歌尔股份抛95亿收购提升竞争力 动作频频净利重回增长

Core Viewpoint - Goer Group (歌尔股份) is planning its largest acquisition to date, aiming to enhance its competitiveness in the precision structural components sector by acquiring two wholly-owned subsidiaries of Luen Fung Commercial Holdings Limited for approximately HKD 104 billion (around RMB 95 billion) [1][2]. Acquisition Details - The acquisition involves 100% equity of Mega Precision Technology Limited and Channel Well Industrial Limited, with an estimated combined revenue of HKD 91.1 billion for the fiscal year 2024 [1][2]. - This transaction is expected to strengthen Goer Group's capabilities in precision structural components and improve its business scale and profitability [1][3]. Strategic Importance - The acquisition is part of Goer Group's strategy to deepen vertical integration and solidify partnerships with leading industry clients, driven by increasing demands for high-performance materials in emerging smart hardware products [3][4]. - The target companies are recognized for their competitive edge in precision metal structural components and have established long-term collaborations with industry leaders [3][4]. Financial Performance - In 2024, Goer Group's revenue from precision components is projected to be RMB 15.051 billion, accounting for 14.90% of total revenue, which is the lowest among its main business segments [4]. - The company has shown stable financial performance, with revenue surpassing RMB 1 trillion in 2022 and expected to return to over RMB 1 billion in 2024 [7]. Recent Developments - Goer Group has been actively expanding through acquisitions, including a recent purchase of a micro-nano optical technology company for RMB 795 million [6]. - The company is also preparing for the IPO of its subsidiary, Goer Microelectronics, which has shown significant growth in revenue and profit [10].