浙江锋龙电气股份有限公司收到深圳市优必选科技股份有限公司部分要约收购第二次提示公告

报告要点概述

• 收购人：深圳市优必选科技股份有限公司（UBTech Robotics）
• 被收购公司：浙江锋龙电气股份有限公司
• 收购方式：部分要约收购
• 要约收购股份数量：28,450,000股，占总股本13.02%
• 要约收购价格：每股17.72元
• 收购资金总额：最高为504,134,000元
• 要约收购期限：2026年3月20日至2026年4月20日，共32个自然日
• 资金来源：收购人自有资金及香港联交所专项配售募集资金
• 收购目的：增强上市公司控制权，优化管理与资源配置，提升盈利能力
• 要约类型：主动要约，非履行法定要约收购义务，非为终止上市地位目的
• 收购完成后若股权分布不符上市条件，收购人将协调其他股东提出解决方案以维持上市地位
• 截至2026年4月2日，净预受要约股份28,444,112股，完成度99.979%，占总股本13.02%

对投资者及股东的重要影响与敏感事项

• 收购价格高于市场价： 要约收购价格为17.72元/股，通常要约收购价格会高于市场价，有可能推动股价上涨，对投资者构成正面利好。
• 控制权变动： 优必选科技拟通过本次要约进一步增强对锋龙股份的控制权，后续公司治理结构或战略有可能发生变化，投资者需关注控制权变动带来的影响。
• 上市地位风险： 公告明确提示，收购完成后若股权分布不具备上市条件，收购人将协调其他股东解决，但仍存在一定上市地位风险，投资者需警惕。
• 资金来源及合法性： 收购资金为自有资金和香港联交所配售募集资金，资金来源合法，无结构化或关联方资金等风险。
• 要约收购申报与撤回流程： 股东可在收购期限内申报预受要约及撤回，最后三个交易日仅可撤回当日申报，已被临时保管的股份不可撤回。
• 竞争要约及特殊情况： 若出现竞争要约，股东须先撤回原预受要约再申报新要约；司法冻结、质押等情况，证券公司协助撤回预受申报。
• 资金与股份划转流程： 收购期限届满后，收购人将足额收购资金存入结算账户，办理股份过户与资金结算手续，随后公告收购结果。
• 预受要约情况： 截至2026年4月2日，预受要约股份已达99.979%，显示股东高度接受要约，收购成功率极高。

详细内容解读

本次要约收购由深圳市优必选科技股份有限公司发起，拟收购浙江锋龙电气股份有限公司13.02%的股份，总额高达5.04亿元人民币。收购价格每股17.72元，较市场价格具有溢价，或将对锋龙股份短期股价构成显著影响。资金来源为收购人自有资金及香港联交所配售募集资金，已按监管要求存入履约保证金，具备充足履约能力。

收购目的明确，为进一步增强上市公司控制权，优化管理和资源配置，提升盈利能力。收购类型为主动要约，并非履行法定要约收购义务，不以终止上市地位为目的。若收购完成导致公司股权分布不符上市条件，收购人承诺将协调其他股东提出解决方案，维护上市地位。

股东可在要约收购期限内申报预受要约及撤回，最后三个交易日仅可撤回当日申报，已被临时保管的股份不可撤回。出现竞争要约、司法冻结等特殊情况时，相关申报需先撤回。收购完成后，将办理资金与股份划转，公告收购结果。

截至2026年4月2日，净预受要约股份数量为28,444,112股，完成度99.979%，显示股东高度接受要约，收购成功率极高。投资者可于深交所网站查询详细要约收购报告书及相关公告。

结论及投资者关注重点

• 本次要约收购具有较高溢价，预计对锋龙股份短期股价构成正面影响。
• 控制权变动或带来公司治理与战略调整，投资者需关注后续公告。
• 上市地位风险需警惕，建议投资者关注收购完成后的股权分布及后续解决方案。
• 要约收购已接近完成，具体收购结果与资金、股份划转流程请关注公司公告。

免责声明

本文章仅为信息披露与分析解读，不构成投资建议。投资者需根据自身风险承受能力及市场变化做决策。相关要约收购流程及后续公告请以公司及交易所正式公告为准。

English Version

Key Highlights from Zhejiang Fenglong Electric Co. Ltd. Tender Offer by UBTech Robotics

• Acquirer: UBTech Robotics
• Target: Zhejiang Fenglong Electric Co. Ltd.
• Type: Partial tender offer
• Tendered Shares: 28,450,000 (13.02% of total)
• Offer Price: RMB 17.72 per share
• Total Offer Value: up to RMB 504.13 million
• Offer Period: March 20, 2026 to April 20, 2026 (32 days)
• Funding Source: Own funds and proceeds from dedicated placement on HKEX
• Purpose: To increase control, optimize management, improve profitability
• Nature: Voluntary tender offer, not compulsory; not for delisting
• If post-offer equity distribution does not meet listing requirements, acquirer will coordinate with other shareholders to maintain listing
• As of April 2, 2026: Net tendered shares 28,444,112 (completion rate 99.979%, 13.02% of total)

Important Points for Investors and Shareholders

• Offer Price Premium: The tender offer price of RMB 17.72 per share likely exceeds market price, potentially boosting share price.
• Change of Control: UBTech aims to strengthen control; future corporate governance or strategy may change—investors should monitor for impacts.
• Listing Status Risk: If post-tender equity distribution falls short of listing requirements, acquirer will seek solutions with other shareholders, but risks remain.
• Funding Authenticity: Funds are self-owned or HKEX placement proceeds; no structural or related-party risks.
• Tender & Withdrawal Process: Shareholders can tender or withdraw during offer period; last three trading days only allow same-day withdrawal if not yet in custody.
• Competitive Tender Offers: If a competing offer emerges, shareholders must withdraw original tender before retendering.
• Funds & Shares Transfer: Post-offer, acquirer will transfer funds and shares, then announce results.
• Acceptance Rate: As of April 2, 2026, 99.979% of targeted shares have been tendered, signaling high likelihood of successful completion.

Detailed Analysis

UBTech Robotics is launching a partial tender offer for 13.02% of Zhejiang Fenglong Electric Co. Ltd., totaling RMB 504 million. The offer price (RMB 17.72/share) carries a premium, which may positively impact stock price in the near term. Funding is fully secured and compliant.

The tender offer is voluntary, not compulsory, and not intended for delisting. UBTech seeks to strengthen control, optimize management, and improve profitability. If post-offer equity distribution threatens listing status, UBTech commits to work with other shareholders to resolve the issue.

Shareholders can tender or withdraw during the offer period; last three trading days only allow same-day withdrawal if shares are not held in custody. In special cases (competing offers, judicial freezes, pledges), shareholders must follow prescribed procedures. After completion, funds and shares will be transferred and results announced.

With 99.979% of targeted shares already tendered, the offer is nearly complete. Further details are available on the Shenzhen Stock Exchange website.

Conclusion & Investor Takeaways

• Offer price premium may drive short-term gains for Fenglong Electric stock.
• Potential change in control and future strategy—monitor company announcements closely.
• Risks regarding listing status post-offer—investors should stay alert to follow-up actions.
• Offer is nearly completed; follow official announcements for final results and settlement details.

Disclaimer

This article is for information and analytical purposes only and does not constitute investment advice. Investors should make decisions based on their own risk tolerance and official company disclosures.

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