欧式发酵火腿

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莆田商人的火腿上市公司,花3亿跨界投芯片
Jing Ji Guan Cha Wang· 2025-09-24 10:33
Core Viewpoint - Company Jinzi Ham plans to invest 300 million yuan to acquire a 20% stake in optical communication chip company Zhongsheng Microelectronics, indicating a significant cross-industry move into the semiconductor sector [1][2]. Group 1: Investment Details - The investment will be made through Jinzi Ham's wholly-owned subsidiary Fujian Jinzi Semiconductor Co., Ltd., which recognizes the potential of the AI industry and the optical communication market [1]. - The acquisition will be executed in two rounds, with the first round involving an investment of 100 million yuan based on a pre-investment valuation of Zhongsheng Microelectronics between 1 billion and 1.3 billion yuan [3]. - The second round of investment, not exceeding 200 million yuan, is contingent upon the successful verification of a specific chip [3]. Group 2: Company Background - Jinzi Ham, headquartered in Jinhua, Zhejiang, is a leading player in the Chinese ham industry, primarily producing various meat products [1]. - The company has undergone ownership changes, with Zheng Qingsheng becoming the largest shareholder and actual controller after acquiring a stake in June 2025 [1][2]. - Zheng Qingsheng has a diverse business portfolio, including real estate and automotive sales, which may influence Jinzi Ham's strategic direction [1]. Group 3: Financial Performance - Jinzi Ham's financial performance has shown volatility, with a revenue of 343.88 million yuan in 2024, a year-on-year increase of 9.62%, and a net profit of 62.17 million yuan, up 55.19% [3]. - In the first half of 2025, the company reported a revenue decline of 14.73% year-on-year, with a net profit decrease of 25.11% [3]. - The planned investment in Zhongsheng Microelectronics will consume a significant portion of the company's profits over the next five years [2]. Group 4: Market Reaction - Following the announcement of the acquisition, Jinzi Ham's stock price surged, closing at 7.85 yuan, a 9.94% increase, with a market capitalization of 9.5 billion yuan [4]. - The company has a history of cross-industry acquisitions since 2016, although past investments have faced challenges in achieving expected returns [4][5].
金字火腿“跨界”造芯背后,隐现福建富商郑庆昇的资本阳谋
Huan Qiu Lao Hu Cai Jing· 2025-09-23 11:52
金字火腿跨界芯片有了新进展。 9月22日晚间,金字火腿公告,公司拟以自有或自筹资金不超过3亿元,通过增资扩股的方式取得中晟微 电子(杭州)有限公司(简称"中晟微")不超过20%的股权。 资料显示,中晟微主营400G/800G/1.6T及以上高速光模块核心电芯片的研发设计,而金字火腿主营中式 火腿、欧式发酵火腿,公司此次投资属于跨界光通信芯片领域。受跨界造芯刺激,9月23日,金字火腿 开盘快速拉升涨停,报7.85元/股,最新市值95.03亿元。 需要注意的是,今年4月,福建富商郑庆昇刚出资8.7亿元拿下金字火腿控制权。郑庆昇正式入主一个 月,金字火腿便成立了两家半导体相关的公司,彼时资本市场对金字火腿跨界半导体已经有了预期。 而郑庆昇本人本就是"跨界狂魔",八十年代从榨蔗糖起家,产业涉及房地产、教育、汽车等多个领域。 不过,此前郑庆昇在资本市场上鲜有露面,金字火腿是他旗下首家上市公司。 金字火腿跨界芯片 9月23日,金字火腿开盘涨停,报7.85元/股,公司总市值增至95亿元,逼近百亿大关。 消息面上,9月22日晚间,金字火腿发布公告称,公司全资子公司福建金字半导体有限公司(简称"福建 金字公司")看好AI产业趋 ...
拟跨界收购,002515涨停
Shang Hai Zheng Quan Bao· 2025-09-23 07:55
Core Viewpoint - After the new controlling shareholder took over, the company Jinzi Ham (002515) is attempting cross-industry investment by acquiring a stake in Zhongsheng Microelectronics (Hangzhou) Co., Ltd. [2][8] Group 1: Investment Details - Jinzi Ham's wholly-owned subsidiary, Fujian Jinzi Semiconductor Co., Ltd., plans to invest up to 300 million yuan to acquire no more than 20% equity in Zhongsheng Microelectronics through capital increase [2][6] - The investment will occur in two rounds: the first round involves 100 million yuan at a pre-investment valuation of 1 billion to 1.3 billion yuan, while the second round will depend on the successful verification of a specific chip [6][7] - Zhongsheng Microelectronics specializes in high-speed optical module core chips and has been recognized as a potential unicorn in China [6][9] Group 2: Financial Performance - Zhongsheng Microelectronics has not yet turned a profit, reporting revenues of 204,900 yuan in 2024 and a net loss of 38.83 million yuan [7] - For the first seven months of 2025, the company generated revenues of 51,110 yuan with a net loss of 2.04 million yuan [7] - Jinzi Ham's management acknowledged the risk of overvaluation in this transaction, with a potential appreciation rate of 9,710% based on the pre-investment valuation [7] Group 3: Company Background - Jinzi Ham, established in 1994 and listed in 2010, primarily produces various types of ham and meat products [9] - The company has faced declining performance, with a 14.73% year-on-year drop in revenue to 170 million yuan in the first half of the year [9] - The new controlling shareholder, Zheng Qingsheng, took over in June 2023, marking a significant shift in the company's direction [9][10]
火腿第一股跨界造芯片,市值飙升近10亿元
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-23 06:24
Core Viewpoint - Traditional ham producer Jinzi Ham is attempting to enter the rapidly growing semiconductor sector with a 300 million yuan investment, leading to a significant increase in its market value [1][3]. Investment Details - Jinzi Ham's wholly-owned subsidiary, Fujian Jinzi Semiconductor Co., Ltd., plans to acquire up to 20% equity in Zhongsheng Microelectronics (Hangzhou) Co., Ltd. through a capital increase, with a total investment not exceeding 300 million yuan [3]. - The investment will occur in two rounds, with the first round amounting to 100 million yuan based on a pre-investment valuation of Zhongsheng Microelectronics between 1 billion yuan and 1.3 billion yuan [3]. - Zhongsheng Microelectronics specializes in the research and design of high-speed optical module core chips, with applications in AI, cloud computing, and 5G technologies [3]. Company Background - Jinzi Ham, established in 1994 and listed in December 2010, primarily produces various types of ham and meat products [4]. - The company has previously attempted to diversify into sectors such as healthcare and internet finance, but these efforts were largely unsuccessful [4]. Recent Changes in Management - In June 2023, entrepreneur Zheng Qingsheng acquired Jinzi Ham for 870 million yuan, becoming the new actual controller [5]. - Under the new management, Jinzi Ham has initiated its foray into the semiconductor industry, establishing two wholly-owned subsidiaries focused on semiconductor devices and integrated circuit sales [5]. Financial Performance - Jinzi Ham's financial performance has faced significant pressure, with a reported revenue of 170 million yuan in the first half of 2025, a decline of 14.73% year-on-year [6]. - The net profit attributable to shareholders decreased by 25.11% to approximately 22.92 million yuan during the same period [5][6].
火腿第一股跨界造芯片,市值飙升近10亿元
21世纪经济报道· 2025-09-23 06:19
Core Viewpoint - Traditional ham producer Jinzi Ham is attempting to enter the rapidly growing semiconductor sector with a 300 million yuan investment, which led to a significant increase in its market value by nearly 1 billion yuan in a single day [1][2]. Investment Details - Jinzi Ham's wholly-owned subsidiary, Fujian Jinzi Semiconductor Co., Ltd., plans to invest up to 300 million yuan to acquire no more than 20% equity in Zhongsheng Microelectronics (Hangzhou) Co., Ltd. [3] - The investment will occur in two rounds, with the first round involving 100 million yuan based on a pre-investment valuation of Zhongsheng Microelectronics between 1 billion yuan and 1.3 billion yuan [3]. Company Background - Jinzi Ham, established in 1994 and listed in 2010, primarily produces various types of ham and meat products, including sausages and marinated meats [4]. - The recent cross-industry move into semiconductors is attributed to a change in the company's controlling shareholder and management team, who are optimistic about the future of Zhongsheng Microelectronics [4][5]. Financial Performance - Jinzi Ham's financial performance has been under pressure, with a reported revenue of 170 million yuan in the first half of 2025, a decline of 14.73% year-on-year, and a net profit of 22.92 million yuan, down 25.11% [5]. - The company has previously attempted to diversify into other sectors, such as healthcare and internet finance, but these efforts were largely unsuccessful [4]. Market Context - Zhongsheng Microelectronics, founded in 2019, focuses on high-speed optical module core chip research and development, with applications in AI, cloud computing, and 5G technologies. However, it has not yet achieved profitability, reporting a revenue of 51,110 yuan and a net loss of 20.37 million yuan in the first seven months of the year [3].
拟取得中晟微不超20%股权,金字火腿开盘涨停
Bei Jing Shang Bao· 2025-09-23 01:50
Core Viewpoint - Jinzi Ham (002515) has seen a significant stock price increase, reaching a limit up of 7.85 CNY per share, following the announcement of a strategic investment in the AI and optical communication sectors through its subsidiary, Fujian Jinzi Semiconductor Co., Ltd [1] Group 1: Investment Details - Fujian Jinzi plans to invest up to 300 million CNY to acquire no more than 20% equity in Zhongsheng Microelectronics (Hangzhou) Co., Ltd, recognizing its capabilities in domestic substitution for optical communication chips [1] - The investment will be funded through self-owned or self-raised funds and is not classified as a major asset restructuring under relevant regulations [1] Group 2: Company Background - Jinzi Ham specializes in various meat products, including Chinese and European-style hams, sausages, and pre-prepared meat products tailored for e-commerce and restaurant clients [1] - Zhongsheng Microelectronics focuses on the research and design of high-speed optical module core chips, including TIA and Driver chips for 400G, 800G, and 1.6T applications [1] Group 3: Management and Risks - The management acknowledges limitations in industry experience and past unsuccessful investments, indicating potential risks associated with this cross-industry investment [2] - The investment decision aligns with the company's future development strategy and will not adversely affect its normal operations or harm the interests of shareholders, particularly minority investors [2]
002515,拟跨界投资光通信芯片领域
Zheng Quan Shi Bao· 2025-09-22 23:05
Core Viewpoint - The company Jinzi Ham (002515) is making a strategic investment in the AI and optical communication sectors by acquiring up to 20% equity in Zhongsheng Microelectronics (Hangzhou) Co., Ltd. for no more than RMB 300 million through capital increase and expansion [1][4]. Group 1: Investment Details - The investment will occur in two rounds, with the final amount and shareholding ratio to be determined after due diligence on Zhongsheng Microelectronics [4]. - Zhongsheng Microelectronics was founded in 2019 by core R&D personnel from American optical communication chip design companies and has been recognized as a "future unicorn" in China for two consecutive years [5]. - The company specializes in the R&D and design of high-speed optical module core chips, with applications in AI, cloud computing, and telecommunications networks [5]. Group 2: Financial Performance - Jinzi Ham reported a revenue of RMB 170 million in the first half of the year, a decrease of 14.73% year-on-year, with a net profit attributable to shareholders of RMB 22.92 million, down 25.11% year-on-year [8]. - The company aims to diversify its investment channels to enhance performance and adapt to market challenges, while maintaining stable operations in its core business [8]. Group 3: Strategic Rationale - The investment aligns with the company's overall development strategy, allowing for more efficient use of idle funds and capitalizing on the trends of the digital economy [8]. - The framework agreement signed is a preliminary intention, and the transaction is still subject to uncertainties, making it difficult to predict its impact on the company's operational performance [8].
002515,拟跨界投资光通信芯片领域!
Zheng Quan Shi Bao· 2025-09-22 15:31
Core Viewpoint - Company Jinzi Ham (002515) is making a strategic investment in the AI and optical communication sectors by acquiring up to 20% equity in Zhongsheng Microelectronics (Hangzhou) Co., Ltd. for no more than RMB 300 million through capital increase and expansion [2][4]. Group 1: Investment Details - The investment will occur in two rounds, with the final amount and shareholding ratio to be determined after due diligence on Zhongsheng Microelectronics [4]. - Zhongsheng Microelectronics was founded in 2019 by core R&D personnel from U.S. optical communication chip design companies and has been recognized as a "future unicorn" in China for two consecutive years [5]. - The company specializes in the R&D and design of high-speed optical module core chips, with applications in AI, cloud computing, and telecommunications networks [5]. Group 2: Financial Performance - Jinzi Ham reported a revenue of RMB 170 million in the first half of the year, a decrease of 14.73% year-on-year, with a net profit of RMB 22.92 million, down 25.11% [7]. - The company aims to diversify its investment channels to enhance performance and adapt to market challenges, while maintaining stable operations in its core business [7]. Group 3: Market Position and Future Outlook - Jinzi Ham's core business includes various meat products, with a leading market share and brand recognition [7]. - The investment in Zhongsheng Microelectronics aligns with the company's long-term strategy to leverage idle funds and capitalize on the digital economy trend, potentially improving future business performance [7].
002515,拟跨界投资光通信芯片领域!
证券时报· 2025-09-22 15:28
Core Viewpoint - The article discusses the cross-industry investment by Jinzi Ham, highlighting its strategic move to invest in the AI and optical communication sectors through its subsidiary, aiming to leverage market opportunities and enhance future business performance [1][4]. Investment Details - Jinzi Ham's subsidiary, Fujian Jinzi Semiconductor Co., Ltd., plans to invest up to 300 million RMB to acquire no more than 20% equity in Zhongsheng Microelectronics (Hangzhou) Co., Ltd. through capital increase [1][4]. - The investment will occur in two rounds, with the final amount and shareholding ratio to be determined after due diligence and negotiations [4][6]. Company Background - Zhongsheng Micro was founded in 2019 by core R&D personnel from U.S. optical communication chip design companies and has been recognized as a "future unicorn" in China for 2024 and 2025 [4][5]. - The company specializes in the R&D and design of high-speed optical module core chips, including TIA and Driver chips, which are essential for applications in AI, cloud computing, and telecommunications [5][6]. Financial Performance - Jinzi Ham reported a revenue of 170 million RMB in the first half of the year, a decrease of 14.73% year-on-year, with a net profit of approximately 22.92 million RMB, down 25.11% from the previous year [6][7]. - The company aims to address the slow growth in its main business by diversifying its investment channels to enhance overall performance and provide better returns to investors [7]. Strategic Rationale - The investment aligns with the company's long-term strategy to utilize idle funds effectively and adapt to the trends of the digital economy, potentially improving future business opportunities [7].
金字火腿第二季度业绩大降,年内股价涨幅超60%,新实控人拟转型半导体?
Mei Ri Jing Ji Xin Wen· 2025-08-29 08:20
Core Viewpoint - Despite a significant decline in performance in the second quarter of 2025, the company's stock price has surged over 60% this year, raising questions about the underlying changes in its fundamentals and the reasons behind the stock price increase [1][4]. Financial Performance - In the first half of 2025, the company reported operating revenue of 170 million yuan, a year-on-year decrease of 14.73%, and a net profit of 22.92 million yuan, down 25.11% [1]. - The second quarter saw an even steeper decline, with operating revenue dropping by 38.85% and a net loss of 1.42 million yuan, marking a year-on-year decline of 120.35% [1]. - The operating cash flow turned negative for the first time since 2021, recording a net cash flow of -18.82 million yuan [1]. Business Overview - The company specializes in various meat products, including Chinese and European-style hams, sausages, and other processed meat products, with a leading market share and brand recognition in the industry [1]. - As of June 30, 2025, the company had 2,230 distributors, an increase of 93 from the beginning of the year, although revenue from various sales channels decreased compared to the same period last year [1]. Sales and Inventory Data - The sales volume of the company's primary ham products decreased by 14%, while inventory increased by over 10% year-on-year [2]. - Sales of branded meat products fell by over 10%, with inventory rising by 45.52% [2][3]. - Conversely, sales of specialty meat products grew by over 10%, and inventory saw a significant reduction of 42.71% [2][3]. Shareholder Changes - In June 2025, the company's actual controller changed, with Zheng Qingsheng acquiring 145 million shares for 870 million yuan, becoming the largest shareholder with 11.98% of the shares and 18.83% of the voting rights [4][5]. New Business Ventures - Following the change in control, the company has begun to venture into the semiconductor industry, establishing a wholly-owned subsidiary, Fujian Jinzi Semiconductor Co., Ltd., with a registered capital of 100 million yuan [6]. - Additionally, the company formed Jinzi Chip (Shanghai) Technology Co., Ltd., focusing on semiconductor device sales and integrated circuit design [7]. Market Context - The strong performance of the semiconductor sector in the capital market, with related indices rising over 35%, may have contributed to the company's stock price increase [9].