A few days ago, Haichen shares issued an announcement that the company’s holding Sun company Jiangsu Haikunmeng Intelligent Technology Co., LTD. (hereinafter referred to as “Haikunmeng”) intends to acquire 100% of the shares of Mengli Automation (Kunshan) Co., LTD. (hereinafter referred to as “Kunshan Mengli”) with its own funds in cash. The purchase price is 180 million yuan.
It is understood that Kunshan Mengli was founded on November 24, 2015, the main business for logistics and warehousing intelligent automation system research and development, production and sales, for semiconductor and panel industry manufacturers to provide intelligent factory automation, logistics automation solutions, as well as to provide automatic warehousing and other solutions.
On the basic level of the industry, smart warehousing, smart factory and automation business has broad market prospects. With the continuous development and application of artificial intelligence, Internet of Things, 5G and other technologies, intelligent manufacturing has gradually become the core competitiveness of the manufacturing industry, and intelligent warehousing, intelligent factory and automation technology is an important part of intelligent manufacturing. At the same time, the rapid development of high-end manufacturing industries such as semiconductors and panels will also promote the continuous improvement of smart warehousing, smart factories and automation technologies.
Sinofold Securities recently released a research report that the Central Committee of the Communist Party of China has made important instructions on promoting new industrialization, taking new industrialization as a key task and system project in the new era, and focusing on improving the toughness and safety level of the industrial chain. The essence of the new industrialization mapping to the computer circuit is industrial software as the core of industrial information/digitalization/intelligence, in the context of PMI marginal improvement and manufacturing CAPEX into the upward cycle, some industrial software targets are at the bottom of the historical valuation center, there is a large space for plate repair.