东睦股份拟7.35亿元增持上海富驰 加码MIM领域布局

Core Viewpoint - Dongmu New Materials Group Co., Ltd. plans to acquire a 34.75% stake in Shanghai Fuchi High-Tech Co., Ltd. for 735 million yuan, increasing its ownership to 99% after the transaction [1] Group 1: Acquisition Details - The transaction will be financed through a combination of share issuance and cash payment to five counterparties [1] - Dongmu will also raise up to 548 million yuan from no more than 35 specific investors to support the acquisition and technology upgrades [1] Group 2: Business Growth and Strategy - Dongmu's MIM (Metal Injection Molding) business is experiencing rapid growth, with projected revenue of 1.965 billion yuan in 2024, a year-on-year increase of 92.19% [2] - The company is expanding its production capabilities by investing in new production lines and shifting from "MIM parts" to "MIM parts + modules" [2] - Strategic investments in titanium alloy MIM powder technology are being made to support future applications in consumer electronics and medical fields [2] Group 3: Industry Insights - The acquisition is seen as a vertical integration move that will enhance Dongmu's control over key processes and promote resource synergy and technology sharing [2] - Experts believe that the MIM materials have significant potential in emerging fields such as humanoid robots, aerospace, and communication equipment, which could open new markets [3] - Following the transaction, the investor Yanzhi Xinghuo will convert its 14% stake in Shanghai Fuchi into shares of Dongmu, strengthening the strategic partnership [3]