资金流向方面，劲嘉股份当日主力资金净流入2153.6万元，占流通市值的0.32%。近五个交易日主力资 金累计净流入1.09亿元，占流通市值的1.64%。 劲嘉股份最新股价为4.62元，较前一交易日上涨0.03元，涨幅0.65%。盘中最高触及4.71元，最低下探至 4.35元，振幅7.84%。全天成交量为132.28万手，成交金额达6.02亿元，换手率为9.18%。公司当前总市 值67.07亿元，流通市值66.55亿元。 8月26日早盘，劲嘉股份出现快速反弹，五分钟内涨幅超过2%。截至9点35分，股价报4.51元，成交金 额1.36亿元，换手率2.13%。 劲嘉股份主营业务为包装印刷产品的研发、生产和销售，产品涵盖烟标、彩盒、镭射膜等。公司位于广 东省深圳市，属于包装材料行业。 风险提示：以上内容仅供参考，不构成投资建议。 ...

Core Insights - The report highlights four newly disclosed mergers and acquisitions involving listed companies during the period from August 8 to August 14, 2025, across various industries including light industry manufacturing, biomedicine, food and beverage, and computer technology [1][9]. Company Summaries Yongji Co., Ltd. - Yongji Co., Ltd. specializes in the design, research and development, production, and sales of packaging printing products, focusing on high-quality packaging solutions for tobacco and alcoholic beverages. The company plans to acquire control of Nanjing Tenafly Electronic Technology Co., Ltd. through a combination of issuing shares and cash payment [2][9]. *ST Biology - *ST Biology operates in the dual sectors of biomedicine and energy conservation. The company plans to acquire a 51% stake in Hunan Huize Biomedical Technology Co., Ltd., which focuses on drug research and clinical evaluation services. This acquisition aims to enhance the company's capabilities in drug development and clinical evaluation, thereby improving overall profitability and risk resistance [3][10]. Wancheng Group - Wancheng Group is engaged in the research, cultivation, and sales of fresh edible mushrooms, as well as the retail of snacks. The company intends to purchase a 49% stake in Nanjing Wanyou Commercial Management Co., Ltd. for approximately 1.379 billion yuan, aiming to strengthen its market competitiveness in the snack retail sector [4][11]. Kaipu Cloud - Kaipu Cloud focuses on artificial intelligence technology, offering a comprehensive AI product system. The company plans to acquire control of Shenzhen Jintaike Semiconductor Co., Ltd. or its storage business assets, which specializes in the research, production, and sales of electronic storage products [6][12].

Core Viewpoint - Yongji Co., Ltd. (603058.SH) is planning to acquire control of Nanjing Tenafly Electronic Technology Co., Ltd. through a combination of share issuance and cash payment, which is expected to constitute a significant asset restructuring [2][7] Group 1: Company Background and Recent Activities - Yongji Co., Ltd. is a leading regional cigarette label printing company that has been exploring new business directions due to fluctuations in its main cigarette label business [2] - The company has engaged in four similar acquisition plans over the past five years, including a failed semiconductor investment [2] - In 2022, Yongji issued convertible bonds, part of which was used to repay loans for acquiring an Australian medical cannabis company [2] - In March 2023, the company announced a fundraising plan of up to 490 million yuan, with 280 million yuan allocated for acquiring an Australian medical cannabis distributor [5] Group 2: Acquisition of Tenafly - The acquisition of Tenafly is expected to be the largest capital operation since Yongji's listing, potentially integrating cigarette printing, medical cannabis, and semiconductor businesses under one company [2] - Tenafly, established in 2019, specializes in solid-state drive (SSD) controller solutions, with its first product entering mass production in November 2022 [8] - The semiconductor industry, particularly in SSD controllers, is characterized by high technical barriers and significant market potential, requiring substantial R&D investment [8] Group 3: Financial and Market Context - The semiconductor investment landscape has evolved, with Tenafly's recent funding rounds primarily involving government-backed investment funds [9] - In 2024, leading domestic companies in the SSD controller space, such as Hynix and Phison, reported R&D expenses of 498 million yuan and 425 million yuan, respectively [9] - Tenafly has plans to relocate its headquarters to Nanjing and aims to develop and mass-produce additional SSD controller chips by 2025 [13][17]

Core Viewpoint - Yongji Co., Ltd. is planning to acquire control of Nanjing Tenafly Electronic Technology Co., Ltd. through a combination of share issuance and cash payment, while also raising funds from no more than 35 specific investors [2][4]. Group 1: Acquisition Details - The transaction may constitute a major asset restructuring but will not lead to a change in the actual controller of the company [4]. - Yongji Co., Ltd. will suspend trading of its stock starting August 14, 2025, for a period not exceeding 10 trading days [4]. - Tenafly, established in 2019, focuses on the research, production, and sales of data storage controller chips, applicable in various fields such as consumer electronics and data centers [4]. Group 2: Company Background - Yongji Co., Ltd. primarily engages in the design, production, and sales of cigarette labels and other packaging products [5]. - The company has experienced relatively stable growth in recent years, with a reported revenue of 905 million yuan in 2024, reflecting a year-on-year increase of 10.69%, and a net profit of 160 million yuan, up 59.77% [7][6]. Group 3: Previous Acquisitions - This is not Yongji Co., Ltd.'s first cross-industry acquisition; in 2020, the company acquired an Australian controlled drug business, TB, which has since developed into a comprehensive supplier of controlled drugs [8]. - In March of this year, Yongji Co., Ltd. announced a plan to issue A-shares to specific investors to raise up to 490 million yuan for various projects, including the acquisition of Phytoca Holdings Pty Ltd [8][10]. Group 4: Strategic Intent - The acquisition of Phytoca Holdings is aimed at enhancing Yongji Co., Ltd.'s overseas controlled drug business by leveraging Phytoca Pty's established brands and sales channels [10]. - The current move into the chip sector suggests a potential development of a third main business for Yongji Co., Ltd. [11].

Core Viewpoint - Yongji Co., Ltd. is planning to acquire control of Turnerfly through a combination of issuing shares and cash payment, which may constitute a significant asset restructuring [2][5]. Group 1: Acquisition Details - On August 13, Yongji Co., Ltd. signed a letter of intent with the controlling shareholder of Turnerfly, agreeing to pay for the equity of the target company through share issuance and cash [5]. - The acquisition involves issuing shares to no more than 35 specific investors to raise matching funds, with the final transaction price to be determined based on audit and evaluation reports [5]. - The transaction is still in the planning stage, and no formal agreement has been signed yet, indicating uncertainty in the specific transaction plan [5]. Group 2: Business Operations - Yongji Co., Ltd. primarily engages in the design, research and development, production, and sales of cigarette labels and other packaging products, serving brands such as Guoyan and Nanjing [6]. - The company is expanding into the social printing market, including cigarette labels, liquor packaging, and pharmaceutical packaging, to enhance its competitive edge [6]. Group 3: Semiconductor Sector Involvement - This acquisition is not Yongji Co., Ltd.'s first attempt to enter the semiconductor sector; in September 2021, the company invested 107 million yuan to acquire a 51% stake in Shanghai Aiyuan Semiconductor [7]. - Due to changes in the external environment and delays in the commercialization of technology, Yongji Co., Ltd. terminated its second-phase investment in Shanghai Aiyuan in 2024 to control risk exposure [7]. Group 4: Pharmaceutical Business Growth - Yongji Co., Ltd. has also entered the regulated pharmaceutical industry, with revenue from this sector reaching 142 million yuan in 2024, a year-on-year increase of 75.57% [8]. - The regulated pharmaceutical business has become the company's second main business, surpassing liquor label revenue and only trailing behind cigarette label revenue [8]. - The company is focusing on product innovation and market expansion, particularly in Australia, where it offers products for chronic pain, cancer pain relief, and other conditions [9]. Group 5: Financial Performance - In the first quarter of 2025, Yongji Co., Ltd. reported revenue of 227 million yuan, a year-on-year increase of 1.24%, while net profit attributable to shareholders decreased by 7.58% to 37.42 million yuan [10].

Group 1 - Yongji Co., Ltd. (603058) announced on August 13 that it is planning to acquire control of Nanjing Tenafly Electronics Technology Co., Ltd. through a combination of issuing shares and cash payments [1][5] - The acquisition may constitute a major asset restructuring but will not lead to a change in the company's actual controller and does not qualify as a restructuring listing [1] - Yongji Co. will issue shares to no more than 35 specific investors to raise matching funds for the acquisition [1][5] Group 2 - The acquisition agreement was signed with Tenafly's actual controller, LEE MENG KUN, and the final transaction price will be determined based on audit and evaluation reports from qualified institutions [5] - Tenafly specializes in the research, production, and sales of data storage controller chips, which have applications in consumer electronics, graphics video, automotive storage, industrial-grade, and data centers [5][6] - Yongji Co. has been expanding its business into various packaging sectors, including cigarette labels, liquor packaging, and pharmaceutical packaging, while also exploring the overseas controlled drug industry [6][7] Group 3 - In 2024, Yongji Co. reported revenue of 905 million yuan, a year-on-year increase of 10.69%, and a net profit attributable to shareholders of 160 million yuan, up 59.77% [7] - The revenue from the cigarette label business grew by 5.75%, while the liquor label business saw a decline of 24.81%. The overseas controlled drug business experienced a significant increase in revenue by 75.57% [7] - Yongji Co. previously invested in the semiconductor industry, acquiring a 51% stake in Shanghai Aiyuan Semiconductor Co., Ltd. in 2021, but later decided to terminate further investment due to changes in external conditions and unmet technical standards [7] Group 4 - As of the market close on August 13, Yongji Co.'s stock price was 10.88 yuan per share, reflecting a 3.82% increase [8][9] - The company's market capitalization and financial metrics indicate a price-to-earnings ratio of 29.1 and a price-to-book ratio of 3.90 [9]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 8月13日晚，永吉股份（维权）（603058）发布公告称，公司正在筹划发行股份及支付现金的方式收购 南京特纳飞电子技术有限公司的控制权，并向不超过35名特定投资者发行股份募集配套资金。此次交易 可能构成重大资产重组，不会导致公司实控人发生变更，不构成重组上市。 经申请，永吉股份股票自8月14日开市起停牌，预计停牌时间不超过10个交易日。 | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌 期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | 603058 | 永吉股份 | A 股 停牌 | 2025/8/14 | | | | | 113646 | 永吉转债 | 可转债债券停 | 2025/8/14 | | | | | | | ਵਿੱ | | | | | | 113646 | 永吉转债 | 可转债转股停 | 2025/8/14 | | | | | | | 居 | | | | | 图片来源：公司公告 图片来源：公司公告 公告显示，8月13日，公司与 ...

Group 1 - Yongji Co., Ltd. is planning to acquire control of Nanjing Tenafly Electronic Technology Co., Ltd., which specializes in the research, production, and sales of data storage main control chips [2][6] - The acquisition will be conducted through a combination of issuing shares and cash payments, with plans to raise supporting funds from no more than 35 specific investors [2] - Yongji Co., Ltd. has announced that its stock, convertible bonds, and the conversion of convertible bonds will be suspended from trading starting August 14, 2025, for a period not exceeding 10 trading days [4][6] Group 2 - The transaction may constitute a major asset restructuring but will not lead to a change in the actual controller of the company, thus not qualifying as a restructuring listing [4] - As of August 13, 2025, Yongji Co., Ltd.'s stock price was reported at 10.88 yuan per share, with a total market value of 4.6 billion yuan [10] - The company’s main business includes the design, research, production, and sales of cigarette labels and other packaging products, with over 80% of revenue coming from the printing and packaging sector [6][8] Group 3 - Yongji Co., Ltd. is actively exploring new business opportunities in emerging sectors, including the pharmaceutical industry, to optimize its industrial layout and cultivate new growth curves [6][9] - The company reported a decline in net profit attributable to the parent company in the first quarter of the year, influenced by the macroeconomic environment and intensified competition in the printing and packaging industry [9][10]

【导读】筹划收购特纳飞控制权，永吉股份股票停牌 中国基金报记者 李智 8月13日，永吉股份发布公告称，公司正在筹划收购南京特纳飞电子技术有限公司（以下简称 特纳飞）的控制权， 公司 股票、可转债及可转债转股自2025年8月14日起停牌。 据了解，特纳飞专注于数据存储主控芯片的研发、生产和销售。 筹划收购特纳飞控制权 永吉股份股票停牌 8月13日，永吉股份发布公告称，公司正在筹划 以 发行股份及支付现金的方式收购特纳飞的 控制权，并向不超过35名特定投资者发行股份募集配套资金。 | 证券代码:603058 | 证券简称:永吉股份 公告编号: 2025-077 | | --- | --- | | 转债代码:113646 | 转债简称:永吉转债 | 据了解，特纳飞专注于数据存储主控芯片的研发、生产和销售，其开发的主控芯片可广泛应 用于消费电子、图形视频、车载存储、工业级及数据中心等领域。 本次交易对方初步确定为标的公司实际控制人LEE MENG KUN控制的或与其构成一致行动关 系的标的公司股东及标的公司其他股东。 永吉股份 表示， 截至目前 ，本次交易仍处于筹划阶段，交易各方尚未签署正式的交易协 议，具体交易方案 ...

Core Viewpoint - Jinshi Technology is planning to divest its wholly-owned subsidiary, Hunan Jinshi Technology Co., Ltd., to optimize resource allocation and reduce financial burdens, aligning with its strategic development goals [1][2]. Group 1: Company Overview - Jinshi Technology, established in 2008, originally focused on cigarette label printing and has transitioned to the energy storage sector over the past year [5][6]. - The company has constructed a diversified business model centered on energy storage equipment manufacturing and related products, aiming to provide safe energy storage solutions [5]. Group 2: Financial Performance - Hunan Jinshi has reported significant losses, with a total loss of approximately 14.58 million yuan in 2024 and 4.30 million yuan in Q1 2025 [2][3]. - Despite entering the energy storage market, Jinshi Technology has faced continuous losses over three years, with net profits of -36.59 million yuan in 2022, -44.57 million yuan in 2023, and -4.39 million yuan in 2024 [6]. - The company achieved a revenue of 376 million yuan in 2024, marking a year-on-year increase of 1008.39%, although most revenue was concentrated in Q4 [6]. Group 3: Strategic Moves - The divestiture of Hunan Jinshi is part of a broader strategy to dispose of idle assets and improve financial health, which is expected to provide funding for future developments [1][2]. - The company has faced operational challenges, including a temporary suspension of an important subsidiary, leading to stock warnings and a change in stock designation to "*ST Jinshi" due to negative net profits and low revenue [6][7].