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Thai, Filipino workers filling labor gap in Israel get caught up in war_我的网站

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一 |     K图 300862_0  大牛股蓝盾光电即将复牌!  蓝盾光电(300862)21日晚间在深交所公告,公司停牌核查相关工作已完成,股票将于8月24日(星期一)开市起复牌。  蓝盾光电同时发布交易风险提示称,8月10日至8月18日的7个交易日,公司股价上涨197.21%,可能存在明显的市场情绪过热和非理性炒作,交易风险大,随时存在快速下跌的风险。  8月24日,海鸥住工(002084)的股票也将复牌。    BANGKOK -- The first group of Thai workers evacuated from Israel after the past few days’ bloody events in southern Israel and Gaza arrived Thursday in the Thai capital of Bangkok, greeted by anxious relatives and senior officials.Hamas militants stormed through a border fence Saturday and killed hundreds of Israelis in their homes, on the streets and at an outdoor music festival. The Israelis have responded with punishing airstrikes and preparations for a possible ground invasion. The conflict has claimed at least 2,600 lives on both sides, including some Southeast Asian workers living in Israel.The 41 Thais who returned home on a commercial flight of the Israeli airline El Al included two men wounded in the violence who had to use wheelchairs to exit the aircraft.Farm laborers from Thailand seek work in more developed countries where there is a shortage of semi-skilled labor — at wages considerably higher than they can earn at home.Tens of thousands of workers in Israel from nations including Thailand and the Philippines send their earnings home to support their families. That money also helps to fire up their native countries’ economies.But the appearance of Thais and Filipinos on the lists of dead, wounded and missing in the past few days is a reminder that foreign workers toil in peril of their lives.About 30,000 Thais are working in Israel, according to the Thai Foreign Ministry, and about 5,000 of them live in the southern area near the border with Gaza.One of them, Katchakorn Pudtason, said his employer at the farm where he worked initially herded all his workers into a bunker when Saturday's attacks took place, but after they left it for lunch they could still hear shooting. As they were being driven back to their workplace, Katchakorn heard more gunshots and felt something hit his knee, he said.“I thought it was a rock but it went through. So I hit the truck and told the driver to drive away,” he said. He added that he was one of four people in the vehicle who suffered injuries that day. He was one of the two returnees who had to use a wheelchair.Thailand's Cabinet ministers for labor, defense and foreign affairs were at Bangkok's international airport for the evacuees' arrival. The government has vowed to look after the evacuees' physical and mental well-being.Foreign Minister Parnpree Bahiddha-Nukara said 5,990 Thais have registered to be evacuated and officials are working around the clock to accommodate them.“We need a Plan B to take out as many people as possible,” said Defense Minister Suthin Klangsaeng. “We will use military aircraft to evacuate people from the high-risk area to a third country, such as (the United Arab Emirates).”The number of Thais affected by the tragedy stood out in lists of non-Israeli nationals affected by the violence: Thailand’s foreign ministry Thursday said 21 Thais are believed dead and 14 wounded. Sixteen were believed to have been taken hostage.Survivor Chatree Chasri left his home in northeastern Thailand in 2019 to work in Israel as an agricultural laborer to pay off debts and provide for his wife and two children back home in Nakhon Phanom. Foreign work is a common path for Thais from the country’s economically disadvantaged rural areas, especially the northeast.Working under a government-to-government agreement, the 38-year-old has been farming tomatoes and cauliflower for the past four years in the southern Israeli town of Mivtahim, less than 10 kilometers (6 miles) away from Israel’s border with Gaza.Despite the occasional shelling and rocket attacks that sent him running for cover, his life at the farm had been OK until Saturday, he said from Israel in a phone interview with The Associated Press. Now he says he wants to come home, and never go back to Israel.Chatree was shot several times in his hip shortly after Hamas launched its rocket attacks and shock ground offensive into southern Israel, killing hundreds of people and capturing more than 100 who were hauled back to Gaza as hostages.Chatree was using a toilet at the farm where he works with other foreign laborers when he suddenly heard gunshots.“The sounds came closer and bullets went through the wall of the toilet,” he said, recalling the moment he was hit. He then saw two gunmen making their way into the workers' living quarters and open fire, so the workers fled outside to hide.Vibhavadi Vannachai, a Thai expatriate who has lived in Israel for nearly two decades and is coordinating with Israeli authorities to help the Thai workers, fears the number of victims may rise.Vibhavadi, originally from Nong Bua Lamphu province in Thailand’s northeast, works as an interpreter in a legal office whose cases mostly involve resolving disputes between Thai workers and their employers.She said abuse and violations of their rights are common, with many bound by years-long contracts but cheated of their wages. Many are forced to work long hours and are beaten if they refuse. Some have to live in “quarters that are not fit for human beings,” she said.Vibhavadi helped find temporary accommodations for Chatree and Padoong Bootmo, a 26-year-old Thai worker shot on Saturday who said the potato and yam farm where he works in Yesha was raided twice by gunmen and then burned down. Padoong said in a phone interview he had been able to send 40,000 baht ($1,100) home each month. He might under the best of circumstances make less than half that doing the same job in Thailand, but he said he doesn’t want to stay in Israel anymore.The killing of at least two Filipino foreign workers underscored the threats also faced by those workers in Israel. About 30,000 Filipinos live and work in the country many as caregivers who look after the elderly, the ill and those with physical disabilities, according to the Philippines' foreign ministry. The huge income they send back home, which last year amounted to an all-time high of $36.14 billion, has helped keep the country’s fragile economy afloat.One of the two Filipinos killed Saturday was a caregiver who was shot with her employer inside their house by Hamas gunmen, according to the Philippines Embassy in Israel. The other was killed under still-unclear circumstances.At least three Filipinos remain missing, embassy officials have said.Still, Foreign Undersecretary Eduardo de Vega said Wednesday that no Filipino has asked to be repatriated from Israel. Jeremiah Supan, a 34-year-old Filipino caregiver in Israel, told The Associated Press in a telephone interview Wednesday that he made it clear to Philippines officials he did not want to return home. As the family breadwinner, he sends his earnings home to enable his 10-year-old son to remain in school and sustain other loved ones."The rocket firings continue” Supan said. “But if I leave, all that assistance that I send to my family back home will be lost.”___Gomez reported from Manila. Associated Press writer Grant Peck contributed.。此前,因控股股东中馀投资筹划控制权变更,海鸥住工停牌了5个交易日。21日,中馀投资与博泰车联、福清曜鸿签署股份转让协议。中馀投资所持股份出让完成后,海鸥住工的控股股东将变更为博泰车联,后者是一家知名的智能座舱解决方案供应商。  蓝盾光电:存在快速下跌风险  8月21日晚间,蓝盾光电公告,停牌期间,公司就股票交易异常波动的相关事项进行了核查。鉴于相关自查工作已完成,根据相关规定,公司股票将于8月24日开市起复牌。  蓝盾光电表示,公司股票自8月10日至8月18日,累计5个交易日涨停,股价短期内上涨197.21%,已累积巨大交易风险。公司基本面未发生重大变化,受公司拟通过发行股份及支付现金的方式向李侠等7名交易对方购买其持有的岚创科技控股权并募集配套资金(简称“本次交易”)事项影响,公司股票交易价格严重脱离公司基本面。  蓝盾光电提示,公司股票可能存在明显的市场情绪过热和非理性炒作,交易风险大,随时存在快速下跌的风险。本次交易存在审批可能被暂停、中止或者取消等风险,后续推进存在重大不确定性。请广大投资者理性投资,注意风险。  公司2025年度营业收入3.99亿元,同比下降34.53%;归属于上市公司股东的净利润亏损8877万元。公司2026年第一季度营业收入8812万元,同比下降13.20%;归属于上市公司股东的净利润亏损866万元。

二 | 综合而言,公司整体经营业绩仍面临着较大挑战。  蓝盾光电8月8日曾公告,公司拟通过发行股份及支付现金的方式购买岚创科技控股权,本次交易预计构成上市公司重大资产重组。  岚创科技专注于高性能真空镀膜设备的研发、生产、销售及相关技术服务,是国内少数在超窄带薄膜滤光片(TFF)领域实现商业化量产的设备厂商,设备综合产出和技术稳定性居于行业前列,广泛应用于光通信、工业激光、医疗光学、消费电子等领域。  在重组预案中,蓝盾光电对本次交易存在的风险因素进行了详细说明,主要包括:审批风险;交易可能被暂停、中止或者取消的风险;审计、评估工作尚未完成的风险;收购整合风险;交易方案调整风险;商誉减值风险;标的公司经营业绩波动风险等。  蓝盾光电表示,标的公司(岚创科技)所处真空镀膜设备行业受宏观经济环境、行业政策、市场竞争、上游供应及下游光通信、工业激光、医疗光学、消费电子等领域需求变化等多方面因素影响。

三 | 如未来行业景气度下降、下游客户扩产需求减弱或标的公司自身经营管理未达预期,其经营业绩可能出现波动。  蓝盾光电称,标的公司产品主要应用于光通信、工业激光、医疗光学、消费电子等领域,下游需求受行业景气度、技术迭代、终端市场需求和客户资本开支等因素影响。如相关行业需求出现不利变化,可能对标的公司的订单获取、产品交付及经营业绩产生不利影响。  海鸥住工:控股股东拟变更  8月21日晚间,海鸥住工公告,因控股股东筹划公司控制权变更事项,公司股票已于8月17日开市起停牌。经公司向深交所申请,公司股票自8月24日(星期一)开市起复牌。

四 |   根据最新公告,8月21日,海鸥住工控股股东中馀投资与博泰车联网科技(上海)股份有限公司(以下简称“博泰车联”)签署《股份转让协议》,约定中馀投资向博泰车联协议转让公司1.29亿股股份(占公司总股本的20%),股份性质为无限售流通股。

五 | 上述标的股份的转让价款总计为8亿元,折合标的股份每股转让价格约为6.19元。博泰车联协议受让完成后,博泰车联将成为公司控股股东,应臻恺将成为公司实际控制人。  海鸥住工称,博泰车联将利用相关运营管理经验以及产业资源优势,助力上市公司产业进行迭代升级,提升上市公司核心竞争力,进一步提高上市公司的持续经营能力及抗风险能力。  同时,博泰车联承诺,此次协议受让完成后36个月内,不存在通过上市公司重组上市或注入关联方资产的计划或安排。

六 | 博泰车联还承诺,本次协议受让完成后60个月内,不直接或间接转让本次受让的上市公司股份,本次协议受让完成后36个月内,不质押本次受让的标的股份。  公开资料显示,博泰车联是一家领先的智能座舱解决方案供应商,该公司去年9月底在港交所上市,最新市值为275亿港元。财报显示,2025年,博泰车联实现营业收入人民币35.1亿元,同比增长37%;全年智能座舱域控制器交付量130万台,较2024年增长超40%。

七 | 毛利率提升至12.4%,毛利达4.34亿元;经调整年内亏损(非国际财务报告准则计量)由2024年的3.52亿元人民币大幅收窄至2.40亿元人民币。

八 |   此外,8月21日,中馀投资与福清曜鸿企业管理合伙企业(有限合伙)(以下简称“福清曜鸿”)签署《股份转让协议》,约定中馀投资向福清曜鸿协议转让公司3236.74万股股份(占公司总股本的5.01%),股份性质为无限售流通股。

九 | 作为受让标的股份的对价,福清曜鸿应向中馀投资支付股份转让价款合计2亿元,折合标的股份每股转让价格约为6.19元。  福清曜鸿承诺,此次协议转让完成后的12个月内,不直接或间接转让本次受让的上市公司股份。(文章来源:券商中国)。

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