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东山精密(002384) - 002384投资者关系活动记录表20250701
DSBJDSBJ(SZ:002384)2025-07-01 10:10

Group 1: Company Overview and Strategic Moves - The company is acquiring 100% of the shares of Sols Optoelectronics through its wholly-owned subsidiary, Chao Yi Group, and plans to subscribe to its convertible bonds. This strategic integration aims to enhance business layout and achieve synergy among core business sectors such as consumer electronics, new energy vehicles, and optical communications [2][3] - Sols Optoelectronics is a leading player in the global optical communication module industry, leveraging a vertically integrated product line and IDM (Integrated Device Manufacturing) model to establish its core competitiveness [2][3] Group 2: Financial Performance and Projections - The company aims to complete the acquisition by the third quarter of 2025, with all parties actively promoting the necessary approvals [3] - Financial data disclosed in the acquisition announcement indicates a noticeable improvement in Sols' operational performance over the past year [3] - The main profit contributors for the company this year include: - Softboard business, supported by its presence in consumer electronics and new energy vehicles - Hardboard business, benefiting from the growth in 5G communication and data center demands - Touch display business, which has turned profitable through structural optimization and efficiency improvements - Precision manufacturing, leveraging advanced processes and a diverse product matrix - The LED business is currently in a loss state, prompting the company to adjust its direction and control costs to ensure overall target achievement [3] Group 3: Future Developments - The Thai factory is primarily planning to produce module boards, with production expected to commence in the fourth quarter of 2025 [3]