浙江真爱美家股份有限公司——要约收购申报公告深度解读

要约收购基本信息

• 收购人：广州探迹远擎科技合伙企业（有限合伙）
• 要约收购方式：部分要约收购，现金支付
• 要约收购价格：27.74元/股
• 要约收购数量：21,600,000股，占公司总股本的15.00%
• 要约收购有效期：2026年3月23日 – 2026年4月21日
• 申报代码：990092

要约价格制定依据及影响

• 要约价格为27.74元/股，高于过去30个交易日加权平均价（26.08元/股），且与过去6个月收购人协议转让股份的价格一致。
• 要约价格符合《收购管理办法》第三十五条规定，保障股东利益。
• 若要约期间公司有派息、送股、资本公积转增股本等除权除息事项，要约价格及收购股份数量将进行调整，股东需密切关注公司公告。

申报及撤回流程详解

• 申报条件：仅限持有未被质押、司法冻结或其他权利限制的股票，超出部分无效。
• 申报方式：通过深交所交易系统办理，申报当日可撤销。
• 撤回方式：要约期间可随时撤回，最后三个交易日限制撤回已被临时保管的股份。
• 如出现竞争要约：需撤回原预受要约，方可申报新的竞争要约。

股份处理与资金安排

• 预受要约股份超过收购数量时：收购人按比例收购所有申报股份，余股按中登公司零碎股处理办法操作。
• 资金安全：收购人已足额存入收购资金至结算备付金账户，扣除履约保证金后，确保资金发放。
• 股份过户：要约期满后办理转让确认和股份过户，具体时间另行公告。

对股东和投资者的重要影响

• 可能影响股价：要约价格高于市场均价15.00%的股份收购，或将对市场产生积极影响。
• 控股权变动：收购人已于2025年11月协议转让取得29.99%股份，现拟进一步收购15.00%，总持股或将显著提升，这对公司治理结构和未来战略方向具有重要影响。
• 正常交易：要约期间公司股票正常交易，股东可自由选择参与要约或在市场卖出。
• 税费与手续费：股份过户时税费参照A股交易标准执行，投资者需关注后续公告。
• 竞争要约风险：若出现竞争要约，原申报需撤回，投资者需及时关注相关公告。

联系方式

公司董事会秘书办公室
地址：浙江省义乌市苏溪镇好派路999号
电话：0579-89982888

结论与投资建议

本次公告涉及部分要约收购，价格高于市场均价，控股权有望进一步集中。此类收购行为往往会对公司股价及治理结构产生影响，投资者应密切关注要约期内公司公告及后续清算结果，及时判断是否参与要约或在市场操作。

免责声明：本新闻解读仅供参考，不构成投资建议。投资者需结合自身风险偏好和市场情况谨慎决策。公司公告及证券交易所相关信息为最终解释权来源。

In English

In-depth Analysis: Zhejiang True Love Home Co., Ltd. Tender Offer Declaration

Key Points of the Tender Offer

• Acquirer: Guangzhou Tanji Yuanqing Technology Partnership (Limited Partnership)
• Offer Type: Partial tender offer, cash payment
• Offer Price: RMB 27.74 per share
• Offer Quantity: 21,600,000 shares, representing 15.00% of total share capital
• Offer Period: March 23, 2026 – April 21, 2026
• Declaration Code: 990092

Basis and Impact of Offer Price

• The offer price of RMB 27.74 per share is higher than the average price of the past 30 trading days (RMB 26.08), and consistent with the price paid in the previous agreement transfer.
• The offer price meets regulatory requirements and protects shareholder interests.
• If the company has dividend, bonus shares, or capital conversion events during the offer period, the offer price and share quantity will be adjusted accordingly. Shareholders must pay close attention to company announcements.

Detailed Application and Withdrawal Procedures

• Application Conditions: Only shares without pledge, judicial freeze, or other restrictions may be tendered. Excess will be invalid.
• Application Method: Via Shenzhen Stock Exchange trading system; applications can be withdrawn on the same day.
• Withdrawal: Can be withdrawn anytime during the offer period, with restrictions in the last three trading days.
• Competitive Offer: If a competing offer arises, previous applications must be withdrawn before submitting a new one.

Share Processing and Funds Arrangement

• Over-subscription: If tendered shares exceed the offer, shares will be acquired proportionally; odd shares will be handled according to CSRC rules.
• Fund Security: Acquirer has deposited sufficient funds in the settlement account, ensuring payment after deduction of guarantee deposit.
• Share Transfer: After the offer period, transfer confirmation and share transfer will be processed, with specific dates announced separately.

Important Impacts for Shareholders and Investors

• Potential Price Impact: Offer price above market average for 15.00% shares may positively affect stock price.
• Control Change: Acquirer previously obtained 29.99% via agreement transfer, now seeks further 15.00%. Aggregate holding will increase, potentially affecting company governance and strategy.
• Normal Trading: Shares will trade normally during the offer period; shareholders may choose to participate or sell in the market.
• Fees and Taxes: Transfer fees and taxes follow A-share standards; monitor announcements for details.
• Competitive Offer Risk: If a competing offer appears, previous tender must be withdrawn; stay updated with announcements.

Contact Information

Board Secretary Office
Address: No. 999 Haopai Road, Suxi Town, Yiwu City, Zhejiang Province
Tel: 0579-89982888

Conclusion and Investment Advice

This announcement involves a partial tender offer at a price above market average, with a potential significant increase in controlling stake. Such deals typically impact share price and governance. Investors should closely monitor company announcements during the tender period and subsequent settlement, and decide whether to participate or trade on market based on their own judgment.

Disclaimer: This news analysis is for information only and does not constitute investment advice. Investors should make decisions based on their own risk preferences and market conditions. Official company announcements and exchange information prevail.

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