领益智造高溢价收购引关注本周获超百家机构调研

Group 1: Market Performance and Institutional Research - A total of 117 listed companies received institutional research from December 22 to December 26, with over 70% of these companies achieving positive returns [1] - Notable performers included Chaojie Co., which rose by 41.6%, Guanglian Aviation with a 32.44% increase, and Demingli with a 24.97% gain [1] - Leading the research interest was Lingyi Zhi Zao, which received over 100 institutional inquiries, while companies like Pulite, Guangdian Measurement, and Nord Co. were also popular among over 50 institutions [1] Group 2: Lingyi Zhi Zao Acquisition - Lingyi Zhi Zao announced a significant acquisition, purchasing a 35% stake in Dongguan Liminda Electronics Technology Co., gaining control over 52.78% of voting rights for 875 million yuan [2] - The acquisition is notable for its high premium, with a valuation of 2.51 billion yuan against Liminda's audited equity of 71.27 million yuan, resulting in a premium rate exceeding 34 times [2] - Liminda specializes in thermal management products, including liquid cooling connectors and manifolds, and is recognized as a certified supplier for NVIDIA [2][3] Group 3: Pulite's Breakthroughs - Pulite engaged with 76 institutions, highlighting advancements in modified materials, LCP (liquid crystal polymer), sodium-ion batteries, and humanoid robots [4] - The company's modified materials are applicable in humanoid robot components, and they are currently collaborating with leading clients in the industry [4] - Pulite's LCP fibers have entered the supply chain for low-orbit satellites, with significant potential for growth as demand for flexible solar wings increases [4] Group 4: Guangting Information's Strategic Focus - Guangting Information received inquiries from 66 institutions, positioning itself as a "Digital Architect" in the automotive software industry [6] - The company aims to implement a Super Software Workshop (SDW) model to enhance productivity and revenue stability [6] - Guangting's strategy includes international expansion by supporting domestic manufacturers in going abroad and providing services to foreign manufacturers, which may alleviate domestic margin pressures [6]