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3家公司宣布重大收购,一家涉及资产重组
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]
雅创电子:公司分销业务平均毛利率超过12%
Zheng Quan Ri Bao· 2025-09-04 08:37
Group 1 - The company, Yachuang Electronics, reported that its distribution business has an average gross margin exceeding 12%, which is higher than that of its industry peers [2] - The self-developed IC business maintains a stable gross margin of approximately 45% [2]
每周股票复盘:雅创电子(301099)并购与自研IC业务双轮驱动发展
Sou Hu Cai Jing· 2025-05-31 04:22
截至2025年5月30日收盘,雅创电子(301099)报收于42.67元,较上周的43.7元下跌2.36%。本周,雅 创电子5月29日盘中最高价报44.18元。5月28日盘中最低价报42.21元。雅创电子当前最新总市值48.71亿 元,在其他电子板块市值排名21/32,在两市A股市值排名2948/5146。 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 机构调研要点:公司并购重组将围绕IC设计业务展开,分销业务规模持续扩张。 机构调研要点:自研IC业务毛利率稳定在40%-45%,2024年毛利率为46.95%。 机构调研要点:一季度汇兑损失约960万元,主要因日币汇率大幅升值。 机构调研要点:威雅利自2024年9月并入公司后已实现扭亏为盈。 机构调研要点:2025年一季度销售额135,512.62万元,同比增长121.05%。 本周关注点 公司自研IC业务毛利率相对稳定,自2019年以来,毛利率基本保持在40%-45%左右,2024年度毛利率为 46.95%,同比增加6.52个百分点。 2025年一季度,公司汇兑损失约960万元, ...