康达新材现金收购北一半导体交易告吹

Core Viewpoint - Konda New Materials (002669.SZ) announced the termination of its acquisition of semiconductor assets due to insufficient progress in due diligence and lack of consensus among parties involved [2][3]. Group 1: Acquisition Details - Konda New Materials signed a Letter of Intent on August 28 to acquire at least 51% of Beiyi Semiconductor Technology (Guangdong) Co., Ltd. for cash, aiming to gain control [2]. - The acquisition was in the preliminary planning stage, with specific terms requiring further negotiation and validation among the parties [2][3]. - The termination agreement was signed by all parties involved, indicating a formal end to the acquisition process [2]. Group 2: Business Overview - Konda New Materials operates primarily in three sectors: adhesives and specialty resin materials, electronic information materials, and electronic technology, with adhesives accounting for over 80% of total revenue as per the 2025 semi-annual report [3]. - The planned acquisition of Beiyi Semiconductor was a strategic move for Konda New Materials to transition into the semiconductor industry [3][4]. Group 3: Future Prospects - Despite the termination of the Beiyi Semiconductor acquisition, Konda New Materials is pursuing another semiconductor-related transaction, aiming to acquire at least 51% of Chengdu Zhongke Huamei Electronics Co., Ltd. for 275 million yuan [5]. - The company expressed its commitment to continue seeking suitable acquisition targets to enhance its growth trajectory [4].