英唐智控拟购半导体资产股价抢跑 业绩承压连续6年未分红转型谋变

Core Viewpoint - The company, Ying Tang Zhi Kong, is planning to acquire two semiconductor companies to transform from an electronic component distributor to a semiconductor IDM enterprise, amid ongoing pressure on its financial performance [1][3][11]. Group 1: Acquisition Plans - On October 26, Ying Tang Zhi Kong announced a suspension of trading as it plans to acquire Guanglin Guanglong Integrated Technology Co., Ltd. and Shanghai Aojian Microelectronics Technology Co., Ltd. through share issuance and cash payments [3][4]. - The company has signed a letter of intent with Guanglong Technology, the parent company of Guanglong Integrated, and with several partners holding 76% of Aojian Microelectronics [3][4]. - The acquisition of Guanglong Integrated and Aojian Microelectronics aims to enhance the company's semiconductor business, which has been a focus since its previous attempts to acquire semiconductor assets [1][3][6]. Group 2: Financial Performance - Ying Tang Zhi Kong has faced declining profits, with a net profit of 0.31 billion yuan in the first half of 2025, down 14.12% year-on-year [1][9]. - The company's revenue has fluctuated over the past three years, with figures of 5.169 billion yuan, 4.958 billion yuan, and 5.346 billion yuan, indicating ongoing challenges in achieving stable growth [8][9]. - Since its listing in 2010, the company has not distributed cash dividends since 2019, reflecting its financial struggles [2][10]. Group 3: Market Reaction - Following the announcement of the acquisition plans, Ying Tang Zhi Kong's stock price surged by 9.91% on October 24, indicating positive market sentiment towards the potential acquisitions [1][4]. - There are concerns among investors regarding possible insider trading due to the stock price movement prior to the public announcement of the acquisition [5].