Core Viewpoint - Guangku Technology is intensifying its investment in the optical communication sector by acquiring 99.97% of Suzhou Anjie Xun Optoelectronics Technology Co., Ltd. for approximately 1.64 billion yuan, aiming to enhance its market position and achieve significant synergies [1][3]. Group 1: Acquisition Details - The acquisition will be financed through a combination of issuing shares, convertible bonds, and cash payments, with an additional fundraising of up to 800 million yuan from no more than 35 specific investors [1][3]. - Anjie Xun specializes in the research, production, and sales of optical passive devices, with a strong profitability record, achieving a net profit of 82.31 million yuan in the first half of 2025 [1][3]. - The transaction includes a profit guarantee, where Anjie Xun's cumulative net profit from 2025 to 2027 is promised to be no less than 495 million yuan, with compensation mechanisms in place for any shortfall [3]. Group 2: Financial Performance - Guangku Technology reported a non-GAAP net profit of 84.74 million yuan for the first three quarters of 2025, marking a year-on-year increase of 89.72% [2]. - The company has shown a recovery in profitability, with a net profit of 67 million yuan in 2024, up 12.32% from the previous year, after experiencing declines in 2022 and 2023 [5]. - For the first three quarters of 2025, Guangku Technology achieved revenues of 998 million yuan and a net profit of 115 million yuan, reflecting year-on-year growth of 35.11% and 106.61%, respectively [6]. Group 3: Strategic Implications - The acquisition is expected to significantly enhance Guangku Technology's total assets, net assets, and net profit, contributing to a stronger market presence in the optical communication field [4]. - The company has been actively pursuing mergers and acquisitions, having completed another acquisition earlier in the year, indicating a strategic focus on expanding its capabilities and market share [4]. - Guangku Technology's revenue from optical communication reached 280 million yuan in the first half of 2025, accounting for 46.91% of total revenue, an increase from 39.28% in 2024 [4].

格隆汇11月21日丨光库科技(300620.SZ)公布，公司拟通过发行股份、可转换公司债券及支付现金的方 式向张关明、苏州讯诺、刘晓明、杜文刚、于壮成5名交易对方购买其合计所持有的标的公司99.97%股 份，并拟向不超过35名特定投资者发行股份募集配套资金。交易标的：苏州安捷讯光电科技股份有限公 司99.97%股份。交易价格（不含募集配套资金金额）163,950.80万元。 在产品布局方面，标的公司在高速光模块组件、光互联产品等产品方面具有高效的交付能力和较好的大 规模生产效率，产品具备良好的市场竞争力，尤其在数据通讯领域具有广泛的应用基础；上市公司在保 偏型光纤阵列、保偏型光纤尾纤、隔离器、波分复用器、偏振分束/合束器、铌酸锂调制器等产品方面 具有较好的研发基础及市场竞争力，尤其在电信骨干网络通讯领域具有广泛的应用基础。因此，本次收 购后，双方在产品布局方面形成较好的优势互补，能够为下游数据通讯和电信网络客户提供更全面综合 的产品谱系，将增强上市公司为下游客户提供综合化光通信器件解决方案的能力。 标的公司持续聚焦中高端光无源器件的研发和高效生产，紧跟下游头部光模块客户的产品需求，以市场 为导向制定研发策略， ...

在产品布局方面，标的公司在高速光模块组件、光互联产品等产品方面具有高效的交付能力和较好的大 规模生产效率，产品具备良好的市场竞争力，尤其在数据通讯领域具有广泛的应用基础；上市公司在保 偏型光纤阵列、保偏型光纤尾纤、隔离器、波分复用器、偏振分束/合束器、铌酸锂调制器等产品方面 具有较好的研发基础及市场竞争力，尤其在电信骨干网络通讯领域具有广泛的应用基础。因此，本次收 购后，双方在产品布局方面形成较好的优势互补，能够为下游数据通讯和电信网络客户提供更全面综合 的产品谱系，将增强上市公司为下游客户提供综合化光通信器件解决方案的能力。 标的公司持续聚焦中高端光无源器件的研发和高效生产，紧跟下游头部光模块客户的产品需求，以市场 为导向制定研发策略，并自主开发相关自动化设备，实现高效的研发转化和较强的生产交付能力。本次 收购后，上市公司将持续专注高端产品的研发布局和定制，研发资源及成果将为标的公司赋能；标的公 司自动化设备研发和解决能力将整体提高上市公司生产效率和产品交付能力，实现研发成果的市场化落 地，提升上市公司整体的研发成果转化能力。 格隆汇11月21日丨光库科技(300620.SZ)公布，公司拟通过发行股份、可转 ...