近日，唯特偶（301319）（301319）发布公告称，以371万元自有资金增资取得嘉兴吉弗爱公司的65% 控股权，公司的一站式材料解决方案双轮战略升级之路又迈出关键一步。 公告显示，唯特偶以自有资金371万元认购嘉兴吉弗爱公司新增注册资本，获得其65%股权并纳入并表 范围，目前该交易已完成工商变更。唯特偶此次整合旨在布局消防新材料领域，以韩国GFI公司核心产 品全氟己酮微胶囊为战略重点。 对外，公司战略投资深圳优威高乐公司进军电子胶粘剂领域，其进一步完善了公司在可靠性材料板块的 产业链布局，为未来在可靠性材料板块深度拓展奠定了坚实基础。 而公司此次增资控股嘉兴吉弗爱公司，是继公司与优威高乐战略合作后的又一践行六五战略规划的重大 举措。 通过此次整合，一方面将实现公司"电子装联+可靠性材料"基础业务+"消防新材料"增量业务双轮驱动， 将消防新材料（全氟己酮微胶囊）融入可靠性材料体系，实现从电子装联到火灾防护的一站式服务升 级。 另一方面，将助力公司开拓增量市场，切入规模830亿的电气火灾防护赛道，构筑新盈利增长点。 再者，将深化公司新业务与现有业务的协同效应，实现客户协同，为唯特偶核心客户同时提供电子材料 + ...

Core Viewpoint - The company, Weiteou, has demonstrated significant growth in its financial performance for 2024 and the first quarter of 2025, driven by strategic transformations and market expansion efforts [1][9][28]. Financial Performance - In 2024, Weiteou reported total revenue of 1.212 billion yuan, a year-on-year increase of 25.75%, with Q4 revenue reaching 357 million yuan, up over 40% from the previous year [2][3]. - The company achieved a net profit of 89.36 million yuan and a non-recurring net profit of 76.82 million yuan for the year [2]. - In Q1 2025, Weiteou's revenue surged to 309.45 million yuan, marking a 43.17% increase year-on-year, with both net profit and non-recurring net profit showing positive growth [7][8]. Product and Market Dynamics - Microelectronic welding materials remain the core product, generating 1.029 billion yuan in revenue, accounting for 84.91% of total revenue, with a 27.58% year-on-year growth [3][5]. - The sales model has evolved, with distribution revenue nearly doubling, increasing by 94.09% to 136 million yuan, while direct sales to major clients like Huawei and BYD contributed to a 20.41% revenue growth [2][3]. Strategic Transformation - Weiteou is transitioning from a single product supplier to a comprehensive provider of electronic assembly and reliability material solutions, enhancing its competitive edge [1][9][28]. - The company is focusing on "big client deep cultivation + channel penetration + overseas expansion" as its core growth strategy, successfully establishing branches in multiple countries [9][11]. Industry Outlook - The microelectronic welding materials market is expected to grow significantly, driven by advancements in new industries such as electric vehicles, 5G communications, and artificial intelligence [18][19]. - The global electronic-grade solder market was valued at 6.891 billion USD in 2023 and is projected to reach 10.888 billion USD by 2030, with a CAGR of 6.75% [19]. Capacity Expansion - Weiteou is actively expanding its production capacity, with an investment of 337 million yuan aimed at increasing its production capabilities for solder paste and solder wire [21][24]. - The company anticipates continued revenue growth, with projections of 1.329 billion yuan and 1.544 billion yuan for 2025 and 2026, respectively, reflecting year-on-year growth rates of 19% and 16% [24][25].