国内宽带终端制造商龙头共进股份（603118）(603118.SH)正式完成易主。 2月2日下午，共进股份召开2026年第一次临时股东会，审议通过第五届董事会部分董事改选议案，9名新任董事均由新控股股东 唐山工业控股集团有限公司(简称"唐山工控")提名，涵盖非独董与独董，任期至本届董事会届满。 同日公司召开董事会议，选举王建祥为董事长，程树新为副董事长，原董事长胡祖敏担任总经理。 值得一提的是，共进股份并非唐山工控入主的首家上市公司，在此之前，唐山工控还先后拿下了康达新材（002669）等2家上市 公司的控制权。 近日，共进股份新任核心管理层高管对21世纪经济报道记者等媒体指出，此次投资共进股份，一方面是认可共进股份的价值， 另一方面，共进股份与唐山工控现有的产业体系可以形成协同效应，并且符合唐山市发展战略性新兴产业的目标。 "比如说共进股份产品中用到的PCB板、覆铜板，需要用到大量电子级环氧树脂以及各种半导体材料，未来可以与唐山工控旗下 其他产业打通，各个板块可以相互补充，相互赋能。"上述高管说道。 共进股份完成易主 共进股份成立于1998年11月24日，2015年2月在上交所上市。其主要产品覆盖PON、A ...

本报讯 （记者刘晓一）2月2日，深圳市共进电子股份有限公司（以下简称"共进股份（603118）"）召 开2026年第一次临时股东会，审议通过第五届董事会部分董事改选议案，9名新任董事均由新控股股东 唐山工业控股集团有限公司（以下简称"唐山工控"）提名，涵盖非独董与独董，任期至本届董事会届 满。 今年年初，唐山工控完成股份转让过户，成为公司控股股东，唐山市国资委为实控人，终结了公司6年 无控股股东、无实控人的状态。股东会结束后，公司同步公告董事会决议，选举王建祥为董事长、程树 新为副董事长，原董事长胡祖敏出任总经理。 作为"产业+金融"综合型国资平台，唐山工控不仅能够为共进股份提供资本支持和治理赋能，更可依托 其区域协同与资源整合能力，助力公司在网络通信、数据中心、汽车电子等核心领域，实现资源配置优 化与业务协同突破。 业内认为，此次控制权变更印证了共进股份的技术实力与市场地位获国资高度认可，同时此次董事会改 选落地，将成为公司战略升级的重要节点。 未来，公司将以此为契机，依托唐山工控的国资平台优势与资源整合能力，在坚守核心业务赛道、保持 战略连续性的基础上，持续优化业务布局、提升全链条服务能力，高效落地产业发 ...

Core Viewpoint - The company, Gongjin Co., Ltd. (603118), has a diverse product portfolio that includes various communication and AI hardware manufacturing products, indicating a strong position in multiple technology sectors [1] Group 1: Product Offerings - The company's main products cover PON, AP, DSL, set-top boxes, small base stations, and FWA in the communication business [1] - In the data communication sector, the company offers switches, servers, and CM mode products [1] - The company also engages in automotive electronics and EMS business within the AI hardware manufacturing sector [1]

Investment Rating - The report does not specify an investment rating for the company [1] Core Insights - The company reported a total revenue of 2.115 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 5.13%. The net profit attributable to the parent company reached 336 million yuan, up 77.07% year-on-year [4] - In Q3 2025, the company achieved a revenue of 813 million yuan, a year-on-year growth of 26.2%, and a net profit of 201 million yuan, which is a significant increase of 203.97% year-on-year [4] - The increase in profit for the first three quarters is attributed to the postponement of customer shipping schedules, which resulted in orders originally scheduled for Q2 being shipped in early July, thus boosting Q3 profits [4] - The company's gross profit margin for the first three quarters of 2025 was 29.38%, an increase of 10.35 percentage points year-on-year, while the net profit margin was 15.89%, up 6.64 percentage points year-on-year [4] - The proportion of overseas orders is expected to continue to rise, with the company establishing a more mature global sales channel and gaining recognition for its products and brand [4] - The company has entered the supplier list of major clients such as Saudi Aramco and has passed the qualification review of several well-known overseas engineering companies [4] - The company is actively expanding its presence in the Xinjiang region and is focusing on liquid cooling technology, having already secured its first coal-to-gas project in Xinjiang [4] - Revenue forecasts for 2025-2027 are projected at 2.794 billion yuan, 3.296 billion yuan, and 3.929 billion yuan, with growth rates of 2.9%, 17.9%, and 19.2% respectively [4] Financial Summary - For 2025, the company is expected to achieve a net profit of 411 million yuan, with a staggering growth rate of 626.6% [6] - The gross profit margin is projected to improve to 23.5% in 2025, with a net asset return (ROE) of 12.3% [6] - The earnings per share (EPS) is forecasted to be 1.06 yuan in 2025, with a price-to-earnings (P/E) ratio of 20.31 [6]

Group 1 - Delong Huineng (000593) announced a potential transfer of 29.64% of its shares from its controlling shareholder to Dongyang Noxin New Material Management Partnership, which may lead to a change in control [1] - The company stated that the transfer will not adversely affect its normal operations and does not involve a takeover bid [1] - Gongjin Co., Ltd. (603118) is also in discussions regarding a potential share transfer that may result in a change of control, leading to a temporary suspension of its stock [1] Group 2 - *ST Baoying (002047) plans to issue up to 423 million shares to raise no more than 800 million yuan, primarily for working capital and debt repayment [2] - The controlling shareholder, Zhuhai Dahengqin Group, intends to transfer 5.01% of its shares to Hainan Shitong New Investment Co., Ltd. at a price not lower than 4.67 yuan per share [2] - The transfer will result in a change of control to Shitong New, with the new actual controllers being Fu Xiaoqing and Fu Xiangde [2] Group 3 - Shandong University and Shandong Provincial State-owned Assets Supervision and Administration Commission signed an agreement to transfer 24.59% of shares of Shanda Diwei (688579) to Shandong High-speed Group, which will change the controlling shareholder [3] - After the transfer, Shandong High-speed Group will become the controlling shareholder, and the actual controller will change to Shandong Provincial State-owned Assets Supervision and Administration Commission [3] Group 4 - Shanda Diwei's main business includes smart social security, smart medical insurance, and intelligent electricity, with revenue primarily from government departments and social enterprises [4] - Huamai Technology (603042) announced the termination of its planned control change due to a lack of consensus on core issues during the negotiation period [4] - Huamai Technology focuses on providing solutions for communication network infrastructure and aims to create value for clients in the communication sector [4]

Group 1 - Delong Huineng (000593) announced on October 24 that its controlling shareholder, Beijing Dingxin Ruitong Technology Development Co., Ltd., signed a share transfer intention agreement with Dongyang Noxin Composite Material Management Partnership (Limited Partnership), intending to transfer 29.64% of its shares, which may lead to a change in control of the company [1][3] - If the share transfer is completed, the actual controller of the company will change, but it will not adversely affect the company's normal production and sustainable development [3] - The company primarily engages in urban gas business, LNG-related business, and comprehensive energy business [4] Group 2 - Gongjin Co., Ltd. (603118) announced on October 24 that its major shareholders are planning a share transfer, which may lead to a change in control [4] - The company will suspend trading from October 27 due to the ongoing negotiations regarding the share transfer, with an expected suspension period of no more than two trading days [6] - Gongjin Co., Ltd. is a provider of information and communication products, covering various network communication and AI hardware manufacturing businesses [6] Group 3 - ST Baoying (002047) announced on October 24 that it plans to issue up to 423 million shares to Hainan Shitong New Investment Co., Ltd., raising no more than 800 million yuan, which will be used to supplement working capital and repay debts [8] - The controlling shareholder, Zhuhai Dahengqin Group Co., Ltd., intends to transfer 5.01% of its shares to Shitong New, with a transfer price of no less than 4.67 yuan per share, totaling no less than 355 million yuan [8] - After the completion of the share transfer and related agreements, the controlling shareholder will change to Shitong New, with the actual controllers being Fu Xiaoqing and Fu Xiangde [8] Group 4 - Shanda Diwei (688579) announced on October 24 that its actual controller, Shandong University, and Shandong Provincial State-owned Assets Supervision and Administration Commission signed a non-compensatory transfer agreement, transferring 24.59% of shares to Shandong High-speed Group [9][13] - If the transfer is completed, the controlling shareholder will change from Shanda Capital to Shandong High-speed Group, and the actual controller will change from Shandong University to Shandong Provincial State-owned Assets Supervision and Administration Commission [13] - Shanda Diwei's main business includes smart social security, smart medical insurance, and intelligent electricity, with revenue primarily from government departments and social enterprises [13] Group 5 - Huamai Technology (603042) announced on October 24 that it will resume trading on October 27 after terminating the planned change of control due to a lack of consensus on core issues with the transaction party [14] - Huamai Technology is a provider of information communication network infrastructure solutions, focusing on creating value for customers in the communication field [14]

Group 1 - Delong Huineng (000593) announced on October 24 that its controlling shareholder, Beijing Dingxin Ruitong Technology Development Co., Ltd., signed a share transfer intention agreement with Dongyang Noxin Chip Material Enterprise Management Partnership (Limited Partnership), intending to transfer 29.64% of its shares, which may lead to a change in control of the company [1][3] - If the share transfer is completed, the actual controller of the company will change, but it will not adversely affect the company's normal production and sustainable development [3] - The company primarily engages in urban gas business, LNG-related business, and comprehensive energy business [4] Group 2 - Gongjin Co., Ltd. (603118) announced on October 24 that its major shareholders are planning a share transfer that may lead to a change in control [4] - The company has applied for a trading suspension starting October 27, with an expected duration of no more than two trading days [6] - ST Baoying (002047) plans to issue up to 423 million shares to raise no more than 800 million yuan, primarily for replenishing working capital and repaying debts [6][8] Group 3 - ST Baoying's controlling shareholder, Zhuhai Dahengqin Group Co., Ltd., intends to transfer 5.01% of its shares to Hainan Shitong New Investment Co., Ltd. at a price not lower than 4.67 yuan per share, totaling at least 355 million yuan [8] - The transfer will result in a change of controlling shareholder to Shitong New, with the actual controllers being Fu Xiaoqing and Fu Xiangde [8] - Shandong University and Shandong Provincial State-owned Assets Supervision and Administration Commission signed an agreement to transfer 24.59% of shares of Shanda Diwei (688579) to Shandong High-speed Group [9][13]

Core Viewpoint - The company, Gongjin Co., Ltd. (stock code: 603118), is undergoing a potential change in control due to a planned equity transfer by major shareholders, which has led to a temporary suspension of its stock trading [1][3]. Group 1: Shareholder Information - Major shareholders include Tang Fonan and Wang Dawei, who are the first and second largest shareholders, holding 20.84% and 19.88% of shares respectively, as of June [3][4]. - Tang Fonan holds 164 million shares, while Wang Dawei holds 157 million shares. Their respective partners, Cui Zhengnan and Wang Danhua, hold 3.949 million shares each, representing 0.50% [3][4]. - The relationship dynamics among shareholders changed in October 2019 when an agreement was signed to terminate their unified action, leading to a situation where no single shareholder can significantly influence company decisions [4]. Group 2: Company Overview - Gongjin Co., Ltd. was established in 1998 and went public in February 2015. The company specializes in information and communication products, including PON, AP, DSL, set-top boxes, small base stations, and AI hardware manufacturing [3][4]. - The company has a diverse product range that includes networking and communication products, as well as automotive electronics and EMS business [3].

Core Viewpoint - The company, Gongjin Co., Ltd. (stock code: 603118), announced that its major shareholders are planning a share transfer that may lead to a change in control of the company [2]. Shareholder Information - Major shareholders include Tang Fonan and his associates, Cui Zhengnan, Wang Davi, and Wang Danhua, who are currently negotiating a share transfer [2][4]. - Tang Fonan holds 164 million shares (20.84%), while Wang Davi holds 157 million shares (19.88%). Cui Zhengnan and Wang Danhua each hold 3.949 million shares (0.50%) [5]. Company Background - Gongjin Co., Ltd. was established in 1998 and went public in February 2015. The company specializes in information and communication products, including PON, AP, DSL, set-top boxes, small base stations, switches, servers, and AI hardware manufacturing [5]. - The company has no controlling shareholder or actual controller, as the major shareholders' voting rights are closely matched, and no single shareholder can significantly influence decisions [5]. Stock Suspension - The company has applied for a stock suspension starting from October 27, 2025, due to the ongoing negotiations, with an expected suspension period of no more than two trading days [2].

Core Viewpoint - The company, Gongjin Co., Ltd. (stock code: 603118), has announced that its major shareholders are planning a potential equity transfer that may lead to a change in control of the company [1]. Group 1: Shareholder Information - Major shareholders include Tang Fonan and his associates, Cui Zhengnan and Wang Davi, along with their associates, Wang Danhua [1][3]. - As of June, Tang Fonan holds 164 million shares (20.84%) and Cui Zhengnan holds 3.949 million shares (0.50%). Wang Davi holds 157 million shares (19.88%) and Wang Danhua holds 3.949 million shares (0.50%) [3]. - Tang Fonan and Wang Davi are the first and second largest shareholders, while Cui Zhengnan and Wang Danhua are tied as the eighth largest shareholders [3]. Group 2: Company Background - Gongjin Co., Ltd. was established in 1998 and went public in February 2015. The company specializes in information and communication products, including PON, AP, DSL, set-top boxes, small base stations, switches, servers, and AI hardware manufacturing [3][4]. - Initially, Tang Fonan and Wang Davi were the actual controllers of the company, with Cui Zhengnan and Wang Danhua as their associates. However, in October 2019, they signed an agreement to terminate their concerted action relationship, leading to a situation where no single shareholder could significantly influence company decisions [4].