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合理估值注入大股东优质资产,动态PE仅11倍,福达光达协同增效值得期待
Quan Jing Wang· 2025-09-26 12:32
9月26日,福达合金(603045.SH)披露了重大资产重组报告草案,公司拟以支付现金方式向温州创达、王 中男、温州箴义等16名交易对方购买其持有的浙江光达电子科技有限公司(简称"光达电子")52.61%的股 权,交易总价35,249.98万元。 这一资本运作举措正值证监会"并购六条"等政策持续推动上市公司通过并购重组提升投资价值之际,不 仅顺应了资本市场深化改革的方向,也契合全球能源转型背景下光伏产业蓬勃发展的时代机遇。通过本 次并购,福达合金将从传统的电接触材料业务,战略性切入技术壁垒高、发展前景广阔的光伏导电银浆 赛道,实现电学金属材料产业链的深度整合与协同升级。 大股东以合理估值注入优质资产,彰显对中小股东的责任担当 深入审视此次收购的标的,光达电子展现出作为优质高增长资产的核心特质。公司自2010年成立以来, 已实现了银粉、玻璃粉、有机载体三大核心原材料的自主研发与生产,是行业内稀缺的全产业链一体化 厂商。其产品全面覆盖TOPCon、xBC、HJT、PERC等主流及前沿技术路线,并凭借领先技术实力,协 助下游客户打破TOPCon电池片开路电压世界纪录,产品性能获业内广泛认可。 与此同时,光达电子坚实 ...
福达合金(603045.SH)拟3.52亿元收购光达电子52.61%股权 新增电子浆料业务
智通财经网· 2025-09-26 12:25
Core Viewpoint - Fuda Alloy (603045.SH) plans to acquire 52.61% equity of Guangda Electronics from 15 shareholders for a cash payment of 352 million yuan, making it the controlling shareholder of Guangda Electronics [1] Group 1: Transaction Details - The acquisition price for Guangda Electronics is set at 352 million yuan [1] - After the transaction, Guangda Electronics will become a subsidiary of Fuda Alloy [1] Group 2: Company Background - Guangda Electronics, established in 2010, is a national high-tech enterprise focused on the R&D, production, and sales of new electronic pastes [1] - The company specializes in photovoltaic conductive pastes, with a diverse product structure including TOPCon, xBC, PERC, HJT low-temperature silver pastes, and silver-coated copper pastes [1] Group 3: Strategic Implications - The acquisition will enhance Fuda Alloy's product offerings in the electrical contact industry by adding electronic paste business [1] - The synergy in silver powder preparation processes, silver reduction R&D, and procurement costs is expected to improve profitability and operational sustainability [1] - This move is anticipated to strengthen the overall competitiveness of the company [1]
福达合金拟3.52亿元收购光达电子52.61%股权 新增电子浆料业务
Zhi Tong Cai Jing· 2025-09-26 12:24
Group 1 - The company Fuda Alloy (603045.SH) plans to acquire 52.61% equity of Guangda Electronics from 15 shareholders for a cash payment of 352 million yuan [1] - Guangda Electronics, established in 2010, is a national high-tech enterprise focused on the research, production, and sales of new electronic pastes, particularly in the photovoltaic conductive paste sector [1] - The acquisition will make Guangda Electronics a subsidiary of the listed company, enhancing the company's product offerings in the electrical contact materials sector and improving overall competitiveness [1] Group 2 - The transaction is expected to leverage synergies in silver powder preparation processes, silver reduction research, and procurement costs, thereby enhancing profitability and operational sustainability [1] - Guangda Electronics has developed a diversified product structure centered around mainstream products such as TOPCon cell silver paste and other advanced technologies, addressing the demand for new photovoltaic cell pastes [1]