歌尔股份抛出巨额收购计划！ 歌尔股份7月22日发布公告，拟以自有或自筹资金约104亿港元收购香港联丰全资子公司Mega Precision Technology Limited（米亚精密科技有限公司，简称"香港米亚"）及Channel Well Industrial Limited（昌宏实业有 限公司，简称"昌宏有限公司"）100%股权。 歌尔股份表示，通过本次对标的公司股权的收购，公司可以获取优质资产并进一步提升垂直整合能力，有利于 增强公司在精密结构件领域内的综合竞争力，有利于提升公司精密结构件业务规模和盈利能力。 收购两家香港公司 近年来，新兴智能硬件产品在AI人工智能技术的推动下持续发展，产品的材料性能、美观性和精细化程度不 断提升，对精密结构件等零组件的要求也越来越高。 歌尔股份在公告中表示，为满足公司战略发展需要，增强公司在精密结构件领域内的综合竞争力，进一步深化 公司的垂直整合能力，持续巩固与行业领先客户的合作，推动公司主营业务的长期健康发展，公司与香港联丰 达成初步意向，拟以自有或自筹资金约104亿港元（折合人民币约95亿元，最终交易金额以交易双方签订的协 议为准，仍具有不确定性）收购香港米亚 ...

Core Viewpoint - The recent financial reports from ten display companies indicate varied performance, with some companies showing significant growth while others face declines in revenue and profit margins [1]. Group 1: Company Performance - BOE Technology Group reported revenue of 125.61 billion RMB, a 25% increase year-on-year, but a net profit decline of 18% to 3.65 billion RMB [3][5]. - Xinli International achieved revenue of 166.63 billion RMB, up 14.4%, with net profit increasing by 14.9% to 2.82 billion RMB, driven by smartphone business growth [6][8]. - Deep Textile reported revenue of 33.35 billion RMB, an 8.3% increase, and net profit of 89.37 million RMB, up 12.75% [10]. - Lens Technology saw revenue rise to 698.97 billion RMB, a 28.27% increase, with net profit of 36.24 billion RMB, up 19.94% [12]. - Puyang Huicheng's revenue was 14.11 billion RMB, a modest 2.31% increase, but net profit fell by 18.53% to 1.92 billion RMB [14]. - Landai Technology reported revenue of 35.35 billion RMB, a 25.93% increase, and a significant net profit increase of 134.04% to 1.24 billion RMB [16][18]. - Kaisheng Technology's revenue decreased by 2.32% to 48.94 billion RMB, while net profit rose by 30.76% to 1.4 billion RMB [19][20]. - Nanjing Panda reported a revenue decline of 9.15% to 26.46 billion RMB, with a net loss of 14.14 million RMB [21][24]. - Tiande Yu achieved a revenue of 21.02 billion RMB, a 73.88% increase, with net profit rising by 143.61% to 2.75 billion RMB [25][26]. - GoerTek reported revenue of 1009.5 billion RMB, a 2.41% increase, with net profit soaring by 144.93% to 2.67 billion RMB [27][29]. Group 2: Industry Trends - The display materials industry is undergoing a restructuring, with OLED materials demand increasing due to the growth of OLED panel production [14]. - The touch display panel industry is recovering, with traditional consumer products showing signs of rebound, particularly in automotive and large-size displays [18]. - The demand for smart devices, including VR/MR and wearables, is driving growth in the precision components and smart hardware sectors [29].