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2.87亿接盘“中植系”资产,厦门舍德入主*ST天山的“保壳”与资本腾挪猜想
Tai Mei Ti A P P· 2025-09-03 11:18
新主人厦门舍德背景神秘,其法定代表人与傲农生物(603363.SZ)董事陈明艺同名,实际控制人为陈 欢,两人为夫妇关系。更耐人寻味的是,厦门舍德在短短数月内完成了一场与上市公司鸿铭股份 (301105.SZ)重组失败后,火速接盘标的资产深圳市驰速自动化设备有限公司(简称"深圳驰速")的 资本操作。 如今手握*ST天山控制权,厦门舍德的首要任务是直面严峻的退市风险。公司已连续三年扣非净利润为 负,2025年上半年营收下滑、亏损持续,保壳压力巨大。厦门舍德入主,是纯粹的财务投资自救,还是 为后续资产注入铺路?围绕深圳驰速的资本腾挪,为这场易主增添了更多悬念。 中植谢幕,厦门舍德低价接盘"烫手山芋" "中植系"与*ST天山的爱恨纠葛终步入尾声。 8月19日,历经一次流拍降价后,ST天山控股股东湖州皓辉持有的5386.13万股公司股票(占公司总股本 17.21%)及湖州中植对ST天山享有的7649万元本金及利息债权,以总计2.87亿元的对价,被厦门舍德竞 得。 湖州皓辉的易主,象征着"中植系"对ST天山控制的终结。湖州皓辉是根正苗红的"中植系"平台。中植系 入主ST天山,实属无奈。其渊源可追溯至2016年左右,当时原 ...
新中有你丨何以“乳”此精彩
Zhong Guo Jing Ji Wang· 2025-08-20 02:16
采访团走访伊利健康谷。中国经济网 宋雅静/摄 打卡现代工厂已成为新潮流。暑假期间,许多游客来到内蒙古自治区呼和浩特市的伊利健康谷景区,走进生产车间,见证乳制品生产过程。"乳"此有趣,情 绪价值拉满。 厂区变景区的背后是"乳"此精彩。呼和浩特是全国重要的乳业主产区,良种奶牛存栏量、牛奶产量、人均牛奶占有量、牛奶加工能力等稳居全国首位。 从"中国乳都"迈向"世界乳都",乳业作为呼和浩特高质量发展的重点产业,正依托科技创新的力量阔步向前。 赛科星的展示大厅。中国 经济网 年巍/摄 育好牛:优选"牛爸爸" 奶牛育种,优选出"牛爸爸"是关键一步。今年,由内蒙古赛科星家畜种业与繁育生物技术研究院有限公司(以下简称"赛科星")牵头实施的内蒙古自治 区"揭榜挂帅"项目——"高端奶牛种源挖掘及高效繁育关键技术创新"取得重大阶段性成果。 中国经济网记者跟随2025"新中有你"网络主题传播活动采访团来到这家企业。赛科星研究院院长、项目负责人李喜和介绍,该项目旨在围绕奶牛种用胚胎与 性控精液新产品生产关键技术开发、干细胞基因编辑生物育种等多个前沿课题,通过整合高校、科研院所的优势资源,以"产学研"深度融合的创新模式,全 力打破行业技 ...
*ST天山4月仅销售活畜4头 将对上游养殖业务实施战略性收缩
Core Viewpoint - *ST Tianshan is facing significant financial pressure, leading to a strategic contraction in its upstream breeding business to ensure overall operational stability. The company plans to expand its breeding scale when financial conditions improve and market circumstances allow [1][5]. Company Summary - In April, *ST Tianshan sold 4 live cattle, generating revenue of 70,500 yuan, with month-on-month changes of -33.33% in sales volume and -20.89% in revenue, and year-on-year changes of -98.23% in sales volume and -95.68% in revenue [1]. - The company's main business is livestock farming, accounting for approximately 80% of its operations, primarily focusing on cattle breeding and beef cattle farming [1]. - In 2024, *ST Tianshan reported total operating revenue of 138 million yuan, a slight increase of 0.07% year-on-year, while net profit was -65.94 million yuan, representing a year-on-year increase in losses of 199.74% [5]. - For the first quarter of 2025, the company achieved operating revenue of 24.65 million yuan, a year-on-year increase of 40.5%, and a net profit of -4.96 million yuan, indicating a reduction in losses by 31.19% year-on-year [5]. Industry Summary - The beef cattle industry in China has faced challenges, including weakened external demand and insufficient domestic demand, leading to significant price declines for live cattle and beef products. The average monthly prices for beef and live cattle in 2024 dropped by 15% and 20%, respectively, reaching the lowest levels in five and ten years [2][4]. - The national beef cattle inventory at the end of 2024 was 10.047 million heads, showing a year-on-year decrease of 4.39% compared to 2023, despite an increase of 11.81% over the past 11 years [3]. - The overall scale of beef cattle farming in China is gradually improving, with a stable production capacity, but the economic benefits for farmers have significantly declined due to market downturns [2][4].
*ST天山4月仅销售4头牛
Core Viewpoint - *ST Tianshan is implementing a strategic contraction of its upstream breeding business due to significant financial pressure, as evidenced by a drastic decline in livestock sales and revenue [1][4]. Sales Performance - In April, *ST Tianshan sold only 4 head of livestock, generating a revenue of 70,500 CNY, which represents a month-on-month decline of 33.33% in sales volume and 20.89% in revenue [2][4]. - Year-on-year comparisons show a staggering drop of 98.23% in sales volume and 95.68% in revenue [2][4]. Financial Condition - For the year 2024, *ST Tianshan reported total revenue of 138 million CNY, a slight increase of 0.07% year-on-year, but a net loss of approximately 65.95 million CNY, which is a 199.74% increase in losses compared to the previous year [4]. - In the first quarter of 2025, the company achieved a revenue of approximately 24.65 million CNY, marking a year-on-year growth of 40.5%, while the net loss was reduced to about 4.96 million CNY, a decrease in losses by 31.19% [4]. Business Strategy - The company plans to strategically reduce its breeding operations to stabilize overall operations, with intentions to expand breeding scale when financial conditions improve [4]. - Approximately 80% of *ST Tianshan's main business is in the livestock industry, primarily focusing on cattle breeding and beef cattle farming [4].