炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 收购标的东莞硅翔专注于电芯信号采集及热管理相关产品的研发、设计、制造及销售，主要产品广泛应 用于新能源动力电池、新能源整车、储能、数据中心、AI智算中心及互联网云服务商等领域。 东莞硅翔是盈利资产，2024年及2025年前三季度，公司净利润过亿，且公司盈利能力快速提升，通过收 购业绩增长的东莞硅翔或能改善经营现状。 据了解，爱克股份2021年开始启动跨界转型，向新能源产业进军。这次大手笔收购东莞硅翔，是公司向 新能源转型的又一重大动作。 不过，我们关注到，爱克股份积极向新能源方向转型中部分新能源业务的毛利率低于传统主业，爱克股 份加码新能源转型能否扭转亏损的局面？ 文 | 杨万里 编辑 | 刘振涛 持续亏损的照明行业龙头企业正在谋划一场跨界并购。 12月2日晚，爱克股份披露公告称，拟通过发行股份及支付现金的方式购买东莞硅翔100%股权，交易对 价暂定为22亿元，并向不超过35名特定投资者发行股份募集配套资金。 爱克股份是智能景观照明产品供应领域的龙头企业及首家上市公司。本次开展收购前，爱克股份短期内 盈利承压，2024年和2025年前三 ...

Core Viewpoint - Aike Co., Ltd. plans to acquire 100% of Dongguan Silicon Xiang Insulation Materials Co., Ltd. for 2.2 billion yuan, aiming to enhance its position in the new energy sector and achieve profitability through this acquisition [2][3][10]. Group 1: Acquisition Details - The acquisition will be executed through a combination of issuing shares and cash payments, with the share price set at 19.90 yuan per share [3]. - Dongguan Silicon Xiang has committed to achieving a cumulative net profit of no less than 560 million yuan from 2025 to 2027, which is 4.48 times its projected 2024 net profit of 125 million yuan [3][5]. - The acquisition is part of Aike's strategy to build a complete industrial chain in the new energy sector, following previous acquisitions in related fields [2][10]. Group 2: Financial Performance - Dongguan Silicon Xiang's revenue is projected to grow from 1.482 billion yuan in 2023 to 1.924 billion yuan in 2024, with net profit increasing from 80.42 million yuan to 125 million yuan [5][6]. - In the first half of the year, Dongguan Silicon Xiang reported revenue and net profit of 1.244 billion yuan and 97.31 million yuan, respectively, reflecting a year-on-year growth rate of 73% [6]. - As of the latest data, Dongguan Silicon Xiang's total assets are 2.923 billion yuan, with total liabilities of 2.025 billion yuan, resulting in a high asset-liability ratio of 69.29% [9]. Group 3: Strategic Transformation - Aike has undergone a significant business transformation from outdoor smart lighting to becoming a provider of new energy system solutions since its listing in 2020 [10][11]. - The company has made several strategic acquisitions to enhance its capabilities in the new energy sector, with expectations that revenue from new energy-related businesses will exceed 50% by 2025 [10][11]. - Despite a clear strategic direction, Aike faces financial pressure, having reported a net loss of 107 million yuan in 2024, marking its first annual loss since going public [11][13].

爱克股份（300889）12月2日晚间公告，公司拟通过发行股份及支付现金方式，向严若红等23名交易对 象购买东莞市硅翔绝缘材料有限公司（简称"东莞硅翔"）100%股权，并向不超过35名特定投资者发行 股份募集配套资金，发行价格为19.9元/股。 图片来源：公司公告 公告显示，东莞硅翔100%股权的交易价格暂定为22亿元。本次交易预计构成重大资产重组。交易前 后，上市公司的控股股东和实际控制人均为谢明武。公司股票将于12月3日（星期三）开市起复牌。 数据显示，停牌前（11月18日），爱克股份收盘报25.8元/股，涨幅为2.71%，总市值为57亿元。 加码新能源赛道 爱克股份公告显示，公司主营业务为户外智能照明及云控系统的研发、生产、销售及服务，2020年9月 在深交所创业板上市，成为智能景观照明产品供应领域的龙头企业及首家上市公司。受限于行业发展规 模及市场需求，公司上市不久后便开始寻求业务转型。 自2021年启动新能源汽车产业战略升级以来，爱克股份通过"资本+技术"双轨驱动持续深化产业布局， 先后完成了对新能源电池安全材料头部企业佛山永创翔亿电子有限公司，以及汽车白车身结构件、新能 源汽车电机定转子、汽车整椅 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 拟重大资产重组！这家公司明起复牌 来源：证券日报之声 本报记者 李昱丞 12月2日晚间，深圳爱克莱特科技股份有限公司（以下简称"爱克股份"）发布发行股份及支付现金购买 资产并募集配套资金暨关联交易预案（以下简称《预案》），交易预计构成重大资产重组。公司股票将 于12月3日复牌。 《预案》显示，上市公司拟通过发行股份及支付现金的方式向严若红等23名交易对象购买东莞市硅翔绝 缘材料有限公司（以下简称"东莞硅翔"）100.00%股权，并向不超过35名特定投资者发行股份募集配套 资金，交易价格暂定为22亿元。 资料显示，爱克股份主营业务为户外智能照明及云控系统的研发、生产、销售及服务，于2020年9月于 深交所创业板上市，成为智能景观照明产品供应领域首家上市公司。 受限于行业发展规模及市场需求，爱克股份正寻求业务转型。自2021年启动新能源汽车产业战略升级以 来，公司通过"资本+技术"双轨驱动持续深化产业布局，先后完成了对新能源电池安全材料头部企业佛 山永创翔亿电子有限公司（以下简称"佛山永创翔亿"）以及汽车白车身结构件、新能源汽车电机定转子 ...

Core Viewpoint - Aiketech plans to acquire 100% equity of Dongguan Silicong and raise supporting funds through a share issuance and cash payment, with a transaction value of 2.2 billion yuan, marking a significant asset restructuring [1] Group 1: Company Strategy - Aiketech is seeking business transformation due to industry development constraints and market demand, having initiated a strategic upgrade in the new energy vehicle sector since 2021 [2] - The company has completed strategic acquisitions of leading firms in the new energy battery safety materials and automotive components sectors, aiming for new energy-related revenue to exceed 50% by 2025 [2] Group 2: Acquisition Details - Dongguan Silicong, established in 2008, specializes in thermal management materials for new energy vehicle batteries, with a product range that includes integrated busbars and flexible circuit boards [2] - The company has already begun generating revenue from liquid cooling products, which are expected to grow rapidly starting in 2025 [2] Group 3: Financial Performance - Dongguan Silicong's projected revenues for 2023 and 2024 are 1.482 billion yuan and 1.924 billion yuan, with net profits of 80.42 million yuan and 125 million yuan respectively [3] - The company has set performance commitments for Dongguan Silicong, with net profit targets of 170 million yuan, 180 million yuan, and 210 million yuan for the years 2025, 2026, and 2027, respectively [3] Group 4: Future Outlook - The acquisition is expected to enhance Aiketech's second growth curve and improve its capabilities in the new energy battery and vehicle sectors, expanding into the data center liquid cooling market [3]

截止本公告日，股东谢明武已累计质押股份2369.7万股，占其持股总数的37.33%，股东张锋斌已累计质 押股份360.5万股，占其持股总数的20.81%，股东冯仁荣已累计质押股份215.0万股，占其持股总数的 27.56%。本次质押后爱克股份十大股东的累计质押股份占持股比例(占持股比例的计算以公司最新一期 财务报表公布的十大股东的持股总数为基准)见下图： 证券之星消息，爱克股份(300889)8月27日公开信息显示，股东谢明武向山东省国际信托股份有限公司 合计质押860.0万股，占总股本3.96%。质押详情见下表： | 谢明試 | 山东省国际信托 | 860.00 13.55% | 3.96% 2025-08-20 | | --- | --- | --- | --- | | 出质股东 | 质权方 股份有限公司 | 质押数量（万股） 占持股比% 占总股本比% 质押开始日 | | 爱克股份(300889)主营业务：专注户外智能照明及云控系统研发、生产、销售、服务于一体。 爱克股份财务数据及主营业务： 爱克股份2025年中报显示，公司主营收入5.31亿元，同比上升39.88%；归母净利润-1203.36万元，同比 ...

Core Insights - Aike Technology Co., Ltd. is transitioning from outdoor landscape lighting to the promising field of new energy vehicles (NEVs) due to declining demand in its traditional market [1][4] - The NEV market is experiencing explosive growth, with production and sales reaching 12.888 million and 12.866 million units respectively in 2024, marking year-on-year increases of 34.4% and 35.5% [1] - Aike has acquired a 64.87% stake in Wuxi Shuguang Precision Industry Co., Ltd. for 247 million yuan, enhancing its strategic position in the NEV market [2][3] Company Strategy - Aike aims to leverage Wuxi Shuguang's technological advancements in core components like drive motor cores and lightweight parts to drive growth in the NEV sector [3][4] - The acquisition is seen as a significant milestone in Aike's strategic transformation, focusing on innovation and resource integration to foster high-quality development [4][5] - Aike holds 345 patents as of June 30, 2024, indicating a strong commitment to technological innovation and R&D investment [3] Market Position - Wuxi Shuguang has established solid partnerships with leading automotive companies and has made significant breakthroughs in manufacturing processes for drive motor cores, positioning it favorably in the NEV supply chain [2][3] - The collaboration between Aike and Wuxi Shuguang is expected to enhance market expansion and technological synergy, creating new growth opportunities in the NEV market [2][3]