编辑 杨娟娟 新京报贝壳财经讯 10月22日，开勒股份发布公告称，公司拟以现金方式收购东莞市科盛机电设备有限 公司不低于50%的股权，交易完成后，科盛机电将成为公司控股子公司。标的公司主营业务为磁控溅射 镀膜设备核心部件及工艺研发和生产，主要产品包括平面阴极、旋转阴极、阳极层离子源等，广泛应用 于半导体、新能源、3C消费电子、核电、国防军工等多个行业，下游客户覆盖国内头部镀膜设备厂 商。收购完成后，公司将形成"传统工业风扇+高端镀膜核心部件+AI应用"的多元化业务架构。 ...

Core Viewpoint - Kaile Environmental Technology (Shanghai) Co., Ltd. plans to acquire at least 50% of Dongguan Kesheng Electromechanical Equipment Co., Ltd., marking its entry into the high-end coating equipment sector [1][4] Company Overview - Kaile is a leading player in the HVLS industrial fan market, with significant expertise in motor drive, power control, and special materials [1] - The company aims to transition into high-value-added sectors, particularly in response to the growing demand in semiconductor, lithium battery, and new energy industries [1] Market Potential - The global vacuum coating equipment market is expected to enter a high-growth phase by 2025, with a projected market size exceeding $35 billion [2] - High-end coating equipment, particularly magnetron sputtering, is a key technology in the physical vapor deposition (PVD) field, known for its uniform coating, strong adhesion, and high controllability [1] Strategic Significance of the Acquisition - The acquisition of Kesheng Electromechanical, a key supplier of cathodes for magnetron sputtering equipment, will allow Kaile to quickly access technology, customer resources, and market channels [3][4] - The integration of both companies' technologies is expected to enhance production efficiency and reduce material waste, benefiting downstream manufacturers [3] - Post-acquisition, Kaile will diversify its business structure to include traditional industrial fans, high-end coating components, and AI applications, reducing reliance on a single business and enhancing overall risk resilience [4]

Core Viewpoint - The company plans to acquire at least 50% of Dongguan Kesheng Electromechanical Equipment Co., Ltd. in cash, which will make Kesheng a subsidiary of the company, enhancing its position in the high-end coating equipment sector [1] Group 1: Acquisition Details - The acquisition will allow the company to quickly gain Kesheng's technological, customer resource, and market channel advantages, effectively overcoming industry entry barriers [1] - Kesheng's main business includes the research and production of core components for magnetron sputtering coating equipment, with products widely used in semiconductor, new energy, 3C consumer electronics, nuclear power, and defense industries [1] Group 2: Strategic Benefits - The acquisition will facilitate the integration and synergy of technological resources between the two companies, accelerating the company's transition from traditional industrial manufacturing to high-end intelligent manufacturing [1] - Post-acquisition, the company will establish a diversified business structure comprising traditional industrial fans, high-end coating core components, and AI applications, reducing reliance on a single business and mitigating cyclical risks [1] Group 3: Market Outlook - The industry in which Kesheng operates has a promising future and significant development space, which will help the company cultivate new profit growth points and create long-term value for shareholders [1]

Core Viewpoint - The company plans to acquire at least 50% equity in Dongguan Kesheng Electromechanical Equipment Co., Ltd. for cash, making it a subsidiary after the transaction [1] Group 1: Acquisition Details - The acquisition will allow the company to quickly gain access to Kesheng Electromechanical's technology, customer resources, and market channels [1] - The target company specializes in the research and production of core components for magnetron sputtering coating equipment, with products widely used in various industries including semiconductors, new energy, 3C consumer electronics, nuclear power, and defense [1] Group 2: Market Position and Strategy - The downstream customers of Kesheng Electromechanical include leading domestic coating equipment manufacturers such as Northern Huachuang, Huicheng Vacuum, Jiejia Weichuang, and Hongda Vacuum [1] - The acquisition is expected to help the company effectively overcome industry entry barriers and rapidly enter the high-end coating equipment sector, enhancing its strategic layout in high-end intelligent manufacturing [1]

智通财经APP讯，开勒股份(301070.SZ)公告，公司拟以现金方式收购东莞市科盛机电设备有限公司(简 称"科盛机电")不低于50%的股权。交易完成后，科盛机电将成为公司控股子公司。 通过本次收购，公司可以迅速获取标的公司在技术、客户资源、市场渠道等方面的积累，有效突破行业 进入壁垒，快速切入高端镀膜装备核心赛道，进一步完善公司在高端智能制造领域的战略布局。 公告显示，标的公司主营业务为磁控溅射镀膜设备核心部件及工艺研发和生产，主要产品包括平面阴 极、旋转阴极、阳极层离子源等，广泛应用于半导体、新能源、3C消费电子、核电、国防军工等多个 行业，下游客户覆盖国内头部镀膜设备厂商，如北方华创、汇成真空、捷佳伟创、宏大真空等。 ...

对于本次交易的战略意义，开勒股份表示，公司目前主营业务为大型工业风扇的研发、生产及销售，并 战略布局政务、医疗等领域的AI应用业务。公司在风扇业务中积累的电机技术、电源控制及材料应用 等技术，与磁控溅射镀膜设备核心部件所需的高精度、高稳定性技术需求具有共通性；公司在AI应用 业务中形成的底层智能算法与技术，可为镀膜设备实现自动化控制与精准镀膜提供技术支撑。 开勒股份（301070）10月22日晚间公告，公司已与东莞市科盛机电设备有限公司(下称"科盛机电")股东 黄汉乐、李轩、李细柳签署《收购意向协议》，拟以现金方式收购科盛机电不低于50%的股权。交易完 成后，科盛机电将成为开勒股份控股子公司，公司将借此切入高端镀膜装备赛道。 交易对方方面，黄汉乐、李轩、李细柳均为中国国籍，其中李轩与李细柳系夫妻关系。股权结构显示， 黄汉乐持有科盛机电66.50%股权，李轩持股28.50%，李细柳持股5%并担任标的公司法人兼执行董事。 截至公告披露日，上述交易对方均非失信被执行人，与开勒股份及公司控股股东、实际控制人等关联方 无关联关系，且最近三年双方未发生类似交易。 作为本次收购的标的，科盛机电成立于2020年3月31日，注 ...

Core Viewpoint - The company, Kaile Co., Ltd. (301070), plans to acquire a controlling stake in Dongguan Kesheng Electromechanical Equipment Co., Ltd. through a cash transaction, aiming for at least 50% equity ownership. This move is part of the company's strategic upgrade to enter the high-end equipment core components sector [1]. Group 1: Acquisition Details - The acquisition involves Dongguan Kesheng, established in 2020, which has a simple ownership structure consisting of three individual shareholders [1]. - Kesheng specializes in the research and production of core components and processes for magnetron sputtering coating equipment, with products including planar cathodes, rotary cathodes, and anode layer ion sources, applicable in semiconductor, new energy, and 3C consumer electronics industries [1]. Group 2: Strategic Implications - The completion of this acquisition will allow the company to officially enter the high-end equipment core components market, marking a significant strategic upgrade [1]. - The diversified business structure combining "traditional industrial fans + high-end coating core components + AI applications" is expected to help mitigate the cyclical volatility risks associated with individual business segments [1]. Group 3: Next Steps - The acquisition is currently in the planning stage, and following the signing of the agreement, the company will promptly initiate a series of due diligence, auditing, and evaluation processes for the target company [1].