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水泵企业“跨界”,拟取得控股权!
中国基金报· 2025-07-10 02:34
【导读】泰福泵业拟取得南洋华诚控股权 中国基金报记者 吴君 7 月 9 日晚间,泰福泵业发布公告称,公司正在筹划以现金方式购买浙江南洋华诚科技股份 有限公司(以下简称南洋华诚)不低于 51% 的股份并取得南洋华诚控股权,如交易完成,南 洋华诚将成为公司控股子公司,纳入公司合并报表。公告强调,本次交易尚处于筹划阶段。 薄膜电容器作为电气系统中的关键零部件,广泛应用于新能源汽车、新能源电力系统、低空 经济、人形机器人等战略性新兴产业和未来产业中,随着电力系统向智能化、高效化、绿色 化方向不断发展,对薄膜电容器的性能要求日益提高。电容器薄膜是薄膜电容器的核心材 料,其性能直接决定电容器耐压性、寿命及高频稳定性。 公告显示,根据《上市公司重大资产重组管理办法》规定和初步测算,本次交易预计构成重 大资产重组。本次交易不涉及发行股份,不会导致公司控股股东和实际控制人发生变更。 根据公告, 7 月 9 日,泰福泵业与南洋华诚股东邵雨田、冯江平和林富斌签署了相关意向协 议,拟以现金方式收购南洋华诚不低于 51% 的股份并取得南洋华诚控股权,具体收购比例以 正式协议约定为准。 据介绍,泰福泵业成立于 1993 年, 2021 ...
德冠新材: 关于回购公司股份的进展公告
Zheng Quan Zhi Xing· 2025-07-02 16:25
Group 1 - The company Guangdong Deguan Film New Materials Co., Ltd. has approved a share repurchase plan using its own funds and special loans, with a total repurchase amount between RMB 20 million and RMB 40 million, and a maximum repurchase price of RMB 32.44 per share [1] - As of June 30, 2025, the company has not yet implemented the share repurchase [1] - The repurchase period is set to be within 12 months from the board's approval date [1] Group 2 - The company will adjust the maximum repurchase price to RMB 31.99 per share following a cash dividend distribution of RMB 4.5 per 10 shares, effective from June 13, 2025 [2] - The adjustment is due to the cash dividend impacting the share price, calculated as the original maximum repurchase price minus the per-share cash dividend [2]
和顺科技(301237) - 2025年6月23日和顺科技投资者关系活动记录表
2025-06-24 11:20
编号:2025-005 | | √特定对象调研 □分析师会议 | | --- | --- | | 投资者关 | □媒体采访 □业绩说明会 | | 系活动类 | □新闻发布会 □路演活动 | | 别 | □现场参观 | | | □其他(请文字说明其他活动内容) | | 参与单位 | 姚泾河投资周小钢 | | 名称及人 | 犁得尔私募 钟颖 | | 员姓名 | 柏乔投资 杨威 徐浩 | | 时间 | 2025 年 6 月 23 日 15:00-16:30 | | 地点 | 控股子公司和兴碳纤维会议室 | | 上市公司 | 碳纤维业务负责人修磊 | | 接待人员 | 碳纤维业务人员 金琥 | | 姓名 | 证券事务代表 毋昱 | | | 一、公司概括介绍环节 | | | 公司成立于 2003 年,是一家专注于差异化、功能性双向拉 | | | 伸聚酯薄膜材料研发、生产和销售为一体的高新技术企业,能够 | | 投资者关 | 根据客户的差异化需求,生产多种规格、多种型号及不同用途的 | | 系活动主 | 聚酯薄膜产品,主要产品包括有色光电基膜、其他功能膜及透明 | | | 膜,产品可广泛应用于消费电子产品制程、汽车等其他 ...
一扎根佛山的制造业上市公司资本运作迎来关键进展
Nan Fang Du Shi Bao· 2025-06-20 00:23
根据方案,佛塑科技拟通过发行股份及支付现金相结合的方式收购金力股份全部股权,交易对价50.8亿 元,同时向控股股东广东省广新控股集团募集配套资金不超过10亿元。两项交易互为前提,完成后上市 公司控制权保持不变。 信息来源:佛塑科技、佛山市新闻传媒中心等 佛塑科技作为广新集团旗下新材料领域的重要上市平台,一直深耕高分子功能薄膜与复合材料研发、生 产。此次收购的金力股份专注于锂电池湿法隔膜领域,双方同属高分子薄膜材料行业。 整合:南都记者 王倩 近日,佛塑科技集团股份有限公司(以下简称"佛塑科技")发布《关于发行股份及支付现金购买资产并 募集配套资金暨关联交易的申请文件获得深圳证券交易所受理的公告》,公告显示,深交所根据相关规 定对公司报送的本次交易申请文件进行了核对,认为申请文件齐备,决定予以受理,这也标志着这宗总 对价50.8亿元的重组进入实质审核阶段。 公开资料显示,金力股份是国内锂电池湿法隔膜领域头部企业,2024年市场份额达18%,位居行业第 二。其核心产品5微米超薄隔膜全球出货量第一,客户覆盖宁德时代、比亚迪、LG化学等一线电池厂 商。2025年一季度业绩显著回暖,实现隔膜销量超9亿平方米,同比增长1 ...
佛塑科技并购重组申请获受理 收购金力股份拓展新能源领域布局
Zheng Quan Ri Bao Wang· 2025-06-14 01:50
Core Viewpoint - 佛塑科技 is set to acquire 100% of Jinli Co., Ltd. for a total transaction price of 5.08 billion yuan, while also raising up to 1 billion yuan in supporting funds, with the transaction being a key step in expanding its business scale and market competitiveness [1][3]. Group 1: Transaction Details - 佛塑科技's application for the acquisition has been accepted by the Shenzhen Stock Exchange, confirming that the application documents are complete [1]. - The acquisition involves issuing shares and cash payments, with the transaction and fundraising being interdependent [1]. - After the transaction, 广新集团 will remain the controlling shareholder of 佛塑科技, ensuring no change in control of the listed company [1]. Group 2: Jinli Co., Ltd. Overview - Jinli Co., Ltd. specializes in the research, production, and sales of lithium battery wet separators, holding a strong technical position in the industry [1][2]. - In 2024, Jinli is projected to hold approximately 18% market share in China's wet separator market, ranking second in the industry [1]. - Jinli's product range includes high-performance wet separators, with a leading market share in 5-micron ultra-high molecular weight wet separators [2]. Group 3: Financial Performance and Future Outlook - Jinli's sales have significantly improved, with over 900 million square meters sold in Q1 2025, compared to approximately 400 million square meters in the same period last year [2]. - The company achieved a revenue of 871 million yuan and a net profit of 40.88 million yuan in Q1 2025 [2]. - Post-acquisition, Jinli is expected to enhance its profitability through improved production efficiency, cost optimization, and expanded financing channels via 佛塑科技 [2][3].
2025年6月国产隐形车衣上市公司十大品牌排名,万顺新材领跑第一
Sou Hu Cai Jing· 2025-06-01 12:25
第1名:万顺新材 股票代码:300057 品牌实力值:★★★★★ 品牌背景简介:万顺是万顺新材旗下唯一官方直营工厂车膜品牌,集研发、生产、推广运营、销售为一体。在河南、江苏、 广东设有3 个大型生产基地,总部位于广东汕头保税区万顺工业园,占地20万平米,拥有德国宽幅磁控溅射和日本、韩国先 进的精密涂布设备十多台(套),生产车间按现代化、千级无尘净化设计。拥有自主开发的核心专利技术,产品包括智能光 控变色汽车膜、智能光控变色建筑窗膜、智能光控变色建筑玻璃和TPU 隐形车衣等。是"磁控溅射 + 高精度纳米涂布"品牌厂 商和服务商,也是联想、酷派等多家知名品牌厂商的上游供应商。 第2名:纳尔股份 股票代码:002825 品牌实力值:★★★★ 第4名:通利科技 股票代码:900290 品牌背景简介:纳尔股份旗下汽车漆面防护品牌,诞生于2020年。纳尔股份拥有自有工厂,可自主研发隐形车衣。采用多个 进口原料,赋予车衣更好的韧性与硬度,具备亲水抗污、防腐特性,能抵御日常刮擦,提升漆面亮度,耐黄变,可四季抵御 紫外线。其涂层技术有自研曼拓涂层/ 第五代氢键涂层,TPU母粒选用阿古泰克/ NUPRO,胶水为亚什兰,质保年限为 ...
佛塑科技:拟以发行股份及支付现金的方式收购金力股份 拓展新能源锂电池隔膜布局
Core Viewpoint - Foshan Fospower Technology Co., Ltd. plans to acquire 100% of Jinyi Co., Ltd. through a combination of issuing shares and cash payment, aiming to expand its presence in the new energy lithium battery separator market [1][2]. Group 1: Acquisition Details - The total transaction price for the acquisition is 5.08 billion yuan, with 4.68 billion yuan paid through share issuance and 400 million yuan in cash [1]. - The company will also issue shares to its controlling shareholder, Guangxin Group, to raise up to 1 billion yuan for supporting funds [1]. - This transaction constitutes a major asset restructuring but does not result in a change of control for the listed company [1]. Group 2: Strategic Positioning - Fospower Technology is positioned as an important listed platform under Guangxin Group in the new materials sector, with a current focus on optical films, biaxially oriented films, and protective materials [2]. - The acquisition of Jinyi Co., Ltd. will enhance Fospower's product competitiveness through resource integration and industrial synergy [2]. Group 3: Jinyi Co., Ltd. Overview - Jinyi Co., Ltd. specializes in the research, production, and sales of lithium battery wet separators, holding an 18% market share in China's wet separator market, ranking second in the industry [2]. - The company has established strong partnerships with leading domestic battery manufacturers and supplies to overseas firms, indicating a robust competitive advantage in the wet separator field [3]. Group 4: Production Capacity and Technology - Jinyi Co., Ltd. has planned 46 production lines, with over 60% launched in 2023 and beyond, utilizing advanced wide-width equipment [3]. - By the end of 2024, Jinyi's operational production capacity is expected to reach approximately 5 billion square meters [3].
万顺新材:4月29日召开业绩说明会,投资者参与
Zheng Quan Zhi Xing· 2025-04-29 12:21
Core Viewpoint - The company reported a loss in operating profit for 2024 due to various factors including decreased processing fees in the aluminum processing industry and increased financial expenses, but showed improvement in Q1 2025 with a revenue increase of 14% year-on-year [2][9]. Financial Performance - In Q1 2025, the company achieved operating revenue of 1.462 billion yuan, a year-on-year increase of 14% [2][9]. - The net profit attributable to shareholders was -6.643 million yuan, a year-on-year reduction in loss by 62% [2][9]. - The gross profit margin for the company was reported at 6.56% [9]. Business Segments - The company operates in three main business segments: aluminum processing, paper packaging materials, and functional films [3][9]. - The aluminum processing segment saw an increase in sales volume, with aluminum foil sales reaching 27,000 tons, a 9% year-on-year increase [2][9]. - The paper packaging materials segment reported sales of 8,403 tons, a 23% year-on-year increase [2]. Future Growth Points - The company plans to focus on the new materials sector, optimizing its business structure and expanding its market share in high-value products such as battery aluminum foil and sterile packaging aluminum foil [4]. - The company aims to enhance profitability through quality improvement, cost reduction, and efficiency enhancement [4]. Industry Outlook - The aluminum foil segment, which is the largest business area, is expected to see steady growth in industry scale and consumer demand [6]. Project Updates - The Anhui Zhongji third-phase battery aluminum foil project is progressing, with 8 out of 12 aluminum foil rolling machines in the load testing phase, aiming for full production by the end of the year [7]. Dividend Plan - The company has proposed a cash dividend distribution plan for the 2024 fiscal year, intending to distribute 0.1 yuan per 10 shares [8].
破解万亿赛道“材料密码”,中仑新材成功研发固态电池专用BOPA
梧桐树下V· 2025-04-02 12:15
在全球新能源产业竞逐固态电池这一"黄金赛道"的关键时刻,中国新材料企业再次实现关键突破。近日,中仑 新材(301565.SZ)对外宣布,旗下长塑实业成功研发出固态电池专用BOPA(双向拉伸聚酰胺薄膜),这在行 业尚属首例。 尼龙膜王,破解固态电池"材料密码" 作为功能性薄膜材料领域的领军企业,中仑新材凭借"PA6-BOPA"一体化产业链布局,已在全球BOPA市场占据 超20%份额。此次固态电池专用BOPA的突破,不仅延续了其"尼龙膜王"的技术统治力,更在新能源核心材料 领域实现重要跨越。 与传统动力电池相比,固态电池采用固态电解质,不易自燃,热稳定性极高,极大降低了电池起火、爆炸风 险,其能量密度跃升至400-1000Wh/kg,续航能力提升1.5-3倍。这些优势使其成为突破新能源动力电池续航与 安全瓶颈的"终极方案",吸引全球主流车企加速布局:包括比亚迪、广汽等国内厂商,以及大众、宝马等国际 巨头均公布了全固态电池装车时间表,多家车企计划于2027年前后推出搭载全固态电池的车型。 然而产业化进程仍面临材料技术、生产工艺与成本控制三重挑战。其中封装材料作为电池"铠甲",负责抵御外 力的冲击、挤压和摩擦,保护电 ...