【导读】东山精密子公司拟斥资59.35亿元收购索尔思光电 见习记者 庄佳 6月13日晚间，东山精密发布对外投资公告，披露了一项涉及金额达59.35亿元的重大收购计划。 根据公告，东山精密拟通过全资子公司超毅集团（香港）有限公司（以下简称香港超毅）收购Source Photonics Holdings (Cayman) Limited（以下简称索尔思光电）100%股份，同时认购其可转债，整体投资金额合计不超过59.35亿元。 59亿元布局光通信赛道 此次收购的索尔思光电成立于2010年，专注于光通信模块及组件的设计、研发、生产与销售，其产品广泛应用于数据中心、 电信网络、5G通信等多个关键领域。目前，索尔思光电在全球多个国家和地区设有研发中心、生产基地及销售网络，具备较 强的技术研发实力和完善的产业链布局。 在交易结构方面，东山精密拟通过全资子公司香港超毅以现金方式收购索尔思光电100%股份。其中索尔思光电100%股份收 购对价不超过6.29亿美元；索尔思光电ESOP（员工期权激励计划）权益收购对价不超过0.58亿美元；为支持其经营发展需要 以及偿还万通发展认购的可转债，公司拟认购索尔思光电金额不超过10亿元的 ...

Group 1 - The core point of the article is that Dongshan Precision plans to invest up to 5.935 billion yuan in Solstice Optoelectronics to expand its optical communication layout [2][3] - Dongshan Precision's wholly-owned subsidiary, Hong Kong Chaoyi, intends to acquire 100% of Solstice Optoelectronics for a consideration not exceeding 629 million USD, along with a potential investment in convertible bonds not exceeding 1 billion yuan [2][4] - The acquisition aims to diversify Dongshan Precision's business and enhance its overall profitability and shareholder returns by adding a new optical communication business segment [4][5] Group 2 - Solstice Optoelectronics is a leading company in the optical communication field, focusing on the design, development, manufacturing, and sales of optical communication modules and components [4] - The company reported revenues of 2.932 billion yuan for 2024 and 975 million yuan for the first quarter of 2025, with net profits of 405 million yuan and 157 million yuan respectively [4] - The optical communication market is experiencing high demand due to the rapid development of 5G communication and AI data centers, with significant growth in the need for high-speed optical modules [7][8]

从中证智能穿戴主题指数持仓的市场板块来看，深圳证券交易所占比56.71%、上海证券交易所占比 43.29%。 金融界6月13日消息，上证指数低开低走，中证智能穿戴主题指数 (CS智穿戴，930711)报3154.70点。 数据统计显示，中证智能穿戴主题指数近一个月下跌3.31%，近三个月下跌12.54%，年至今下跌 1.65%。 据了解，中证智能穿戴主题指数选取智能穿戴的硬件和软件提供商，智能穿戴产品提供商，以及其他与 智能穿戴相关的代表性公司作为样本，以反映智能穿戴主题公司的整体表现。该指数以2012年06月29日 为基日，以1000.0点为基点。 从指数持仓来看，中证智能穿戴主题指数十大权重分别为：兆易创新（6.52%）、韦尔股份 （6.41%）、工业富联（4.78%）、科大讯飞（4.6%）、京东方A（4.59%）、歌尔股份（4.3%）、立讯 精密（3.97%）、长电科技（3.77%）、东山精密（3.54%）、蓝思科技（3.47%）。 从中证智能穿戴主题指数持仓样本的行业来看，信息技术占比94.33%、工业占比3.37%、医药卫生占比 1.17%、通信服务占比1.12%。 资料显示，指数样本每半年调整一次 ...

每经记者｜赵李南 每经编辑｜马子卿 6月13日，东山精密（SZ002384，股价31.45元，市值536.51亿元）公告称，其拟投资不超过59.35亿元收购Source Photonics Holdings(Cayman)Limited（以下简 称"索尔思"）100%股份及认购索尔思可转债。同日，华西股份（SZ000936，股价7.09元，市值62.82亿元）也公告称，其拟转让索尔思股权。 | 项目 | 2025 年 3 月 31 日 | | --- | --- | | | (未经审计) | | 资产总额 | 351.697.34 | | --- | --- | | 负债总额 | 236.148.42 | | 归属于母公司的所有者权益 | 115.548.92 | | 项目 | 2025年1-3月 | | | (未经审计) | | 营业收入 | 97,487.85 | | 营业利润 | 19.718.52 | | 浄利润 | 15,662.11 | 图片来源：东山精密公告截图 据东山精密公告，2024年索尔思实现营业收入约29亿元，实现净利润约4亿元。截至去年底，索尔思的净资产约10亿元。 东山精密表示，经收 ...

Group 1 - The company held its 22nd meeting of the 6th Board of Directors on June 13, 2025, with all 9 directors present, complying with relevant laws and regulations [1][2] - The board approved a proposal for external investment with unanimous support of 9 votes in favor [1] - The board also approved a capital increase for its wholly-owned subsidiary, Yancheng Weixin Electronics Co., Ltd., with the same unanimous voting outcome [1] - A proposal for a capital reduction for another wholly-owned subsidiary, Super Weiyi Electronics (Yancheng) Co., Ltd., was also approved unanimously by the board [2]

Group 1 - The company approved a capital increase of 20 million USD for its wholly-owned subsidiary Yancheng Weixin Electronics Co., Ltd., raising its registered capital from 23.499 million USD to 25.499 million USD to support its business development [1][3] - The capital increase will be funded by undistributed profits and does not constitute a related party transaction or a major asset restructuring, thus does not require shareholder approval [1][3] - The purpose of the capital increase is to meet the operational needs of Yancheng Weixin and align with the company's overall strategic development, without significantly impacting the company's financial and operational status [3] Group 2 - The company decided to reduce the capital of its wholly-owned subsidiary Chaowei Microelectronics (Yancheng) Co., Ltd. by 30 million USD, decreasing its registered capital from 10 million USD to 7 million USD to optimize resource allocation [4][5] - This capital reduction also does not constitute a related party transaction or a major asset restructuring, and does not require shareholder approval [4][5] - The reduction aims to better utilize company resources and aligns with the strategic planning and development needs of Chaowei Microelectronics, ensuring the company's healthy and sustainable development [5]

Core Viewpoint - Dongshan Precision (002384) announced a board meeting on June 13, 2025, to approve a capital increase of 20 million USD for its wholly-owned subsidiary, Yancheng Weixin Electronics Co., Ltd [1] Group 1 - The registered capital of Yancheng Weixin will increase from 235 million USD to 255 million USD after the capital increase [1] - The purpose of the capital increase is to meet the operational development needs of Yancheng Weixin and support its business expansion [1] - This capital increase aligns with the company's strategic development plan and long-term interests, and it will not have a significant impact on the company's financial and operational status [1]

Core Viewpoint - Dongshan Precision plans to acquire 100% of Sorsy Optoelectronics for a consideration not exceeding 6.29 billion USD, with total investment amounting to no more than 59.35 billion RMB [1] Group 1 - Dongshan Precision's wholly-owned subsidiary, Hong Kong Chaoyi Group, is set to acquire Sorsy Optoelectronics [1] - The acquisition price is capped at 6.29 billion USD [1] - The company also intends to subscribe to Sorsy Optoelectronics' convertible bonds for up to 1 billion RMB [1] - Upon completion of the transaction, Sorsy Optoelectronics will become a wholly-owned subsidiary of Dongshan Precision [1]

证券代码：002384 证券简称：东山精密 公告编号：2025-039 苏州东山精密制造股份有限公司 关于对全资子公司增资以及对全资子公司减资的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 苏州东山精密制造股份有限公司（以下简称"公司"）于 2025 年 6 月 13 日召 开第六届董事会第二十二次会议，审议通过了《关于对全资子公司盐城维信电子 有限公司增资的议案》和《关于对全资子公司超维微电子（盐城）有限公司减资 的议案》。现将具体情况公告如下： 一、对盐城维信电子有限公司增资事项 （一）交易情况概述 为满足公司全资子公司盐城维信电子有限公司（以下简称"盐城维信"）经营 发展需要，更好地助力其业务拓展，公司决定以未分配利润对盐城维信增资 2,000 万美元，增资完成后其注册资本由 23,499 万美元增加至 25,499 万美元。 根据《深圳证券交易所股票上市规则》《公司章程》等相关规定，本次公司 以未分配利润对盐城维信增资不构成关联交易，亦不构成《上市公司重大资产重 组管理办法》规定的重大资产重组，该事项在董事会权限范围内，无需提交公司 股东会审议 ...

证券代码：002384 证券简称：东山精密 公告编号：2025-038 1、苏州东山精密制造股份有限公司（以下简称"公司"）于 2025 年 6 月 13 日召开第六届董事会第二十二次会议，审议通过《关于对外投资的议案》，同意 公司全资子公司超毅集团（香港）有限公司（以下简称"香港超毅"）拟收购 Source Photonics Holdings (Cayman)Limited（以下简称"索尔思光电"或者"目标公司"） 100%股份（以下简称 "本次收购" ），以及公司认购其可转债，其中索尔思光电 100%股份收购对价不超过 6.29 亿美元；索尔思光电 ESOP（Employee Stock Option Program，员工期权激励计划，包含在本次收购方案中）权益收购对价不超过 0.58 亿美元；为支持索尔思光电经营发展需要以及偿还万通发展认购的可转债，公司 拟认购目标公司不超过 10 亿元人民币的可转债。上述投资金额合计不超过人民 币 59.35 亿元。本次交易完成后，香港超毅将持有索尔思光电 100%股份，索尔 思光电将成为公司全资子公司。 2、经营及未来市场风险。光通信行业技术更新换代快，市场竞争激 ...