300889，重大资产重组！明日复牌

Core Viewpoint - Aik Shares (300889) plans to acquire 100% equity of Dongguan Silicong Insulation Materials Co., Ltd. for a total transaction price of 2.2 billion yuan, marking a significant asset restructuring, with shares resuming trading on December 3 [1] Group 1: Acquisition Details - The acquisition will be financed through a combination of share issuance and cash payment, with funds raised from no more than 35 specific investors [1] - Dongguan Silicong specializes in the research, design, manufacturing, and sales of battery thermal management products, offering a full-service process from product design to mass production [2] Group 2: Financial Performance - Dongguan Silicong's revenue is projected to grow from 1.37 billion yuan in 2022 to 1.92 billion yuan in 2024, with a net profit of 125 million yuan in 2024, reflecting a net profit growth rate of 55.4% from 2023 to 2024 [4] - For the first nine months of 2025, Dongguan Silicong reported revenue of 1.9 billion yuan and a net profit of 160 million yuan, indicating strong profitability [4] Group 3: Strategic Value - The acquisition allows Aik Shares to enter the thermal management sector of the new energy vehicle and energy storage markets, creating a comprehensive product matrix covering battery thermal management, safety, and structure [4] - Dongguan Silicong has successfully entered the high-growth liquid cooling market, with revenue from liquid cooling products expected to begin in 2024 and grow rapidly in 2025 [4][5] - The market for efficient liquid cooling technology is expanding, transitioning from an optional to a necessary component due to the scaling of new energy vehicles, high-energy-density batteries, and data centers [4]