长江商报消息 ●长江商报记者 徐佳 交易完成之后，世运电路将持有莱尔科技5%股权，成为公司第三大股东。 长江商报记者注意到，由于两家公司在主营业务上高度契合，在引入世运电路作为战略投资者的基础 上，莱尔科技还与其建立战略合作伙伴关系，双方就技术创新与联合研发、资源互通与协同开发等方面 达成合作意向。 值得关注的是，近年来，莱尔科技加速技术迭代与创新突破，在稳固现有细分市场领先优势的同时，前 瞻性拓展高潜力新兴领域，推动业务版图持续扩张，为公司打开长期增长新赛道。 2024年，莱尔科技实现营业收入5.26亿元，同比增长19.95%；净利润3735.63万元，同比增长27.69%。 其中，莱尔科技将新能源产业链作为其重点布局的第二增长曲线。2024年，莱尔科技的新能源用电池材 料收入占比达17.44%。 与世运电路成为战略合作伙伴 根据交易方案，莱尔科技的控股股东特耐尔拟向世运电路转让其持有的公司775.9万股，占公司总股本 的5%。 在推动业务版图持续扩张的同时，莱尔科技（688683.SH）获得重要战投入股。 日前，莱尔科技披露股东权益变动，公司控股股东广东特耐尔投资有限公司（以下简称"特耐尔"）拟作 价1. ...

Core Viewpoint - Guangdong Lair Technology Co., Ltd. is undergoing a share transfer where its controlling shareholder, Guangdong Tenail Investment Co., Ltd., will transfer 7,759,000 shares (5.00% of total shares) to Guangdong Shiyun Circuit Technology Co., Ltd. at a price of 19.74 yuan per share, totaling 153,162,660 yuan. This transfer does not involve a change in control or significant impact on the company's governance structure [1][2][3]. Summary by Sections Agreement Transfer Overview - The share transfer involves Guangdong Tenail Investment Co., Ltd. selling 7,759,000 shares to Guangdong Shiyun Circuit Technology Co., Ltd. at a price of 19.74 yuan per share, amounting to 153,162,660 yuan [2][3]. - Before the transfer, Tenail held 80,000,000 shares (51.55% of total shares), and after the transfer, it will hold 72,241,000 shares (46.55%) [1][2]. - Shiyun Circuit will hold 7,759,000 shares (5.00%) post-transfer, having held none prior [1][2]. Background and Purpose of the Transfer - Shiyun Circuit is a listed company on the Shanghai Stock Exchange, focusing on printed circuit boards (PCBs) and has expanded into high-growth sectors such as new energy vehicles and AI [2][3]. - The transfer aims to establish Shiyun Circuit as a strategic investor and long-term partner for Lair Technology, facilitating collaboration in automotive electronics, new energy batteries, and emerging fields like AI and robotics [3][4]. Strategic Cooperation Framework - The partnership will focus on joint research and development, optimizing product offerings in areas like "film + FFC + PCB" solutions, enhancing customer engagement and product performance [3][14]. - Both companies will leverage their customer resources in automotive electronics and new energy sectors to expand market coverage and enhance competitiveness [6][14]. - The collaboration will also explore supply chain synergies, aiming to improve procurement efficiency and stability [7][15]. Future Collaboration and Market Expansion - The strategic relationship is expected to drive joint market development, particularly in high-growth areas such as AI servers and low-altitude flying vehicles [6][14]. - Both companies will work together to identify potential acquisition opportunities in high-growth sectors, enhancing their market positions and long-term value [8][15]. Compliance and Approval Process - The share transfer is subject to compliance confirmation by the Shanghai Stock Exchange and registration with the China Securities Depository and Clearing Corporation [2][3].

证券代码：603920 证券简称：世运电路 公告编号：2025-054 广东世运电路科技股份有限公司 关于公司拟协议受让莱尔科技部分股份暨关联交易 的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 广东世运电路科技股份有限公司（以下简称"公司"或"世运电路"） 拟协议受让广东特耐尔投资有限公司（以下简称"特耐尔"）持有的广东莱尔新 材料科技股份有限公司（股票代码：688683，以下简称"莱尔科技"）7,759,000 股股份，占莱尔科技总股本的 5.00%，转让价格为 19.74 元/股，转让总价为 ? 本次交易前，公司未持有莱尔科技股份；本次交易后，公司持有莱尔科 技股份数量为 7,759,000 股，占莱尔科技总股本的 5.00%。 ? 本次交易前，关联方佛山市顺德区德鑫创业投资有限公司（以下简称"德 鑫创投"）持有莱尔科技 772,077 股，占莱尔科技总股本约 0.50%。根据《上海 证券交易所股票上市规则》等相关规定，本次交易构成公司与德鑫创投共同投资 莱尔科技，因此本次交易构成关联交易。本 ...

Core Viewpoint - The company plans to acquire a 5% stake in Guangdong Lair Technology Co., Ltd. from Guangdong Tenair Investment Co., Ltd. for a total price of 153,162,660 yuan, aiming to enhance strategic cooperation in emerging industries such as automotive electronics and new energy batteries [2][3] Group 1: Acquisition Details - The acquisition involves purchasing 7,759,000 shares at a price of 19.74 yuan per share, representing 5% of Lair Technology's total equity [2] - The transaction is expected to facilitate deep strategic cooperation between the two companies in various fields, including automotive electronics, new energy batteries, and AI servers [2] Group 2: Strategic Cooperation - A strategic cooperation framework agreement was signed on July 3, 2025, outlining collaboration in technology innovation, resource sharing, and supply chain optimization [2] - The partnership aims to leverage Lair Technology's technological advantages in functional adhesive films to expand market presence and enhance competitiveness in emerging industries [3] Group 3: Financial and Operational Impact - The funding for the acquisition will come from the company's own resources, ensuring no significant adverse impact on its financial status or operational independence [3] - The strategic investment is aligned with the company's development strategy, focusing on synergistic effects to improve shareholder returns and optimize industry layout [3]

在业务达成合作之前，两家上市公司先在股权关系上进行绑定。7月4日，世运电路（603920）宣布，入 股莱尔科技(688683)并持有其5%股份。 具体来看，莱尔科技控股股东广东特耐尔投资有限公司拟通过协议转让的方式向世运电路转让其持有的 公司775.9万股股份，占公司总股本的5%。协议转让价格为19.74元/股，转让总价为1.53亿元。截至今日 收盘，莱尔科技收于25.19元/股，本次交易折价约两成。世运电路暂无在未来12个月内增持莱尔科技股 份的明确安排。 在世运电路看来，莱尔科技是一家专注于功能性胶膜及应用产品FFC、LED柔性线路板、新能源涂碳 箔、碳纳米管等新材料的高新技术企业，且所生产的产品可被广泛应用于3C、低空经济、新能源汽 车、储能、锂离子电池、固态电池、LED照明、半导体、家电等领域。 而在莱尔科技看来，世运电路主营产品为印制电路板PCB，深耕于汽车电子领域，已形成了新能源汽 车、低空飞行器/无人飞行器、人形机器人/人工智能+应用等重点发展板块。"公司的业务发展方向与世 运电路高度契合，展现出良好的协同发展趋势。"莱尔科技表示。 具体来看，双方的战略合作，涉及技术创新与联合研发、资源互通与协 ...