《每日经济新闻》记者注意到，华懋科技此前曾多次收购富创优越股权，如此次并购能最终完成，华懋科技将拥有富创优越100%股权。 富创优越此前系海能达（SZ002583，股价12.43元，市值226.05亿元）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。 拟100%持股富创优越 此次，华懋科技拟并购的标的除了富创优越约19.45%股权之外，还包括富创优越股东深圳市洇锐科技有限公司（以下简称洇锐科技）100%股权和深圳市富 创优越壹号企业管理合伙企业（有限合伙）（以下简称富创壹号）100%出资份额。 华懋科技并购洇锐科技和富创壹号的目的在于，该两家企业分别持有富创优越约26.26%和约12.13%的股权。 本次交易前，华懋科技通过全资子公司华懋（东阳）新材料有限责任公司（以下简称华懋东阳）持有富创优越约42.16%股权，本次交易完成后，公司将直 接及间接持有富创优越100%股权。 每经记者｜赵李南 每经编辑｜文多 5月20日，华懋科技（SH603306，股价41.65元，市值137.05亿元）公告称，其拟并购深圳市富创优越科技有限公司（以下简称 ...

Group 1 - The CFS 2025 14th Financial Summit and 2025 New Quality Productivity Entrepreneur Conference is scheduled to be held in July this year in Shanghai, focusing on "Navigating the Waves of Change, Building Economic Resilience" [1] - The summit aims to gather industry leaders to analyze global challenges and opportunities for China's economy, promoting long-term high-quality economic development [1][3] - Established in 2012, the CFS Financial Summit has become one of the most influential platforms for economic thought exchange in China, attracting over 1,000 representatives from various sectors annually [3] Group 2 - Foxconn Technology Group, founded in 1974 in Taiwan, is the world's largest electronic manufacturing services (EMS) provider, holding over 40% market share in the sector [4] - The company operates globally across three continents, with production and service bases in over 20 countries, including China, India, Japan, and the United States [4] - In 2024, Foxconn ranked 32nd on the Fortune Global 500 list and has been recognized as one of the top 100 global innovators for seven consecutive years [7][10] Group 3 - Foxconn is actively investing in three emerging industries: electric vehicles, digital health, and robotics, along with three core technology areas: artificial intelligence, semiconductors, and next-generation communications [7][8] - The company has applied for a total of 82,942 global patents as of 2023, with over 20% related to its "3+3" technology strategy [10] - Foxconn has been awarded eight "Lighthouse Factory" titles by the WEF, showcasing its leadership in integrating advanced technologies in manufacturing [8] Group 4 - The company collaborates with NVIDIA to optimize production processes through various AI solutions, enhancing operational efficiency and safety monitoring [11] - Foxconn is involved in national green manufacturing pilot projects and has contributed to the development of three national standards for green supply chain management [12] - The company aims to lead not only in the business world but also as a social leader, adhering to the principle of sustainable management [12]

Investment Rating - The report assigns a positive outlook for the company, indicating a potential for growth in the semiconductor packaging and testing sectors, with specific revenue growth expectations for Q2 2025 [2][16]. Core Insights - The company reported Q1 2025 revenue of NT$148.15 billion, a 12% year-over-year increase, despite a 9% quarter-over-quarter decline. The gross margin improved to 16.8%, up 1.1 percentage points year-over-year [3][7]. - The semiconductor packaging segment generated NT$86.67 billion in revenue, a 17% year-over-year increase, while the electronic manufacturing services (EMS) segment saw a 5% year-over-year growth despite a 17% quarter-over-quarter decline [10][12]. - The company anticipates a 9%-11% quarter-over-quarter revenue growth in the semiconductor packaging business for Q2 2025, with an expected gross margin increase of 140-180 basis points [16]. Summary by Sections Q1 2025 Performance Overview - The company achieved a consolidated revenue of NT$148.15 billion, with a gross margin of 16.8% and a net profit of NT$75.54 billion [3][7]. - The semiconductor packaging division's revenue was NT$86.67 billion, with a gross margin of 22.6%, while the EMS division's revenue was NT$62.3 billion, with a gross margin of 8.9% [10][12]. Business Segment Analysis - **Semiconductor Packaging**: Revenue of NT$86.67 billion, with a gross margin of 22.6%. The segment is expected to see continued growth, particularly in AI-related testing services [10][11]. - **Electronic Manufacturing Services**: Revenue of NT$62.3 billion, with a gross margin of 8.9%. The segment faced challenges due to supply constraints and seasonal fluctuations [12][13]. Demand and Market Outlook - The demand in the automotive sector is expected to grow, while other electronic sectors are gradually recovering. The company is optimistic about its automotive business growth this year [4][32]. - The company has low direct exposure to U.S. market risks, with less than 10% of its EMS shipments going to the U.S., allowing for flexibility in production location adjustments [4][31]. Q2 2025 Guidance - The semiconductor packaging business is projected to grow by 9%-11% quarter-over-quarter, while the EMS segment is expected to decline by 10% year-over-year [16].