1月18日晚间，延江股份发布重组预案，拟通过发行股份及支付现金的方式收购宁波甬强科技有限公司（以下简 称"甬强科技"）98.54%的股权，同时向上市公司实控人控制的厦门延盛及实控人之一谢继华发行股份募集配套资 金。 长江商报记者注意到，甬强科技是一家专注于集成电路高端电子信息互连材料的研发、生产与销售的企业。获得 实控人资金支持的延江股份，将通过本次重组从一次性卫生用品面层材料行业延伸至集成电路高端电子信息互连 材料领域。 事实上，近年来延江股份深耕国内国际两大市场，原有业务整体步入平稳发展期。2025年前三季度，公司实现营 业收入12.95亿元，同比增长22.99%；归母净利润4250.18万元，同比增长27.95%。其中，三季度，延江股份实现 营业收入4.52亿元，同比增长16.6%；归母净利润1666.26万元，同比增长209.1%。 通过本次交易，延江股份将加快战略转型，分享集成电路高端电子信息互连材料行业成长红利。 发布重组预案复牌后股价大涨 延江股份本次重组将分为两步进行。 具体而言，延江股份拟通过发行股份及支付现金的方式收购甬强科技98.54%的股权。本次交易完成后，甬强科技 成为上市公司的子公 ...

Core Viewpoint - The company, Yanjiang Co., Ltd. (延江股份), plans to acquire 98.54% of Yongqiang Technology (甬强科技) through a combination of share issuance and cash payment, marking a strategic shift into the high-end integrated circuit interconnect materials sector [1] Group 1: Acquisition Details - The acquisition involves 28 counterparties, including He Jiangqi, and will also include a capital raise through share issuance to the company's controlling shareholders [1] - Yongqiang Technology specializes in high-end electronic interconnect materials for integrated circuits, with core products such as high-performance copper-clad laminates and semi-cured sheets [1] Group 2: Business Expansion - Post-acquisition, Yanjiang Co. will expand its business into the high-end integrated circuit interconnect materials field, focusing on technology research and product development [2] - Yongqiang Technology aims to become a leading enterprise in high-end integrated circuit interconnect materials, having developed products suitable for AI computing, high-speed communication, and aerospace applications [1][2] Group 3: Market Position and Strategy - The high-performance copper-clad laminate industry is experiencing rapid growth, with Yongqiang Technology holding a first-mover advantage [2] - The industry is capital and talent-intensive, and the acquisition will provide Yongqiang Technology with direct financing channels through the public market, enhancing its capital position and reducing financing costs [2] Group 4: International Operations - Yanjiang Co. has established subsidiaries in the US, Singapore, Egypt, and India, creating a mature overseas operational system [3] - The company has experience serving international clients, including Procter & Gamble, which will support Yongqiang Technology's operations and development post-acquisition [3]

主营一次性卫生用品面层材料的"纸尿裤大王"延江股份（SZ300658，停牌）如今将目光投向了火热的 半导体领域。 1月18日晚间，延江股份发布公告，计划通过发行股份及支付现金的方式，购买宁波甬强科技有限公司 （以下简称甬强科技）98.54%的股权，并募集配套资金。如果本次交易完成，公司业务将拓展至集成 电路高端电子信息互连材料领域。 《每日经济新闻》记者注意到，延江股份在公告中明确提示，由于股价的波动，存在相关方涉嫌内幕交 易被立案调查，从而导致重组暂停或终止的风险。 此外，作为收购标的，甬强科技尽管创始人团队拥有英特尔、华为等知名企业履历，但其近三年未经审 计的净利润均为亏损状态。 这起备受市场关注的跨界并购，在正式揭开面纱前，似乎已有资金提前"潜伏"。 延江股份此前公告显示，公司作为甲方，于2025年12月31日与宁波甬强实际控制人JIANGQI HE及其一 致行动人QIANG YUAN、宁波源路载科技合伙企业（有限合伙）等签署了《意向协议》。 而恰恰是在签署协议的这一天，延江股份的股价表现异常强劲。2025年12月31日，延江股份股价单日大 涨，涨幅高达11.68%。 今年1月4日，延江股份发布公告，宣 ...