转自：前瞻产业研究院 行业主要上市公司：江丰电子(300666.SZ)、隆华科技(300263.SZ)、阿石创(300706.SZ)、欧莱新材 (688530.SH)、有研新材(600206.SH)等 本文核心数据：靶材行业上市公司营业收入;靶材行业上市公司布局;靶材行业上市公司靶材业务毛利率;靶材 行业上市公司靶材业务营业收入 1、靶材产业上市公司汇总 目前，我国靶材产业的上市公司数量较多，上游高纯金属靶材基材研发、生产上市企业有东方钽业 (000962)、豫光金铅(600531)、金钼股份(601958)、紫金矿业(601899)、盛达资源(000603)，主要对铜、铝、 银、钽等金属进行深加工; 中游靶材研发及生产的龙头上市企业有江丰电子(300666)、阿石创(300706)、隆华科技(300263)、有研新材 (600206)、欧莱新材(688530)，以及安泰科技(000969)、豫光金铅(600531)等上市企业; 下游靶材在半导体、平面显示、太阳能电池制造中有广泛应用，代表性企业有京东方(000725)、乾照光电 (300102)、宁德时代(300750)、深南电路(002916)、精测电子( ...

Group 1 - The company announced the termination of its planned major asset restructuring, which involved acquiring at least 51% of Wuhu Yingri Technology Co., Ltd. through cash payment [1][2] - The termination was primarily due to the complexity of Yingri Technology's shareholder structure, leading to disagreements among shareholders regarding the company's future operational plans [2][3] - The parties involved agreed to terminate the transaction after thorough research and friendly negotiations, and a termination agreement was signed, marking the end of the restructuring process [2][3] Group 2 - Yingri Technology is a high-tech enterprise specializing in the research, production, and sales of high-performance sputtering targets, playing a significant role in the electronic device manufacturing industry [4] - The company's products are critical materials used in the manufacturing of semiconductor display panels, touch screens, and solar cells, with applications across various downstream sectors such as consumer electronics and smart home appliances [4] - The potential acquisition was expected to create synergies in customer resource sharing and brand influence, allowing the company to quickly enter the display industry [4]

Core Viewpoint - The strategic investment by the National Integrated Circuit Industry Investment Fund II into Youyan Yijin, a subsidiary of Youyan New Materials, aims to accelerate the company's goals in the integrated circuit target material sector, enhancing its industry position and sustainable development capabilities [1][4]. Group 1: Investment Details - Youyan Yijin plans to introduce a strategic investor, with the National Integrated Circuit Industry Investment Fund II investing 300 million yuan for a 5.67% stake [1][2]. - The pre-investment valuation of Youyan Yijin is set at 4.994 billion yuan, reflecting a 187.80% increase compared to the audited equity value of the parent company [4]. - Following this investment, Youyan New Materials' ownership in Youyan Yijin will decrease from 100% to 94.33%, maintaining Youyan Yijin as a controlled subsidiary [2]. Group 2: Financial Performance - In Q1 2025, Youyan Yijin reported revenues of 1.371 billion yuan and a net profit of 79.18 million yuan, marking a significant increase in profitability [1][3]. - For the first three months of 2024, Youyan Yijin achieved revenues of 6.323 billion yuan and a net profit of 235 million yuan, indicating strong financial performance [3]. - Youyan New Materials reported a revenue of 1.84 billion yuan and a net profit of 67.38 million yuan in Q1 2025, with year-on-year growth of 14,698.12% in net profit [6]. Group 3: Strategic Focus - Youyan New Materials is focusing on high-potential sectors such as high-purity metal targets, advanced rare earth materials, and biomedical materials [5]. - The company is divesting its lithium sulfide business, with a minimum transfer price of 11 million yuan, to enhance its focus on core business areas and increase investment in technology [6][7]. - The divestment is part of a strategy to maximize company interests, as the lithium sulfide production involves complex management and long development cycles [7].

随着"并购6条"+新国九条等政策的持续发力，2025年的 类借壳交易热度只增不减： 这两年并购重组圈可太热闹了！2024年度A股重大重组预案暴增68%，北交所并购额破千亿，更有近三 成上市公司在搞"曲线救国"——绕开传统借壳的严监管，用分步收购、引入第三方等"类借壳"招数悄悄 布局。 「「「「「「「「 AAAAAAAA 股股股股股股股股退退退退退退退退市市市市市市市市加加加加加加加加速速速速速速速速 倒倒倒倒倒倒倒倒逼逼逼逼逼逼逼逼并并并并并并并并购购购购购购购购重重重重重重重重组组组组组组组组」」」」」」」」 「「「「「「「「 22222 222200000 000022222 222244444 4444.... . ... ..99999 9999.... . ... ..22222 222244444 4444 以以以以以以以以来来来来来来来来 并并并并并并并并购购购购购购购购热热热热热热热热情情情情情情情情高高高高高高高高涨涨涨涨涨涨涨涨」」」」」」」」 为什么越来越多企业选择这种"暗度陈仓"的方式？不同模式到底藏着哪些门道？下面我们用2024年最 受关注的几个案例，带大家看看 类借壳的四大经典玩法 ...

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