爱克股份拟22亿元 收购东莞硅翔100%股权

Group 1 - The core point of the news is that Aike Co., Ltd. plans to acquire 100% equity of Dongguan Silicong Insulation Materials Co., Ltd. for a transaction price of 2.2 billion yuan, which is expected to constitute a significant asset restructuring [1] - The acquisition aims to enable Aike to enter the thermal management sector of the new energy vehicle and energy storage markets, creating a complete product matrix covering battery thermal management, safety, and structure [2] - Dongguan Silicong has shown strong growth potential, with projected revenue increasing from 1.37 billion yuan in 2022 to 1.92 billion yuan in 2024, and a net profit of 125 million yuan in 2024, reflecting a net profit growth rate of 55.4% from 2023 to 2024 [1] Group 2 - Dongguan Silicong is actively expanding its product lines in liquid cooling, including liquid cooling plates and immersion cooling units, which are expected to generate revenue starting in 2024 and grow rapidly in 2025 [2] - The demand for efficient liquid cooling technology is becoming essential due to the scaling development of new energy vehicles, high-energy-density batteries, and data centers, indicating a broad market potential [2] - The business of Dongguan Silicong in the liquid cooling sector is already generating income and entering a rapid growth phase, laying a solid foundation for Aike's future extension into higher-value liquid cooling system solutions [2]