Core Viewpoint - The acquisition of 70% stake in Italian company OMIKRON by Huaitong New Materials is a significant step in the company's globalization strategy, enhancing its presence in the European market for modified materials [1][5]. Group 1: Acquisition Details - The acquisition amount will not exceed €25 million, with payments to OMIKRON's shareholders MICCA 22 S.R.L and INVESTAR S.R.L totaling up to €10.35 million for a 70% stake [2]. - The base transfer price is €20.7 million, with additional interest calculated at an annual rate of 3% from December 31, 2024, until the closing date [2]. - An additional performance incentive of up to €3 million will be paid if OMIKRON meets certain EBITDA targets from 2026 to 2028 [2]. Group 2: Financial Performance - Huaitong New Materials reported a revenue of ¥4.721 billion for the first three quarters of 2025, a year-on-year increase of 10.03%, and a net profit of ¥166 million, up 8.96% [2]. - The company generated a net cash flow from operating activities of ¥686 million, a significant increase of 64.15%, providing a solid financial foundation for the acquisition [2]. Group 3: OMIKRON Overview - OMIKRON, established in 2008, specializes in modified materials, including polypropylene composites and nylon composites, serving key markets in Europe such as automotive and home applications [3]. - The company is projected to achieve a revenue of €41.176 million and a net profit of €1.238 million in 2024, with total assets of €35.2116 million and net assets of €17.1143 million [3]. Group 4: Strategic Importance - The acquisition is a crucial part of Huaitong's international strategy, which emphasizes a "multi-base, small scale, Local For Local" approach to expand overseas [3][4]. - The company has already established a modified plastic factory in Thailand and a representative office in Vietnam, significantly increasing its overseas sales [4]. - The European market is critical for high-end modified materials, and the acquisition will allow Huaitong to enhance its local operations and customer service capabilities in Europe [4][5]. Group 5: Industry Context - The European market is becoming increasingly competitive due to tightening environmental regulations and rising demand for high-end manufacturing [5]. - The acquisition will help Huaitong navigate compliance barriers and strengthen its dual circulation operational framework, enhancing overall profitability and risk resilience [5][6].

Core Viewpoint - The article discusses the strategic moves of Huitong Co., emphasizing the need for differentiation, high-end positioning, sustainability, and globalization in the modified plastics industry to remain competitive in emerging markets [2][3]. Group 1: Company Strategy - Huitong Co. is focusing on differentiation ("small and beautiful," "functional"), high-end markets (robotics, drones, automotive, AI), sustainability (bio-based and recycled materials), and globalization, particularly in Southeast Asia [2][3]. - The company has announced a share acquisition of OMIKRON, a modified materials firm in Italy, for a total investment of up to €2.5 million (approximately ¥20.7 million) [3][4]. Group 2: Financial Performance - OMIKRON's total assets as of December 31, 2024, are €35.21 million, with a revenue of €41.18 million and a net profit of €1.24 million [7][8]. - The company reported a decrease in total assets from €37.96 million in 2023 to €35.21 million in 2024, and a decline in net profit from €2.91 million in 2023 to €1.24 million in 2024 [8]. Group 3: Market Expansion - Huitong Co. established its first overseas production base in Thailand in 2022, with an investment of up to ¥230 million, aiming to create a commercial network in Southeast Asia [8]. - The company has served over 30 overseas clients, with overseas sales exceeding 17,000 tons, a year-on-year increase of 178.39%, and a 39.03% growth in overseas revenue in the first half of 2025 [9].

Core Viewpoint - The company plans to acquire a 35% stake in OMIKRON, an Italian company specializing in modified materials, through its wholly-owned subsidiary, with a total investment of up to €10.35 million [1] Group 1: Company Overview - The company is a leading domestic enterprise in the research, production, and sales of polymer modified materials, with a significant market presence and a strategic focus on the new energy sector, including investments in lithium battery separator projects [1][2] - The company has established a long-term strategic partnership with Midea Group, leveraging its superior products and services [2] Group 2: Investment Details - The acquisition involves a total transfer price of €20.7 million, which includes interest, for the stakes in OMIKRON [1] - OMIKRON's products are primarily used in the automotive and home markets, with applications extending to agriculture and tools, benefiting from its strategic location in Northern Italy [1] Group 3: Strategic Goals - The company aims to utilize OMIKRON's local production capabilities and established market channels to create a complete industrial ecosystem in the European market [2] - The collaboration with OMIKRON is expected to enhance the company's integrated operational capabilities, accelerate overseas market expansion, and strengthen local market penetration [3]

人民财讯12月23日电，会通股份(688219)12月23日公告，公司拟通过全资孙公司香港圆融，分别以不超 1035万欧元受让MICCA22S.R.L与INVESTAR S.R.L各自持有的意大利OMIKRON S.R.L(简 称"OMIKRON")的35%股权，转让价款为2070万欧元及有关利息。合并计算业绩奖励款后，此次投资金 额合计不超2500万欧元。 此次投资完成后，公司对OMIKRON不构成控制，OMIKRON将成为公司联营企业。OMIKRON是一家 专注于改性材料生产及应用的意大利企业，深耕欧陆本土市场，以汽车及家居市场为主，并涵盖农业灌 溉、工具箱等多个领域。此次对外投资，公司将利用OMIKRON的本土化生产制造能力与成熟市场渠 道，构建在欧洲市场覆盖生产、销售与服务的完整产业闭环。 ...

Core Viewpoint - The company is pursuing a "globalization" strategy by acquiring a 35% stake in OMIKRON through its wholly-owned subsidiary, Hong Kong Yuanrong, for a total investment of up to 25 million euros, including performance incentives [1] Group 1: Acquisition Details - The company will sign a share transfer agreement with MICCA 22 S.R.L and INVESTAR S.R.L to acquire their respective stakes in OMIKRON [1] - The maximum purchase price for the stakes is set at 10.35 million euros, with a total transfer price of 20.7 million euros plus related interest [1] - The total investment amount, including performance rewards as per the agreement, will not exceed 25 million euros [1]

Core Viewpoint - The company is pursuing a "globalization" strategy by acquiring a 35% stake in OMIKRON through its wholly-owned subsidiary in Hong Kong, with a total investment amount not exceeding 25 million euros [1] Group 1: Acquisition Details - The company plans to sign a share transfer agreement with MICCA 22 S.R.L and INVESTAR S.R.L to acquire their respective stakes in OMIKRON [1] - The maximum purchase price for the stakes is set at 10.35 million euros, totaling 20.7 million euros for both companies, plus related interest [1] - The total investment amount, including performance incentives as per the agreement, will not exceed 25 million euros [1]

关于对外投资购买股权 证券代码：688219 证券简称：会通股份 公告编号：2025-082 会通新材料股份有限公司 暨签署《股权转让协议》的自愿性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 交易主要内容 本次投资标的名称为：意大利 OMIKRON S.R.L（以下简称"OMIKRON" 或"目标公司"） 本次交易未达到股东会审议标准。本次交易已经公司第三届董事会第十九次 会议审议通过。 其它需要提醒投资者重点关注的风险事项 本次交易不构成关联交易 本次交易不构成重大资产重组 交易实施尚需履行的审批及其他相关程序 （一）地缘政治风险：海外投资常伴随政治稳定性、经济波动、汇率变动及 政策调整等不可控风险，同时国际地缘政治风险和突发事件增加了不确定性。 会通新材料股份有限公司（以下简称"公司"）拟通过全资孙公司圆融新材 料（香港）有限公司（以下简称"香港圆融"）与 MICCA 22 S.R.L（以下简称 "MICCA 22"，持有目标公司 50%股权）、INVESTAR S.R.L（以下简称 "INVES ...

Core Viewpoint - The company plans to acquire a 35% stake in OMIKRON through its wholly-owned subsidiary, with a total investment not exceeding 25 million euros, which includes performance-related incentives [1] Group 1: Investment Details - The company will sign a share transfer agreement with MICCA 22 S.R.L and INVESTAR S.R.L for a maximum of 10.35 million euros to acquire their respective stakes in OMIKRON [1] - The total transfer price amounts to 20.7 million euros, plus related interest [1] - After the investment, OMIKRON will not be controlled by the company but will become an associated enterprise [1] Group 2: Company Profile - OMIKRON is an Italian company focused on the production and application of modified materials [1] - Its main products include polypropylene composites, nylon composites, and recycled PCR materials [1] - OMIKRON primarily serves the automotive and home markets, while also covering sectors such as agricultural irrigation and toolboxes [1]

中信证券股份有限公司 关于会通新材料股份有限公司 使用部分闲置募集资金临时补充流动资金的核查意见 中信证券股份有限公司（以下简称"中信证券"或"保荐人"）作为会通新 材料股份有限公司（以下简称"会通股份"或"公司"）向不特定对象发行可转 换公司债券及后续持续督导保荐人，根据《证券发行上市保荐业务管理办法》《上 海证券交易所科创板股票上市规则》等有关法律法规和规范性文件的要求，对会 通股份使用部分闲置募集资金临时补充流动资金的事项进行了审慎核查，核查情 况及核查意见如下： 一、募集资金基本情况 | 发行名称 | 2022 | | | | 年向不特定对象发行可转换公司债券 | | | --- | --- | --- | --- | --- | --- | --- | | 募集资金总额 | 83,000.00 | | 万元 | | | | | 募集资金净额 | 81,946.18 | | 万元 | | | | | 募集资金到账时间 | 2022 年 | 12 | 月 12 | 日 | | | | 前次用于暂时补充流动资金的 | 2025 年 | 7 | 月 21 | 日归还 | 25,000.00 | 万元 | | ...

重要内容提示： 临时补流募集资金金额：20,000 万元 补流期限：自 2025 年 12 月 19 日第三届董事会第十八次会议审议通过起 不超过 12 个月 一、募集资金基本情况 证券代码：688219 证券简称：会通股份 公告编号：2025-081 会通新材料股份有限公司 关于使用部分闲置募集资金临时补充流动资金的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 | 发行名称 | 2022 | | | | 年向不特定对象发行可转换公司债券 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 募集资金总额 | | | | 83,000.00 | 万元 | | | | 募集资金净额 | | | | 81,946.18 | 万元 | | | | 募集资金到账时间 | | | 2022 | 年 12 | 月 12 | 日 | | | 前次用于暂时补充 | | | | | | | | | 流动资金的募集资 | 2025 | 年 7 | 月 21 | 日归还 | | ...