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603301,获“钢铁大亨”举牌!
中国基金报· 2025-09-11 00:39
Core Viewpoint - The article discusses the acquisition of shares in Zhendemedical by steel tycoon Sun Jimu, highlighting the strategic investment and potential future actions in the context of the company's performance and market position [4][10]. Group 1: Share Transfer Details - Zhendemedical announced that its controlling shareholder, Zhejiang Zhendemedical Holdings, and its subsidiary, Xuchang Zhendemedical Landscaping, signed a share transfer agreement with Sun Jimu, transferring a total of 13,322,560 shares, representing 5% of the company's total share capital [5][10]. - The agreed transfer price is 26.74 CNY per share, which is approximately 10% lower than Zhendemedical's closing price of 29.45 CNY on September 10, resulting in a total transaction value of approximately 356 million CNY [6][10]. Group 2: Company Performance - In the first half of the year, Zhendemedical achieved a revenue of 2.1 billion CNY, an increase of 2.83% year-on-year, while the net profit attributable to shareholders decreased by 20.61% to 128 million CNY [10]. - The decline in net profit is attributed to increased short-term expenses due to the ramp-up of production efficiency at its overseas manufacturing base and costs associated with new market registrations [10]. Group 3: Investor Background - Sun Jimu is the chairman of Hebei Xinhua United Metallurgical Holdings Group, a major private steel enterprise with significant production capacity and a strong presence in the industry [11]. - His recent investments in Zhendemedical and Jingu Co., Ltd. indicate a strategic interest in companies outside his primary industry, with a potential for further share acquisition in the next 12 months [10][11].