光模块龙头出手，拟3.75亿元收购光通信上游资产

Core Viewpoint - Longxin Bochuang, a leading optical module company with a market value of 48 billion yuan, announced a preliminary agreement to acquire 93.8108% of Shanghai Honghui Optical Communication Technology Co., Ltd. for approximately 375 million yuan, aiming to expand its upstream presence in the optical communication industry [1][2]. Group 1: Acquisition Details - The acquisition is intended to enhance Longxin Bochuang's capabilities in optical device production, thereby improving profitability and operational sustainability [2]. - Longxin Bochuang is required to pay a deposit of 1 million yuan within 10 working days after signing the letter of intent, which will convert into part of the purchase price upon signing the formal agreement [4]. - A four-month exclusivity period is established, during which neither party can negotiate with third parties regarding the relevant equity or assets without written consent [4]. Group 2: Shareholder Activity - Prior to the announcement, major shareholders Zhu Wei and Wang Xiaohong reduced their holdings by a total of 6.9153 million shares, while other executives also made minor reductions in their shareholdings [5]. Group 3: Financial Performance - Longxin Bochuang's 2025 semi-annual report indicates a focus on integrated optoelectronic devices for telecommunications and data communication, with significant revenue growth driven by demand from cloud computing, AI, and big data [6]. - The company forecasts a net profit of 320 million to 370 million yuan for 2025, representing a year-on-year increase of 344.01% to 413.39% [6]. - The increase in net profit is also attributed to the substantial growth of its subsidiary, Changxin Sheng, and an increase in its ownership stake from 42.29% to 60.45% [6].