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蓝思科技借收购拓展AI算力新赛道 连续5年投20亿研发有效专利2266件
Chang Jiang Shang Bao· 2025-12-14 23:51
市值接近1600亿元的"果链"龙头蓝思科技(300433.SZ)积极拓展新赛道。 12月10日晚间,蓝思科技发布公告,拟战略收购PMG International Co.,LTD.(裴美高国际有限公司,以下简称"裴 美高国际")100%股权,进而获得元拾科技(浙江)有限公司(以下简称"元拾科技")95.11645%股权。 蓝思科技称,通过本次收购,公司将快速获得特定客户服务器机柜业务的成熟技术与客户认证,以及先进液冷散 热系统集成能力。此举,还为公司开拓AI算力基础设施新赛道、加速向全球AI硬件创新平台转型增添强劲动力。 长江商报消息 ●长江商报记者 沈右荣 有报道称,通过上述收购,蓝思科技将切入英伟达供应链。对此,蓝思科技没有回应。 深耕消费电子领域的蓝思科技,积极进行产业拓展,业务延伸至智能汽车与座舱、人形机器人等产品的结构件 等。 除了并购,蓝思科技也依托研发来提升自身的工艺、技术等。2021年以来,公司连续五年研发投入超过20亿元。 截至2025年6月底,蓝思科技有效专利达2266件。 外延收购进军AI新赛道 蓝思科技的赛道不断拓展。 根据最近公告,12月10日,蓝思科技在中国香港与吕松寿LEU, S ...
震安科技实控人欲2.72亿元转卖控制权,新主“卖身”失败存“借壳”预期
Tai Mei Ti A P P· 2025-06-18 11:57
Core Viewpoint - The announcement of a change in control at Zhenan Technology (震安科技) following the signing of a share transfer agreement between its controlling shareholder Huachuang Sanxin and Shenzhen Dongchuang Technology Co., Ltd. has led to significant market reactions, including a 20% increase in stock price despite the company's declining performance and revenue [2][3][4]. Group 1: Company Performance - Zhenan Technology has raised over 840 million yuan through three rounds of fundraising since its IPO, but these investments have not yielded expected returns, resulting in a cumulative loss of 22.95 million yuan from its six major projects by the end of 2024 [3][4]. - The company's revenue has halved from 897 million yuan in 2022 to 417 million yuan in 2024, with a record net loss of 144 million yuan, attributed to adjustments in sales and collection policies [4][5]. - The stock price has shown a "V" shaped decline, dropping from a peak of 105.62 yuan in October 2021 to around 10 yuan in recent months, reflecting ongoing financial struggles [4][5]. Group 2: Share Transfer and Control Change - The share transfer involves Shenzhen Dongchuang acquiring 100% of Huachuang Sanxin for 616 million yuan, while the current actual controller Li Tao relinquishes voting rights on 12% of his shares, retaining 5.28% voting rights [3][4]. - Following the transaction, Shenzhen Dongchuang will indirectly control 18.12% of Zhenan Technology, with new controllers Ning Huaxiang and Zhou Jianqi taking over [3][4]. Group 3: Market Reactions and Expectations - The market has reacted positively to the news of the control change, with Zhenan Technology's stock hitting the daily limit up, indicating investor optimism about potential restructuring or revitalization under new management [2][5]. - There are strong expectations of a "backdoor listing" as Shenzhen Dongchuang enters Zhenan Technology, given its previous failed attempts to sell itself and the lack of success in its IPO efforts [5][6].