开辟第二增长曲线 万通发展拟8.54亿元取得PCIe高速交换芯片商数渡科技控股权

Core Viewpoint - The company plans to invest 854 million yuan to acquire a 62.9801% stake in Beijing Shudu Information Technology Co., Ltd, making it a subsidiary and consolidating it into the company's financial statements [1][2] Group 1: Investment Details - The investment will be executed through capital increase and equity transfer, approved in a board meeting held on August 13, 2025 [1] - The target company specializes in high-speed interconnect chip design and development, with its core product being PCIe high-speed switching chips [1] Group 2: Product and Market Position - The PCIe high-speed switching chips are essential in the AI server sector, facilitating connections between CPUs and GPUs, and enabling efficient data transfer between GPUs [1] - The target company has developed PCIe switching chips supporting the PCIe 5.0 protocol and has completed performance testing and compatibility verification with mainstream CPUs and GPUs [2] Group 3: Strategic Implications - The transaction will allow the company to enter the high-growth, high-barrier integrated circuit and AI infrastructure industry, aligning with its strategic transformation towards communication and digital technology [2] - The target company will become a key subsidiary, providing a new growth avenue for the company [2]