广联航空拟控股天津跃峰 进一步深化进军航天板块布局

Group 1 - Guanglian Aviation plans to acquire 51% stake in Tianjin Yuefeng Technology through cash payment, aiming for control post-transaction [1] - The transaction is currently in the planning stage, with auditing and evaluation of Tianjin Yuefeng yet to be completed, leading to uncertainties in final pricing [1] - Tianjin Yuefeng specializes in metal heat treatment, surface treatment, sheet metal forming, and precision machining for aerospace components [1] Group 2 - The acquisition is seen as complementary, as both companies operate in the aerospace industry, with Guanglian focusing on high-end aerospace equipment and Tianjin Yuefeng providing essential structural components [1] - Guanglian Aviation reported a revenue of 1.048 billion yuan in 2024, a 41.64% increase year-on-year, despite facing temporary net losses due to strategic and market influences [2] - In Q1 2024, Guanglian achieved revenues of 266 million yuan and a net profit of 45.95 million yuan, reflecting year-on-year growth of 18.87% and 50.63% respectively [2] Group 3 - Guanglian Aviation is investing up to 300 million yuan in the second phase of its drone assembly and parts manufacturing project to expand production capacity [2] - The company announced a private placement plan to raise up to 1.134 billion yuan for projects including a civil aviation production base and a research center [2] - In August 2024, Guanglian announced a 30 million yuan investment to establish a research institute with Harbin Institute of Technology, focusing on low-altitude economy and smart manufacturing [3]