Core Viewpoint - Yachuang Electronics is transitioning from a distributor to a self-research chip manufacturer, with a recent announcement of acquiring stakes in two semiconductor companies for a total of 317 million yuan [1][2][7]. Group 1: Acquisition Details - The company plans to acquire 40% of Shenzhen Ouchuang Semiconductor and 45% of Shenzhen Yihai Nengda, with the total investment amounting to 317 million yuan [1][7]. - The acquisition aims to strengthen Yachuang's "distribution + self-research" strategy and achieve resource synergy [2][7]. Group 2: Business Transformation - Yachuang Electronics, founded in 2001, initially focused on distributing international electronic components, gradually expanding its market presence [3][4]. - The company has been shifting towards self-research since 2018, with significant revenue growth from chip trading, reaching over 1.1 billion yuan [4][5]. - The strategy includes acquiring companies to enhance its capabilities in chip design and manufacturing, with previous acquisitions including a 60% stake in Ouchuang in 2022 [5][6]. Group 3: Financial Performance - In 2024, Yachuang Electronics reported revenues of 3.61 billion yuan and a net profit of 124 million yuan, with a growing share of revenue coming from automotive-grade chips [6][7]. - The company's revenue from self-researched integrated circuits surged from 24.45 million yuan in 2019 to 348 million yuan [5][6]. Group 4: Market Position and Future Outlook - Yachuang Electronics has established itself in the supply chains of major automotive companies like BYD, Geely, and NIO, indicating a strong market position [6][7]. - The recent acquisitions are seen as a new starting point for Yachuang to become a comprehensive service provider in the automotive chip industry [7][8].
谢力书坚定“分销+自研”创收36亿 雅创电子再抛3亿收购拓业务版图