海昌新材抛2.55亿跨界收购 拓展产品布局境外收入占六成

Core Viewpoint - Haichang New Materials is making a strategic move by acquiring a 51% stake in Shenzhen Xinwei Communication Technology Co., Ltd. for 255 million yuan, aiming to expand into the GNSS antenna positioning sector, which is crucial for applications in drones, smart lawn mowers, and precision agriculture [1][2]. Group 1: Acquisition Details - The acquisition agreement was signed on September 19, with the goal of entering the high-precision satellite antenna market [2]. - Xinwei Communication specializes in the research, production, and sales of RF core components in the GNSS antenna positioning field, including high-precision GNSS satellite positioning antennas and Beidou satellite communication antennas [2]. - Xinwei Communication reported a revenue of 96.72 million yuan and a net profit of 30.37 million yuan for 2024, with the latest unaudited figures showing a revenue of 84.37 million yuan and a net profit of 33.47 million yuan [2]. Group 2: Financial Performance - Haichang New Materials has shown revenue fluctuations in recent years, with revenues of 220 million yuan, 225 million yuan, and 297 million yuan from 2022 to 2024, and net profits of 57.2 million yuan, 46.18 million yuan, and 71.23 million yuan respectively [4]. - In the first half of 2025, the company achieved a revenue of 138 million yuan, a year-on-year decrease of 4.75%, while net profit was 30.74 million yuan, a slight increase of 0.14% [4]. - The company has maintained a strong focus on high-end market clients, with overseas revenue consistently accounting for over 60% of total revenue, reaching 85.05 million yuan in the first half of 2025 [4]. Group 3: Research and Development - Haichang New Materials emphasizes innovation and has increased its R&D investment over the years, totaling 71.74 million yuan from 2020 to the first half of 2025 [4]. - As of the first half of 2025, the company has accumulated 79 patents and utility models [5]. Group 4: Market Performance - The company's stock price has performed well in 2025, with a year-to-date increase of 137.59%, closing at 25.85 yuan per share on September 19 [5]. - The latest market capitalization stands at 6.415 billion yuan [5].