藍思科技(300433.SZ)一度漲近5% 收購可成旗下公司將增厚業績
格隆匯8月19日丨藍思科技(300433.SZ)今日盤中一度漲4.94%報32.5元,目前總市值超1400億元。公司昨晚公告,公司及全資子公司藍思國際與可成科技等簽署《股權買賣契約》。藍思國際以99億元收購可勝泰州及可利泰州各100%股份。中金稱:“藍思科技此次收購,淨利潤率有望回到雙位數以上,標的資產是可成科技iPhone機殼的主要據點。且此收購將大幅補強藍思的金屬件實力,衝擊全球結構件龍頭。併購後,藍思科技玻璃加金屬的一站式供貨也將有利於公司進一步提升玻璃份額。測算在可成泰州廠的金屬機殼全部導入藍思科技的玻璃業務後,藍思科技在海外大客户出貨將提升10%以上。”

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