8月28日晚间，康达新材（002669）发布签署《收购意向协议》的公告。 据披露，公司与北一半导体(简称"标的公司")及其股东北芯科技、YU UNYONG签署《收购意向协 议》，拟以现金方式收购北一半导体不低于51%的股权，实现对标的公司的控股之目的，标的公司 100%股权的整体估值最终以评估报告和正式签署的收购协议为准。 公告显示，本次交易尚处于初步筹划阶段，相关事项尚存在重大不确定性，交易的具体方案尚需交易各 方进行进一步的协商和论证，并按照相关法律、法规及《公司章程》的规定履行必要的决策和审批程 序。经初步测算，本次交易预计不构成《上市公司重大资产重组管理办法》规定的重大资产重组。该交 易亦不构成关联交易。 从标的情况来看，北一半导体成立于2020年12月，是专注于新型功率半导体模块研发、生产、封装、测 试、销售及服务的国家高新技术企业。主营业务涵盖IGBT、PIM、IPM等功率半导体元器件，产品可应 用于新能源汽车、工业控制、工业机器人、光伏、风力发电及储能等领域。北一半导体拥有16500平方 米的IGBT模块生产基地，配备9条全自动及半自动封装产线，并拥有170余台(套)国内外先进设备。 目前，北一 ...

Group 1 - The company Kanda New Materials has established a complete supply chain for wind turbine blade materials, with expected sales of nearly 90,000 tons of wind power epoxy structural adhesives in 2024 [1] - In the first quarter of 2025, the sales volume of wind power structural adhesives is expected to maintain a leading market share [1] - The company is increasing R&D investment in adhesive and specialty resin new materials, as well as electronic information materials, with R&D expenses projected to reach 204 million yuan, accounting for 6.56% of operating revenue, and a R&D team of 376 people, representing 22.97% of total employees [1] - The company plans to acquire Chengdu Zhongke Huami, which focuses on the R&D of high-reliability integrated circuit products, and has formed four major product lines, with auditing and evaluation work for the transaction currently in progress [1] - The company aims to accelerate its strategic transformation towards the semiconductor industry through diversified investment models, constructing an industrial chain that includes integrated circuit design, manufacturing, and packaging testing [1]