深圳市沃特新材料股份有限公司(以下简称"沃特股份（002886）")再度出手并购。 9月6日，沃特股份发布收购公告，公司拟以自有或自筹资金2571.60万元(含税)收购株式会社华尔卡持有 的华尔卡密封件制品(上海)有限公司密封件公司(以下简称"华尔卡密封件")100%股权。 2022年6月，沃特股份发布公告收购沃特华本51%股权并取得控制权。2024年，沃特股份进一步收购沃 特华本49%股权，实现100%控股。沃特华本此前也是株式会社华尔卡的子公司，主要面向半导体、汽 车、产业机器、化学机械、通信机器、宇宙航空等产业提供氟材料、高性能橡胶等各种材料产品的设 计、制造、加工和销售。 沃特股份完成对沃特华本的全股权收购后，目前已实现业务整合与战略协同，并在材料领域持续取得突 破，为全球高端设备制造商稳定供货。同时，沃特股份积极拓展国内市场，成功完成对行业内头部客户 的产品开发与导入。 交易完成后，沃特股份将持有华尔卡密封件100%的股权，华尔卡密封件成为沃特股份全资子公司。 宣布收购后的首个交易日(即9月8日)，截至记者发稿，沃特股份股价涨超5%。 资料显示，华尔卡密封件成立于2000年，主营高端密封件、波纹管及 ...

Core Viewpoint - The company, Water Co., Ltd. (沃特股份), plans to enhance its semiconductor industry layout and global competitiveness by acquiring 100% equity of Walka Sealing Products (Shanghai) Co., Ltd. from Japan's Walka Corporation, which will become a wholly-owned subsidiary post-transaction [2]. Group 1: Acquisition Details - The acquisition aims to strengthen Water Co.'s position in the semiconductor sector, as Walka Sealing Products is a key manufacturer of high-end sealing components and has established a strong reputation in advanced manufacturing industries such as semiconductors and nuclear energy [2]. - Walka Sealing Products, founded in 2000, specializes in high-end sealing products, bellows, and fluororesin products, which are critical components for semiconductor equipment like etching machines [2]. Group 2: Market Potential - The demand for related products is projected to grow at a compound annual growth rate (CAGR) of 7% from 2025 to 2031, indicating a robust market opportunity for Water Co. following the acquisition [2]. - The global market size for PEEK materials used in semiconductor manufacturing is expected to reach approximately $469 million in 2024 and $758 million by 2031, presenting further growth potential for Water Co. [3]. Group 3: Financial Performance - Water Co. has demonstrated steady revenue growth, with projected revenue of 1.897 billion yuan in 2024, a year-on-year increase of 23.45%. The net profit attributable to shareholders is expected to grow by 520.69% [3]. - In the first half of 2025, the company reported revenue of 906 million yuan, a year-on-year increase of 12.29%, with net profit growth rates of 23.94% and 39.54% for attributable and non-recurring net profits, respectively [3]. Group 4: Strategic Implications - The acquisition is expected to create significant industrial synergies, allowing Water Co. to establish the world's leading fluoropolymer product platform and the most comprehensive semiconductor component solution in the industry [2]. - By integrating high-quality foreign resources, Water Co. aims to capitalize on the domestic substitution process in advanced manufacturing sectors like semiconductors and nuclear energy, potentially leading to long-term benefits [3].

证券日报网讯 9月5日晚间，沃特股份发布公告称，公司于2025年9月5日召开第五届董事会第十一次会 议、第五届监事会第九次会议，会议审议通过《关于收购华尔卡密封件制品（上海）有限公司100%股 权的议案》。公司拟以自有或自筹资金2，571.60万元（含税）收购株式会社华尔卡持有的密封件公司 100%股权，并签订《股权转让协议》。本次交易完成后，公司将持有密封件公司100%的股权，密封件 公司成为公司全资子公司。 （文章来源：证券日报） ...

证券日报网讯9月5日晚间，沃特股份（002886）发布公告称，公司及子公司不存在逾期担保或者因此导 致的潜在诉讼事项。 ...

Mergers and Acquisitions - Water Holdings plans to acquire 100% equity of Huarka Sealing Products (Shanghai) Co., Ltd. for 25.716 million yuan, with the final price based on the audited net assets as of June 30, 2025 [1] - Yihua Tong has decided to terminate the major asset restructuring plan to acquire 100% equity of Dingzhou Xuyang Hydrogen Energy Co., Ltd. due to a lack of consensus among parties involved [2] Shareholding Changes - Huawu Co., Ltd. announces that its controlling shareholder and related parties plan to reduce their holdings by up to 3%, equating to no more than 11.8327 million shares [3] - Weishi Electronics' controlling shareholder plans to reduce holdings by up to 3%, which amounts to no more than 638,500 shares [4] - Koweil announces that shareholders plan to reduce their holdings by up to 2.34%, totaling no more than 1.9688 million shares [5] Investment Agreements - Aerospace Hongtu signed a strategic cooperation agreement with Pakistan for an internet satellite project worth 2.9 billion yuan [6] - ST Songfa's subsidiary signed contracts for the construction of two 30.6 million-ton ultra-large crude oil tankers, with a total contract value of approximately 200 to 300 million USD [7] - Guangqi Technology's subsidiary signed batch production contracts for metamaterials totaling 1.278 billion yuan, with deliveries scheduled by June 30, 2026 [9]

Mergers and Acquisitions - Water Holdings plans to acquire 100% equity of Walka Sealing Products (Shanghai) Co., Ltd. for 25.716 million yuan, with the final price based on the audited net assets as of June 30, 2025 [1] - Yihua Tong has decided to terminate the major asset restructuring plan to acquire 100% equity of Dingzhou Xuyang Hydrogen Energy Co., Ltd. due to a lack of consensus among parties involved [2] Shareholding Changes - Huawu Co., Ltd. announces that its controlling shareholder and related parties plan to reduce their holdings by up to 3%, equating to no more than 11.8327 million shares [3] - Weishi Electronics' controlling shareholder plans to reduce holdings by up to 3%, which amounts to no more than 6.385 million shares [4] - Koweil plans to reduce its shareholding by up to 2.34%, totaling no more than 1.9688 million shares [5] Investment Agreements - Aerospace Hongtu signed a strategic cooperation agreement with Pakistan for an internet satellite project worth 2.9 billion yuan, although specific procurement contracts are yet to be finalized [6] - *ST Songfa's subsidiary signed contracts for the construction of two 30.6 million-ton ultra-large crude oil tankers, with a total contract value estimated between 200 million to 300 million USD [7] - Guangqi Technology's subsidiary signed batch production contracts for advanced materials totaling 1.278 billion yuan, with significant deliveries scheduled by June 30, 2026 [8] Regulatory Issues - ST Lingnan and its former controlling shareholder are under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure regulations [9]

Core Viewpoint - The company,沃特股份, plans to acquire 100% of the shares of华尔卡密封件制品(上海)有限公司 for 25.716 million yuan to strengthen its position in the semiconductor industry and enhance global competitiveness [1][2]. Group 1: Acquisition Details - The acquisition will be funded through the company's own or raised funds, totaling 25.716 million yuan, including tax [1]. - The target company,密封件公司, was established in December 2000 with a registered capital of 1.15 billion yen and operates as a wholly foreign-owned limited liability company [1][2]. - The company specializes in producing various sealing products, activated carbon boards, and fluororesin products, among others [1]. Group 2: Strategic Importance - The acquisition is expected to positively impact the company's business development, leveraging密封件公司的 established reputation in the semiconductor and nuclear energy sectors [2]. - The location of密封件公司 in the松江出口加工区, a national-level export processing zone, allows the company to benefit from the concentration of electronic information manufacturing enterprises [2]. Group 3: Operational Benefits -密封件公司 has existing production facilities, including cleanrooms and office spaces, which will address production space shortages for semiconductor products [3]. - The acquisition will enhance the company's ability to expand its fluorine materials into high-end applications, leveraging密封件公司的 brand reputation and application cases [3]. - The company aims to attract high-end talent in the Shanghai area to optimize team structure and accelerate product and technology development [3].

每经头条（nbdtoutiao）——烤肉店里洗头、西湖边开面包店、进军高端酒店……海底捞"不务正业"背 后：子品牌存活率不足50% 每经AI快讯，沃特股份（SZ 002886，收盘价：20.77元）9月5日晚间发布公告称，公司于2025年9月5日 召开的第五届监事会第九次会议审议通过《关于收购华尔卡密封件制品(上海)有限公司100%股权的议 案》，同意公司拟以人民币2571.6万元（含税）收购株式会社华尔卡持有的密封件公司100%股权，并 签订《股权转让协议》。本次交易需提交公司股东大会审议。 2025年1至6月份，沃特股份的营业收入构成为：新材料行业占比100.0%。 截至发稿，沃特股份市值为55亿元。 （记者 张喜威） ...

证券代码：002886 证券简称：沃特股份 公告编号：2025-048 深圳市沃特新材料股份有限公司 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。 一、董事会会议召开情况 深圳市沃特新材料股份有限公司（以下简称"公司""沃特股份"）第五届董事 会第十一次会议于 2025 年 9 月 1 日以电子邮件、传真或电话方式发出通知，并 于 2025 年 9 月 5 日以现场表决方式，在深圳市南山区深圳国际创新谷 7 栋 B 座 理人员列席了会议，且本次会议由董事长吴宪主持。本次会议的召集和召开符合 《公司法》等相关法律法规、规章及其他规范性文件和《公司章程》的规定。 二、董事会会议审议情况 （一）审议通过《关于收购华尔卡密封件制品(上海)有限公司 100%股权的 议案》 同意公司拟以人民币 2,571.60 万元（含税）收购株式会社华尔卡持有的华尔 卡密封件制品(上海)有限公司（以下简称"密封件公司"）100%股权，并签订《股 权转让协议》。本次交易需提交公司股东大会审议。 （二）审议通过《关于调整向银行申请综合授信及担保额度的议案》 同意公司对重庆沃特智成新材料科 ...

证券代码：002886 证券简称：沃特股份 公告编号：2025-047 深圳市沃特新材料股份有限公司 关于召开 2025 年第一次临时股东大会的通知 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。 一、召开会议的基本情况 董事会 于召开 2025 年第一次临时股东大会的议案》，本次股东大会会议的召开符合相 关法律法规、规章、规范性文件及《深圳市沃特新材料股份有限公司章程》（以 下简称"《公司章程》"）的规定。 现场会议召开的时间为：2025 年 9 月 26 日（星期五）15:00。 网络投票的时间为：2025 年 9 月 26 日，其中，通过深圳证券交易所交易系 统 进 行 网 络 投 票 的 具 体 时 间 为 2025 年 9 月 26 日 9:15-9:25 、 9:30-11:30 和 月 26 日 9:15-15:00。 公司将通过深圳证券交易所交易系统和互联网投票系统 （http://wltp.cninfo.com.cn）向公司全体股东提供网络形式的投票平台，股东可 以在网络投票时间内通过上述表决系统行使表决权。公司股东应选择现场投票和 网络投票 ...