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長陽科技(688299.SH):擬2990萬元認購惠之星定向發行的92.34萬股股份

格隆匯5月19日丨長陽科技(688299.SH)公佈,基於長遠發展戰略及雙方互補、合作共贏考慮,公司擬使用自有資金人民幣2990萬元認購惠之星定向發行的92.34萬股股份,認購價格爲每股32.38元,本次認購投資完成後,公司將持有惠之星1.83%的股份。

惠之星專業從事光學硬化膜等功能性薄膜材料的研發、生產和銷售。光學硬化膜,簡稱光學膜,是對經過塗布加工硬化處理的光學介質膜材料的統稱,可按原材料種類劃分爲CPI功能性膜材料、TAC功能性膜材料及PET功能性膜材料等。光學硬化膜廣泛應用於智能手機、電腦、電視等電子產品中,是各類電子產品顯示模組的核心組件。惠之星致力於實現高端光學膜材料的國產替代,綜合運用電子產品屏幕防護材料設計及製造技術、精密塗布工藝等核心技術,對CPI、TAC、PET等基膜材料進行加工及複合生產,提升膜材料物理屬性,改善膜材料光學性能,使膜材料具備可摺疊、耐腐蝕、防眩光、抗刮擦、防爆裂、防指紋等功能,是目前國內少數可實現CPI、TAC功能性膜材料生產的企業之一。惠之星CPI功能性膜材料產品及PET膜材料產品已作爲柔性摺疊顯示蓋板組件,廣泛應用於華爲、榮耀、OPPO、vivo等品牌摺疊屏手機中。

本次對外投資,符合公司在CPI領域的戰略佈局和業務發展需要,雙方將充分發揮技術、資源和產業鏈互補的優勢,攜手推進CPI及PET功能性膜材料等產品研發和應用,推動雙方CPI及PET基膜材料等產品在智能手機、電腦、電視等電子產品領域中進行規模化產業應用,促進關鍵光學薄膜的國產化。

惠之星2024年度前五大客戶的收入佔當期營業收入的比重達到了88.95%,集中度較高。惠之星2024年度向前五大供應商的採購佔當期採購總額的比重達到68.30%,惠之星供應商集中度較高。

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