超300亿元，西门子又完成一项重要收购

Core Viewpoint - Siemens is accelerating its acquisition strategy in the technology sector, highlighted by the recent acquisition of Dotmatics for $5.1 billion, reflecting its ambition in digitalization [1][4]. Group 1: Acquisitions and Financials - Siemens completed the acquisition of Dotmatics, a U.S. life sciences research software company, for $5.1 billion (approximately 365.6 billion RMB) on July 1 [1]. - This acquisition follows Siemens' earlier purchase of Altair for $10 billion (approximately 727 billion RMB), marking it as the second-largest acquisition in Siemens' history [1]. - Siemens' revenue for the fiscal year ending September 30, 2024, was €75.9 billion (approximately 640.4 billion RMB), a 3% year-on-year increase, with a net profit of €9 billion (approximately 759 billion RMB), up 5% [5]. Group 2: Strategic Focus and Market Expansion - The acquisition of Dotmatics will expand Siemens' digital industrial software business and its product lifecycle management (PLM) offerings into the life sciences sector [4]. - Siemens anticipates that Dotmatics will generate over $300 million (approximately 2.15 billion RMB) in revenue by fiscal year 2025, with an adjusted EBITDA margin exceeding 40% [4]. - The acquisition is expected to increase Siemens' total addressable market for digital industrial software by $11 billion (approximately 78.9 billion RMB) [4]. Group 3: Integration and Future Plans - Siemens plans to integrate Dotmatics' scientific intelligence platform with its industrial AI and digital twin technologies to create an end-to-end digital thread from research and development to manufacturing [5]. - The acquisition aligns with Siemens' "ONE Tech Company" initiative, which aims to enhance innovation by deeply integrating software, automation, and AI capabilities [5]. - Siemens has made five significant acquisitions between March and May of this year, including DownStream Technologies, Wevolver, and Excellicon, in addition to Altair and Dotmatics [5].