美克家居斥资收购万德溙光电100%股权 全面跨界AI算力赛道构筑双主业格局

Core Viewpoint - Meike Home (600337) has announced a significant asset restructuring plan to fully acquire 100% equity of Wande Guangdian through a combination of share issuance and cash payment, marking its entry into the "AI + high-end manufacturing" sector and establishing a dual development model of "light asset operation in the home furnishing main business + AI high-tech as the second main business" [1] Group 1 - Meike Home is transitioning from a single home furnishing business to a diversified model, focusing on strategic emerging industries supported by national policies [2] - The acquisition target, Wande Guangdian, operates in the high-speed interconnection sector, which is expected to experience significant growth due to the explosive increase in AI computing power and the advancement of the "East Data West Computing" project [2] - According to Frost & Sullivan, the global high-speed copper cable market is projected to grow from 1.9 billion to 4.9 billion from 2025 to 2029, with a compound annual growth rate (CAGR) of 27%, while the ultra-high-speed circuit market is expected to exceed 58 billion by 2025, maintaining a high CAGR of 18.5% [2] Group 2 - Wande Guangdian has established strong competitive barriers by launching a full range of high-speed interconnection solutions, achieving stable transmission at 9 meters with 800Gbps speed, and developing a 25G-1.6T LOOPBACK testing module with power monitoring accuracy better than the industry average [2] - The company has secured deep partnerships with international semiconductor giants like Marvell and Maxlinear, with products entering the supply chains of Source Photonics and Infraeo, and has received bulk orders from North American supercomputing centers [2] - The restructuring and acquisition process is progressing as planned, with Meike Home committed to adhering to relevant laws and regulations, aiming for a smooth strategic transition and enhancing operational efficiency through resource optimization [3]