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两次“易主”!浙江上市公司“倒手”机器人巨头,控制权交易再现波折
Xin Lang Cai Jing· 2025-12-29 13:45
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 ...
人形机器人 “H+A 第一股” 在路上!
是说芯语· 2025-12-25 03:46
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]
锋龙股份:公司股票自2025年12月25日(星期四)开市起复牌
Sou Hu Cai Jing· 2025-12-24 14:38
每经AI快讯,锋龙股份(SZ 002931,收盘价:19.68元)12月24日晚间发布公告称,2025年12月24日, 诚锋投资、董剑刚、宁波锋驰投资有限公司(简称"锋驰投资")、厉彩霞与深圳市优必选科技股份有限 公司(简称"优必选")签署了《关于浙江锋龙电气股份有限公司之股份转让协议》(简称《股份转让协 议》),约定诚锋投资向优必选协议转让上市公司合计65,529,906股无限售条件流通股股份(占上市公 司总股本的 29.99%)及其所对应的所有股东权利和权益,每股转让价格为人民币17.72元,不低于协议 签署日前一个交易日目标公司股票收盘价的百分之九十,股份转让价款总额为人民币1,161,189,934.32 元。 本次股份转让过户登记完成后,优必选及/或其指定主体将向上市公司除受让方以外的全体股东发出部 分要约收购,要约收购股份数量为28,450,000 股(占上市公司总股本的 13.02%),价格为人民币 17.72 元/股(根据上市公司股份除权除息情况调整,如需),不低于本次股份转让的每股转让价格。 经公司向深圳证券交易所申请,公司股票自2025年12月25日(星期四)开市起复牌。 2025年1至6 ...
锋龙股份:股票自2025年12月18日(星期四)开市起停牌
Mei Ri Jing Ji Xin Wen· 2025-12-17 11:52
Group 1 - The core point of the article is that Fenglong Co., Ltd. announced a potential change in control involving its major shareholder, Zhejiang Chengfeng Investment Co., Ltd., and its actual controller, Dong Jiangang, which may lead to a change in the company's controlling shareholder and actual controller [1] - The company has applied for a trading suspension starting December 18, 2025, to prevent abnormal stock price fluctuations during the ongoing negotiations, which currently have significant uncertainty [1] - As of the report, Fenglong Co., Ltd. has a market capitalization of 4.3 billion yuan [1] Group 2 - For the first half of 2025, the revenue composition of Fenglong Co., Ltd. is as follows: 36.83% from the landscaping machinery industry, 28.89% from hydraulic components, 23.3% from automotive parts, and 10.98% from other business revenues [1]
锋龙股份:10月10日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-10-13 08:21
Company Overview - Fenglong Co., Ltd. (SZ 002931) announced its board meeting held on October 10, 2025, to discuss the revision of certain company policies [1] - As of the report, Fenglong's market capitalization is 3.5 billion yuan [1] Revenue Composition - For the first half of 2025, the revenue breakdown is as follows: - Garden machinery industry: 36.83% - Hydraulic components industry: 28.89% - Automotive components industry: 23.3% - Other business revenue: 10.98% [1]
锋龙股份:实际控制人、董事长兼总经理董剑刚计划减持公司股份不超过约275万股
Mei Ri Jing Ji Xin Wen· 2025-09-19 12:41
每经AI快讯,锋龙股份(SZ 002931,收盘价:15.22元)9月19日晚间发布公告称,持有公司股份约 2124万股(占公司总股本比例约为9.72%)的实际控制人、董事长兼总经理董剑刚计划在本公告披露起 15个交易日后的3个月内(即2025年10月21日至2026年1月20日)以大宗交易方式减持公司股份不超过约 275万股(占公司总股本比例为1.2602%);持有公司股份约380万股(占公司总股本比例为1.7398%) 的股东宁波锋驰投资有限公司计划在本公告披露起15个交易日后的3个月内(即2025年10月21日至2026 年1月20日)以集中竞价交易及大宗交易方式减持公司股份不超过约380万股(占公司总股本比例为 1.7398%)。 2025年1至6月份,锋龙股份的营业收入构成为:园林机械行业占比36.83%,液压零部件行业占比 28.89%,汽车零部件行业占比23.3%,其他业务收入占比10.98%。 截至发稿,锋龙股份市值为33亿元。 每经头条(nbdtoutiao)——5万亿ETF的370名基金经理薪酬大揭秘!他们的日常工作,就是跟着指数 买股票吗? (记者 曾健辉) ...
锋龙股份:8月25日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-08-25 14:07
Company Overview - Fenglong Co., Ltd. (SZ 002931) announced its third board meeting on August 25, 2025, to review the 2025 semi-annual report and other documents [1] - As of the report, Fenglong's market capitalization is 3.8 billion yuan [1] Revenue Composition - For the first half of 2025, Fenglong's revenue breakdown is as follows: - Garden machinery industry: 36.83% - Hydraulic components industry: 28.89% - Automotive components industry: 23.3% - Other business revenue: 10.98% [1]
锋龙股份:公司股东李中、卢国华减持计划实施完毕,共减持公司股份约44万股
Mei Ri Jing Ji Xin Wen· 2025-08-04 11:41
Group 1 - The core point of the article is that Fenglong Co., Ltd. announced the completion of a share reduction plan by shareholders Li Zhong and Lu Guohua, who collectively reduced approximately 440,000 shares, accounting for 0.2019% of the company's total shares [2] - For the fiscal year 2024, the revenue composition of Fenglong Co., Ltd. is as follows: 37.81% from the landscaping machinery industry, 29.9% from hydraulic components, 21.85% from automotive components, and 10.44% from other sectors [2]
锋龙股份(002931) - 2025年5月8日投资者关系活动记录表
2025-05-08 09:10
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]