LY iTECH(SZ:002600)2025-11-13 08:06Group 1: Transaction Necessity and Benefits - The acquisition is aimed at enhancing the company's core business and creating a second growth curve by integrating quality assets into the company, which will strengthen its position in the electric vehicle components sector [3][4] - Jiangsu Keda, the target company, has established qualifications as a first-tier supplier to multiple automotive manufacturers, providing a solid foundation for rapid market entry into the automotive parts industry [3][4] Group 2: Product Matrix and Industry Upgrade - Prior to the transaction, the company was already active in the new energy vehicle battery structural components sector, producing various battery-related products [4] - The acquisition will expand the company's product matrix in the automotive sector, enhancing its capabilities in designing, manufacturing, and selling automotive decorative parts [4] Group 3: Synergy and Risk Management - The transaction will deepen the company's presence in the automotive industry while diversifying its revenue structure, thus mitigating risks associated with fluctuations in its main business [6] - Jiangsu Keda will benefit from the company's management and financial resources, facilitating its growth and operational efficiency [6] Group 4: Customer and Global Expansion Synergy - The company has a significant advantage in AI terminal hardware manufacturing, and the acquisition will allow it to leverage Jiangsu Keda's established customer relationships in the automotive decorative parts sector [6] - The trend of "industry chain going abroad" is becoming prominent, and the company can utilize its global operational experience to assist Jiangsu Keda in localizing production for overseas markets [6]