康达新材筹划收购北一半导体控股权 加速半导体产业布局

Core Viewpoint - Kangda New Materials (康达新材) has signed a Letter of Intent for Acquisition to acquire at least 51% of Beiyi Semiconductor, aiming to gain control over the company, which specializes in power semiconductor modules [1][2] Group 1: Acquisition Details - The acquisition is in the preliminary planning stage, with significant uncertainties regarding the transaction details, which will require further negotiation and compliance with legal and regulatory procedures [1] - The overall valuation of Beiyi Semiconductor will be determined by an assessment report and the formal acquisition agreement [1] - The transaction is not expected to constitute a major asset restructuring as defined by relevant regulations [1] Group 2: Beiyi Semiconductor Overview - Beiyi Semiconductor, established in December 2020, focuses on the R&D, production, packaging, testing, sales, and service of new power semiconductor modules [2] - The company’s main products include IGBT, PIM, and IPM components, applicable in sectors such as electric vehicles, industrial control, robotics, photovoltaic, wind power, and energy storage [2] - Beiyi Semiconductor operates a 16,500 square meter IGBT module production base with nine fully automated and semi-automated packaging lines, equipped with over 170 advanced domestic and international devices [2] Group 3: Strategic Intent and Impact - The acquisition aligns with Kangda New Materials' strategy of integrating "new materials + electronic technology," aiming to enhance its semiconductor industry presence and optimize its business structure [2][3] - The transaction is expected to bring new revenue and profit growth opportunities, enhancing the company's profitability and sustainability [2] - Kangda New Materials plans to leverage its existing semiconductor materials business to accelerate its strategic transformation towards the semiconductor industry [3]