集成灶龙头股罕见出手

Core Viewpoint - Zhejiang Meida, a leading integrated stove manufacturer, has announced an investment in the autonomous driving sector, acquiring a stake in Magic Vision Technology for a total of 110 million yuan, reflecting a strong belief in the industry's growth potential [2][4]. Investment Details - The investment consists of 100.8 million yuan for subscribing to new registered capital and 9.1664 million yuan for acquiring existing shares, totaling 110 million yuan [2]. - Post-transaction, Zhejiang Meida will hold 4.8657% of Magic Vision, which has a post-investment valuation of 2.261 billion yuan [2]. Financial Performance of Magic Vision - As of the end of 2024 and the first quarter of 2025, Magic Vision's net assets were 35.085 million yuan and 30.361 million yuan, respectively [3]. - The company's projected revenue for 2024 is 375 million yuan, with a net loss of 14.784 million yuan, while the first quarter of 2025 shows revenue of 71.81 million yuan and a net loss of 32.196 million yuan [3]. Industry Context - Magic Vision focuses on R&D and mass production of autonomous driving and advanced driver-assistance technologies, providing comprehensive solutions for various driving scenarios [4]. - The autonomous driving industry is experiencing rapid growth, with increasing penetration rates in both passenger and commercial vehicles [4]. Zhejiang Meida's Recent Performance - Zhejiang Meida has faced significant challenges, with a 32% decline in net profit in 2022 and a further 76% drop in 2024, resulting in a net profit of only 11 million yuan [4][5]. - The company's stock price has significantly decreased, with a market value of 4.619 billion yuan as of June 13, down nearly two-thirds from its peak in 2021 [6].