【DT新材料】 获悉，近日， 朗迪集团 公告， 公司拟以现金收购 聚嘉科技 合计不超过20.17%的股权，总价不超过1.21亿元。 宁波聚嘉新材料科技有限公司 创立于2017年，核心布局LCP纤维、薄膜及树脂三大系列产品，是目前行业内唯一具备从高性能LCP纤维级基体树脂、改 性树脂到高性能LCP纤维全产业链规模化生产及研发能力的高科技企业。 据悉， 聚嘉科技 2024年亏损 4630.96万元 ，今年一季度亏 609.29万元 。 作为此次收购方的 朗迪集团 ，是国内 空调风叶细分领域龙头企业之一， 现持有 聚嘉科技 1.3721%股权。 根据其2024年年报，公司主营业务包括家用 空调风叶 （58.83%）、机械风机（28.85%）、复合材料（10.14%）、其他业务和其他产品等。 公司 在 高分子复合材料领域深耕多年，形成了包括 PP、PC、ABS、PA、AS 等增强、增韧、耐候、阻燃高性能材料，以及系列 ASA、PC 等高分子合 金改性材料 ，主要应用于汽车、家电、电子电气、建材等领域。 今年以来，公司紧随汽车轻量化与免喷涂两大行业趋势，加强新产品的研发力度，不 断创新，拓宽产品应用范围。 凭借高强度和 ...

Group 1 - The core point of the article is that Zhejiang Longdi Group Co., Ltd. plans to acquire up to 20.1667% of Ningbo Jujia New Materials Technology Co., Ltd. for no more than 121 million yuan, increasing its stake from 1.3721% to 21.5388% [1][2] - The acquisition aims to strengthen Longdi Group's new materials segment, which has shown significant growth, with projected revenue of 192 million yuan in 2024, representing a year-on-year increase of 51.12% [2] - Longdi Group has a strong focus on the new materials sector, particularly in high-performance LCP (Liquid Crystal Polymer) materials, which are widely used in critical fields such as aerospace and industrial applications [2] Group 2 - Jujia Technology, founded in 2017, specializes in the full industrial chain production and R&D of LCP fibers, films, and resins, making it a key player in the high-tech sector [2] - The investment in Jujia Technology is expected to enhance Longdi Group's product offerings in emerging fields such as automotive electronics and humanoid robots, thereby boosting its sustainable development [2] - Experts suggest that the acquisition will fill Longdi Group's technological gaps in high-end new materials and support the upgrade of its existing products, creating a win-win situation for both companies [2]

证券代码：603726 证券简称：朗迪集团 编号：2025-017 浙江朗迪集团股份有限公司 本次投资协议的签订不构成关联交易，也不构成《上市公司重大资产重组管 理办法》规定的重大资产重组。 二、协议主体的基本情况 目标公司实际控制人 王阳，中国公民，居民身份证号：23010419********** 目标公司实际控制人控制的目标公司股东 公司名称：宁波嘉诺威咨询服务有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 一、对外投资概述 团"或"收购方"）与宁波聚嘉新材料科技有限公司（以下简称"聚嘉科技"或 "目标公司"）、王阳（目标公司实际控制人）、宁波嘉诺威咨询服务有限公司 （以下简称"嘉诺威"，目标公司实际控制人控制的目标公司股东）签署投资意 向协议，公司拟以现金方式收购目标公司实际控制人、嘉诺威，以及实际控制人 依法指定的其他主体合法持有的目标公司合计不超过 20.1667%的股权，总价不超 过 1.21 亿元人民币（含本数），具体以双方签订的正式协议为准。 统一社会信用代码：91330201MAE ...

Core Viewpoint - The company maintains a "buy" rating due to significant recovery in the price spread of polyester industrial yarn and positive performance from its Vietnam operations [1][2]. Summary by Sections Investment Highlights - The company maintains a "buy" rating, projecting EPS for 2025, 2026, and newly added 2027 to be 0.44, 0.47, and 0.52 yuan respectively [2]. - The target price has been raised to 6.59 yuan from the previous 4.61 yuan, based on a 15 times PE ratio for 2025 [2]. - The average price of polyester industrial yarn reached 8400 yuan/ton as of May 23, reflecting a month-on-month increase of 2.44% [2]. - The gross profit for polyester industrial yarn in April was 538 yuan/ton, a year-on-year increase of 185.46%, with a gross margin of 6.15%, marking the highest monthly gross profit in the past year [2]. - The company holds a significant market share and brand influence in the polyester filament industry, with a production capacity of 320,000 tons expected in 2024, benefiting from the recovery in product price spreads [2]. - The company’s polyester filament products include non-automotive yarns and automotive yarns, with the latter being recognized for their superior performance compared to domestic peers [2]. Vietnam Operations - The Vietnam subsidiary is operating at full capacity, projecting a net profit of 100 million yuan for 2024 [3]. - In Q1 2025, the sales structure of the Vietnam subsidiary improved, leading to a significant increase in profitability compared to the same period last year [3]. - The company aims to leverage the "Belt and Road" initiative to enhance its "technology + capacity + market" strategy, focusing on global expansion to mitigate external risks and capture high-end market opportunities [3]. - The construction of a high-performance tire cord fabric project with an annual capacity of 18,000 tons in Vietnam is progressing smoothly [3]. Product Development - The company is committed to developing new products based on customer needs, aiming for industry-leading innovations [3]. - The company has established production capabilities for LCP fibers, while PEEK fibers are in the sample testing phase, targeting applications in environmental materials and clean energy [3]. - The company's seawater polyester industrial yarn products are widely used in marine applications and have passed ABS testing certification [3].