押注AI“自救” 美克家居拟跨界收购万德溙光电

Group 1 - Meike Home (600337.SH) announced plans to acquire control of Shenzhen Wandeng Optical Technology Co., Ltd. through a combination of share issuance and cash payment, along with raising supporting funds [2] - Meike Home's stock will be suspended from trading starting December 18, 2025, for a period not exceeding 10 trading days [3] Group 2 - Wandeng Optical, established in May 2018 and headquartered in Shenzhen, focuses on the research, production, and sales of high-speed interconnect cable components and modules for AI computing clusters and data centers, which is a hot sector in the current market [5] - In September 2024, A-share listed company Luxiao Technology (002617.SZ) invested 60 million yuan in Wandeng Optical, acquiring a 16.67% stake, valuing the company at 360 million yuan, with profit commitments of no less than 30 million, 40 million, and 50 million yuan for the years 2025-2027, totaling 120 million yuan [5] - Meike Home has faced declining performance in recent years, with revenue decreasing for three consecutive years due to the downturn in the real estate sector, reporting net profits of -298 million yuan, -463 million yuan, and -864 million yuan for 2022-2024, totaling over 1.6 billion yuan in losses [5] - In the first three quarters of 2025, Meike Home's revenue continued to decline, although net profit showed a year-on-year increase of 50.04% [5] - Meike Home has previously made moves in the AI application field, partnering with Huawei in 2019 for digital transformation and launching AI interior design tools "AI Smart Home" and "AI Xiaomei" in 2023, but these efforts have not yet reversed the decline in its core business [5]

MIHF-押注AI“自救” 美克家居拟跨界收购万德溙光电 - Reportify