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歌尔股份有限公司关于子公司筹划股权交易事项的提示性公告
Shang Hai Zheng Quan Bao· 2025-08-22 23:10
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002241 证券简称:歌尔股份 公告编号:2025-073 歌尔股份有限公司 关于子公司筹划股权交易事项的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 特别提示: 1、歌尔股份有限公司(以下简称"公司")子公司歌尔光学科技有限公司(以下简称"歌尔光学")本次 股权交易事项目前尚处于筹划阶段,交易事项和交易方案仍需进一步论证和沟通协商,尚存在不确定 性。 3、注册资本:23,068万元 4、成立日期:2019年1月21日 5、注册地址:浙江省余姚市阳明街道丰乐路66-68号 2、根据《上市公司重大资产重组管理办法》《深圳证券交易所股票上市规则》《深圳证券交易所上市 公司自律监管指引第1号一一主板上市公司规范运作》的相关规定,本次交易不构成关联交易,也不构 成重大资产重组。 3、歌尔光学本次股权交易事项目前仍处于意向性阶段,能否最终完成存在不确定性,公司将按照《深 圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管指引第1号一一主板上市公司规范运 作》等法律法规及《歌尔股份有限公司 ...
重点转向AI/AR?歌尔1亿美元支持收购境外显示厂商
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-12 07:04
Core Viewpoint - Goer Group (歌尔股份) is making strategic investments in the AI and AR sectors by providing a loan to Haylo Labs Limited to facilitate the acquisition of Plessey Semiconductors Limited, aiming to enhance its capabilities in the Micro-LED technology space and strengthen ties with key industry players [2][4][8]. Investment Details - Goer Group's subsidiary, Hong Kong Goer Tech, plans to provide a loan of up to $100 million to Haylo, which will be used to acquire 100% of Plessey and for capital expenditures [2]. - The loan includes a special profit-sharing clause, allowing Goer to receive 25% of the total transaction value or market value upon Haylo or Plessey's acquisition or IPO within five years [2]. Strategic Rationale - The investment aligns with Goer Group's focus on AI and AR technologies, particularly in the Micro-LED field, which is recognized as a competitive next-generation display technology [5][11]. - Plessey's collaboration with major tech companies like Meta enhances Goer's strategic positioning in the industry, as it aims to deepen relationships with key customers [7][8]. Market Context - Goer Group has shifted its focus towards VR/AR technologies, with a significant portion of its revenue coming from smart hardware, which accounted for 59.56% of its business by the end of 2023 [8]. - The company has been actively involved in the development of AI smart glasses and AR products, responding to market trends and competition from major players like Apple, Xiaomi, and Huawei [9][10]. Technological Advancements - Goer Group is not only investing in Micro-LED technology through Plessey but also holds stakes in leading Micro-OLED companies, ensuring a comprehensive coverage of current and future display technologies [11]. - The company has been proactive in patent applications related to smart glasses, indicating a strong commitment to innovation in this space [10].
歌尔股份子公司拟提供借款用于收购知名微显示公司
Zheng Quan Shi Bao· 2025-08-08 18:01
Core Viewpoint - GoerTek Inc. is providing a significant financial support of up to $100 million to its subsidiary, Hong Kong GoerTek Tech, to facilitate the acquisition of Plessey Semiconductors Limited by Haylo Labs Limited, aiming to advance Micro-LED technology and support the future development of AI smart glasses and AR products [2][4]. Group 1: Financial Details - The loan from Hong Kong GoerTek Tech to Haylo has an annual interest rate of approximately 6.34%, with interest paid annually and principal repaid in a lump sum at maturity over a 5-year term [3]. - Haylo's total assets are approximately $267.1 million, with total liabilities and net assets both around $133.5 million, resulting in a debt-to-asset ratio of 50% [2]. Group 2: Strategic Importance - Plessey is recognized as a leading technology company in the Micro-LED field, having developed a high-brightness Micro-LED display specifically designed for AR glasses, with a brightness of up to 6 million nits [4]. - The investment in Plessey is expected to enhance its operational performance and financial condition, aligning with the rapid growth of the global market for AI smart glasses and AR products [4].
A股电声龙头大手笔 拟不超1亿美元间接投资微显示巨头Plessey
Zheng Quan Shi Bao Wang· 2025-08-08 11:20
Core Viewpoint - GoerTek announced a significant investment through its subsidiary Hong Kong GoerTech, providing up to $100 million in a secured loan to Haylo Labs Limited for the acquisition of Plessey Semiconductors Limited, aiming to advance Micro-LED technology and support AI smart glasses and AR business development [1][2] Group 1: Investment Details - The loan from Hong Kong GoerTech to Haylo has an annual interest rate of approximately 6.34%, with a five-year term and interest paid annually [2] - Haylo must sign a share transfer agreement with Plessey's original shareholders as a condition for using the loan funds [2] - In the event of Haylo or Plessey being acquired or going public, Hong Kong GoerTech will recover the loan principal and interest, plus 25% of the total acquisition value or market capitalization [2] Group 2: Plessey Overview - Plessey, established in 2000, is recognized in the Micro-LED sector and has developed a high-brightness Micro-LED display specifically for AR glasses [3] - Plessey's projected revenue for the fiscal year 2024 is $74.79 million, with a net profit of $12.41 million, and for fiscal year 2025, revenue is expected to be $72.72 million with a net profit of $2.80 million [3] - As of June 30, 2025, Plessey's total assets are estimated at $119 million, with shareholder equity of $2.33 million [3] Group 3: Financial Assessment - GoerTek believes Plessey's debt repayment capability is better than indicated by its balance sheet, with fair value of assets covering the loan amount [4] - Plessey is currently profitable and is expected to improve its financial performance as the global market for AI smart glasses and AR products grows rapidly [4] - GoerTek, a leader in the acoustic industry, has a strong presence in smart hardware sectors, including VR, MR, and AR, and anticipates a new wave of rapid development in AR products in the coming years [4]
歌尔股份子公司拟向Haylo提供不超1亿美元借款 助力其收购Plessey
Zhi Tong Cai Jing· 2025-08-08 09:49
Core Viewpoint - The company is providing a loan of up to $100 million to Haylo Labs Limited to facilitate the acquisition of Plessey Semiconductors Limited, which is expected to enhance its position in the Micro-LED sector [1][2] Group 1 - The loan will be secured by Plessey and its subsidiaries, and is intended for the acquisition and capital investment in Micro-LED related fixed assets [1] - Plessey is recognized as a notable technology company in the global Micro-LED field, possessing significant R&D and technical advantages [1] - The investment is anticipated to foster the development of Micro-LED technology and products, positively impacting the company's future business expansion in AI smart glasses and AR products [2] Group 2 - The integration of Haylo's investment in Plessey is expected to lead to greater advancements in the Micro-LED sector, supported by the company's leading clients [2] - The leadership of David Hayes and his team is expected to drive Plessey's growth in the Micro-LED domain [2] - The maturation of related technologies and products will have a beneficial effect on the company's future endeavors in the AI smart glasses and AR fields [2]
歌尔股份:子公司拟向Haylo提供不超过1亿美元有息借款用于收购Plessey公司
Mei Ri Jing Ji Xin Wen· 2025-08-08 09:45
Core Viewpoint - GoerTek announced a loan of up to $100 million to Haylo for the acquisition of 100% equity in Plessey, aimed at enhancing Micro-LED technology and products, which will support the future development of AI smart glasses and AR business [1] Group 1 - GoerTek's subsidiary, Hong Kong GoerTek, will provide a five-year interest-bearing loan to Haylo, which will be used to acquire Plessey and increase its capital for purchasing Micro-LED related fixed assets and supplementing working capital [1] - The repayment of the loan principal and interest is guaranteed by Plessey and its subsidiaries [1] - In the event of Haylo or Plessey being acquired or going public, GoerTek will recover the loan and receive 25% of the total acquisition value or market capitalization from the IPO [1] Group 2 - The investment is expected to further promote the maturity of MicroLED technology and products [1] - The advancement of this technology will benefit the future development of the company's AI smart glasses and AR augmented reality business [1]