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扬杰科技(300373) - 300373扬杰科技投资者关系管理信息20250708
2025-07-08 09:44
Group 1: Acquisition Strategy - The company aims to acquire Better Electronics to enhance its product offerings in the power semiconductor sector, leveraging synergies in current product lines and market presence [3][29]. - The acquisition is expected to provide a broader range of products and services in high-growth markets such as electric vehicles, photovoltaics, and energy storage, aligning with the company's strategic direction [3][29]. - The decision to switch to a cash purchase method was influenced by the need to expedite the transaction process and address concerns regarding the valuation of Better Electronics [14][19]. Group 2: Financial Position - As of March 31, 2025, the company reported cash reserves of 4.028 billion, indicating sufficient liquidity to support the cash acquisition [4][31]. - The company plans to consider various factors, including the final transaction price and future operational expenses, when determining the payment method for the acquisition [4][31]. Group 3: Market Response and Challenges - The company's stock price has faced volatility due to various factors, including macroeconomic conditions and market sentiment, which have affected investor confidence [10][11][24]. - Concerns regarding the potential for high acquisition premiums and the quality of Better Electronics' assets have led to market resistance, prompting the company to conduct thorough evaluations before finalizing the transaction [7][15][22]. Group 4: Future Outlook - The company is committed to enhancing its market position through strategic acquisitions and product development, particularly in the semiconductor and renewable energy sectors [26][27]. - Plans for ongoing communication with investors and transparency in operations are in place to mitigate negative market reactions and reinforce confidence in the company's long-term growth strategy [16][24].