南开大学金融学教授田利辉对《证券日报》记者表示，中小市值民营企业决策链条精简、市场响应机制 灵活，对政策导向与行业机遇的捕捉能力尤为突出。"并购六条"等支持政策的落地实施，助力相关企业 通过并购重组补齐技术储备不足、资源渠道狭窄等发展短板。 从并购逻辑来看，两大主线愈发清晰：一是企业通过纵向整合上下游优质资源，实现补链强链延链，强 化核心业务优势。数据显示，上述87起民营企业并购重组案例中，27起为产业链整合。二是民营资本主 动向高新技术赛道延伸，布局新质生产力相关领域，以并购赋能技术突破与业务转型升级。数据显示， 上述87起民营企业的并购重组案例中，交易标的广泛覆盖电子元件、半导体、航空航天、人工智能、新 能源等新兴领域，彰显了民营企业主动拥抱技术变革、布局高质量发展的战略眼光。 本报记者 田 鹏 10月20日，深圳市亿道信息股份有限公司（以下简称"亿道信息"）正式披露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。据悉，亿道信息作为一家民营智能电子产品及方案提供商，拟通过 收购广州朗国电子科技股份有限公司和深圳市成为信息技术有限公司，全面提升企业综合竞争力与可持 续发展能力。 这一并购动作，为年 ...

Core Viewpoint - Yidao Information is planning to acquire controlling stakes in Guangzhou Langguo Electronic Technology Co., Ltd. and Shenzhen Chengwei Information Co., Ltd. through a combination of share issuance and cash payment, while also raising supporting funds. This transaction is expected to constitute a major asset restructuring and related party transaction, but will not change the actual control of the company and does not constitute a restructuring listing [1][2][3]. Group 1: Transaction Details - The transaction is currently in the planning stage, with preliminary agreements signed with the actual controllers of both target companies [2]. - The transaction will involve issuing shares and cash payments for the assets, along with raising supporting funds, but specific details are still under discussion [2][3]. - The transaction requires approval from the company's board, shareholders, and regulatory authorities before it can be officially implemented [3]. Group 2: Financial Performance - In the first half of 2025, Yidao Information reported a revenue of 1.52 billion yuan, a year-on-year increase of 19.24%, and a net profit attributable to shareholders of 11.41 million yuan, up 96.02% year-on-year [4]. - The company's smart hardware business generated 1.08 billion yuan in revenue, reflecting a growth of 16.27%, driven by product innovation and market expansion [4]. - Research and development investment for the first half of 2025 was 111 million yuan, an increase of 2.71% year-on-year, indicating a commitment to enhancing R&D capabilities [4].

Core Viewpoint - Yidao Information (001314) is planning to acquire controlling stakes in Guangzhou Langguo Electronic Technology Co., Ltd. and Shenzhen Chengwei Information Co., Ltd. through a share issuance and cash payment, while also raising supporting funds. This transaction is expected to constitute a major asset restructuring and related party transaction, but will not change the actual controller of the company and does not constitute a restructuring listing [1][2]. Group 1: Transaction Details - The transaction is currently in the planning stage, with preliminary agreements signed with the actual controllers of both target companies [2]. - The transaction will involve issuing shares and cash payments for the assets, along with raising supporting funds, but specific details are still under discussion [2][3]. - The transaction requires approval from the company's board, shareholders, and regulatory authorities, indicating uncertainty in its finalization [3]. Group 2: Financial Performance - In the first half of 2025, Yidao Information reported a revenue of 1.52 billion yuan, a year-on-year increase of 19.24%, and a net profit of 11.41 million yuan, up 96.02% [4]. - The growth in revenue is attributed to the recovery of the global consumer electronics market, with the smart hardware business generating 1.08 billion yuan, reflecting a 16.27% increase [4]. - Research and development investment for the first half of 2025 was 111 million yuan, a 2.71% increase, focusing on enhancing core technology understanding and customized development [4].

Group 1: Company Overview and Operations - The company differentiates itself from traditional ODMs by focusing on product definition, R&D design, and leveraging strong R&D capabilities while outsourcing major production processes to external manufacturers [2] - The company has served over 80 countries and regions, adapting to emerging trends in the electronics industry such as customization and flexible manufacturing, enhancing its risk resistance [2] Group 2: Future Development Plans - In May 2024, the company elevated its AI+ strategy to a top-level strategy, aiming to integrate AI technology with smart hardware and vertical scenarios [3] - The establishment of Yidao Digital Research Institute focuses on long-term technological investment in AI, perception technology, and spatial computing to build core competitiveness [3] - The company plans to enhance R&D in XR and AIoT, aiming to seize opportunities in digital China, new productivity, AI, and Industry 4.0 for new profit growth [3]