A股重磅，拟收购100%股权，即将复牌

Core Viewpoint - The semiconductor sector is witnessing a surge in mergers and acquisitions, with Ying Tang Zhi Kong planning to acquire 100% of Guilin Guanglong Integrated Technology and 80% of Shanghai Aojian Microelectronics, indicating a strategic shift towards deeper integration in the semiconductor industry [1][2]. Company Summary - Ying Tang Zhi Kong will acquire 100% of Guanglong Integrated and 80% of Aojian Microelectronics through a combination of share issuance and cash payments, with the stock resuming trading on November 10 [2]. - The company has transitioned from a traditional distributor to a semiconductor IDM (Integrated Device Manufacturer) by focusing on both distribution and chip design [2][5]. - Guanglong Integrated, established in 2018, specializes in passive optical devices, offering a wide range of products including optical switches and optical protection modules, and is one of the few companies providing a full spectrum of optical switch products [2][3]. - Aojian Microelectronics, founded in 2015, focuses on power management and signal chain analog chips, with its products widely used in various sectors including consumer electronics and automotive [3]. Industry Summary - The A-share merger and acquisition market is heating up, particularly in the semiconductor sector, driven by favorable policies and a resurgence in industry demand [1][6]. - Since September 2024, over 40 semiconductor asset acquisition cases have been disclosed in the A-share market, reflecting a strong trend towards consolidation in this sector [7]. - The active mergers in the semiconductor industry are attributed to the recovery of industry conditions, improved corporate profitability, and the need to strengthen domestic supply chains amid complex international environments [7][8]. - Analysts suggest that the recent mergers are a response to emerging demands in AI and automotive electronics, pushing companies to shift from single-product competition to collaborative ecosystem building [8].