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拟购电机业务切入机器人赛道 汽配龙头爱柯迪焕新“机”|速读公告

Plan to acquire Electric Machine Business to enter the Siasun Robot&Automation sector. The leading automotive parts company IKD Co., Ltd. revitalizes its "machine" | Quick read announcement.

cls.cn ·  Jan 3 22:46

① Although the acquisition of Zhuolebo by IKD Co., Ltd. is not well-known, it is still attracting market attention due to the uniqueness of its main business; ② Considering operational needs, IKD Co., Ltd. has established a wholly-owned subsidiary, Siasun Robot&Automation Technology (Ningbo) Co., Ltd. in December 2024; ③ The pricing of this transaction will be based on a report issued by an assessment institution and negotiated by all parties involved in the transaction.

When facing thousands of listed company announcements every day, which ones should you read? What are the key points to take away from the dozens or hundreds of pages of material announcements? Are the many professional terms in the announcements bullish or bearish? Check out Caixin's "Quick Read Announcement" column, where our reporters across the country will provide you with accurate, fast and professional interpretations on the night of the announcement.

On January 3, Financial Association reported (Reporter Wang Bin) that IKD Co., Ltd. (600933.SH) continues to expand in the auto parts sector. Although the acquisition of Zhuolebo (Ningbo Precision Electromechanical Co., Ltd., hereinafter referred to as "Zhuolebo") is not well-known, it is still attracting market attention due to its main business's uniqueness.

This evening, IKD Co., Ltd. released a suspension announcement regarding the issuance of shares and cash payment for purchasing assets and raising supporting funds. It is reported that the company is planning to purchase 71% of Zhuolebo's equity through the issuance of shares and cash payment, while also proposing to issue shares to raise supporting funds. According to the relevant regulations of the Shanghai Stock Exchange, the company’s stocks and Convertible Bonds will be suspended from trading starting January 6, with the expected suspension duration not exceeding 10 trading days.

IKD Co., Ltd. emphasizes that as of the announcement date, this transaction is still in the planning stage, and the parties involved have not yet signed a formal transaction agreement. The specific transaction plan is still under discussion, and uncertainties remain.

"IKD Co., Ltd. established a wholly-owned subsidiary in December 2024 to enter the robot industry, and today’s acquisition announcement corresponds with the robot company's focus. Zhuolebo mainly deals with Electric Machine business and holds a good position in the industry, which can serve as an entry point for the motors of humanoid robots," said an investor to the Financial Association reporter.

In December last year, IKD Co., Ltd. stated on the investor interaction platform that, based on operational needs, it had established a wholly-owned subsidiary, Siasun Robot&Automation Technology (Ningbo) Co., Ltd. on December 18, 2024.

"Many companies participating in the humanoid robot industry chain are actually auto parts companies. This represents a replication and upgrade from the auto parts supply chain to the humanoid robot supply chain. The company should seize such a significant opportunity to complete its own transformation and breakthroughs," said Shanghai Beite Technology (603009.SH) when asked about the decision to enter the humanoid robot business.

IKD Co., Ltd. is currently mainly engaged in the research and development, production, and sales of aluminum alloy and zinc alloy precision die-casting parts for automobiles. Zhuo Erbo is a professional manufacturer of Electric Machine components, and the downstream applications of Electric Machines include the currently highly regarded Siasun Robot&Automation Industry. Therefore, this acquisition by IKD Co., Ltd. is highly anticipated by the market.

According to Zhuo Erbo's official website, the various electric machines stators and rotors, as well as motor housings produced by the company, are widely used in automotive electric machines, electric tool motors, household appliance motors, etc. The products have achieved long-term mass supply in many well-known domestic and foreign manufacturers. It is reported that the company currently owns more than 30 precision high-speed stamping machines of 30T-300T from Japan AIDA & YAMADA DOBBY & KYORI, more than 20 multi-station punching machines of 45T-600T from Japan AIDA & OSAWA, and has independently developed and designed automatic rotor insertion devices and automatic coating equipment, as well as the capability to design and manufacture various hard alloy high-speed progressive molds and multi-station shell drawing molds.

According to data from Tianyancha, Zhuo Erbo was established in 2016, with a registered capital of 83.6 million yuan, and in 2023 the company has 851 insured employees. Financial Association reporters noticed that Zhuo Erbo also has a wholly-owned subsidiary, Zhejiang Zhuo Erbo Precision Technology Co., Ltd., with a registered capital of 80 million yuan, whose business scope includes engineering and technology research and experimental development, research and development of Auto Parts, manufacturing of Auto Parts and accessories, Electric Machine manufacturing, etc.

In terms of equity structure, Zhuo Erbo has four shareholders, including: Wang Chengyong holding 47.85% of the company's shares, Wang Zhuoxing holding 43.06% of the company's shares, Zhou Yiping holding 4.78% of the company's shares, and Ningbo Xiejin Enterprise Management Consulting Partnership (Limited Partnership) holding 4.31% of the company's shares.

The announcement shows that on January 3, IKD Co., Ltd. signed a "Share Acquisition Intent Agreement" with Wang Chengyong, Wang Zhuoxing, and Zhou Yiping, agreeing that the company plans to acquire 71% of the target symbol's shares through the issuance of shares and cash payments. The pricing of this transaction will be based on the report issued by a qualified securities assessment agency and will be determined through negotiation among the parties involved in the transaction.

The translation is provided by third-party software.


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