歌爾股份(002241.SZ):歌爾光學擬增發股份獲取上海奧來100%股權
格隆匯8月22日丨歌爾股份(002241.SZ)公佈,為更好地支持歌爾光學未來業務發展,進一步增強公司在光波導等晶圓級微納光學器件領域內的核心競爭力,併為公司AI智能眼鏡、AR增強現實等整機業務的未來發展提供有力支持,公司於近日與交易相關方簽署了諒解備忘錄,擬由歌爾光學以向交易對方增發股份的方式(具體增發股份數量將參照相關標的的審計評估結果,並以最終交易雙方簽訂的相關協議為準),取得交易對方持有的舜宇奧來微納光學(上海)有限公司與舜宇奧來微納光電信息技術(上海)有限公司(以下合稱“上海奧來”)100%股權。
經交易雙方初步商議和估算,預計本次交易完成後,上海奧來將成為歌爾光學的全資子公司,上海奧來原股東將持有歌爾光學約1/3的股權,歌爾光學原股東將持有歌爾光學約2/3的股權,公司仍將是歌爾光學第一大股東。
通過本次交易,一方面,可以促成歌爾光學和上海奧來實現優勢互補,顯著增強歌爾光學的核心競爭力,進一步鞏固其在光波導等晶圓級微納光學器件領域內的競爭優勢。另一方面,本次歌爾光學通過增發股份的方式合併上海奧來,既可以取得上海奧來已經購建的相關固定資產,顯著緩解歌爾光學獨立投資所面臨的資金壓力,又可以幫助歌爾光學在相關領域內加快形成成熟產能,搶佔市場先機。
本次交易完成後,預計公司持有歌爾光學的股份比例可能下降至50%以下,歌爾光學將可能不再納入公司合併報表範圍(具體將依據最終簽訂的交易協議及其影響進行判斷)。
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