Core Viewpoint - Yanggu Huatai is actively pursuing the acquisition of Bomi Technology to enhance its capabilities in the semiconductor sector, aiming for significant growth and independence in key material supply chains [2][4]. Group 1: Acquisition Details - The acquisition involves a total payment of approximately 10.1 billion yuan in shares and 4.3 billion yuan in cash, with the cash portion intended for a private placement to no more than 35 specific investors [3]. - The company plans to leverage its financial strength and strategic location to support Bomi Technology in extending its upstream supply chain, thereby enhancing its overall competitiveness [2][4]. Group 2: Market Position and Strategy - Bomi Technology has made significant advancements in high-performance polyimide materials, breaking the monopoly of Japanese and American companies in the field, and aims to achieve self-sufficiency in critical industry chains [2][4]. - The company has established a solid customer base with leading domestic packaging and power semiconductor device companies, benefiting from its reliable product quality and supply stability [7][9]. Group 3: Financial Performance - Yanggu Huatai reported a revenue of 862 million yuan in Q1 2025, a year-on-year increase of 3.4%, while its net profit attributable to shareholders decreased by 22.95% to 62.58 million yuan [10]. - The company's debt ratio stands at 23.62%, with a gross profit margin of 18.48% [10]. Group 4: Future Outlook - The management expresses confidence in successfully integrating Bomi Technology and enhancing its market position in the rubber additives and polyimide sectors [5][8]. - The company is committed to maintaining its core business while actively pursuing the acquisition, aiming to deliver strong performance to its investors [5].

公司有信心、有经验、有能力将橡胶助剂、光敏聚酰亚胺赛 道相关品种做好、做大、做强，谢谢。 证券代码：300121 证券简称：阳谷华泰 债券代码：123211 债券简称：阳谷转债 山东阳谷华泰化工股份有限公司 投资者关系活动记录表 编号：2025-002 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | | | --- | --- | --- | --- | | 类别 | 媒体采访 □ 业绩说明会 | □ | | | | 新闻发布会 路演活动 □ | □ | | | | 现场参观 | □ | | | | 其他 2025 年山东辖区上市公司投资者网上集体接待日活动 |  | | | 参与单位名称及 | 参与 年山东辖区上市公司投资者网上集体接待日活动的投 2025 | | | | 人员姓名 | 资者 | | | | 时间 | 2025 年 月 15 (周四) 下午 15:00~16:30 | 5 | 日 | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net） | | | | 上市公司接待人 | 副总经理兼财务总监 贺玉广 | | | | 员姓名 | 副总经理兼董事会 ...

Group 1 - The core viewpoint of the news is the performance and characteristics of Yanggu Convertible Bonds, which closed at 140.0 CNY per share with a trading volume of 57.3258 million CNY and a conversion premium rate of 10.46% [1] - Yanggu Convertible Bonds have a credit rating of "AA-" and a maturity period of 6 years, with a coupon rate that increases annually from 0.30% to 2.50% [1] - The conversion price for the bonds is set at 9.46 CNY, with the conversion period starting on February 2, 2024 [1] Group 2 - Shandong Yanggu Huatai Chemical Co., Ltd. is located in Yanggu County, Shandong Province, and specializes in rubber additives, which are essential raw materials in tire production [2] - The company was founded in 1994 and is a private joint-stock enterprise listed on the Shenzhen Stock Exchange since 2010, with an annual production capacity of 300,000 tons [2] - For the first quarter of 2025, Yanggu Huatai reported a revenue of 862.3 million CNY, a year-on-year increase of 3.4%, while net profit decreased by 22.95% to 62.581 million CNY [2] - As of April 2025, the company has a relatively dispersed shareholder structure with 30,620 shareholders and an average holding of 14.66 million CNY per person [2]