【导读】爱克股份拟以22亿元购买东莞硅翔100%股权，股票明日复牌 | 交易类型 | 交易对方 | | --- | --- | | 发行股份及支付现金购买资产 | 严若红、深创投制造业转型升级新材料基金(有限合伙)、 | | | 广州高澜节能技术股份有限公司等23 名交易对方 | | 募集配套资金 | 不超过 35 名特定投资者 | 12月2日晚间，爱克股份（300889）发布公告称，拟以22亿元购买东莞硅翔100%股权。公司股票将于12月3日（星期三）开市起复牌。 经交易各方协商，东莞硅翔100%股权的交易价格暂定为22亿元。 爱克股份表示，通过本次交易，公司将进一步强化第二增长曲线，完善新能源板块的业务链，将业务拓展至数据中心液冷领域。 经公司申请，爱克股份股票将于12月3日（星期三）开市起复牌。 拟以22亿元购买东莞硅翔100%股权 爱克股份股票复牌 12月2日晚间，爱克股份发布公告称，拟通过发行股份及支付现金的方式向严若红等23名交易对象购买东莞硅翔100%股权，并向不超过35名特定投资者发 行股份募集配套资金。 自2021年启动新能源汽车产业战略升级以来，爱克股份通过"资本+技术"双轨驱动持续深化产 ...

Core Viewpoint - Aik Shares plans to acquire 100% equity of Dongguan Silicon Xiang for 2.2 billion yuan, aiming to strengthen its second growth curve and expand its business into the data center liquid cooling sector [2][6]. Group 1: Acquisition Details - The acquisition will be executed through a combination of issuing shares and cash payments to 23 transaction parties, including Yan Ruohong and others [3][5]. - The stock of Aik Shares will resume trading on December 3 [3][5]. Group 2: Business Strategy and Growth - Aik Shares, primarily engaged in outdoor smart lighting and cloud control systems, has been seeking business transformation since its listing in September 2020 due to industry limitations [6]. - The company initiated a strategic upgrade in the new energy vehicle sector in 2021, focusing on capital and technology to deepen its industrial layout through multiple strategic acquisitions [6]. - Aik Shares expects that by 2025, revenue from its new energy business will exceed 50% of total revenue [6]. Group 3: Target Company Overview - Dongguan Silicon Xiang specializes in the research, design, manufacturing, and sales of products related to cell signal acquisition and thermal management [6]. - Its main products include CCS integrated busbars, FPC flexible circuit boards, heating films, and insulation cotton, with a focus on expanding into liquid cooling products [6]. - The target company's liquid cooling products are projected to generate revenue starting in 2024, with rapid growth anticipated in 2025 [6]. Group 4: Client Base and Market Position - Dongguan Silicon Xiang has established a robust client network across various application fields, including new energy power batteries and data centers, with long-term partnerships with well-known companies [7][8]. - The client base includes major players in the new energy battery sector such as CATL and BYD, as well as automotive manufacturers like Xpeng Motors and Geely [8]. - The acquisition is seen as a significant move for Aik Shares to enhance its capabilities in the new energy battery and vehicle sectors, leveraging synergies with existing clients [8].

Core Viewpoint - Aike Co., Ltd. plans to acquire 100% equity of Dongguan Silicon Xiang for 2.2 billion yuan, aiming to strengthen its second growth curve and expand into the data center liquid cooling sector [1][5][8]. Group 1: Acquisition Details - The acquisition will be executed through a combination of issuing shares and cash payments to 23 transaction parties, including Yan Ruohong and others [3][4]. - The transaction price for Dongguan Silicon Xiang's 100% equity is set at 2.2 billion yuan [5]. - Aike Co., Ltd. will issue shares to no more than 35 specific investors to raise matching funds for the acquisition [3][4]. Group 2: Business Strategy and Market Position - Aike Co., Ltd. specializes in outdoor smart lighting and cloud control systems, having been listed on the Shenzhen Stock Exchange in September 2020 [7]. - Following its listing, the company sought business transformation due to industry limitations and market demand, initiating a strategic upgrade in the new energy vehicle sector since 2021 [8]. - The company anticipates that by 2025, revenue from its new energy business will exceed 50% of total revenue [8]. Group 3: Dongguan Silicon Xiang's Profile - Dongguan Silicon Xiang focuses on the R&D, design, manufacturing, and sales of products related to battery signal acquisition and thermal management [8]. - Its main products include CCS integrated busbars, FPC flexible circuit boards, heating films, and insulation cotton, with a growing focus on liquid cooling products [8]. - The company has established a robust customer network in various application fields, including new energy power batteries and data centers, with notable clients such as CATL, BYD, and Xpeng Motors [9]. Group 4: Strategic Importance of the Acquisition - The acquisition is a significant move for Aike Co., Ltd. to enhance its capabilities in the new energy sector, particularly in battery and electric vehicle supply chains [8]. - The transaction is expected to create strong synergies between Aike Co., Ltd. and Dongguan Silicon Xiang, leveraging overlapping and complementary customer bases [8]. - This strategic initiative aims to improve the company's operational capabilities and market competitiveness in the new energy landscape [8].

爱克股份（300889）12月2日晚间公告，公司拟通过发行股份及支付现金方式，向严若红等23名交易对 象购买东莞市硅翔绝缘材料有限公司（简称"东莞硅翔"）100%股权，并向不超过35名特定投资者发行 股份募集配套资金，发行价格为19.9元/股。 图片来源：公司公告 公告显示，东莞硅翔100%股权的交易价格暂定为22亿元。本次交易预计构成重大资产重组。交易前 后，上市公司的控股股东和实际控制人均为谢明武。公司股票将于12月3日（星期三）开市起复牌。 数据显示，停牌前（11月18日），爱克股份收盘报25.8元/股，涨幅为2.71%，总市值为57亿元。 加码新能源赛道 爱克股份公告显示，公司主营业务为户外智能照明及云控系统的研发、生产、销售及服务，2020年9月 在深交所创业板上市，成为智能景观照明产品供应领域的龙头企业及首家上市公司。受限于行业发展规 模及市场需求，公司上市不久后便开始寻求业务转型。 自2021年启动新能源汽车产业战略升级以来，爱克股份通过"资本+技术"双轨驱动持续深化产业布局， 先后完成了对新能源电池安全材料头部企业佛山永创翔亿电子有限公司，以及汽车白车身结构件、新能 源汽车电机定转子、汽车整椅 ...

Mergers and Acquisitions - Jiemite announced the termination of its plan to acquire control of Siten Helix due to a lack of agreement on key terms among the parties involved, stating that this decision will not significantly impact the company's current operations, financial condition, or strategic development [1] - Xue Tian Salt Industry plans to purchase a 41% stake in Hunan Meite New Materials Technology Co., Ltd. from its controlling shareholder, Hunan Salt Industry Group, for an estimated price of 261 million yuan, which will increase its total ownership in Meite New Materials to 61% [2] - Aike Co., Ltd. intends to acquire 100% of Dongguan Silicon Xiang through a combination of issuing shares and cash payment, with a preliminary transaction price set at 2.2 billion yuan [3] - Xiangyuan Cultural Tourism's wholly-owned subsidiary plans to acquire 100% of Jinxiu Lianhua Mountain for 345 million yuan, which includes a debt assumption of approximately 290 million yuan [4] Shareholding Changes - Xince Standard announced that shareholder Li Shengping plans to reduce his stake by up to 2.77%, consisting of a maximum of 2.435 million shares through centralized bidding and 4.304 million shares through block trading [5] - Luguan Technology reported that its shareholder, Zhuhai Xiheng Investment Partnership, intends to reduce its holdings by up to 2%, equating to a maximum of 8.2982 million shares [6] - Pioneering Technology disclosed that shareholder Rongke Chuangtou plans to reduce its stake by up to 3%, with a maximum of 2.4536 million shares through centralized bidding and 4.9072 million shares through block trading [7]

本次交易预计构成重大资产重组。 12月2日晚间，爱克股份（300889）公告，拟通过发行股份及支付现金的方式收购新能源电池热管理企业东莞市硅翔绝缘材料有限公司（简称"东莞硅 翔"）的100%股权，并向不超过35名特定投资者发行股份募集配套资金。经交易各方协商，东莞硅翔100%股权交易价格暂定为22亿元。本次交易预计构 成重大资产重组，公司股票将于12月3日复牌。 据了解，本次并购更深层的战略价值在于，爱克股份将借此切入新能源汽车与储能领域的热管理赛道。通过整合东莞硅翔（热管理材料及组件）、佛山永 创翔亿（电池安全材料）及无锡曙光（精密结构件），爱克股份已构建覆盖电池"热管理-安全-结构"的完整产品矩阵。 值得注意的是，东莞硅翔已成功切入液冷热管理这一前沿高增长赛道，积极拓展了液冷板、液冷散热机组（CDU）、浸没式液冷机组等液冷产品线，液 冷产品已于2024年开始实现收入，且在2025年快速增长。随着新能源汽车快充、高能量密度电池及储能电站、数据中心、AI智算中心及互联网云服务商 的规模化发展，高效的液冷技术正从"可选"变为"刚需"，市场空间广阔。 据悉，东莞硅翔在液冷领域的布局，并非停留在规划阶段，其相关业务 ...

北京商报讯（记者 马换换 王蔓蕾）12月2日晚间，爱克股份（300889）披露重组预案，公司股票将于12 月3日起复牌。 预案显示，爱克股份拟通过发行股份及支付现金的方式向严若红等23名交易对象购买东莞硅翔100%股 权，并向不超过35名特定投资者发行股份募集配套资金。本次交易预计构成重大资产重组、预计构成关 联交易、不构成重组上市。 预案显示，经交易各方协商，标的公司100%股权的交易价格暂定为22亿元。截至预案签署日，标的公 司的审计和评估工作尚未完成，标的资产评估结果及交易作价尚未确定。 爱克股份表示，通过本次交易，上市公司将进一步强化第二增长曲线，完善新能源板块的业务链，增强 在新能源电池及新能源汽车领域的全产业链配套服务能力，将业务拓展至数据中心液冷领域，依托新质 生产力实现高质量发展，提升公司持续经营能力及市场竞争力。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 拟重大资产重组！这家公司明起复牌 来源：证券日报之声 本报记者 李昱丞 12月2日晚间，深圳爱克莱特科技股份有限公司（以下简称"爱克股份"）发布发行股份及支付现金购买 资产并募集配套资金暨关联交易预案（以下简称《预案》），交易预计构成重大资产重组。公司股票将 于12月3日复牌。 《预案》显示，上市公司拟通过发行股份及支付现金的方式向严若红等23名交易对象购买东莞市硅翔绝 缘材料有限公司（以下简称"东莞硅翔"）100.00%股权，并向不超过35名特定投资者发行股份募集配套 资金，交易价格暂定为22亿元。 资料显示，爱克股份主营业务为户外智能照明及云控系统的研发、生产、销售及服务，于2020年9月于 深交所创业板上市，成为智能景观照明产品供应领域首家上市公司。 受限于行业发展规模及市场需求，爱克股份正寻求业务转型。自2021年启动新能源汽车产业战略升级以 来，公司通过"资本+技术"双轨驱动持续深化产业布局，先后完成了对新能源电池安全材料头部企业佛 山永创翔亿电子有限公司（以下简称"佛山永创翔亿"）以及汽车白车身结构件、新能源汽车电机定转子 ...

Core Viewpoint - Aiketech plans to acquire 100% equity of Dongguan Silicong and raise supporting funds through a share issuance and cash payment, with a transaction value of 2.2 billion yuan, marking a significant asset restructuring [1] Group 1: Company Strategy - Aiketech is seeking business transformation due to industry development constraints and market demand, having initiated a strategic upgrade in the new energy vehicle sector since 2021 [2] - The company has completed strategic acquisitions of leading firms in the new energy battery safety materials and automotive components sectors, aiming for new energy-related revenue to exceed 50% by 2025 [2] Group 2: Acquisition Details - Dongguan Silicong, established in 2008, specializes in thermal management materials for new energy vehicle batteries, with a product range that includes integrated busbars and flexible circuit boards [2] - The company has already begun generating revenue from liquid cooling products, which are expected to grow rapidly starting in 2025 [2] Group 3: Financial Performance - Dongguan Silicong's projected revenues for 2023 and 2024 are 1.482 billion yuan and 1.924 billion yuan, with net profits of 80.42 million yuan and 125 million yuan respectively [3] - The company has set performance commitments for Dongguan Silicong, with net profit targets of 170 million yuan, 180 million yuan, and 210 million yuan for the years 2025, 2026, and 2027, respectively [3] Group 4: Future Outlook - The acquisition is expected to enhance Aiketech's second growth curve and improve its capabilities in the new energy battery and vehicle sectors, expanding into the data center liquid cooling market [3]

Core Viewpoint - The acquisition of Dongguan Silicon Xiang by Aike Co., Ltd. is expected to constitute a significant asset restructuring, with a transaction price of 2.2 billion yuan for 100% equity [1][6]. Group 1: Acquisition Details - Aike Co., Ltd. plans to acquire 100% equity of Dongguan Silicon Xiang through a combination of issuing shares and cash payments, while also raising matching funds from no more than 35 specific investors [1][6]. - The stock of Aike Co., Ltd. will resume trading on December 3 following the announcement of the acquisition [1][6]. Group 2: Dongguan Silicon Xiang's Business Overview - Dongguan Silicon Xiang specializes in the research, design, manufacturing, and sales of products related to battery signal acquisition and thermal management, offering a full range of services from product design to mass production [3][8]. - Key products include CCS integrated busbars, FPC flexible circuit boards, heating films, and thermal insulation materials, with active expansion into liquid cooling products such as liquid cooling plates and immersion cooling units [3][8]. Group 3: Financial Performance and Growth Potential - Financial data indicates that Dongguan Silicon Xiang's revenue is projected to grow from 1.37 billion yuan in 2022 to 1.92 billion yuan in 2024, with a net profit of 125 million yuan in 2024 [4][8]. - The net profit growth rate from 2023 to 2024 is expected to be as high as 55.4%, with revenue for the first nine months of 2025 already reaching 1.9 billion yuan and a net profit of 160 million yuan [4][8]. - The acquisition is strategically valuable as it allows Aike Co., Ltd. to enter the thermal management sector of the new energy vehicle and energy storage markets, creating a comprehensive product matrix covering battery thermal management, safety, and structure [4][9]. Group 4: Market Trends and Future Outlook - Dongguan Silicon Xiang has successfully entered the high-growth liquid cooling sector, with revenue from liquid cooling products expected to begin in 2024 and grow rapidly in 2025 [9]. - The demand for efficient liquid cooling technology is shifting from optional to essential due to the scaling of new energy vehicles, high-energy-density batteries, and data centers, indicating a broad market potential [9]. - The timely execution of the acquisition plan eliminates uncertainties, shifting market focus from "whether the acquisition will happen" to "growth realization" for Aike Co., Ltd., positioning the company for a new valuation milestone [5][9].