聚和材料(688503.SH)：拟3.5亿元收购SKE的空白掩模业务板块

Core Viewpoint - The company, 聚和材料, announced a joint establishment of SPC with 韩投伙伴 to acquire the Blank Mask business segment from SK Enpulse for approximately 3.5 billion RMB, aiming to enhance its semiconductor materials capabilities and align with national strategies for self-sufficiency [1] Group 1: Acquisition Details - The total investment for the acquisition is 680 billion KRW, equivalent to about 3.5 billion RMB, with the final amount subject to exchange rate adjustments at the time of transaction [1] - The company will contribute at least 95% of the investment directly or indirectly [1] Group 2: Business Overview - SK Enpulse is a supplier of comprehensive solutions for semiconductor materials and equipment, with its Blank Mask division producing substrates for DUV-ArF and DUV-KrF lithography technologies [1] - The products have been validated by multiple semiconductor wafer fabs and independent template customers, achieving mass production and sales across South Korea, mainland China, and Taiwan [1] Group 3: Strategic Implications - The acquisition aligns with the national strategy of "self-controllable" materials, addressing the lack of localization for critical materials in China [1] - The company aims to leverage the scarcity of the acquired business to expand its semiconductor customer base and create synergies with existing operations [1]