光洋股份(002708.SZ)擬1億元收購威海世一及威海高亞泰各100%股權
格隆匯 9 月 28日丨光洋股份(002708.SZ)公佈，公司擬以自有資金人民幣1億元收購株式會社SIFLEX(“SI FLEX”)持有的威海世一電子有限公司(“威海世一”)及株式會社SI TECH(“SI TECH”)持有的威海高亞泰電子有限公司(“威海高亞泰”，與威海世一合稱“目標公司”)100%的股權。其中威海世一股權交易價格人民幣8000萬元；威海高亞泰股權交易價格人民幣2000萬元。此次收購股權交易完成後，公司將持有威海世一及威海高亞泰各100%股權，公司的合併報表範圍將發生變化。
威海世一主營軟硬結合板的研發、設計、生產與銷售，現有的剛撓結合板業務主要分為保税來料加工與進料加工業務。其中，來料加工業務的客户為SI FLEX，由SI FLEX無償提供包括銅箔、薄膜、補強、油墨等在內的主要材料，並向SI FLEX或其他國內供應商採購鍍金藥品、鍍金耗材等輔助材料。待來料加工完成後，將貨物由出口加工區運返韓國，並向SI FLEX收取來料加工勞務收入。進料加工業務主要是向國內客户提供產品，生產過程中的主材及輔材均由威海世一向SIFLEX或其他供應商獨立採購，並在完工後由出口加工區跨越中國關境銷往中國內地。
威海高亞泰為SI FLEX通過其全資子公司SI TECH於中國威海設立的間接全資子公司，成立於2005年12月1日。所屬行業為計算機、通信和其他電子設備製造業。威海高亞泰是威海世一的外協工廠，負責其產品製程中的CNC鑽孔工序。
公司控制權自2019年發生變更以後積極嘗試新業務領域，公司未來總的戰略發展方針是立足汽車、走出汽車，力求在穩住存量市場的基礎上，加快拓展新的增量市場。而目標公司產品下游主要應用於手機、平板電腦、其他消費電子、汽車電子等終端設備的顯示模組、觸摸模組、攝像模組、指紋模組等方面，其中顯示模組為其主要應用方向，與公司現有主營業務有一定協同效應。公司認為隨着移動終端等產品需求的快速增加，未來面向消費電子類的高精密度剛撓結合板需求將呈增長的趨勢，從而帶動目標公司產品需求提升。目標公司在軟硬結合板領域有一定的技術優勢，後期攝像頭軟硬結合板國產替代的空間廣闊，而此次交易是落實公司發展戰略的重要一步，在基於公司內生式增長的同時實現外延式的併購擴張，從而加速實現公司的戰略目標。
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