Blue Shield Optoelectronics (300862.SZ) plans to buy controlling shares of Lancuang Technology to resume trading on August 10

According to the Zhitong Finance App, Lanshield Optoelectronics (300862.SZ) announced that the company plans to purchase the controlling interest of Suzhou Lanchuang Technology Co., Ltd. held by 7 counterparties including Zheng Yanfei by issuing shares and paying cash, and to raise supporting capital by issuing shares to no more than 35 specific investors. As of the date the summary of the plan was signed, the audit and evaluation work related to this transaction had not been completed, and the assessed value and transaction price of the underlying assets had not yet been determined. The transaction is expected to constitute a major asset restructuring. Trading of the company's shares will resume with the opening of the market on August 10, 2026.

The target company focuses on R&D, production, sales and related technical services of high-performance vacuum coating equipment, focusing on the field of precision optical film deposition. It has formed a serial standard product system with high-precision magnetron sputtering coating equipment as the core, and has laid out high-speed IBS (ion beam sputtering) equipment, ALD (atomic layer deposition) equipment and related optical inspection products. The target company is one of the few domestic equipment manufacturers that have achieved commercial mass production in the field of ultra-narrow band thin film filters (TFF). The comprehensive output and technical stability of the equipment are at the forefront of the industry, and are widely used in optical communications, industrial lasers, medical optics, consumer electronics, etc. The core performance barriers such as measurement accuracy and anti-interference ability of the entire high-end optical analysis and measuring instrument equipment are based on the manufacturing level of upstream high-precision optical components, and the target company's precision vacuum coating equipment is the key production equipment for manufacturing such high-precision optical components.

After the transaction is completed, on the supply chain side, the company will achieve independent control of high-end coating equipment and film processes to reduce the import dependency on core components such as coating lenses and narrowband filters required for spectral analyzers and lidars. On the business collaboration side, the target company's precision coating process will be deeply integrated with the company's ecological environment monitoring and meteorological observation machine research and development to customize and develop special optical film solutions to help the company improve product detection accuracy and shorten the new product iteration cycle. On the cost and strategy side, it is expected that the core optical components will gradually reduce costs and increase efficiency after being manufactured in stages. The company will master high-end thin film deposition processes such as magnetron sputtering and ion sputtering, make up for shortcomings in optical film technology, accelerate the upgrade to a “core process+complete machine system” platform-based enterprise, and seize opportunities for localization of high-end scientific instruments.

In addition, the company will add a high-performance vacuum coating equipment business to the existing analytical and measuring instrument business, expand the product layout in the field of high-end equipment, and continue to deepen technical collaboration in optical design, inspection technology, automatic control, software algorithms and application scenario development, so as to expand the strategy from “high-end optical analysis and measurement instrument manufacturing” to upstream “core optical film equipment manufacturing”, broaden its own business moat, and build a hard technology platform for optical-mechatronics integration.