每经头条（nbdtoutiao）——"我们也深陷残酷价格战"！德资巨头中国区高管警告：智驾绝不能免费， 否则会给全行业带来灾难 每经AI快讯，芯导科技（SH 688230，最新价：64.2元）8月3日晚间发布公告称，公司第二届第十九次 董事会会议于2025年8月3日以通讯方式召开。会议审议了《关于暂不召开股东大会审议本次交易相关事 项的议案》等文件。 2024年1至12月份，芯导科技的营业收入构成为：集成电路占比100.0%。 （记者 王晓波） ...

Group 1 - The core point of the news is that Chipway Technology plans to invest 403 million yuan to acquire 100% equity of Jishun Technology and 17.15% equity of Shunlei Technology, marking a significant asset restructuring in the semiconductor sector [1][3][5] - Following the announcement, Chipway Technology's stock price surged over 9% at one point, closing with a 2.92% increase at 63.71 yuan, resulting in a total market capitalization of 7.492 billion yuan [3] - The transaction involves issuing convertible bonds and cash payments, with a total consideration of approximately 402.69 million yuan, including 126.54 million yuan in cash and 276.06 million yuan in convertible bonds [5][6] Group 2 - The acquisition is expected to enhance Chipway Technology's market presence in various sectors, including automotive electronics, security instruments, and consumer electronics, leveraging Shunlei Technology's customer resources [12] - The deal is anticipated to improve the company's overall strategic layout and operational capabilities, as Shunlei Technology possesses its own wafer and packaging production lines, which will strengthen supply chain management [12][13] - Chipway Technology has set performance commitments for the acquired assets, with net profits projected to be no less than 35 million yuan, 36.5 million yuan, and 40 million yuan for the years 2025, 2026, and 2027, respectively [8] Group 3 - In 2024, Chipway Technology reported a revenue of 353 million yuan, reflecting a year-on-year growth of 10.15%, and a net profit of 112 million yuan, up 15.70%, marking a rebound after two years of declining revenue [9][10] - The company’s total assets reached approximately 2.328 billion yuan by the end of 2024, with a slight increase of 2.03% compared to the previous year [10] - In the first quarter of 2024, the company achieved a revenue of 74.26 million yuan, an increase of 8.1% year-on-year, although net profit saw a slight decline of 1.62% [11]

Group 1 - The core point of the article is that Chip导科技 plans to acquire 100% equity of JiShun Technology and 17.15% equity of ShunLei Technology through a combination of convertible bonds and cash, aiming for full control of ShunLei Technology [1][3] - The total transaction price for the target assets is set at 402.6 million yuan, with cash consideration of 126.54 million yuan and convertible bond consideration of 276.06 million yuan [3][4] - The company intends to raise no more than 50 million yuan in matching funds, which will not exceed 100% of the transaction price and will involve issuing shares to no more than 35 specific investors [5] Group 2 - Following the announcement of the restructuring, Chip导科技's stock price surged over 11% on August 4, although the increase later moderated [6] - ShunLei Technology's main products include automotive-grade and industrial-grade power semiconductor products, with a projected revenue of 217 million yuan and a net profit of 38.79 million yuan for 2024, both showing growth [9] - The asset seller has committed to achieving net profits of no less than 35 million yuan, 36.5 million yuan, and 40 million yuan for the years 2025, 2026, and 2027, respectively [9] Group 3 - The semiconductor industry has seen a surge in merger and acquisition activities, with nearly 200 major asset restructurings reported from September 2024 to June 2025, marking a 172% year-on-year increase [11] - Recent policies from the government encourage mergers and acquisitions to promote industry consolidation and technological advancement, indicating a favorable environment for such transactions [11]

Core Viewpoint - Chip导科技 plans to acquire 100% equity of Jishun Technology and 17.15% equity of Shunlei Technology through a combination of convertible bonds and cash, aiming for full control of Shunlei Technology [1][3]. Group 1: Transaction Details - The total transaction price for the target assets is set at 402.6 million yuan, with cash consideration of 126.54 million yuan and convertible bond consideration of 276.06 million yuan [3][4]. - The company intends to raise no more than 50 million yuan in matching funds, which will not exceed 100% of the transaction price and will involve issuing shares to no more than 35 specific investors [5]. Group 2: Financial Performance and Projections - Shunlei Technology's projected revenue for 2024 is 217 million yuan, with a net profit of 38.79 million yuan, both showing year-on-year growth [8]. - The asset transferor has committed to achieving net profits of no less than 35 million yuan, 36.5 million yuan, and 40 million yuan for the years 2025, 2026, and 2027, respectively [8]. - Chip导科技's revenue for 2024 is expected to be 353 million yuan, a 10.15% increase year-on-year, with a net profit of 117 million yuan, reflecting a 15.70% growth [8]. Group 3: Industry Context - The semiconductor sector has seen a surge in merger and acquisition activities, with nearly 200 major asset restructurings reported from September 2024 to June 2025, marking a 172% year-on-year increase [10]. - Recent policies have been introduced to encourage mergers and acquisitions, aiming to promote industry consolidation and technological advancement [10].

Group 1 - The company, Chip导科技, announced plans to issue convertible bonds and cash to acquire 100% equity of Jishun Technology and 17.15% equity of Shunlei Technology, aiming to hold 100% of Shunlei Technology directly and indirectly [1] - The transaction price is tentatively set at 403 million yuan [1] - Shunlei Technology is primarily engaged in the research, production, and sales of power devices, while Jishun Technology directly holds 82.85% of Shunlei Technology's equity [1]

暗盘资金正涌入这些股票，点击速看>>> 半导体板块震荡上扬，东芯股份涨超10%，芯导科技涨超8%，华虹公司涨超5%创历史新高，银河微 电、海光信息跟涨。 ...

2025.08.04 本文字数：593，阅读时长大约1分钟 8月3日晚间，芯导科技（688230）发布公告称，公司拟发行可转换公司债券及支付现金向盛锋、李晖、 黄松、王青松、瞬雷优才（深圳）投资合伙企业（有限合伙）购买上海吉瞬科技有限公司（简称"吉瞬 科技"）100%股权、上海瞬雷科技有限公司（简称"瞬雷科技"）17.15%的股权，从而直接及间接持有瞬 雷科技100%股权（其中，吉瞬科技直接持有瞬雷科技82.85%的股权），实现对瞬雷科技的100%控制。 | 序号 | 交易对方 | 交易标的名称 | | 支付方式 | | | 向该交易 对方支付 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 及权益比例 | | 可转债 | 股份 | 其 | | | | | | 现金对价 | 对价 | 对价 | 他 | 的总对价 | | 1 | 盛锋 | 吉瞬科技 40% 股权、瞬雷科技 4%股权 | 2.990.51 | 11.962.05 | | - | 14.952.56 | | 2 | 李库 | 吉瞬科技 20% 股权、瞬雷科技 2%股权 | 3.73 ...

经济观察网8月3日晚，芯导科技发布公告，上市公司拟向盛锋、李晖、黄松、王青松、瞬雷优才发行可 转换公司债券以及支付现金形式购买吉瞬科技100%股权、瞬雷科技17.15%的股权，从而直接及间接持 有瞬雷科技100%股权，实现对瞬雷科技的100%控制。本次交易价格暂定为4.03亿元。 ...

Core Viewpoint - Chip导科技 plans to acquire 100% equity of Jishun Technology and 17.15% equity of Shunlei Technology through a combination of cash and convertible bonds, aiming for complete control of Shunlei Technology [3][5][7]. Group 1: Transaction Details - The total transaction price for the target assets is set at 402.6 million yuan, with cash consideration of 126.54 million yuan and convertible bond consideration of 276.06 million yuan [5][6]. - The company intends to raise no more than 50 million yuan in matching funds, which will not exceed 100% of the transaction price and will involve issuing shares not exceeding 30% of the total share capital before the transaction [6][7]. Group 2: Stakeholders and Equity Distribution - The transaction involves multiple stakeholders, including Shengfeng, Li Hui, Huang Song, Wang Qingsong, and Shunlei Youcai, with varying equity stakes in Jishun Technology and Shunlei Technology [6]. - The payment structure includes both cash and convertible bonds, with specific amounts allocated to each stakeholder for their respective equity stakes [6]. Group 3: Regulatory Considerations - This transaction is expected to meet the criteria for a major asset restructuring, thus constituting a significant asset restructuring for the listed company [7]. - Notably, there has been no trading suspension for Chip导科技 before or after the announcement of this major asset restructuring plan [7].

值得注意的是，尽管本次交易预计将达到重大资产重组标准，但芯导科技并未安排停牌。此外，公司还 计划募集配套资金不超过5000万元人民币，以支持本次重组。此次募集资金的发行对象限定为不超过35 名特定投资者，并且将以现金形式认购新发行的股份。 芯导科技主要业务集中在功率半导体的研发与销售，其产品广泛应用于消费类电子、安防领域、网络通 信及工业领域。作为工信部认定的专精特新"小巨人"企业，芯导科技在2024年实现了3.53亿元人民币的 营业收入和1.17亿元人民币的归母净利润。而瞬雷科技则专注于功率器件的研发、生产和销售，拥有稳 固的客户基础和销售渠道，覆盖汽车电子、安防仪表等多个下游应用领域。 芯导科技（688230）于8月3日晚间宣布了一项重大资产重组计划，拟通过发行可转换公司债券及现金支 付方式购买上海吉瞬科技有限公司100%股权以及上海瞬雷科技有限公司17.15%的股权。交易完成后， 芯导科技将直接和间接持有瞬雷科技100%的股份。此次交易暂定价格为4.026亿元人民币，包括现金对 价1.265372亿元和可转债对价2.760628亿元。 此次收购不仅有助于芯导科技拓展市场至汽车电子、民爆化工等新兴领域，还 ...