12月8日晚间，威帝股份发布公告称，公司拟通过支付现金的方式，取得江苏玖星精密科技股份有限公 司（以下简称玖星精密）的控制权，预计构成重大资产重组。 【导读】威帝股份拟筹划重大资产重组，公告前夕股价涨停 中国基金报记者 闻言 截至12月8日收盘，威帝股份报4.95元/股，涨幅达10%，总市值为27.63亿元。 交易方案拟分两步走 公告显示，12月8日，威帝股份与胡涛、万红娟签署意向性协议。协议显示，威帝股份拟通过支付现金 的方式，受让胡涛、万红娟所持江苏智越天成企业管理有限公司（以下简称智越天成）51%的股权。 同时，威帝股份拟通过支付现金的方式，受让胡涛及玖星精密其他股东所持玖星精密的部分股权。 公告显示，玖星精密的股东除了智越天成，还包括泰州玖星元创管理咨询合伙企业（有限合伙）、胡 涛、泰州玖星英才管理咨询合伙企业（有限合伙）等，其中胡涛的直接持股比例为9.2233%。 | 序 북 | 股东姓名/名称 | 持股数 | 持股比例 | | --- | --- | --- | --- | | | | (万股) | | | 1 | 江苏智越天成企业管理有限公司 | 3,819.5274 | 46.1165% | ...

12月8日晚间，威帝股份发布公告称，公司拟通过支付现金的方式，取得江苏玖星精密科技股 份有限公司（以下简称玖星精密）的控制权，预计构成重大资产重组。 【导读】威帝股份拟筹划重大资产重组，公告前夕股价涨停 中国基金报记者 闻言 截至12月8日收盘，威帝股份报4.95元/股，涨幅达10%，总市值为27.63亿元。 交易方案拟分两步走 公告显示，12月8日，威帝股份与胡涛、万红娟签署意向性协议。协议显示，威帝股份拟通过 支付现金的方式，受让胡涛、万红娟所持江苏智越天成企业管理有限公司（以下简称智越天 成）51%的股权。 公告显示，智越天成是玖星精密的控股股东，持股比例为46.1165%。天眼查显示，智越天成 的股东分别是胡涛、万红娟，持股比例分别为70%、30%。 来源：天眼查 同时，威帝股份拟通过支付现金的方式，受让胡涛及玖星精密其他股东所持玖星精密的部分 股权。 公告显示，玖星精密的股东除了智越天成，还包括泰州玖星元创管理咨询合伙企业（有限合 伙）、胡涛、泰州玖星英才管理咨询合伙企业（有限合伙）等，其中胡涛的直接持股比例为 9.2233%。 | 序 북 | 股东姓名/名称 | 持股数 (万股) | 持股比例 | ...

Market Overview - A-shares experienced a significant rise with over 4600 stocks increasing in value, as the Shanghai Composite Index surpassed 3400 points, gaining 1% [1] - The Shenzhen Component Index rose by 1.45%, and the ChiNext Index increased by 1.94%, with a total trading volume exceeding 925 billion yuan, an increase of over 240 billion yuan compared to the previous day [1] Company Specifics: Huasheng Co., Ltd. - Huasheng Co., Ltd. resumed trading and opened at the limit-up price, but quickly fell by 14.8% within three minutes, eventually closing down by 4.33% [3] - The company announced plans to acquire 100% of Yixin Technology through a combination of stock issuance and cash payment, aiming to transition from traditional industries to strategic emerging industries [5] - Huasheng's stock price has increased by 55.49% year-to-date, with a trading volume of 617 million yuan, marking the highest single-day trading volume since February 2024, and a turnover rate of 20.13% [6] - The company's recent financial performance has been underwhelming, reporting a net loss of 49 million yuan in the 2024 annual report and a continued loss of 13 million yuan in the first quarter of this year, attributed to rising interest expenses and operational costs [6] Industry Developments: Intelligent Driving - Guangzhou's government issued a three-year action plan to promote the development of intelligent connected new energy vehicles, targeting that by 2027, over 90% of new vehicles will be L2 or higher level [7] - The plan includes incentives for the production of autonomous vehicles, with rewards of up to 50 million yuan for qualifying models [7] - The intelligent driving sector saw a collective rise, with related indices increasing by over 2%, and significant capital inflow into the sector [7] - Tesla launched its Robotaxi service in Texas, charging only $4.2 per ride, indicating a growing focus on the scalability of autonomous driving technology [11] - A report predicts that the intelligent vehicle sector will experience rapid earnings growth, with the potential for a "Davis Double" effect by 2025 [11] Valuation Insights - Among the 120 stocks in the intelligent driving and vehicle networking sector, the median rolling P/E ratio is 47.46, with several stocks, including Huayu Automotive and Yutong Bus, having P/E ratios below 20 [12] - Huayu Automotive has the lowest rolling P/E ratio at 8.51, indicating potential undervaluation [12] Institutional Holdings - Several stocks in the intelligent driving sector have attracted significant interest from social security funds, with 17 stocks receiving heavy investments totaling 7.971 billion yuan [14] - Yutong Bus has been a consistent favorite, with its stock being heavily held for seven consecutive quarters, reflecting strong institutional confidence [14]