舜宇光學科技(02382.HK)擬入股歌爾光學33.33%股權 合資加碼AI與AR光學賽道
格隆匯8月22日丨舜宇光學科技(02382.HK)發佈公吿,2025年8月21日,集團若干成員公司與歌爾股份(002241.SZ)及歌爾股份的附屬公司歌爾光學訂立諒解備忘錄。諒解備忘錄訂約方包括:舜宇浙江光學、寧波奧來、上海奧來、歌爾股份及歌爾光學。根據諒解備忘錄,訂約方同意進一步磋商,以就認購事項訂立最終協議,其主要條款如下:(i)當重組完成後,寧波奧來以其持有的上海奧來的全部股權作價出資認購歌爾光學的股權;及(ii)於認購事項完成後,寧波奧來將持有認購事項完成後的歌爾光學股權約33.33%。
公吿表示,人工智能(“AI”)正在全球迅速發展,而部分新AI產品,例如AI智能眼鏡和增強現實(“AR”)硬件,受到廣泛關注,因此普遍預期該等AI及AR產品將在未來數年迅速發展。上海奧來多年來深耕晶圓級微納光學領域,並已建立堅實而具競爭力的基礎,擁有一支經驗豐富的技術人員團隊,配備先進的工具、設備及機械。歌爾光學多年來專注於高精度光學相關領域,並建立一支經驗豐富的技術團隊,尤其在光波導組件方面,並具有廣泛的客户羣。
董事會認為,認購事項(倘落實)將促進上海奧來與歌爾光學的優勢互補,顯著增強在認購事項完成後歌爾光學在光波導及其他晶圓級微納光學器件(特別是用於AI及AR產品上)等領域內的核心競爭力。
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