Core Viewpoint - Yanggu Huatai is actively pursuing the acquisition of Bomi Technology to enhance its capabilities in the semiconductor sector, aiming for significant growth and independence in key material supply chains [2][4]. Group 1: Acquisition Details - The acquisition involves a total payment of approximately 10.1 billion yuan in shares and 4.3 billion yuan in cash, with the cash portion intended for a private placement to no more than 35 specific investors [3]. - The company plans to leverage its financial strength and strategic location to support Bomi Technology in extending its upstream supply chain, thereby enhancing its overall competitiveness [2][4]. Group 2: Market Position and Strategy - Bomi Technology has made significant advancements in high-performance polyimide materials, breaking the monopoly of Japanese and American companies in the field, and aims to achieve self-sufficiency in critical industry chains [2][4]. - The company has established a solid customer base with leading domestic packaging and power semiconductor device companies, benefiting from its reliable product quality and supply stability [7][9]. Group 3: Financial Performance - Yanggu Huatai reported a revenue of 862 million yuan in Q1 2025, a year-on-year increase of 3.4%, while its net profit attributable to shareholders decreased by 22.95% to 62.58 million yuan [10]. - The company's debt ratio stands at 23.62%, with a gross profit margin of 18.48% [10]. Group 4: Future Outlook - The management expresses confidence in successfully integrating Bomi Technology and enhancing its market position in the rubber additives and polyimide sectors [5][8]. - The company is committed to maintaining its core business while actively pursuing the acquisition, aiming to deliver strong performance to its investors [5].

Group 1: Acquisition and Business Strategy - The company plans to acquire 100% of Bomi Technology for approximately ¥10.1 billion in shares and ¥4.3 billion in cash, with the cash portion intended for a private placement to no more than 35 specific investors [3][4] - Post-acquisition, the company aims to leverage its financial strength and strategic location to enhance Bomi's competitiveness in the semiconductor materials sector [4][5] - Bomi has made significant breakthroughs in high-performance polyimide materials, breaking the monopoly of Japanese and American companies, and is the only domestic producer capable of mass production [3][4] Group 2: Market Position and Performance - Yanggu Huatai's global market share for anti-fog agents (CTP) exceeds 60%, maintaining a leading position [3] - Bomi's polyimide materials are expected to surpass international standards, with the company expressing confidence in becoming a global leader in this field [3] - As of May 9, 2025, the number of shareholders in the company is 29,879 [5] Group 3: Financial Management and Stock Performance - The company is committed to maintaining its main business development while actively pursuing the acquisition of Bomi Technology to enhance shareholder value [6][7] - The stock buyback plan, which involves repurchasing shares worth between ¥50 million and ¥1 billion, will be implemented following the shareholder meeting [6][7] - The company acknowledges that stock price fluctuations are influenced by various factors, including macroeconomic conditions and industry status, and emphasizes the importance of risk awareness for investors [7]