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沃特股份(002886) - 2025年9月8日投资者关系活动记录表
WOTEWOTE(SZ:002886)2025-09-08 10:20

Group 1: Acquisition Background - The acquisition target is Warka Sealing Products (Shanghai) Co., Ltd., a core sealing manufacturing base of Warka Corporation, established in 1927 with a registered capital of 139.57 billion yen [2][3] - The company has built a strong reputation in the semiconductor and nuclear energy sectors, providing deep service to globally recognized advanced manufacturing clients [3] Group 2: Purpose of Acquisition - The acquisition aims to create a complete semiconductor component solution, covering cleaning equipment and storage tanks, enhancing the company's value chain in PEEK material applications [3][4] - The sealing company has approximately 38,000 square meters of land in Shanghai, with 20,000 square meters of cleanroom facilities, addressing production space shortages for semiconductor products [4] Group 3: Operational Arrangements Post-Acquisition - The sealing company will continue to play a role in the supply chain while leveraging advanced technology and quality products to enhance the domestic semiconductor and nuclear energy industries' self-sufficiency [4] Group 4: Developments in Robotics Materials - The company has developed high-flow motor stator encapsulation materials that reduce encapsulation thickness to 0.1 mm, decreasing insulation layer weight by 30%-50% and increasing winding fill rate by 30%-40% [5] - These materials have gained recognition from clients in the Chinese and American robotics supply chains, with small batch orders already initiated [5]