东山精密超59亿收购切入光通信 密集全球购资产增67倍累赚百亿

Core Viewpoint - Dongshan Precision plans to acquire 100% of Source Photonics Holdings for a total consideration of 59.35 billion yuan, aiming to enter the optical communication sector [1][4][11] Group 1: Acquisition Details - The acquisition will be conducted through Dongshan Precision's wholly-owned subsidiary, Hong Kong Chaoyi Group, and includes a subscription for up to 1 billion yuan in convertible bonds [1][4] - Source Photonics is a leading company in the optical communication field, with a net asset value of 1 billion yuan and an assessed value of 45.6 billion yuan, resulting in a premium rate of approximately 3.56 times [1][11] - The acquisition is expected to enhance Dongshan Precision's strategic layout in the electronic information industry and create new business growth points [11] Group 2: Financial Performance - Dongshan Precision has achieved cumulative profits exceeding 115.89 billion yuan since its listing, with a significant increase in profitability over the years [2][10][11] - The company reported a revenue of 86.02 billion yuan in the first quarter of this year, marking an 11.07% year-on-year increase, and a net profit of 4.56 billion yuan, up 57.55% [10] - Source Photonics generated revenues of 29.32 billion yuan and net profits of 4.05 billion yuan in 2024, indicating stable operational performance [11] Group 3: Strategic Growth and Market Position - Dongshan Precision has been actively acquiring companies globally to expand its asset scale and enhance market competitiveness, with total assets reaching 464.7 billion yuan as of the end of the first quarter [8][9] - The company has a diverse product range, including electronic circuit products and precision components, serving various industries such as consumer electronics, new energy vehicles, and telecommunications [9][10] - The strategic acquisition of Source Photonics is expected to leverage synergies in customer resource sharing, technology collaboration, and supply chain integration [11]