OFILM(SZ:002456) Zheng Quan Shi Bao Wang·2025-09-08 14:34Core Viewpoint - The company plans to acquire a 28.25% stake in O-Film Microelectronics through a share issuance to Nanchang Chuanmeng Investment Management Co., Ltd, with a total transaction price of 1.791 billion yuan [1][2] Group 1: Transaction Details - The share issuance price is set at 10.63 yuan per share, and the total amount of funds raised will not exceed 800 million yuan, which will be used for project construction in the target company [1] - The transaction will not change the controlling shareholder or actual controller of the listed company, which remains O-Film Holdings and Cai Rongjun respectively [1] Group 2: Company Overview - O-Film Microelectronics specializes in fingerprint recognition modules, 3D sensing modules, and PC and IoT accessories, maintaining a leading position in product technology innovation and establishing long-term strategic partnerships with major clients [2] - The company has shipped over 2 billion fingerprint recognition modules, with a market share exceeding 46% in the high-end segment of the fingerprint recognition module field by 2024 [2] Group 3: Strategic Implications - The acquisition of minority shares will enhance the company's control over O-Film Microelectronics, facilitating better management and strategic alignment, which is expected to improve overall operational capabilities [3] - The net profits for O-Film Microelectronics are projected to be 237 million yuan in 2023 and 279 million yuan in 2024, contributing positively to the listed company's net profit after the transaction [3] Group 4: Stakeholder Dynamics - Nanchang Chuanmeng, as a state-owned investment platform, will establish a stable interest-sharing and risk-sharing mechanism with the listed company, enhancing long-term strategic interests [4] - The collaboration with local resources and industry advantages is expected to expand the company's industrial footprint and promote long-term stable development [4]