Investing over 0.4 billion, Qiming Venture Capital enters Zhengzhou Tiamaes Technology. Is the "shell buying craze" restarting?
① After this Trade is completed, the controlling Shareholder of Zhengzhou Tiamaes Technology will change to Qiming Fund, and the actual controller of the listed company will change to Kuang Ziping. The latter is the founding managing partner of Qiming Venture Capital. ② People from the Venture Capital Institutions indicate that Qiming Venture Capital's entry into Zhengzhou Tiamaes Technology this time may ultimately aim to realize investment exit by injecting its Assets into the listed company. ③ A wave of "shell buying" by Venture Capital Institutions occurred in the A-share market in 2019.
Zhengzhou Tiamaes Technology's "change of ownership" plan has emerged: Trade sets "different pricing for the same shares" with well-known VC participating in the integration.
① The well-known VC Qiming Venture Capital founder Kuang Ziping is about to become the actual controller of Zhengzhou Tiamaes Technology; ② This Trade adopts differentiated pricing, and industry insiders indicate that differentiated pricing helps provide more negotiation space, which can facilitate the acquisition and achieve a fair Trade.
Policy stimulus for 3C and home appliance demand release. Will the multiplier effect of the "trade-in" policy continue in 2025? | Year-end review.
In 2024, the implementation of the "national subsidy" policy for the exchange of old for new will effectively stimulate the demand for home appliances and Consumer Electronics. Market analysis suggests that related subsidies for the exchange of old for new are expected to continue next year, with mobile phones and more home improvement categories likely included, while the future policy-driven effects still remain to be observed.
Taking profits by selling shares? In the past two months, a total of 12 A-share listed companies announced the sale of Stocks, with 60 billion retail leader Yonghui Superstores completely liquidating its holdings in Zhongbai Holdings Group.
According to incomplete Statistics, as of the time of publication, a total of 12 A-share listed companies have announced their plans or progress for selling Stocks or Assets in November (attached table). Yonghui Superstores announced a full liquidation of Zhongbai Holdings Group; Bingshan Refrigeration & Heat Transfer Technologies obtained an investment income of 33.24 million yuan from selling its shares in GTJA.
After building cars, will we create 'humans'? Over ten car companies are laying out plans, has it become a necessary option in the AI era?
① The Chairman of Ideal Automobile, Li Xiang, responded to whether there will be humanoid robots, stating that the probability is definitely 100%, but the timing is not now; ② Apart from Tesla, Chinese brands including BYD, Guangzhou Automobile Group, Chery Automobile, Xiaomi, Chongqing Sokon Industry Group Stock, Xpeng Motors, SAIC Motor, Chongqing Changan Automobile, and Dongfeng Automobile are all involved in the field of humanoid robots.
The State Council meeting deployed to deepen the regulatory reform of Pharmaceutical and medical instruments, and Institutions indicated that there are significant structural opportunities in the Pharmaceutical Industry.
According to media reports, the recent State Council executive meeting deployed measures to deepen the regulation reform of pharmaceuticals and medical instruments, promoting the high-quality development of the pharmaceutical industry. Orient stated that looking back at 2024, the high base from the past has been digested, and the intra-hospital rigid demand is being released normally. Meanwhile, the Industry Chain of Innovative Drugs and the export of instruments continue to yield results, and the overall growth logic is clearly visible.