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嘉美包装易主,俞浩引领追觅连续六年增长超100%引爆市场预期
Jin Rong Jie· 2025-12-30 07:02
Core Viewpoint - The acquisition of Jamei Packaging by Zhuyue Hongzhi is positively received by the market, reflecting investor confidence in the growth potential of the company under new control [1]. Group 1: Acquisition Details - Zhuyue Hongzhi plans to acquire 54.90% of Jamei Packaging for approximately 2.282 billion yuan, making it the controlling shareholder [1]. - The acquisition aims to integrate strategic resources and promote industrial upgrades for Jamei Packaging [1]. Group 2: New Controlling Shareholder - The new controlling shareholder will be Yu Hao, founder of Chasing Technology, which is expected to bring strong growth prospects to Jamei Packaging [1]. - Chasing Technology has established a solid reputation in the clean technology sector, indicating a promising future for Jamei Packaging under its leadership [1]. Group 3: Chasing Technology's Market Position - Chasing Technology ranks among the top tier in the global smart cleaning sector, with its products leading in market share across over 20 countries [2]. - The company has a robust global distribution network with over 6,000 offline stores and products available in more than 120 countries and regions [2]. Group 4: Financial Performance - Chasing Technology's revenue reached 15 billion yuan in 2024, with the first half of 2025 surpassing the total revenue of 2024, indicating a compound annual growth rate exceeding 100% over six years [2]. - The company has achieved significant operational advantages compared to its peers in the smart cleaning industry, reflected in its revenue, channel strength, and cash flow [2]. Group 5: Market Expectations - The market anticipates that if Chasing Technology's smart cleaning business were to be independently listed, its valuation could exceed 100 billion yuan, significantly higher than Jamei Packaging's current market value [3]. - The multiple trading halts of Jamei Packaging indicate initial market reactions to the acquisition's value, with expectations for long-term growth in both performance and valuation as synergies are realized [3].
嘉美包装(002969.SZ)十连板!俞浩引领追觅连续六年增长超100%引爆市场预期
Ge Long Hui· 2025-12-30 06:48
Core Viewpoint - The acquisition of Jamei Packaging by Zhuyue Hongzhi is positively received by the market, reflecting investor confidence in the growth potential of the company under new control [1] Group 1: Acquisition Details - Zhuyue Hongzhi plans to acquire 54.90% of Jamei Packaging for approximately 2.282 billion yuan, making it the controlling shareholder [1] - The acquisition aims to integrate industrial funds and promote the strategic resource upgrade of the listed company [1] Group 2: New Leadership and Market Expectations - The new actual controller, Yu Hao, is the founder of Chasing Technology, which is expected to drive strong growth in Jamei Packaging due to its robust clean technology business [1] - Chasing Technology has established itself as a leader in the global smart cleaning sector, with its products ranking first in market share in over 20 countries [2] Group 3: Technological Advancements - Chasing Technology is the first company globally to achieve motor speeds exceeding 200,000 RPM, showcasing its technological leadership [2] - The company has developed a range of core technologies, including high-speed digital motors and smart algorithms, leading to a diverse product matrix [1][2] Group 4: Financial Performance - Chasing Technology's revenue reached 15 billion yuan in 2024, with projections indicating that the first half of 2025 will surpass the entire revenue of 2024, reflecting a compound annual growth rate exceeding 100% over six years [2] - The market anticipates that if Chasing Technology's smart cleaning business were to be independently listed, its valuation could exceed 100 billion yuan, significantly higher than Jamei Packaging's current market value [3]
嘉美包装十连板!俞浩引领追觅连续六年增长超100%引爆市场预期
Zhong Jin Zai Xian· 2025-12-30 06:45
Core Viewpoint - The acquisition of Jame Packaging by Zhuyue Hongzhi is seen as a significant opportunity for growth, reflecting investor confidence in the new controlling shareholder, Yu Hao, and his company, Truemate Technology [1][3]. Group 1: Acquisition Details - Zhuyue Hongzhi plans to acquire 54.90% of Jame Packaging for approximately 2.282 billion yuan, making it the controlling shareholder [1]. - The acquisition aims to integrate strategic resources and promote industrial upgrades for Jame Packaging [1]. Group 2: Truemate Technology's Market Position - Truemate Technology ranks among the top tier in the global smart cleaning sector, with its products leading in market share in over 20 countries [2]. - The company has established a robust global distribution network with over 6,000 offline stores [2]. Group 3: Technological Advancements - Truemate Technology is the first company globally to achieve motor speeds exceeding 200,000 RPM, showcasing its technological leadership [2]. - The launch of the Z50 Station vacuum cleaner marks the first mass production of the 200,000 RPM motor, further solidifying its innovative capabilities [2]. Group 4: Financial Performance - Truemate Technology's revenue reached 15 billion yuan in 2024, with the first half of 2025 surpassing the entire revenue of 2024, indicating a compound annual growth rate exceeding 100% over six years [2]. - The company exhibits significant operational advantages compared to industry peers in key financial metrics such as revenue, channels, and cash flow [2]. Group 5: Market Expectations - The market anticipates that if Truemate Technology's smart cleaning business were to be independently listed, its valuation could exceed 100 billion yuan, significantly higher than Jame Packaging's current market value [3]. - The multiple trading halts in Jame Packaging's stock reflect initial market reactions to the acquisition's perceived value, with expectations for long-term growth in performance and valuation [3].
嘉美包装十连板!追觅连续六年增长超100%引爆市场预期
Ge Long Hui· 2025-12-30 06:43
Core Viewpoint - The acquisition of Jamei Packaging by Zhuyue Hongzhi is positively received by the market, reflecting investor confidence in the growth potential of the company under new control [1] Group 1: Acquisition Details - Zhuyue Hongzhi plans to acquire 54.90% of Jamei Packaging for approximately 2.282 billion yuan, making it the controlling shareholder [1] - The acquisition aims to integrate industrial funds and promote the strategic resource upgrade of the listed company [1] Group 2: New Leadership and Business Potential - The new actual controller, Yu Hao, is the founder of Chasing Technology, which is expected to drive significant growth in Jamei Packaging [1] - Chasing Technology has established a strong presence in the global smart cleaning market, with its products ranking first in market share in over 20 countries [2] Group 3: Technological Advancements - Chasing Technology is the first company globally to achieve motor speeds exceeding 200,000 RPM, showcasing its technological leadership [2] - The company has developed a range of core technologies, including high-speed digital motors and smart algorithms, leading to a diverse product matrix [1][2] Group 4: Financial Performance - Chasing Technology's revenue reached 15 billion yuan in 2024, with projections indicating that the first half of 2025 will surpass the entire revenue of 2024, reflecting a compound annual growth rate exceeding 100% over six years [2] - The market anticipates that if Chasing Technology's smart cleaning business were to be independently listed, its valuation could exceed 100 billion yuan, significantly higher than Jamei Packaging's current market value [3]