新萊福(301323.SZ):擬購買金南磁材100%股權
格隆匯4月27日丨新萊福(301323.SZ)公佈,公司擬通過發行股份及支付現金的方式向聖慈科技、廣州易上等交易對方購買其合計持有的金南磁材100%股權。本次發行股份及支付現金購買資產的股份發行價格爲33.98元/股,不低於本次發行股份及支付現金購買資產的定價基準日前60個交易日股票交易均價的80%,符合《重組管理辦法》第四十五條的規定。
新萊福近年來開發的高性能釤鐵氮粉體可與金南磁材注塑磁體業務形成深度協同:通過將新萊福的高性能釤鐵氮粉體應用於金南的注塑工藝體系,生產的磁體相較於釹鐵硼注塑磁體,具有更高的性價比、更好的耐腐蝕性及溫度穩定性。新萊福釤鐵氮粉體還可與低成本的鐵氧體、高性能的釹鐵硼材料複合,通過梯度複合技術開發覆蓋2~14MGOe磁能積區間的定製化磁材,滿足從消費電子到工業電機的多元化需求。金南磁材憑藉在注塑磁體領域的技術積澱,已量產傳感器、電機轉子及定子磁環等多個產品系列,廣泛應用於各類微電機、耦合器和傳感器等領域,並已在頭部品牌汽車中批量應用。未來雙方協同下,金南可利用新萊福釤鐵氮粉體實現注塑磁體性能譜系的全覆蓋——從低成本鐵氧體基磁材到高性能釤鐵氮/釹鐵硼複合材料,既可部分替代釹鐵硼磁體在馬達中的應用;又能通過磁性能的靈活調配及優異的溫度穩定性,適配新能源汽車電驅系統、智能家居傳感器等差異化場景;並利用釤鐵氮磁體優異的抗腐蝕性能,解決永磁電機在液冷系統、水泵、油泵領域中的應用痛點,進一步增強金南磁材在注塑磁體領域的技術壁壘,提升市場滲透能力。
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