聚合材料：境外收购项目交割时间定于3月31日

Core Viewpoint - The company has signed a supplemental agreement with South Korea's SKE to acquire 100% of the shares of Lumina Mask Co., Ltd., which is being established through a spin-off process [1][5][6]. Group 1: Acquisition Details - The acquisition involves a cash purchase of SKE's blank mask business, with a total investment of 68 billion KRW (approximately 350 million RMB) [2][7]. - The completion of the acquisition is contingent upon obtaining necessary government approvals, with a target closing date set for March 31, 2026 [1][6]. - The company has established a special purpose company (SPC) for the acquisition, with a direct or indirect investment ratio of at least 95% [2][7]. Group 2: Corporate Structure and Strategy - The SPC for the acquisition is the wholly-owned subsidiary, 聚光芯材微电子(上海)有限公司, which will not affect the company's investment share or operational activities [3][8]. - The company aims to diversify its business beyond the photovoltaic sector, having identified this acquisition as a strategic opportunity to foster a second growth curve [3][8]. - The company has also established a long-term fund with a 93.75% stake held by itself and 6.25% by its partner, which has led to the formation of Wuxi 聚光半导体有限公司 as a joint venture [2][7]. Group 3: Capital Operations - The company is actively preparing for an H-share listing, having submitted an application to the Hong Kong Stock Exchange for public offering [4][9].