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停牌!300620,重组!
Zhong Guo Ji Jin Bao· 2025-07-28 15:48
Core Viewpoint - Guangku Technology plans to acquire control of Suzhou Anjie Xun Optoelectronics Technology Co., Ltd. through a combination of issuing shares, convertible bonds, and cash payments, while also raising matching funds [2] Group 1: Company Overview - Guangku Technology operates in the optical communication device industry, which is benefiting from the rapid development of AI and the popularity of AR and VR technologies [2] - Anjie Xun is also in the optical communication device sector, primarily engaged in high-density optical fiber pre-connector systems and related products [9] - The controlling shareholder of Anjie Xun is Zhang Guanming, who holds a 60.7133% stake [4] Group 2: Financial Performance - Guangku Technology's 2024 annual report indicates that the optical communication device industry is expected to grow steadily due to increasing demand for data centers and network bandwidth driven by AI [10] - The company forecasts a net profit attributable to shareholders of between 48.56 million and 54.63 million yuan for the first half of 2025, representing a year-on-year increase of 60% to 80% [12] - The net profit after deducting non-recurring gains and losses is expected to be between 38.90 million and 43.69 million yuan, reflecting a growth of 63% to 83% compared to the previous year [12]
停牌!300620,重组!
中国基金报· 2025-07-28 15:41
Core Viewpoint - Guangku Technology plans to acquire control of Anjie Xun through a combination of issuing shares, convertible bonds, and cash payments, with the transaction currently in the planning stage [2][5][10]. Group 1: Company Overview - Guangku Technology and Anjie Xun both operate in the optical communication device industry, benefiting from the rapid development of AI and the proliferation of AR and VR technologies [5][11]. - Anjie Xun was established on March 25, 2009, with a registered capital of 30 million yuan, and its actual controller, Zhang Guanming, holds a 60.7133% stake [7][8]. - Anjie Xun previously listed on the New Third Board but voluntarily terminated its listing on August 19, 2019 [10]. Group 2: Market Context - The optical communication device industry is expected to experience stable growth due to increasing demand for data centers and network bandwidth driven by the exponential growth of information terminals [14]. - The global optical module market is projected to reach $22.3 billion by 2028, with the AI optical module market expected to exceed $7 billion by 2025 and reach $12 billion by 2029 [14]. - Guangku Technology's performance forecast indicates a significant increase in net profit for the first half of 2025, with expected growth rates of 60% to 80% [14].