南财智讯1月22日电，世嘉科技在投资者关系活动中表示，标的公司光彩专注于光通信领域的传输与接 入技术，主要从事光模块、AOC、AEC等产品的研发、生产与销售，产品矩阵覆盖100G至800G以及 1.6T系列高速光模块产品，具备较强的技术布局和市场发展潜力。 ...

Group 1: Company Overview - The company specializes in mobile communication equipment and precision box systems, with key products including RF devices and antennas primarily used in outdoor macro base stations [1] - Major clients include telecommunications equipment integrators such as ZTE, Ericsson, and Japan Electric Power [1] Group 2: Investment Progress - As of January 14, 2026, the company disclosed an investment of 120 million CNY, acquiring a 20% stake in the target company [2] - Future plans include increasing the shareholding to achieve control over the target company, although no binding agreements have been signed yet [2] Group 3: Synergistic Effects of Investment - The investment will provide financial support for the target company's expansion and development [2] - There will be a sharing of customer resources between the listed company and the target, enhancing complementary and synergistic benefits [2] - The company plans to utilize its surplus production capacity to assist the target company's expansion [2] Group 4: Target Company Product Information - The target company focuses on optical communication technologies, specializing in the R&D, production, and sales of optical communication products such as optical modules and AOC [2] - The product range includes optical modules covering 100G to 800G and 1.6T series [2]

Group 1 - The core investment logic for the company in investing in Guangcai Xincheng is based on strategic planning and the inherent value of the target company, focusing on the promising market prospects of the optical communication industry and the unique advantages of Guangcai Xincheng's technology [2] - The company has already paid a capital increase of 120 million yuan to Guangcai Xincheng and holds a 20% stake following the completion of the equity change registration [3] - The company plans to further invest in Guangcai Xincheng to eventually gain controlling interest, although this is still in the planning and verification stage, with no binding agreements signed yet [4] Group 2 - Guangcai Xincheng has made a profit commitment to achieve a cumulative net profit of no less than 285 million yuan over three years, despite experiencing losses in the past year [5] - The product range of Guangcai Xincheng includes optical modules covering 100G to 1.6T, indicating strong product competitiveness in the optical communication sector [5] - The company currently operates in two main business segments: mobile communication equipment integration and precision casing systems, facing challenges such as intense market competition and increased costs due to temporary shutdowns [6]

Group 1: Investment Rationale - The company is investing in Guangcai based on its strategic development plan, recognizing the promising market prospects of the optical communication industry [1][2] - Guangcai's subsidiary, Color Chip, is one of the earliest optical module companies globally, with unique SOG technology that offers lower BOM costs and higher product gross margins [1][2] - The collaboration between the company and Guangcai is expected to leverage excess production capacity and enhance customer resource synergy, benefiting long-term development [2] Group 2: Investment Progress - As of January 14, 2026, the company has paid 120 million CNY to Guangcai and holds a 20% stake in the company following the completion of the equity change registration [2] - Future payments for the investment will be made according to the investment agreement, with updates to be provided in subsequent announcements [2] Group 3: Performance and Commitments - Guangcai reported a loss in the previous fiscal year, but its founders have committed to achieving a cumulative net profit of no less than 285 million CNY over the next three years (2026-2028) [2] - The company's main products include optical modules and related technologies, covering a range from 100G to 1.6T series [2][3] Group 4: Current Business Overview - The company’s current main businesses are mobile communication equipment and precision casing systems, each accounting for approximately 50% of total revenue [3] - The mobile communication segment faces intense market competition, leading to decreased product gross margins, while operational losses are also attributed to increased costs from a subsidiary's temporary shutdown and stock incentive expenses [3] - Future strategies to improve business performance include resource optimization, cost reduction, and new product development [3]

Core Viewpoint - Sega Technology plans to acquire a 20% stake in Guangcai Xincheng (Zhejiang) Technology Co., Ltd. for a total price of 275 million yuan, with intentions for future controlling acquisition [2] Group 1: Transaction Details - The transaction consists of two parts: Sega Technology will invest 275 million yuan to subscribe to 10.0737 million yuan of new registered capital at a price of 27.2987 yuan per share, corresponding to a 13.2066% stake [2] - The remaining 6.7934% stake will be transferred from the founding shareholder Jiaxing Hetong Intelligent Technology Partnership (Limited Partnership) to Sega Technology for a total price of 1 yuan [2] - After the transaction, Sega Technology will hold a total registered capital of 15.2556 million yuan in Guangcai Xincheng, with a total valuation of 2.08229 billion yuan [2] Group 2: Financial Performance - Guangcai Xincheng has been operating at a loss, with net profits of -99.5057 million yuan in 2023, -81.6537 million yuan in 2024, and -288.5628 million yuan from January to September 2025 [3] - As of September 30, 2025, the company reported total assets of 592 million yuan, total liabilities of 178 million yuan, and total equity of 414 million yuan, resulting in a debt-to-asset ratio of 30.08% [3] Group 3: Performance Commitment - Jiaxing Hetong, as the performance guarantor, commits that Guangcai Xincheng will achieve a cumulative net profit of no less than 285 million yuan from 2026 to 2028 [4] - If the cumulative net profit does not meet the target, Jiaxing Hetong will compensate Sega Technology with shares, with a maximum compensation equal to all shares held by Sega Technology [5] Group 4: Strategic Outlook - Sega Technology views this investment as aligned with its strategic development plan, optimistic about the market prospects of the optical communication sector and Guangcai Xincheng's technological reserves and growth potential [5] - The investment is expected to leverage excess capacity and create complementary customer resources and synergies between the companies [5]

Suspension and Resumption - WISCO Development plans to acquire equity in WISCO Mining and Luzhong Mining, leading to a stock suspension [1] Mergers and Acquisitions - Xiamen Tungsten's subsidiary, Xiamen Jinlu, intends to acquire 100% equity of German company Mimatic and increase its capital [2] - Sega Technology plans to invest 275 million yuan to increase capital in Guangcai Xincheng and acquire a 20% stake in the company, which focuses on optical communication technology [2] External Investments and Daily Operations - Tianqi Co. plans to raise no more than 977 million yuan for the construction of a robotics intelligent system R&D center aimed at the automotive industry [3] - State Power Investment Corporation's subsidiary collaborates with CATL to jointly invest in the Dadu River Danba Hydropower Station project, with a total dynamic investment of 15.273 billion yuan [3] - Jingye Intelligent plans to establish a controlling subsidiary focusing on advanced nuclear energy systems [3] - Ningbo Huaxiang's subsidiary signs a strategic cooperation agreement with Qianxing Future to enhance collaboration in embodied intelligent robotics [4] - Juneyao Airlines intends to purchase 25 Airbus A320 series aircraft for 4.1 billion USD [4] - Nongshang Environment signs a contract worth 132 million yuan for an integrated hardware and software computing power cluster [4] - International Composite plans to invest 1.693 billion yuan to build a project with an annual production capacity of 36 million meters of high-frequency high-speed electronic fiber cloth [5] - Roman Co.'s subsidiary signs a contract for a computing power service project worth approximately 156 million yuan [6] - Guiguan Electric plans to acquire 100% equity of Datang Tibet Energy Development Co., Ltd. and China Datang Group ZDN Clean Energy Development Co., Ltd. for 2.025 billion yuan [6] - China Duty Free's wholly-owned subsidiary has signed a contract for a duty-free project at Beijing Capital International Airport [7] - Haisheng Pharmaceutical participates in the innovative drug NWRD06 injection, which has completed the enrollment of the first subject in Phase II clinical trials, targeting liver cancer [7] - Hongwei Technology signs a strategic cooperation agreement with a leading domestic company in the transmission field, focusing on joint research of GaN power semiconductor devices [7]

（原标题：世嘉科技(002796.SZ)：拟取得光彩芯辰20%股权） 格隆汇12月29日丨世嘉科技(002796.SZ)公布，基于公司发展战略规划，公司看好光通信细分行业的市 场前景，认可光彩芯辰（浙江）科技有限公司（简称"标的公司""目标公司"或者"光彩芯辰"）在光通信 领域内的前期投入、技术储备以及客户资源，公司看好其未来发展空间。故，公司拟通过增资扩股及受 让创始股东嘉兴和同智能科技合伙企业（有限合伙）（简称"创始股东"或者"嘉兴和同"）部分股权方式 取得标的公司共计20%股权，并拟与标的公司及标的公司创始股东分别签署《苏州市世嘉科技股份有限 公司关于光彩芯辰（浙江）科技有限公司之投资协议》《关于光彩芯辰（浙江）科技有限公司之B5轮 股东协议》，本次交易主要内容如下： 本公司拟将按27.2987元/股的价格以275,000,000元认购标的公司10,073,739.78元新增注册资本。本次增 资完成后，本公司将持有标的公司13.2066%的股权，其中10,073,739.78元作为标的公司新增注册资本， 其余作为溢价进入标的公司的资本公积金。同时，标的公司创始股东嘉兴和同拟将其所持标的公司 6.7934 ...

本公司拟将按27.2987元/股的价格以275,000,000元认购标的公司10,073,739.78元新增注册资本。本次增 资完成后，本公司将持有标的公司13.2066%的股权，其中10,073,739.78元作为标的公司新增注册资本， 其余作为溢价进入标的公司的资本公积金。同时，标的公司创始股东嘉兴和同拟将其所持标的公司 6.7934%股权（对应目标公司5,181,864.29元注册资本）以总价1元的价格转让给本公司，最终达到本公 司获得标的公司共计15,255,604.07元的注册资本及持有标的公司20%的股权。本次交易对价为2.75亿 元，本次交易完成后本公司持有标的公司共计20%的股权。本次交易不构成重大资产重组，不构成关联 交易。 格隆汇12月29日丨世嘉科技(002796.SZ)公布，基于公司发展战略规划，公司看好光通信细分行业的市 场前景，认可光彩芯辰（浙江）科技有限公司（简称"标的公司""目标公司"或者"光彩芯辰"）在光通信 领域内的前期投入、技术储备以及客户资源，公司看好其未来发展空间。故，公司拟通过增资扩股及受 让创始股东嘉兴和同智能科技合伙企业（有限合伙）（简称"创始股东"或者"嘉兴和 ...

Group 1 - The core point of the article is that Sega Technology (002796) plans to acquire a 20% stake in Guangcai Xincheng for a transaction price of 275 million yuan [1] - After the capital increase, the company will hold 13.2066% of Guangcai Xincheng's shares, with the founding shareholders transferring 6.7934% of their shares to the company [1] - Guangcai Xincheng is a high-tech enterprise focused on optical communication, specializing in the research, production, and sales of optical communication products such as optical modules, AOC, and AEC [1] Group 2 - The product matrix of Guangcai Xincheng covers optical modules ranging from 100G to 800G and 1.6T series [1]

证券日报网讯 12月4日，瑞可达在互动平台回答投资者提问时表示，合资公司苏州瑞创公司主要进行高 速铜缆相关产品的主导推进，包括AEC、DAC和ACC产品，现阶段主要进行产品研发和试制、样品交 付、灰度测试和批量交付准备工作，整体工作进度推进顺利，有望在2026年Q1开始400G/800G产品的批 量交付。同时泰国瑞创公司也在按计划推进，2026年Q1可开始进行海外生产交付。 （文章来源：证券日报） ...