万隆光电重组预案出炉，优质资产注入共启数智新篇

Core Viewpoint - Wanlong Optoelectronics plans to acquire 100% of Zhongkong Information through a combination of share issuance and cash payment, aiming to enhance its asset structure and overall quality by entering the infrastructure digitalization sector [2][5] Group 1: Acquisition Details - The acquisition involves 17 counterparties, including Huige Partnership, Zhengtai Electric, and others, with the final transaction price to be determined based on audit and evaluation results [2] - The transaction does not constitute a restructuring listing, and the actual controller of Wanlong Optoelectronics will remain Fu Xiaotong post-transaction [2] Group 2: Zhongkong Information Overview - Zhongkong Information, established in 1999, is a leading provider of infrastructure digitalization solutions in China, focusing on smart city system integration and hardware-software product development [3] - The company has developed a dual business model combining core self-researched hardware and software with scenario-based solutions, achieving significant projects across over 100 cities [3][4] Group 3: Financial Performance - Zhongkong Information's projected revenue for 2024 is approximately 2.64 billion yuan, with a net asset value of about 1.88 billion yuan, significantly outperforming Wanlong Optoelectronics' metrics [5] - The net cash flow from operating activities for Zhongkong Information is expected to be 209 million yuan in 2023 and 62.55 million yuan in 2024, indicating strong cash flow performance [5] Group 4: Strategic Implications - The acquisition is expected to create a new business segment in infrastructure digitalization for Wanlong Optoelectronics, aligning with national strategies like Digital China and AI+ [5] - The collaboration between Wanlong Optoelectronics and Zhongkong Information is anticipated to yield synergistic effects, enhancing brand influence and accelerating the commercialization of new technologies [6]