一亩田集团与讯喜科技签署约束性收购协议 战略布局“B2B2C”业务生态

Core Insights - The company, YMT Group, announced a binding acquisition intention to acquire 100% equity of Ningbo Xunxi Technology Co., Ltd. through a cash and stock deal, with the transaction price to be announced later [1] - The acquisition aims to enhance the company's strategic layout in C-end business, improving channel expansion services and digital supply chain management, transitioning from a "B2B" to a "B2B2C" ecosystem [1] - The transaction is expected to be completed in the first quarter of 2026, pending customary closing conditions including regulatory approvals, and is anticipated to have a significant positive impact on the company's revenue and earnings per share in the first full fiscal year post-acquisition [1] Company Overview - YMT Group operates across the entire agricultural production and bulk circulation chain, forming a comprehensive industrial internet service ecosystem [2] - Ningbo Xunxi Technology focuses on technology-driven channel e-commerce operations, providing core services such as enterprise procurement, employee benefits, and marketing procurement to financial institutions and various enterprises [2] - Xunxi Technology has established a complete supply chain resource advantage, with over 1,300 brands and more than 250,000 SKUs, serving nearly 200 clients across high-value sectors including finance, government, and education, with a user membership exceeding 2 million [2] Strategic Implications - The acquisition will enable YMT Group to deeply integrate Xunxi Technology's core capabilities in supply chain management, channel customer expansion, and C-end consumer goods supply, facilitating a diversified expansion from a B2B platform to a "B2B2C" ecosystem [2] - This integration will cover the entire agricultural industry chain from upstream planting, midstream circulation to downstream terminal consumption, promoting a more diversified revenue structure [2] - The founder of YMT Group emphasized that the combination of Xunxi Technology's supply chain and channel resource advantages with YMT's agricultural digital infrastructure will create long-term value for shareholders and generate more market opportunities in agricultural distribution, enterprise procurement, and digital marketing services [3]