欧菲光发布重组预案 关税事件无直接重大影响

Core Viewpoint - O-film Technology announced a restructuring plan to acquire 28.2461% of O-film Microelectronics, aiming to enhance its strategic layout and operational capabilities [1][2]. Group 1: Restructuring Plan - O-film Technology plans to purchase 28.2461% of O-film Microelectronics through a combination of share issuance and cash payment [1]. - The company will issue shares to no more than 35 specific investors to raise supporting funds for the acquisition [1]. - O-film Technology currently holds 71.75% of O-film Microelectronics and will gain 100% control post-transaction, which will be beneficial for its overall strategic implementation [1][2]. Group 2: Financial Performance - O-film Microelectronics has strong technical capabilities in fingerprint recognition modules, optical sensing modules, and PC touchpads, with projected net profits of 238 million yuan and 280 million yuan for 2023 and 2024, respectively [2]. - The acquisition will enhance O-film Technology's net profit and operational sustainability, contributing positively to the company's overall performance [2]. Group 3: Impact of External Factors - O-film Technology reported that its foreign sales revenue for 2024 is expected to be 2.658 billion yuan, accounting for 13% of total revenue, with a low proportion of direct exports to the U.S., indicating minimal impact from the U.S. tariff situation [2].