同享科技2026年关注点:关联交易收购、业绩预告下滑及银行授信

Group 1 - The company plans to acquire the land use rights and buildings of Suzhou Gaohua Precision Machinery Co., Ltd. to accelerate capacity construction and shorten the expansion cycle, which is an associated transaction that requires attention to the subsequent delivery and integration progress [2] - The company announced a profit forecast on January 29, 2026, expecting a net profit decline of 47.98% to 59.80% for 2025, translating to approximately 17 million to 22 million yuan [3] - As of the end of 2025, the wholly-owned subsidiaries both domestically and internationally have not officially commenced production, with related depreciation costs currently dragging down profits; future production operations may become a turning point for performance [4] Group 2 - The company obtained a bank credit line of 2.3 billion yuan on February 9, 2026, primarily to supplement working capital; it is necessary to observe whether the actual allocation of funds supports business expansion and technological upgrades [5] - The second exercise period of the equity incentive plan was completed on the same day, with 100% exercise by nine core members, which may further stabilize the team and boost market confidence [6]