弘信電子(300657.SZ)擬1750萬元收購鎮江華印所持的弘信華印35%股權
格隆匯8月21日丨弘信電子(300657.SZ)公佈,公司以自有資金收購控股子公司江蘇弘信華印電路科技有限公司(“弘信華印”或“目標公司”)少數股東鎮江華印電路板有限公司(“鎮江華印”)所持有的弘信華印35%的股權(“標的股權”)。
近日,公司與鎮江華印簽署了《關於江蘇弘信華印電路科技有限公司35%股權之轉讓協議》(“股權轉讓協議”),公司以1750萬元收購鎮江華印所持有的弘信華印35%股權。此次交易完成後,公司所持有弘信華印股權從54%增至89%,弘信華印仍為公司控股子公司。
弘信華印系國內專注生產剛撓結合板(也稱軟硬結合板)的代表廠家,所生產軟硬結合板系硬板PCB和軟板FPC的結合,軟硬結合板兼具軟板可彎折以及硬板可承載的特性,亦可將設計範圍限制在一個組件內,優化可用空間。軟硬結合板工藝難度大,是軟板領域更高階的細分產品,目前全球軟硬結合板主要由韓國、我國台灣地區企業供應,國內生產軟硬結合板的企業普遍規模較小,弘信華印位列內資軟硬結合板製造企業第一梯隊。弘信華印所生產產品主要用於包括手機、車載在內的影像模塊及指紋識別模塊。
受產品結構調整、部分工序產能瓶頸導致固定成本攤銷過高、股東投資能力及經營理念分歧等因素影響,弘信華印歷史經營業績欠佳。但隨着技術及設備的突破、新客户導入以及生產效益指標逐步優化,目前弘信華印經營情況正迅速改善。
隨着5G手機開始量產,智能手機將迎來5G換機潮,且單機中的天線及充電模塊、特別是單機從單一攝像頭髮展為雙攝甚至多攝,對軟硬結合板的需求正快速爆發。同時,汽車電子方面,隨着車載智能化程度的提升,滿足智能停車、車載感應監控、車聯網、自動駕駛等方面的需求快速提升,這些功能均需通過軟硬結合板實現,因此軟硬結合板在車載領域的需求亦將大增。
此次交易有利於增強公司對旗下控股子公司的管控能力,徹底消除影響弘信華印未來發展的關鍵瓶頸,有利於提升弘信華印的管理和運營效率,有利於公司進一步調整並優化弘信華印的產能結構乃至發展戰略,從而促進弘信華印更快更好抓住市場發展機遇,把握軟硬結合板國產化替代的歷史機遇,將軟硬結合板培養為公司新的重要盈利增長點。此次交易符合公司整體發展規劃。
此次收購弘信華印少數股東股權的資金來源為公司自有資金,不會對公司財務及經營狀況產生重大不利影響,不存在損害上市公司及中小股東利益的情形。此次交易完成後,公司對弘信華印的持股比例由54%增加至89%,弘信華印仍為公司控股子公司,不會導致公司合併報表範圍發生變更
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