加快业务外延拓展AI赛道 杰美特拟控股思腾合力

Core Viewpoint - Jiemite (300868.SZ) is planning to acquire control of Siteng Helix (Tianjin) Technology Co., Ltd. in cash, marking a strategic move into the growing AI computing power sector [1] Group 1: Strategic Move - The acquisition is expected to constitute a major asset restructuring without involving share issuance or control change of the listed company [1] - This move aims to build a more robust and growth-oriented business ecosystem in the context of the global AI technology wave [1][2] - Jiemite seeks to leverage its existing business advantages to expand into AI server, AI management software, and cloud computing [1][2] Group 2: Siteng Helix's Capabilities - Siteng Helix is a solid AI computing power solution provider with expertise in computer production, system integration, and AI technology research [1][2] - The company has developed a complete and controllable product ecosystem covering deep learning, high-performance computing, virtualization, distributed storage, AI cluster management, and cloud computing [2] - Its core product lines include self-developed AI management software, computing servers, and cloud computing services, along with five value-added services to meet diverse customer needs [2] Group 3: Financial Performance - In 2024, Jiemite achieved a net profit of 7.0742 million yuan, showing significant improvement [3] - The company's gross profit margin increased from 17.78% in 2023 to 22.93% in 2024, reflecting effective cost control and operational efficiency [3] - The ODM/OEM business has established strong partnerships with well-known terminal manufacturers and large retail chains, while its own brand "Juese" generated 121 million yuan in revenue, growing by 7.70% year-on-year [3] Group 4: Future Outlook - Successful completion of the acquisition is expected to optimize Jiemite's business structure, enhancing product and technical capabilities towards diversification and high-end development [3] - Entering the trillion-level AI market opens new avenues for long-term value growth for the company [3] - This strategic move demonstrates the management's keen insight into industry trends and decisive execution in response to market expectations for technological innovation and high-quality growth [3]