AFR(SZ:300620) Chang Jiang Shang Bao·2025-08-12 23:18Core Viewpoint - The company Guangku Technology is strengthening its position in the optical communication sector through an asset restructuring plan, which includes acquiring 100% of Suzhou Anjie Xun Optoelectronics Technology Co., Ltd. [1][4] Group 1: Acquisition Details - Guangku Technology plans to acquire Anjie Xun through a combination of issuing shares, convertible bonds, and cash payments, while also raising supporting funds from no more than 35 specific investors [3] - The acquisition aims to enhance Guangku Technology's product and technology layout, increase operational scale, and strengthen its competitive advantage in the industry [1][4] Group 2: Market Response - Following the announcement of the restructuring plan, Guangku Technology's stock price hit the daily limit, closing at 66.08 yuan per share, reflecting a 19.99% increase [2][5] Group 3: Financial Performance - Guangku Technology expects a net profit of 48.56 million to 54.63 million yuan for the first half of 2025, representing a year-on-year growth of 60% to 80% [1][6] - Anjie Xun has shown significant revenue growth, with projected revenues of 1.56 billion yuan, 5.09 billion yuan, and 1.27 billion yuan from 2023 to the first quarter of 2025, and a turnaround to profitability in 2024 with a 227.3% increase in revenue [7] Group 4: Strategic Importance - The acquisition is positioned as a strategic move to capitalize on the rapid growth in the optical communication industry driven by advancements in AI and increasing global computing power demand [1][6] - Anjie Xun's established production bases and long-term partnerships with leading clients in the industry will enhance Guangku Technology's market presence and operational capabilities [5][6]