歌尔股份终止百亿港元收购！

Core Viewpoint - The acquisition of Mia Precision Technology and Changhong Industry by GoerTek for approximately HKD 10.4 billion (RMB 9.5 billion) has been terminated due to the inability to reach an agreement on key terms after multiple discussions [2] Company Summary - GoerTek announced the termination of the acquisition on October 17, which was initially disclosed on July 23, aiming to enhance competitiveness in the precision structural components sector [2] - The stock price of GoerTek briefly rose following the announcement of the acquisition, as the market anticipated improvements in its AI hardware supply chain [2] - Despite the termination of the acquisition, GoerTek's recent performance data shows resilience, with a reported revenue of RMB 37.549 billion and a net profit of RMB 1.417 billion for the first half of the year, reflecting a year-on-year growth of 15.65% [4] - The ongoing rapid development of AI technology is injecting new momentum into the consumer electronics industry, with GoerTek highlighting potential growth in AI smart glasses and AR products [4] - GoerTek has been active in capital operations this year, focusing on strengthening optical core technologies and positioning itself in cutting-edge technologies [4][5] - A recent capital increase involved GoerTek Optical acquiring 100% equity of Shanghai Aolai Micro-Nano Optics and Optoelectronic Information Technology, enhancing its competitiveness in the micro-nano optical field [5] Industry Summary - The consumer electronics industry is expected to evolve towards intelligence and ecosystem integration driven by AI technology, with significant opportunities anticipated in the supply chain by 2026 [6]