【私募调研记录】彤源投资调研金橙子

Group 1 - The core viewpoint of the news is that Tongyuan Investment has conducted research on a listed company, focusing on its acquisition of Samit, which is expected to enhance competitive capabilities in the optical control field [1] - The acquisition is driven by significant synergies in product systems, customer resources, technology development, and supply chain between the two companies [1] - Samit specializes in precision optoelectronic control products, with key products including high-precision fast mirrors and high-precision vibrating mirrors, and holds multiple patents [1] Group 2 - The acquisition includes performance compensation and impairment compensation commitments, with specific agreements to be signed after audit evaluations [1] - The acquisition is projected to increase the listed company's total assets, operating income, and net profit [1] - Samit's projected operating income for 2024 is 57.55 million yuan, with a net profit of 21.05 million yuan (unaudited) [1]