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罕見!蘇州龍傑剛宣佈定增,一夜後就反悔撤回
格隆匯 03-11 16:46

前一晚剛宣佈定增,第二天一大早就緊急撤回,上市公司蘇州龍傑出現定增疑雲。

定增一夜吿吹

3月10日晚,蘇州龍傑公吿稱,擬向特定對象鄒凱東發行股份數量不超過2127.66萬股,不超過發行前公司總股本的30%,募集資金總額不超過1.2億元。

資金用途上,扣除發行費用後將用於高端差別化聚酯纖維建設項目。

3月11日早間,蘇州龍傑又發佈公吿,稱終止向特定對象發行股票事項,並向上交所申請撤回相關申請文件。

對於終止定增的原因,蘇州龍傑稱,綜合考慮各種因素,經公司董事會、管理層充分溝通和審慎分析,公司決定 終止本次向特定對象發行股票事項。

公吿還特別説明,目前,公司生產經營一切正常,本次終止向特定對象發行股票事項不會對公司正常生產經營造成重大影響,不存在損害公司及全體股東、特別是中小股東的利益的情形。

定增價格明顯偏低

值得注意的是,蘇州龍傑的實際控制人為席文傑和席靚,二人系父女關係。

此次定增對象為鄒凱東,鄒凱東是席靚的配偶、一致行動人,同時,他還是蘇州龍傑的董事兼總經理。

當前,席文傑、席靚分別直接持有公司3.18%、3.18%的股份,並通過控股股東龍傑投資持股51.82%,兩人直接和間接合計持有蘇州龍傑58.19%的股份。

如果鄒凱東以上限認購定增股份,上述三人將合計持有公司61.93%的股份。

而且,定增的認購價格為5.64元/股,明顯低於目前的股價。

上週五,蘇州龍傑收盤7.81元/股;今日收盤,蘇州龍傑最新報7.75元/股,總市值16.77億元。

此前IPO時,蘇州龍傑的發行價格為19.44元/股。

由於鄒凱東與公司實控人之間的關係,且較低的定增價格,引發投資者質疑。

對此,蘇州龍傑表示,不存在向發行對象作出保底保收益或變相保底保收益承諾,或者直接或通過利益相關方向發行對象提供財務資助或者補償的情形。

從業績表現上,蘇州龍傑上市前和上市那一年(2019年)的業績表現都不錯,但2020年情況卻急轉直下。

2017年-2019年,歸母淨利潤分別為1.35億元、1.54億元和1.68億元。2020年、2021年,歸母淨利潤分別下滑至3580萬元、3694萬元。

2022年,蘇州龍傑業績甚至出現虧損,歸母淨利潤虧損5040.66 萬元。

2023年,蘇州龍傑又預計,歸母淨淨利潤1420萬元至1720萬元,將實現扭虧為盈。

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