又有两家A股上市公司发布重要收购预案。 雅创电子（301099）9月26日晚间公告，公司拟通过发行股份及支付现金方式购买深圳欧创芯半导体有限公司（简称"欧创芯"） 40%股权以及深圳市怡海能达有限公司（简称"怡海能达"）45%股权，同时拟向不超过35名特定投资者发行股票募集配套资金。 经交易各方友好协商，本次发行股份购买资产的发行价格为30.68元/股，不低于定价基准日前120个交易日公司股票均价的80%，符 合《重组管理办法》的相关规定。截至9月26日收盘，雅创电子收报39.65元/股，总市值58.15亿元。 公告称，截至公告披露日，标的公司的审计和评估工作尚未完成，具体评估值和交易价格尚未确定。 经交易各方协商，欧创芯 40.00%股权的交易价格暂定为2亿元，其 中股份支付的金额预计为1.72亿元，现金支付的金额预计为2784万元；怡海能达45.00% 股权的交易价格暂定为1.17亿元，其中股份支付的金额预计为7959.25万元，现金支付的金额预计为3740.75万元。 本次募集配套资金拟用于支付本次交易中的现金对价、本次交易税费，投入标的资产在建项目建设，以及补充上市公司和标的资产流 动资金、偿还债务等 ...

又有两家A股上市公司发布重要收购预案。 交易完成后，欧创芯和怡海能达将成为雅创电子的全资子公司。而雅创电子为国内知名的电子元器件授权分销商及IC设计商，主 要从事电子元器件分销业务和自研IC设计业务。通过收购标的公司的少数股权，上市公司能够进一步增强对标的公司的控制，有 利于公司内部资源整合，提升经营管理效率，增强上市公司在电子元器件分销行业、模拟芯片设计行业的核心竞争力。 此外，2023年、2024年，欧创芯实现营业收入分别为8523.54万元和11826.45万元，净利润分别为2281.71万元和4631.29万元；怡 海能达实现营业收入分别为44103.46万元和51775.23万元，净利润分别为2275.51万元和2905.88万元。本次交易后雅创电子能够进 一步提高在欧创芯、怡海能达享有的权益比例，有效增强上市公司的盈利能力，为上市公司整体经营业绩提升提供保证，有利于 保障上市公司和全体股东的利益。 同日，银河磁体(300127)公告，公司拟通过发行股份及支付现金方式购买四川京都龙泰科技有限公司（简称"京都龙泰"）100.00% 股权并募集配套资金（以下简称"本次交易"）。公司股票将于2025年9月 ...

Group 1: Fuda Alloy Acquisition - Fuda Alloy announced a major asset purchase to acquire 52.61% of Zhejiang Guangda Electronic Technology Co., Ltd. for a transaction price of 352 million yuan, making Guangda a subsidiary [1][2] - This acquisition follows the termination of a previous 15.5 billion yuan acquisition of Sanmenxia Aluminum Industry, indicating a renewed focus on significant asset restructuring [2] - The valuation of Guangda shows a book value of 24.7 million yuan and an assessed value of 67 million yuan, resulting in an appreciation rate of 171.38% [2] Group 2: Yachuang Electronics Acquisition - Yachuang Electronics plans to acquire 40% of Shenzhen Ouchuang Semiconductor Co., Ltd. and 45% of Shenzhen Yihai Nengda Co., Ltd. through a combination of cash and stock issuance, with the stock price set at 30.68 yuan per share [3][4] - The transaction prices are set at 200 million yuan for Ouchuang and 117 million yuan for Yihai Nengda, which will become wholly-owned subsidiaries post-acquisition [3] - This move aims to enhance control over the acquired companies, improving operational efficiency and core competitiveness in the electronic components distribution and IC design sectors [3] Group 3: Galaxy Magnet Acquisition - Galaxy Magnet intends to acquire 100% of Sichuan Jingsheng Longtai Technology Co., Ltd. through stock issuance, with the share price set at 23.15 yuan [4] - The acquisition will expand Galaxy Magnet's product offerings in magnetic materials, particularly in the automotive sector, enhancing market share and resilience against market risks [4] - The stable raw material prices for permanent ferrite products are expected to provide more certainty in operations, compensating for declining overseas market demand [4]

Core Viewpoint - Fuda Alloy is undergoing a significant asset restructuring by acquiring a 52.61% stake in Zhejiang Guangda Electronic Technology Co., Ltd. for 352 million yuan, marking a strategic move into the photovoltaic conductive silver paste sector [2][4]. Group 1: Fuda Alloy's Acquisition - The acquisition price for Guangda Electronic is set at 352 million yuan, and upon completion, it will become a subsidiary of Fuda Alloy [2]. - The transaction follows the termination of a previous acquisition of Sanmenxia Aluminum Industry worth 15.5 billion yuan [2]. - The assessment of Guangda Electronic shows a book value of 247 million yuan and an appraisal value of 670 million yuan, resulting in an appreciation rate of 171.38% [4]. Group 2: Performance Commitments and Risks - The performance commitment stipulates that Guangda Electronic must achieve a cumulative net profit of no less than 203 million yuan over the years 2025, 2026, and 2027, with clear compensation arrangements if the commitments are not met [4]. - Several risks are associated with the transaction, including the potential failure to meet performance commitments, industry volatility, high customer concentration, and fluctuations in raw material prices [5]. Group 3: Market Context - As of September 26, Fuda Alloy's stock closed at 20.07 yuan per share, with a total market capitalization exceeding 2.7 billion yuan [4].

Core Viewpoint - Two A-share listed companies, Yachuang Electronics and Yinhe Magnetic, have announced significant acquisition plans to enhance their market positions and operational efficiencies through strategic investments in semiconductor and magnetic materials sectors [1][6]. Group 1: Yachuang Electronics Acquisition - Yachuang Electronics plans to acquire 40% of Ouchuang Semiconductor and 45% of Yihai Nengda through a combination of stock issuance and cash payment, with a total estimated transaction value of approximately 3.17 billion yuan [1][3]. - The acquisition price for Ouchuang is tentatively set at 200 million yuan, with 172 million yuan in stock and 27.84 million yuan in cash, while Yihai Nengda's price is set at 117 million yuan, with 79.59 million yuan in stock and 37.41 million yuan in cash [3][6]. - The funds raised will be used for cash payments, transaction taxes, construction of projects, and to supplement working capital, with a maximum of 25% allocated for working capital [3][6]. Group 2: Business Profiles of Acquired Companies - Ouchuang Semiconductor specializes in analog chip design and has a strong market presence in automotive lighting and LED driver applications, with significant market share and brand recognition [4][5]. - Yihai Nengda operates as a distributor and solution provider in the electronic components industry, covering various sectors including communications, automotive, and consumer electronics, and has established long-term partnerships with leading global manufacturers [4][5]. Group 3: Financial Performance and Strategic Benefits - Post-acquisition, Yachuang Electronics will enhance its control over Ouchuang and Yihai Nengda, improving operational efficiency and competitive advantage in the electronic components and analog chip design markets [5][6]. - Ouchuang's projected revenues for 2023 and 2024 are approximately 85.24 million yuan and 118.26 million yuan, with net profits of 22.82 million yuan and 46.31 million yuan, while Yihai Nengda's revenues are expected to be 441.03 million yuan and 517.75 million yuan, with net profits of 22.76 million yuan and 29.06 million yuan [6].

Core Viewpoint - The company, Galaxy Magnetics, plans to acquire 100% equity of Kyoto Longtai through a combination of issuing shares and cash payments, aiming to enhance its position in the magnetic materials industry and respond to national calls for strengthening supply chains [1][6]. Group 1: Transaction Details - The acquisition involves 14 counterparties and is expected to be valued at approximately RMB 450 million [1][6]. - The share issuance price for the acquisition is set at RMB 23.15 per share, which is 80% of the average trading price over the previous 120 trading days [4]. - The company will issue shares to no more than 35 specific investors to raise supporting funds, with the total amount not exceeding 100% of the payment for the asset acquisition [4][5]. Group 2: Company Strategy and Market Context - The acquisition aligns with the company's strategy to expand its business scope beyond bonded neodymium-iron-boron magnets, as the current market demand in that segment is relatively small [6][7]. - The target company, Kyoto Longtai, operates in the permanent ferrite industry, which is positively correlated with the development of micro-special motors, indicating a strong market demand due to trends in industrial automation and smart appliances [6][7]. - Post-acquisition, the company aims to leverage the target's customer resources to capture a larger share of the magnetic materials market for direct current motors in the rapidly growing domestic electric vehicle sector [7]. Group 3: Financial Implications - The company’s net profit for 2022 to 2024 is projected to decline, with figures of RMB 168 million, RMB 158 million, and RMB 144 million respectively, indicating potential risks to sustained profitability [7]. - The target company is expected to contribute positively to the company's consolidated financial statements, enhancing overall revenue and profit levels [7].

Core Viewpoint - The company, Galaxy Magnetics, plans to acquire 100% equity of Kyoto Longtai through a combination of share issuance and cash payment, aiming to enhance its capabilities in the magnetic materials industry and respond to national calls for strengthening supply chains [1][6]. Group 1: Acquisition Details - The acquisition involves 14 counterparties and is estimated to be valued at approximately RMB 450 million [6]. - The share issuance price for the acquisition is set at RMB 23.15 per share, which is 80% of the average trading price over the last 120 trading days [4]. - The company will issue shares to no more than 35 specific investors to raise supporting funds, with the total amount not exceeding 100% of the payment for the asset acquisition [4][5]. Group 2: Company Control and Financial Impact - Post-transaction, the company will maintain its status as having no actual controller, and the transaction is not expected to constitute a major asset restructuring [5]. - The financial performance of Galaxy Magnetics has shown a decline in net profit from RMB 168 million in 2022 to an estimated RMB 144 million in 2024, indicating potential risks in sustained profitability [8]. - The acquisition is expected to significantly enhance the company's revenue and net profit by incorporating the financial results of Kyoto Longtai, which is projected to have net profits of RMB 5.89 million and RMB 11.53 million in 2023 and 2024, respectively [8]. Group 3: Industry Context and Strategic Rationale - The magnetic materials industry, particularly the rare earth permanent magnet components manufacturing sector, is experiencing growth due to rising demand in micro-special motors driven by industrial automation and smart appliances [7]. - The acquisition aligns with the company's strategy to diversify its business and mitigate external risks by expanding into the permanent ferrite products sector, which has a stable raw material cost structure [7][8]. - The company aims to leverage the acquisition to capture opportunities in the rapidly growing domestic electric vehicle market, enhancing its competitive edge in the magnetic materials sector [7].

交易完成后，公司将持有京都龙泰100%的股权。本次发行股份作为支付对价购买资产的股份发行价格确定为23.15 元/股，不低于本次发行股份作为支 付对价购买资产的定价基准日前120个交易日股票交易均价的80%。 公告提示，截至本预案摘要签署日，标的公司的审计、评估工作尚未完成，标的资产的最终交易价格及公司发行股份作为支付对价购买资产的最终股 份发行数量均尚未确定。 【导读】银河磁体宣布重要收购，下周一复牌 见习记者 荧墨 9月26日晚间，银河磁体（300127.SZ）发布公告称，公司拟通过发行股份及支付现金的方式，向华强睿哲、唐明星、徐刚、福州启赋、华强睿华、龙 泰聚力、龙泰众锦、成都衡通、北京合享、新余启赋、舟山亚商、嘉兴启赋、成都鸿合、长沙启赋14名交易对方，购买其合计持有的京都龙泰100%股 权。 经申请，公司股票将于2025年9月29日（星期一）开市起复牌。停牌前最后一个交易日（9月12日），银河磁体股票收报35.86元/股，总市值为104.34亿 元。 公司控制权未变更 为何并购京都龙泰？ 经交易各方初步协商，本次交易标的预估值为人民币4.5亿元左右。公告显示，交易双方均致力于磁性材料的研发、生产和销 ...

Core Viewpoint - Galaxy Magnetics announced a significant acquisition of 100% equity in Kyoto Longtai, aiming to enhance its market position in the magnetic materials industry and respond to national calls for strengthening supply chains and optimizing resource allocation [2][10]. Group 1: Acquisition Details - The acquisition will be executed through a combination of issuing shares and cash payments to 14 counterparties [2][6]. - The share price for the acquisition is set at 23.15 yuan per share, which is 80% of the average trading price over the previous 120 trading days [6][7]. - The estimated value of the target company, Kyoto Longtai, is approximately 450 million yuan [9]. Group 2: Strategic Rationale - The acquisition is intended to expand Galaxy Magnetics' business scope beyond its current focus on bonded neodymium-iron-boron magnets, which has limited growth potential [10][11]. - The target company operates in the permanent ferrite magnet sector, which is positively correlated with the development of micro-special motors, a sector experiencing rapid growth due to industrial automation and smart appliances [10][11]. - The transaction is expected to enhance Galaxy Magnetics' competitiveness in the automotive magnetic materials market, particularly in the context of the growing domestic electric vehicle market [11][12]. Group 3: Financial Implications - Post-acquisition, the target company will become a wholly-owned subsidiary, contributing to an increase in Galaxy Magnetics' revenue and net profit [12]. - Financial projections indicate a decline in Galaxy Magnetics' net profit from 168 million yuan in 2022 to 144 million yuan in 2024, highlighting the need for new growth avenues [11][12]. - The target company's projected net profits for 2023 and 2024 are 5.89 million yuan and 11.53 million yuan, respectively, indicating a growth trend [11].

公告显示，标的公司主营业务为永磁铁氧体产品的研发、生产和销售。标的公司生产的永磁铁氧体材料 主要应用于直流电机，主要应用领域为汽车行业。交易完成后，上市公司将进一步扩充磁性材料的产品 品种，汽车领域的产品市场份额将进一步扩大，形成优势互补丰富产品品种，抵抗市场风险的能力将进 一步增强。 智通财经APP讯，银河磁体(300127.SZ)披露发行股份及支付现金购买资产并募集配套资金预案，公司拟 通过发行股份及支付现金的方式向华强睿哲、唐明星、徐刚、福州启赋、华强睿华、龙泰聚力、龙泰众 锦、成都衡通、北京合享、新余启赋、舟山亚商、嘉兴启赋、成都鸿合、长沙启赋14名交易对方购买其 合计持有的京都龙泰100%股权。交易完成后，上市公司将持有京都龙泰100%的股权。本次发行股份作 为支付对价购买资产的股份发行价格确定为23.15元/股。 此外，上市公司拟向不超过35名符合条件的特定投资者，以询价方式发行股份募集配套资金，募集配套 资金的发行股份数量不超过本次发行股份及支付现金购买资产完成后公司总股本的30%，募集配套资金 总额不超过本次交易中以发行股份方式购买资产的支付对价的100%。 ...