捷强装备拟收购山东碳寻51%股权 跨界纳米级碳材料领域

Core Viewpoint - The company intends to acquire a 51% stake in Shandong Carbon Seeking New Materials Co., Ltd. for 46.9 million yuan, aiming to enhance revenue and profitability through this strategic move in the nanocarbon materials sector [1][2]. Group 1: Acquisition Details - The acquisition price for the 51% stake in Shandong Carbon Seeking is set at 46.9 million yuan, with the overall valuation of the company being 103 million yuan, reflecting a value increase of over 16 times [2]. - Shandong Carbon Seeking specializes in the research, production, and sales of nanocarbon materials, particularly carbon nanotube conductive pastes [1]. - The transaction will result in Shandong Carbon Seeking becoming a subsidiary of the company, included in the consolidated financial statements [1]. Group 2: Financial Performance - As of May 2025, Shandong Carbon Seeking's total assets and net assets are projected to be 103 million yuan and 5.8632 million yuan, respectively, with revenues of 17.6527 million yuan and 64.1003 million yuan for 2024 and the first five months of 2025, indicating rapid business growth [2]. - The company has faced declining performance, with revenues fluctuating between 100 million yuan and 300 million yuan from 2022 to 2024, and net profits in continuous loss for three years [3]. - In the first half of the current year, the company reported revenues of 107 million yuan, a year-on-year increase of 1.44%, but still recorded a net loss of 8.6866 million yuan [3]. Group 3: Strategic Rationale - The acquisition is seen as a response to the company's recent performance pressures, particularly in the competitive market for nuclear radiation monitoring products, which have seen a gross margin decline of 8.92 percentage points to 37.96% [3]. - The company aims to leverage existing resources and technological advantages to explore new applications in the nuclear safety equipment sector while maintaining and expanding market presence [3].