新莱福重大资产重组草案发布。 日前，新莱福(301323)发布《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报告书(草 案)》，公司拟购买金南磁材100%股权。本次交易完成后，金南磁材将成为上市公司子公司，本次交易 构成上市公司重大资产重组。同时，上市公司拟向合计不超过35名(含35名)特定投资者发行股份募集配 套资金。 本次交易价格(不含募集配套资金金额)预计为10.54亿元，其中以发行股份、现金方式支付对价的比例占 交易对价的比例分别为90%、10%，股份支付对价金额为9.49亿元，现金支付对价金额为1.05亿元。 在近期接受投资者调研活动中，新莱福提到收购金南磁材后对产业布局的影响。在产业协同方面，新莱 福在微纳粉体材料制备、功能复合材料加工等领域与金南磁材在微特电机关键元器件的核心技术形成互 补。在永磁材料方面，形成"民用+工业双轮驱动"的竞争优势;在软磁材料方面，新莱福微纳粉体平台近 期开发的超细软磁粉体预计将和金南磁材软磁材料业务产生协同效应。 新莱福近期自研超细软磁粉体主要面对1MHz以上的高工作频率应用场景(如芯片电感)，使用其所制备 的磁芯初步评价性能与同类高端产品性能接近，该类超细软 ...

Group 1: New Lai Fu's Major Asset Restructuring - New Lai Fu (301323) has released a draft report for a major asset restructuring, proposing to acquire 100% equity of Jin Nan Magnetic Materials for a total price of 1.054 billion yuan, with 90% paid in shares and 10% in cash [1] - The company plans to issue shares to no more than 35 specific investors to raise supporting funds for the acquisition [1] Group 2: Strategic Impact of the Acquisition - The acquisition of Jin Nan Magnetic Materials is expected to enhance New Lai Fu's industrial layout, creating synergies in micro-nano powder material preparation and functional composite material processing [3] - In permanent magnetic materials, the acquisition will establish a competitive advantage through a "civil + industrial dual-drive" strategy, while in soft magnetic materials, the collaboration is anticipated to accelerate the industrialization of New Lai Fu's self-developed ultra-fine soft magnetic powder [3] Group 3: Financial Performance and Market Expansion - New Lai Fu's half-year report indicates a revenue of 451 million yuan, an increase of 8.27% year-on-year, while the net profit attributable to shareholders decreased by 8.94% to 67 million yuan [4] - The self-developed ultra-fine soft magnetic powder targets high-frequency applications above 1 MHz, with performance comparable to high-end products, which will expand Jin Nan's product applications in new energy vehicles, 5G base stations, AI servers, and supercomputing [4] Group 4: Developments in Autonomous Driving - Shenzhen has announced support for fully unmanned vehicle testing, allowing companies to conduct road tests and demonstrations in complex scenarios, which is expected to attract domestic enterprises to conduct unmanned testing activities [5] - The regulatory framework for autonomous driving is evolving, with a clear path for L3 autonomous driving approval anticipated post-2026, indicating a critical window for industry chain layout [6] Group 5: Stock Performance in Autonomous Driving Sector - Over 100 autonomous driving concept stocks in A-shares have seen an average increase of 29.28% this year, with six stocks doubling in price, including Chip Origin Technology, which has surged by 254.78% [7][8] - Notable companies like GAC Group and Huadian Technology are actively pursuing advancements in intelligent driving technology and AI applications, with GAC Group's "Smart Travel 2027" action plan focusing on mass production of autonomous driving technology [7]