据悉，欧菲微电子在指纹识别模组、光学传感模组、PC触控板等领域拥有深厚的技术能力，且其 盈利能力较强，2023年及2024年净利润分别为2.38亿元和2.8亿元。本次交易完成后，欧菲微电子将成为 上市公司的全资子公司，上市公司对欧菲微电子的控制力增强，将有利于上市公司整体的战略布局和实 施；上市公司归母净利润将进一步增长，持续经营能力进一步增强；随着欧菲微电子未来的业绩增长， 其对上市公司的业绩贡献将进一步增加，进一步提高上市公司核心竞争力和可持续发展能力。 此外，美国重启关税战对企业的影响备受关注。对此，欧菲光在深交所互动平台回答称，2024年公 司国外销售收入为26.58亿元，占公司总营业收入的13%，其中直接出口美国的业务占比较低，此次美 国关税事件对公司经营无直接重大影响。（完） 【纠错】 【责任编辑:黄海荣】 4月16日，停牌半个月的欧菲光在大盘整体走低的背景下复牌。盘前一度涨停，开盘大幅高开 9.89%。 4月15日晚间，欧菲光发布重组预案表示，公司拟通过发行股份及支付现金的方式购买欧菲微电子 （南昌）有限公司（以下简称"欧菲微电子"）的28.2461%股份，同时上市公司拟向不超过35名特定投资 ...

Group 1 - The core viewpoint of the articles highlights O-Film's strategic focus on enhancing operational capabilities and profitability through a significant asset restructuring involving the acquisition of a stake in O-Film Microelectronics [1][2] - In Q1 2025, O-Film reported revenue of 4.882 billion yuan, a year-on-year increase of 5.07%, but faced a net loss attributable to shareholders of 58.9498 million yuan [1] - The company achieved a positive cash flow from operating activities of 375.494 million yuan, marking a substantial year-on-year growth of 111.43% [1] Group 2 - The restructuring aims to strengthen the synergy within the supply chain, focusing on the optical and optoelectronic sectors, with O-Film's main business including optical camera modules and smart automotive products [2] - O-Film Microelectronics, a key subsidiary, has demonstrated strong profitability with net profits of 238 million yuan and 280 million yuan for 2023 and 2024, respectively [1][2] - The acquisition is expected to enhance O-Film's control over O-Film Microelectronics, contributing positively to the company's overall strategic layout and profitability [2] Group 3 - O-Film plans to solidify its innovation foundation by increasing R&D investment and establishing a central research institute to foster technological breakthroughs [3] - The company aims to create a "think tank" of experts to enhance its core competitiveness and respond to industry trends and customer needs [3] - O-Film intends to leverage its vertical integration across the supply chain to provide comprehensive solutions that meet customer demands, thereby increasing customer loyalty [3]

Core Viewpoint - The company plans to acquire 28.2461% of Oufeiy Microelectronics through a combination of issuing shares and cash payment, which is expected to constitute a significant asset restructuring but will not lead to a change in control or a restructuring listing [1][3]. Group 1: Transaction Details - The company intends to purchase 28.2461% equity of Oufeiy Microelectronics and 48.9281% equity of Jiangxi Jinghao Optics, but the latter transaction has been halted due to disagreements on pricing [2]. - The share issuance price for the acquisition is set at 10.63 yuan per share, which is not less than 80% of the average trading price over the previous 60 trading days [2]. Group 2: Financial Performance - For the year 2024, the company reported total revenue of 20.437 billion yuan, a year-on-year increase of 21.19%, with a net profit attributable to shareholders of 5.8 million yuan [4]. - The company invested 1.591 billion yuan in R&D in 2024, representing a 10.08% increase and accounting for 7.79% of total revenue [4]. - Oufeiy Microelectronics reported net profits of 238 million yuan and 280 million yuan for the years 2023 and 2024, respectively [4]. Group 3: Strategic Implications - The acquisition will enhance the company's control over important business areas, allowing for better strategic alignment and implementation [5]. - Oufeiy Microelectronics possesses strong technical capabilities in fingerprint recognition modules, optical sensing modules, and PC touchpads, which will synergize with the company's strategic goals [5].