天亿马拟收购星云开物股权, 加码智能自助设备数字化服务新增长

Core Viewpoint - Tianyima plans to acquire 98.5632% of Xingyun Kaiwu Technology Co., Ltd. for a total consideration of 1.189 billion yuan, which includes 582 million yuan in shares and 606 million yuan in cash, aiming to enhance its capabilities in the smart self-service equipment digital service sector [1][2][3] Group 1: Transaction Details - The acquisition involves purchasing shares from multiple stakeholders, with the total transaction value set at 1.189 billion yuan [1] - Tianyima intends to raise up to 155 million yuan from its actual controller, Ma Xuepei, to support the transaction [1] - The deal is expected to constitute a major asset restructuring and related party transaction [1] Group 2: Company Performance and Projections - Xingyun Kaiwu reported revenues of 385 million yuan, 447 million yuan, and 248 million yuan for 2023, 2024, and the first half of 2025, respectively, with net profits of 38.69 million yuan, 86.66 million yuan, and 54.57 million yuan [2] - The performance commitment includes a minimum net profit of 90 million yuan for 2025, 95 million yuan for 2026, and 105 million yuan for 2027 [2] Group 3: Strategic Implications - The acquisition is expected to enhance Tianyima's business in the smart self-service equipment digital service field, creating a dual-driven development model to improve growth potential [3] - The company aims to strengthen its R&D capabilities in smart self-service equipment, optimize its industry chain layout, and expand its sales scale to better meet diverse customer needs [3] - In the first three quarters of the year, Tianyima achieved revenues of 228 million yuan, a year-on-year increase of 46.6%, and a net profit of 4.19 million yuan, up 119.8% year-on-year [3]