重大资产重组，百亿A股公司跨界半导体，明起复牌

Core Viewpoint - The article discusses the significant acquisition activity in the semiconductor sector, highlighting the planned acquisition by Ying Tang Intelligent Control of stakes in Guanglin Optoelectronics and Shanghai Aojian Microelectronics, indicating a trend of consolidation in the industry [1][3]. Group 1: Company Acquisition Details - Ying Tang Intelligent Control plans to acquire 100% of Guanglin Optoelectronics and 80% of Shanghai Aojian Microelectronics, increasing the stake in Aojian from 76% to 80% compared to previous announcements [1]. - Guanglin Optoelectronics, established in 2018, focuses on the research, production, and sales of passive optical devices, while Aojian Microelectronics, founded in 2015, specializes in power management and signal chain analog chips [1]. - Aojian Microelectronics is affiliated with memory chip giant Zhaoyi Innovation, which holds a 19% stake in Aojian, making it the third-largest shareholder [1]. Group 2: Market Context and Trends - The semiconductor sector has seen over 40 disclosed acquisition cases in the A-share market since the "Merger Six Guidelines" were released in September 2024 [4]. - Despite frequent acquisitions, Ying Tang's profitability has not significantly improved, with a reported revenue of approximately 4.113 billion yuan for the first three quarters of 2025, reflecting a year-on-year growth of 2.4% [5]. - The new productive forces sector, particularly in semiconductors, chemicals, and information technology, has accounted for over 70% of newly disclosed asset acquisitions since the policy announcement [6].