康欣新材料股份有限公司关于收购无锡宇邦半导体科技有限公司部分股权并对其增资的公告

Group 1 - The company plans to acquire 51% of Wuxi Yubang Semiconductor Technology Co., Ltd. for a total cash investment of 391.68 million yuan, which will make Yubang Semiconductor a subsidiary included in the company's consolidated financial statements [1][2] - The transaction is in line with national policies encouraging mergers and acquisitions to promote industrial transformation and optimize the company's structure [2][31] - The board of directors approved the acquisition without the need for shareholder approval, and the transaction does not constitute a related party transaction or a major asset restructuring [1][3] Group 2 - Yubang Semiconductor specializes in integrated circuit manufacturing repair equipment, providing comprehensive services including equipment repair, parts supply, and technical support [4][6] - The global repair equipment market is projected to grow from 3.7 billion USD in 2024 to 8.49 billion USD by 2030, with a compound annual growth rate (CAGR) of 13.8% [7] - Yubang Semiconductor's revenue for 2024 and the first nine months of 2025 was 149.79 million yuan and 166.05 million yuan, respectively, with net profits of 13.00 million yuan and 22.18 million yuan, indicating steady growth [7][34] Group 3 - The acquisition is expected to enhance the company's financial position and profitability, with performance commitments from Yubang Semiconductor to achieve net profits of at least 50 million yuan, 53 million yuan, and 56 million yuan for the years 2026, 2027, and 2028, respectively [34][26] - The transaction will allow the company to diversify its business and enter the semiconductor industry, aligning with its long-term strategic goals [32][33] - The company aims to leverage Yubang Semiconductor's technology and customer resources to improve asset quality and overcome existing business development bottlenecks [34][35]