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从9.5亿到26亿!华懋科技回应上交所就公司并购估值“狂飙”之问
Shen Zhen Shang Bao· 2026-01-03 15:49
交易完成后,公司将形成汽车被动安全业务与半导体及信息通信制造业务双主业格局。2025年1~4月,标的公司富创优越相关业务收入占比已达45.65%, 毛利占比37.68%,符合双主业划分标准。未来公司将巩固汽车被动安全业务海外市场,同时推动富创优越拓展光通信、汽车电子等领域。 针对华懋科技(603306)(603306.SH)拟发行股份及支付现金购买资产并募集配套资金暨关联交易方案,上海证券交易所于去年11月发出了审核问询函, 就交易目的与跨行业并购、交易方案、标的公司业务技术、估值合理性等18大核心问题提出问询。近日,华懋科技联合中介机构逐一回应。 2025年5月20日,华懋科技公告称,其拟并购深圳市富创优越科技有限公司(以下简称富创优越)股权。此前,华懋科技曾多次收购富创优越股权,如此次 并购能最终完成,公司将拥有富创优越100%股权。 值得注意的是,富创优越此前系海能达(002583)的孙公司。2020年,海能达以1000万元的价格卖出了富创优越100%股权,随后向富创优越出售了约1.7 亿元的资产。 跨行业并购合理性与双主业规划 上交所重点关注华懋科技从汽车被动安全部件跨界布局AI及算力产业链的逻辑,要 ...
华懋科技2025年9月30日涨停分析:AI算力布局+业绩增厚+公司治理优化
Xin Lang Cai Jing· 2025-09-30 01:51
Core Viewpoint - Huamao Technology (SH603306) reached its daily limit with a price of 55 yuan, marking a 10.01% increase and a total market capitalization of 18.447 billion yuan, driven by strategic transformations and positive market sentiment towards AI and computing power sectors [1][2]. Group 1 - Huamao Technology is undergoing a strategic transformation by acquiring 100% equity of Fuchuang Youyue, actively expanding into the AI and computing power industry chain, which is expected to create a second growth curve [2]. - The target company has achieved a net profit of 129 million yuan in 2024, with a cumulative performance commitment of 780 million yuan over the next three years, indicating expectations for profit enhancement [2]. - The controlling shareholder fully subscribed to supporting funds, increasing their shareholding from 14.96% to 20.53%, demonstrating support for the company's development [2]. Group 2 - The company has canceled its supervisory board and revised several management systems, repurchasing 6.42% of its shares (worth 782 million yuan) for employee incentives, which optimizes corporate governance and enhances decision-making efficiency [2]. - The recent popularity of the AI and computing power industry has led to active performance among related stocks, with Huamao Technology's positioning aligning with this market trend, creating a synergistic effect [2]. - Technical indicators such as the MACD forming a golden cross may attract technical investors, and significant net buying from major funds indicates recognition of the company's strategic transformation and growth prospects [2].