泛亚微透（688386.SH）拟控股天津天缘，高端PI膜国产替代的关键一子

智通财经07-19

7月17日，泛亚微透（688386.SH）宣布拟以现金收购天津天缘电工54.089%股份并取得控股权，双方还签订了为期4年的业绩对赌协议。天缘电工主营的聚酰亚胺（PI）薄膜是被工信部《重点新材料首批次应用示范指导目录》四次收录的关键战略材料。当前，受AI服务器、HBM等需求爆发及海外巨头无扩产计划影响，全球电子级PI膜供需严重失衡，涨价周期预计持续至2028年。泛亚微透与天缘电工的联手，旨在通过...

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