Core Viewpoint - The strategic investment of 500 million yuan by Jia Yuan Technology in En Da Tong marks a significant move into the rapidly growing optical module sector, reflecting the transformation anxiety of traditional manufacturing and the capital's pursuit of hard technology under the AI infrastructure wave [1][5]. Group 1: Optical Module Sector - The global optical module market has grown from 77.5 billion yuan in 2020 to an estimated 126.7 billion yuan in 2024, with a compound annual growth rate of 13.1%, projected to exceed 295.4 billion yuan by 2029 [2]. - En Da Tong, established in 2017, has quickly entered the market with high-speed optical modules and active/passive devices, achieving revenues of 1.477 billion yuan and a net profit of 97.94 million yuan in 2024, with 2025 H1 revenues nearing 1.316 billion yuan and net profits reaching 121 million yuan [2]. Group 2: Jia Yuan Technology's Transformation - Jia Yuan Technology, a leader in lithium battery copper foil, has faced challenges such as industry overcapacity and intensified price wars, leading to a significant loss in net profit in 2024 [3]. - The investment in En Da Tong is seen as a critical strategy for Jia Yuan Technology to tap into the growth potential of the optical module sector, leveraging synergies in customer base, product offerings, and supply chain integration [3]. - The collaboration is expected to enhance financial performance, with En Da Tong's original shareholders committing to a minimum net profit of 143 million yuan in 2025, providing Jia Yuan Technology with a safeguard for its investment [3]. Group 3: Industry Insights - The case of Jia Yuan Technology illustrates a new paradigm for traditional manufacturing transformation, emphasizing the importance of strategic equity investments to enter high-growth sectors while maintaining core business operations [5]. - This approach allows companies to mitigate the risks associated with direct transformation and share in industry benefits through financial investments, highlighting the shift from product-centric competition to ecosystem-based competition in the AI era [5].

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