蓝盾光电8000万元收购终止，苏州富豪家族掌舵，实控人今年套现超1500万元

Core Viewpoint - The acquisition momentum of Blue Shield Optoelectronics in the semiconductor sector has been halted, as the company announced the termination of the equity transfer agreement with Shanghai Xingsi Semiconductor, aiming to control investments and protect the interests of shareholders, especially minority shareholders [1][2]. Group 1: Acquisition and Financial Details - Blue Shield Optoelectronics planned to invest 180 million yuan to acquire approximately 5% equity in Shanghai Xingsi Semiconductor, which had a post-investment valuation of about 3.6 billion yuan, reflecting a significant appreciation rate of 5142.86% [2]. - Shanghai Xingsi Semiconductor has reported continuous losses exceeding 800 million yuan over 2022 and the first three quarters of 2023 [2]. - The equity transfer agreement was signed on September 13, 2024, but the transaction has faced delays and was ultimately terminated [3][4]. Group 2: Shareholder Actions and Market Reactions - The controlling shareholder of Blue Shield Optoelectronics, Yuan Yonggang, and associated parties have engaged in multiple share reductions, including a significant cash-out of 221 million yuan through share transfers [3][5]. - The stock price of Blue Shield Optoelectronics increased nearly 30% from July 26, 2024, to February 20, 2025, during which time the controlling shareholder executed several reduction plans [5]. - On December 11, 2025, the company's stock closed at 24.56 yuan per share, down 2.50%, with a total market capitalization of 4.534 billion yuan [9]. Group 3: Company Performance and Industry Context - Blue Shield Optoelectronics reported a revenue of 272 million yuan for the first three quarters of the year, a year-on-year decline of 21.33%, and a net loss attributable to shareholders of 59.02 million yuan, a staggering year-on-year decrease of 827.61% [8]. - The company operates in a challenging environment, with its main business under pressure and ongoing controversies regarding external investments, raising concerns about governance and strategic stability [8].