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Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82
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  来源:IPO日报

  4月17日,截止收盘,欧菲光集团股份有限公司(下称“欧菲光”,002456.SZ)的股价为12.29元,跌幅-3.91%。

  此前一日,欧菲光因重组复牌,股价一度涨停但随后打开涨停板,收盘12.79元,涨幅为4.58%。

  制图:佘诗婕

  4月15日晚间,欧菲光发布重组预案,公司拟通过发行股份及支付现金的方式购买欧菲微电子(南昌)有限公司(下称“欧菲微电子”)的28.2461%股份,同时上市公司拟向不超过35名特定投资者发行股份募集配套资金。交易构成重大资产重组。

  目前,本次交易标的资产的审计、评估工作尚未完成,本次交易标的资产的预估值及交易价格尚未确定。

  本次交易前,欧菲光已持有欧菲微电子71.75%的股权,并将标的公司资产纳入合并报表范围。本次重组完成后,上市公司将实现对欧菲微电子100%的控制。

  需要指出的是,对比两周前发布的收购预告,公司不再收购江西晶浩光学有限公司(简称“江西晶浩”)的少数股权资产。

  公司表示,此前,因未就江西晶浩48.9281%股权的交易对价等达成一致意见,公司决定不再推进江西晶浩48.9281%股权收购事宜。

  公开资料显示,欧菲微电子是欧菲光旗下指纹识别整体方案提供商,主要产品有指纹芯片封装、模组以及相关测试软件等,除应用于手机领域外,还开拓金融支付、安防、汽车、健康等领域生物识别应用。

  天眼查显示,目前,欧菲微电子由欧菲光持股71.6345%、南昌市产盟投资管理有限公司持股28.2461%、深圳欧菲创新科技有限公司持股0.1194%。

  2023年—2024年,欧菲微电子实现营业收入55.45亿元、46.26亿元,净利润2.83亿元、2.8万元。

  可以看出,欧菲微电子是欧菲光旗下重要的非全资子公司。本次收购或旨在增强欧菲光的盈利能力以及对子公司的控制力。

  值得一提的是,鉴于标的资产的审计、评估工作尚未完成,交易双方尚未签署业绩承诺及补偿协议。

  继汽车博主“徐里里XLL”发文质疑小米后,小米公关部负责人作出回应。

  4月17日早间,汽车博主“徐里里XLL”发文质疑小米。该博主称,去年5月20日锁单了一辆小米SU7,因故对该订单申请了延期一年服务后,却被要求迅速补齐尾款,否则订单作废。

  该博主称,今年4月10日,小米客服正式通知他称订单作废,定金不退,此时距离他请延期的360天,还不到150天的时间。

  该博主质疑,“既然可以申请延期360天排产,为什么延期后会要求客户迅速补齐尾款”,“车影子都没见到,就要求补齐尾款,是不是过于霸王条款”。

  4月17日下午,小米公关部总经理王化对此回应称,“关于订单延期的情况,据我了解,您的订单已安排过车辆生产但您因自身原因未提车,已构成违约”。

  据王化称,去年11月6日,该博主要求变更提车的交付中心;11月10日,要求修改上牌人,但提交的资料不符合变更要求;11月23日,车辆下线后,该博主表示无法提车并要求暂缓排产,小米工作人员和其确认了“知悉订单有效期为自支付定金之日起360日内”,“超过订单有效期(360日)车辆将不再安排排产,视为您单方违约,上述订单将自动取消,购车合同将自动解除,定金将不予退还”等信息。

  王化表示,按照目前SU7排产到生产的周期,为了保证徐里里在2025年5月能够正常提车及交易的安全性(订单在2024年5月20日锁单,360天有效期),小米于2025年1月13日给其发送排产通知,其选择继续延期,但需要其支付车辆尾款分期首付款,而该博主在7日之内未支付,期间小米和其尝试沟通,未得到回应,故此在4月10日将其的订单提交取消。

  此前,“徐里里XLL”曾和比亚迪发生纠纷。

  去年12月12日,比亚迪法务部通过官方微博发布声明,称关注到网络用户“徐里里XLL”长期针对比亚迪及旗下子品牌发布大量不实言论,已对公司的品牌声誉造成严重损害。对此,公司已对相关不实言论进行证据固定,并决定正式对“徐里里Xll”提起诉讼,要求其删除侵权言论、消除影响,并赔偿人民币500万元。

热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  建银国际发布研报称,下调三一国际(00631)目标价14.6%,从8.2港元降至7港元,维持“跑赢大市”评级。该行表示,在经历了艰难的2024年后,预计三一国际将在未来实现复苏并恢增长。去年,该公司在海外市场维持良好的发展动能,收入增长8%,利润率也上升,相信这一趋势将在2025年持续下去。国内业务2024年下降1%,但随着物流设备和新业务的加速发展以及采矿设备的稳定,预计在2025年实现增长,考虑到资产负债表以及现金流强势,该公司估值吸引。

  2024年,该公司采矿设备收入同比减13%至109亿元人民币,受2023年高基数及2024年上半年疲软的影响。2025年首两个月,煤炭开采固定资产投资(FAI)年同比增22.6%。该行认为煤炭开采业最糟糕的时期已经过去。假设成本控制有效,该行相信该公司最早可以在2025年第一季实现该领域的更大利润率。截至2024年底,在同比增长55%后,三一可能将拥有超过60亿元人民币的大型港口机械积压订单,其中30-40亿元人民币计划于2025财年交付。三一积压订单的毛利率高于2024年水平。

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