资料显示，焦作万方铝业股份有限公司位于河南省焦作市马村区待王镇焦新路南侧，成立日期1996年11 月27日，上市日期1996年9月26日，公司主营业务涉及铝冶炼及加工,铝制品、金属材料销售。主营业务 收入构成为：铝液82.00%，铝合金7.72%，铝锭6.85%，其他(补充)3.43%。 8月26日，焦作万方盘中上涨2.09%，截至10:03，报9.26元/股，成交2.17亿元，换手率2.02%，总市值 110.40亿元。 资金流向方面，主力资金净流出1688.54万元，特大单买入712.15万元，占比3.28%，卖出949.01万元， 占比4.38%；大单买入3720.96万元，占比17.16%，卖出5172.65万元，占比23.85%。 焦作万方今年以来股价涨47.22%，近5个交易日涨0.98%，近20日涨6.68%，近60日涨26.16%。 今年以来焦作万方已经1次登上龙虎榜，最近一次登上龙虎榜为3月18日。 焦作万方所属申万行业为：有色金属-工业金属-铝。所属概念板块包括：有色铝、稀缺资源、稀土永 磁、中盘、融资融券等。 截至8月20日，焦作万方股东户数6.14万，较上期减少1.92%；人均流通股1 ...

8月22日晚间，焦作万方披露了《发行股份购买资产暨关联交易报告书（草案）》，其拟通过发行股份的方式购买杭州锦江集团有限公司（以下简称锦江 集团）等交易对方合计持有的开曼铝业（三门峡）有限公司（以下简称三门峡铝业）99.4375%股权，交易价格为319.49亿元。本次交易构成关联交易、重 大资产重组和重组上市。 从市场表现来看，今年3月在重组预案公布后复牌，焦作万方连拉两个涨停板，但后续股价大幅调整，4月一度跌至5.69元/股的低位，此后强势反弹。截 至8月22日，焦作万方报收于9.20元/股，年初至今涨幅为45.81%，最新总市值为110亿元。 在实控焦作万方后，浙江商人钭正刚再次推动三门峡铝业重组上市。 拟发行股份购买三门峡铝业股权 交易价格为319.49亿元 今年3月3日，焦作万方公告称，正在筹划发行股份购买三门峡铝业股权，并募集配套资金；3月14日晚间，公司披露重组预案，拟通过发行股份的方式购 买锦江集团等交易对方持有的三门峡铝业100%股权，并向不超过35名符合条件的特定投资者发行股份募集配套资金。 8月22日晚间，焦作万方发布了此次交易的草案，跟预案相比有一些差别：一是从购买三门峡铝业100%股权变 ...

Core Viewpoint - The article discusses the acquisition of a 99.4375% stake in Sanmenxia Aluminum by Jiaozuo Wanfang for a total price of 31.949 billion yuan, marking a significant move towards restructuring and listing the company [2][4][11]. Group 1: Transaction Details - Jiaozuo Wanfang plans to acquire the stake in Sanmenxia Aluminum through a share issuance, with the transaction price set at 31.949 billion yuan [2][4]. - The transaction involves several parties, including Hangzhou Jinjiang Group, which is controlled by the actual controller of Jiaozuo Wanfang, Zhou Zhenggang [6][7]. - The number of shares to be issued for this transaction is approximately 5.928 billion, representing 83.25% of the total share capital post-transaction [8]. Group 2: Financial Metrics - As of the end of 2024, Sanmenxia Aluminum's total assets are projected to be 376.26 billion yuan, while Jiaozuo Wanfang's total assets are expected to be 80.60 billion yuan, indicating a significant disparity [12]. - The net asset of Sanmenxia Aluminum is estimated at 203.04 billion yuan, compared to Jiaozuo Wanfang's net asset of 6.235 billion yuan [12]. - The revenue of Sanmenxia Aluminum is projected to be 355.39 billion yuan, significantly higher than Jiaozuo Wanfang's expected revenue of 64.65 billion yuan [12]. Group 3: Strategic Implications - The acquisition will allow Jiaozuo Wanfang to expand its business into the upstream aluminum industry, creating a complete aluminum material industry chain from alumina to electrolytic aluminum and aluminum processing [9]. - This move is expected to enhance the company's operational synergies and position it as a leading player in the aluminum materials sector [9]. - The transaction is classified as a major asset restructuring and is expected to meet the standards for restructuring listing as per regulatory requirements [11].

中国银河证券股份有限公司 关于 焦作万方铝业股份有限公司 发行股份购买资产暨关联交易 之 独立财务顾问报告 独立财务顾问 签署日期：二〇二五年八月 独立财务顾问声明与承诺 中国银河证券股份有限公司（以下简称"银河证券""本独立财务顾问"） 接受 焦作万方铝业股份有限公司（以下简称"焦作万方""上市公司"或"公司"）委托， 担任本次发行股份购买资产并募集配套资金暨关联交易（以下简称"本次交易"）的独 立财务顾问，就该事项向上市公司全体股东提供独立意见，并制作本独立财务顾问报告。 本独立财务顾问报告是依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司重大资产重组管理办法》 《上市公司并购重组财务顾问业务管理办法》 《公开 发行证券的公司信息披露内容与格式准则第 26 号——上市公司重大资产重组》 《上市公 司监管指引第 9 号——上市公司筹划和实施重大资产重组的监管要求》和《深圳证券交 易所上市公司重大资产重组审核规则》等法律法规及文件的规定和要求，以及证券行业 公认的业务标准、道德规范，经过审慎调查，本着诚实信用和勤勉尽责的态度，就本次 交易认真履行尽职调查义务，对上市公司相关的申报和披露文件进行 ...

焦作万方铝业股份有限公司 上市公司名称： 焦作万方铝业股份有限公司 上市地点： 深圳证券交易所 股票简称： 焦作万方 股票代码： 000612 收购人 住所 通讯地址 浙江省杭州市拱墅区湖墅南路 浙江省杭州市拱墅区湖南路 杭州锦江集团有限公司 一致行动人 住所 通讯地址 杭州正才控股集团有限 杭州市拱墅区湖墅南路 111 号 杭州市拱墅区湖墅南路 111 号 公司 2001-1 室 2001-1 室 浙江省杭州市临安区青山湖街 浙江省杭州市拱墅区湖墅南 浙江恒嘉控股有限公司 道锦科大楼 AB 幢 B402 室-1 路 111 号 20 楼 杭州市拱墅区湖墅南路 111 号 杭州延德实业有限公司 拱墅区仓基新村 6 号 2 层 201 室 宁波中曼科技管理有限 浙江省宁波市北仑区梅山盐场 1 浙江省杭州市拱墅区湖墅南 公司 号办公楼二十一号 173 室 路 111 号锦江大厦 20 楼 浙江省杭州市余杭区仓前街道 浙江省杭州市拱墅区湖墅南 浙江安晟控股有限公司 时尚万通城 3 幢 1310C 室 路 111 号锦江大厦 20-22F 签署日期：二〇二五年八月 收购人及其一致行动人声明 一、本报告书摘要依据《中华 ...

Core Viewpoint - Electric Power Investment Energy plans to acquire 100% equity of Baiyinhu Coal Power from State Power Investment Corporation Inner Mongolia, which is expected to significantly enhance the company's asset scale and business strength [1][3]. Group 1: Acquisition Details - The acquisition will be conducted through a combination of issuing shares and cash payments, with specific transaction prices yet to be determined as the audit and evaluation of the target assets are still ongoing [1][2]. - The transaction is classified as a major asset restructuring and related party transaction [1]. - Baiyinhu Coal Power has shown strong performance, with projected revenue of 11.402 billion yuan and net profit of 1.396 billion yuan for 2024 [1][3]. Group 2: Financial Performance - Baiyinhu Coal Power's revenue for 2023, 2024, and Q1 2025 is reported at 7.362 billion yuan, 11.402 billion yuan, and 2.911 billion yuan, respectively, with corresponding net profits of 543 million yuan, 1.396 billion yuan, and 430 million yuan [3]. - Electric Power Investment Energy's total assets, net assets, and operating income are expected to increase significantly post-acquisition, improving the overall asset quality and profitability of the company [3]. Group 3: Company Background and Business Segments - Electric Power Investment Energy was established in 2001 and has been listed on the Shenzhen Stock Exchange since 2007, rapidly entering the thermal power and electrolytic aluminum sectors through acquisitions [4]. - The company has experienced steady growth in revenue and net profit for four consecutive years, with 2024 revenue reaching 29.859 billion yuan and net profit at 5.342 billion yuan, reflecting year-on-year growth rates of 11.23% and 17.15%, respectively [5]. - The company's business segments include electrolytic aluminum, coal, thermal power, and renewable energy, with revenue contributions of 52.46%, 34.14%, 5.8%, 4.48%, and 0.99% respectively [5]. Group 4: Recent Financial Trends - In Q1 2025, Electric Power Investment Energy reported revenue of 7.537 billion yuan, a year-on-year increase of 2.63%, while net profit decreased by 19.82% to 1.559 billion yuan due to rising operating costs [6]. - Despite the decline in net profit, the company's financial position remains stable, with a net operating cash flow of 1.766 billion yuan, up 31.06% year-on-year, and a debt-to-asset ratio of 24.14%, which has decreased by over 1 percentage point since the beginning of 2025 [6].

Core Viewpoint - The company, Electric Power Investment Energy (002128), is planning a significant asset restructuring by acquiring 100% equity of Baiyinhu Coal Power Co., Ltd. from the State Power Investment Corporation through a combination of issuing shares and cash payment, along with raising supporting funds [1][3]. Group 1: Transaction Details - The company announced the resumption of trading on May 19, 2025, after a suspension for the restructuring plan [1]. - The specific transaction price for the acquisition has not yet been determined and will be based on an evaluation report from a legally recognized appraisal agency [2]. - The shares to be issued will be A-shares with a par value of RMB 1.00, listed on the Shenzhen Stock Exchange [2][3]. Group 2: Financial Aspects - The proposed share issuance price is set at RMB 15.57 per share, which is not less than 80% of the average trading price over the last 120 trading days prior to the pricing date [3]. - The total amount of supporting funds raised will not exceed 100% of the transaction price for the asset acquisition, and the number of shares issued will not exceed 30% of the total share capital post-transaction [4]. - The funds raised will be used for cash consideration for the transaction, construction projects related to the acquired assets, and to supplement working capital or repay debts, with specific limits on the proportions allocated for these purposes [4]. Group 3: Company Background - Baiyinhu Coal Power Co., Ltd. primarily engages in the production and sale of coal, aluminum, and electricity products, serving regions such as Inner Mongolia, Jilin, and Liaoning [5]. - The company is wholly owned by the State Power Investment Corporation's Inner Mongolia Energy Co., Ltd., which is in turn fully owned by the State Power Investment Corporation [5]. Group 4: Shareholder Structure - The controlling shareholder of the company is Mengdong Energy, holding 1,250,022,721 shares, accounting for 55.77% of the total share capital [4]. - The actual controller remains the State Power Investment Corporation, which holds 65% of Mengdong Energy [4].

Group 1 - The core point of the article is that Electric Power Investment Energy plans to acquire 100% equity of Baiyinhua Coal Power from its controlling shareholder through a combination of issuing shares and cash payment, which is expected to significantly enhance the company's asset scale and business strength [2][3] - The acquisition involves a related party transaction as the seller, Inner Mongolia Energy Co., is controlled by the State Power Investment Corporation, which is also the actual controller of Electric Power Investment Energy [2][4] - Baiyinhua Coal Power's main business includes the production and sale of coal, aluminum, and electricity products, with a coal production capacity of 15 million tons per year and significant financial growth projected for the coming years [4][5] Group 2 - Baiyinhua Coal Power's financial data shows total assets of 25.4 billion and net assets of 7.54 billion as of Q1 2025, with revenues and net profits showing a steady increase from 7.36 billion and 543 million in 2023 to 11.4 billion and 1.4 billion in 2024 respectively [4][5] - Electric Power Investment Energy's total assets and net assets are reported at 53.3 billion and 36.3 billion respectively as of Q1 2025, with projected revenues of 29.8 billion and net profits of 5.87 billion for 2024 [5][6] - The company serves as the sole platform for resource integration in Inner Mongolia for the State Power Investment Corporation, leveraging coal cost advantages and abundant power resources to create a synergistic business effect [6][7]

涉及总金额5 0 7 . 5 4亿元人民币。 基金备案规模区间分布 作者 | 私募通 来源 | 决策投资圈 （ID：PEDATAMAX） 清科创业（0 1 9 4 5 .HK）旗下私募通统计：截至本周五下午，募资、投资、上市和并购共 1 8 9 起 事 件 ， 涉 及 总 金 额 5 0 7 .5 4 亿 人 民 币 。 从 交 易 金 额 来 看 ， 本 周 金 额 较 大 事 件 是 ： 2 0 25年4月2 1日，上海基础设施建设发展（集团）有限公司、中国银河资产管理有限责 任公司、中国东方资产管理股份有限公司、上海浦东创新投资发展（集团）有限公司、 上海外高桥资产管理有限公司等投资上海外高桥集团股份有限公司2 4 . 7 5亿人民币。从交 易事件地域分布看，目前主要分布在广东省、江苏省和浙江省，占比均为1 7 . 5%。 更多信息请登录：h tt p s://ma x.pe da t a . c n/ 本周募资情况 本周新登记股权投资基金管理人共计4家，取消备案登记10家，全年截至目前累计股权投 资基金管理人数量为2 7家。本周新增备案基金数量为1 0 6只，规模总计347.35亿元，本 周备案基金募 ...