration service provider, expanding its business from public hospital medical cleanrooms to high-level academic laboratories and industrial electronics [3][13]. - The cleanroom market in China is expected to exceed 500 billion yuan by 2032, with a compound annual growth rate (CAGR) of over 7% from 2023 to 2032 [31][36]. - The company has a strong position in the cleanroom industry, with a focus on electronic cleanrooms expected to become a significant growth driver [5][30]. Summary by Sections Company Overview - The company provides full-cycle services for cleanroom construction, including project consulting, planning, design, management, construction, system debugging, and maintenance [3][19]. Financial Performance - The company has maintained steady revenue growth, with a CAGR of 23.8% from 2017 to 2024, although profits have faced some pressure due to delayed payments [25][28]. - Revenue projections for 2024 to 2027 show significant growth, with expected revenues of 1,708 million yuan in 2024, increasing to 4,151 million yuan by 2027 [6][18]. Market Potential - The electronic cleanroom sector is anticipated to be the fastest-growing segment for the company, with the market size expected to reach 165.7 billion yuan in 2024 [31][39]. - The company is positioned in the first tier of the industry, with a strong competitive advantage due to its technical capabilities and marketing network [30][42]. Technological Advantages - The company has developed various core technologies in cleanroom systems, enhancing its ability to attract customers and expand into new application scenarios [51][52]. - The company has accumulated numerous patents in the cleanroom field, indicating a strong focus on innovation and technology development [52]. Government Relations and Order Acquisition - The company has established strong relationships with government entities, enhancing its order acquisition capabilities, particularly in the electronic cleanroom sector [53].