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中文(ZH) A股“分步并购”悄然流行,2025年以来十余家公司实施相关资本运作

A-share market sees rise in staged M&A trend

A new trend in the A-share market, known as "staged mergers and acquisitions," is gaining traction, with over a dozen companies implementing this capital operation since 2025. This model involves a new controlling shareholder first acquiring control at a low cost through share transfer and voting rights arrangements, followed by a rapid injection of quality assets within a year to complete a transformation akin to a merger. Experts suggest this approach is driven by regulatory shifts and the pursuit of capital efficiency, separating and streamlining the acquisition of control from asset integration. However, concerns exist regarding governance flaws and potential risks to minority shareholder interests due to the structure of "small shareholders controlling large companies." AI

RANK_REASON The item discusses a trend in capital operations within the A-share market, analyzing its drivers and potential risks, which falls under commentary on financial market practices.

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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    A-share 'step-by-step M&A' quietly becomes popular, with over a dozen companies undertaking related capital operations since 2025

    新主先以“协议转让+表决权安排”低成本拿下控制权,随后在一年内迅速注入优质资产,完成类并购转身。当下A股市场,一种标准化的资本运作模式——“分步并购”正悄然流行。Wind统计数据显示,2025年以来,共计十余家公司实施了“分步并购”的资本运作,相关公司从控制权变更到资产注入预案披露,平均时间间隔为4.6个月。 多位产业专家在接受采访时表示,这种“分步并购”模式的流行,本质上是A股并购重组市场在监管导向变化与资本效率追求双重驱动下的产物。其核心特点在于实现了“控制权获取”与“资产整合”的分离与高效衔接。但是该模式“小股控大公司”的结构天然存在治理缺陷,需要…