长鸿高科拟并购广西长科

Group 1 - The core viewpoint of the article is that Ningbo Changhong High Polymer Technology Co., Ltd. (Changhong High Tech) is planning to acquire 100% equity of Guangxi Changke New Materials Co., Ltd. through a combination of issuing shares, convertible bonds, and cash payments, marking a strategic advancement in the new materials sector [1] - The acquisition aims to enhance vertical integration within the industry chain, accelerating the cultivation of new production capabilities and seizing opportunities in the specialty synthetic resin market [1] - Specialty synthetic resins are increasingly recognized as critical foundational materials supporting advanced manufacturing, new energy, and electronic information industries, with growing market demand driven by industrial upgrades and rising consumer spending [1] Group 2 - Research indicates that China's ABS resin market is currently in a "capacity expansion + high-end upgrade" phase, with the market expected to exceed 90 billion yuan by 2025 and maintain a compound growth rate of 6%-8% from 2025 to 2030, particularly in the specialty synthetic resin segment [1] - The acquisition is a key step in the company's strategy of "new materials + industry chain integration," expanding its business from TPES and PBAT to the specialty synthetic resin sector, thus covering the entire chain from basic chemical raw materials to high-end modified materials [2]