拟重大资产重组！爱克股份明起复牌

Core Viewpoint - Shenzhen Aikelaite Technology Co., Ltd. (Aikex) is planning a significant asset restructuring by acquiring 100% equity of Dongguan Silikon Insulation Materials Co., Ltd. for a transaction price of 2.2 billion yuan, with shares set to resume trading on December 3 [1][5]. Group 1: Company Overview - Aikex specializes in the research, production, sales, and service of outdoor smart lighting and cloud control systems, having been listed on the Shenzhen Stock Exchange's ChiNext board in September 2020 [1][5]. - The company is seeking business transformation due to industry development constraints and market demand, having initiated a strategic upgrade in the new energy vehicle sector since 2021 [2][6]. Group 2: Acquisition Details - The acquisition involves 23 transaction parties and aims to enhance Aikex's capabilities in the new energy vehicle supply chain, particularly in battery thermal management, safety materials, and structural components [2][3]. - Dongguan Silikon, established in 2008, has over 15 years of technical accumulation and customer resources in the new energy vehicle battery thermal management field, with products including CCS, FPC, heating films, and insulation cotton [2][6]. Group 3: Financial Performance and Projections - Financial data indicates that Dongguan Silikon's revenue for 2023 and 2024 is projected to be 1.482 billion yuan and 1.924 billion yuan, respectively, with net profits of 80.42 million yuan and 125 million yuan [3][7]. - For the first nine months of 2025, Dongguan Silikon's revenue reached 1.902 billion yuan, with a net profit of 160 million yuan [3][7]. - The performance commitment for Dongguan Silikon includes net profit targets of 170 million yuan, 180 million yuan, and 210 million yuan for the years 2025, 2026, and 2027, respectively, with a cumulative net profit of no less than 560 million yuan over three years [3][7]. Group 4: Strategic Goals - Aikex aims to strengthen its second growth curve and enhance its business chain in the new energy sector, expanding into the data center liquid cooling field to achieve high-quality development and improve market competitiveness [3][7].