Huaqin Technology (SH:603296) Zhong Zheng Wang·2025-07-29 15:04Group 1 - Company signed a share transfer agreement with Liching Innovation Investment Holdings to acquire 120,368,109 shares of Jinghe Integrated, representing 6.00% of its total share capital, at a price of 19.88 yuan per share, totaling 2.39 billion yuan [1] - After the transaction, the company will nominate one director to Jinghe Integrated and commit to not transferring shares for 36 months, signaling a strong strategic collaboration [1] - This marks the company's first foray into the semiconductor wafer manufacturing sector, enhancing its technological strength and product competitiveness [1] Group 2 - Company expects to achieve operating revenue of 83 billion to 84 billion yuan for the first half of 2025, a year-on-year increase of 110.7% to 113.2%, with a net profit of 1.87 billion to 1.90 billion yuan, reflecting a growth of 44.8% to 47.2% [2] - The growth is driven by the surge in demand for smart hardware amid global digital transformation and AI trends, supported by the company's "3+N+3" product matrix [2] - Jinghe Integrated, a leading domestic semiconductor wafer manufacturer, is expected to achieve operating revenue of 5.07 billion to 5.32 billion yuan for the first half of 2025, with a year-on-year growth of 15.29% to 20.97% [3] Group 3 - The company’s strategic move into wafer manufacturing is a natural extension of its core capabilities in efficient operations, research and development, advanced manufacturing, and precision components [3] - Previous acquisitions have strengthened the company's position in smart terminal components and expanded its global customer base [3] - The entry into the wafer manufacturing sector is part of the company's strategy to solidify its supply chain and enhance competitiveness [3]