Core Viewpoint - Goertek has seen a significant stock price increase of 20.88% since August 11, driven by strategic investments in the AR sector and Micro-LED technology [2][3]. Investment and Financial Strategy - Goertek's subsidiary, Goertek (Hong Kong) Co., Limited, plans to provide a loan of up to $100 million to Haylo Labs Limited to support the acquisition of Plessey Semiconductors Limited and enhance Micro-LED technology [2]. - The loan will be secured by Plessey and its subsidiaries, aimed at purchasing Micro-LED related fixed assets and supplementing working capital [2]. Business Development and Future Prospects - The investment is expected to accelerate the maturity of Micro-LED technology and products, which will benefit Goertek's AI smart glasses and AR business [3]. - This move is anticipated to strengthen Goertek's relationships with leading upstream technology companies and downstream customers, enhancing its resource integration and competitive capabilities in the AR field [3]. Additional Acquisitions - Goertek is also planning a potential acquisition of Mega Precision Technology Limited and Channel Well Industrial Limited for approximately HKD 10.4 billion (around RMB 9.5 billion), with the final transaction amount subject to agreement [4].
“妖股”直击:“果链龙头”歌尔股份重回千亿市值,左手AR投资右手百亿收购,股价近一周涨超20%