东方精工为何要将收入大头卖给国外的资本？这源于东方精工对自身业务的战略考量。 2014年，东方精工通过跨国并购获得Fosber集团控股权，后者是全球高端瓦楞纸板生产线领域的领导者，在北美市场占有率超过50%。然而，庞大的国际业 务运营也带来了管理压力。东方精工在公告中称，分散的资源投入与管理重心客观上制约了运营效率。 需要注意的是，本次交易的基础价格合计为7.74亿欧元，通过此次出售，东方精工将获得约63.4亿元的巨款。这笔资金如何使用，将直接影响该公司未来发 展方向。 东方精工在公告中表示，此次出售完成后战略资源更加聚焦于国内业务，特别是水上动力设备以及"人工智能+机器人"等战略性新兴产业的培育与发展。 11月28日晚，深交所上市公司东方精工（002611.SZ）发布重大资产出售预案，引发市场广泛关注。公告显示，东方精工及其全资子公司拟以7.74亿欧元的 基础价格，向国外投资公司博枫（Brookfield）旗下的实体出售其所持有的Fosber集团、Fosber亚洲和Tiruña亚洲3家公司的100%股权。此次交易预计构成上 市公司重大资产重组。 | 项目 | | 交易对价 | | --- | --- | - ...

Group 1 - The core viewpoint of the article highlights the performance and trends in the Chinese packaging machinery industry, particularly focusing on production statistics and future projections [1] - According to the National Bureau of Statistics, the production of packaging special equipment in China was 186,000 units in September 2025, representing a year-on-year decrease of 1.1% [1] - Cumulatively, from January to September 2025, the total production of packaging special equipment reached 1.379 million units, showing a cumulative growth of 26% [1] Group 2 - The article references a report by Zhiyan Consulting titled "Analysis Report on the Operation Status and Development Trends of China's Packaging Machinery Industry from 2025 to 2031" [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, providing comprehensive industry research reports, business plans, feasibility studies, and customized services [1] - The firm emphasizes its commitment to delivering high-quality services and market insights to empower investment decisions in the packaging machinery sector [1]

东方精工开盘涨停，涨幅10.0%，成交额超1亿元。 ...

11月28日晚间，东方精工发布重大资产重组预案，公司以及公司100%控股的东方精工（荷兰）拟以现金方式将所持Fosber集团、Fosber亚洲和Tiruña亚洲 三家公司的100%股权出售给Foresight US及Foresight Italy。本次交易完成后，公司将剥离瓦楞纸板生产线业务。 东方精工主营业务主要包括智能包装装备和水上动力设备两大领域。其中，智能包装装备业务包括智能瓦楞纸包装装备、数码印刷设备以及工业互联网行 业解决方案三个子板块。 东方精工提示，标的公司营业收入占公司合并报表口径数据的比例较高，尽管目前公司除瓦楞纸板生产线业务以外的其他业务仍具相当规模，且公司战略 性布局投资的创新业务规模也在逐步增长，但仍然无法避免交易完成后短时间内营业收入规模下降所带来的影响。 | | | | 财务指标 | 标的公司 | 上市公司 | 标的公司/上市公司 | | --- | --- | --- | --- | | 资产总额 | 298,594.02 | 752,857.70 | 39.66% | | 资产净额 | 150,463.78 | 497,737.95 | 30.23% | | 营业收入 | 3 ...

Core Viewpoint - The company, Dongfang Precision, is selling its Fosber Group assets to refocus its strategic efforts on domestic development in technology and new productivity sectors after ten years of operations that have maximized Fosber's potential and profitability [1] Group 1: Strategic Shift - The decision to sell Fosber Group is driven by the need to streamline resources and improve operational efficiency, as the expanded scale of Fosber's operations has diluted the company's focus [1] - The company aims to reduce its international management scope and concentrate on domestic business development [1] Group 2: Future Focus Areas - The company plans to increase investment in the marine power equipment sector, with a focus on Baisheng Power as a core platform, aiming to overcome technical bottlenecks in high-horsepower outboard motors and create a complete product matrix for global competition [1] - Baisheng Power is noted as the first domestic company to mass-produce 300-horsepower gasoline outboard motors, indicating significant future growth potential [1] - The company will also focus on strategic emerging industries within manufacturing, continuing its "strategic investment + industrial synergy" development model, leveraging decades of experience in high-end equipment manufacturing [1]

Core Viewpoint - The company, Guangdong Dongfang Precision Technology Co., Ltd. (referred to as "Dongfang Precision"), is focusing on domestic technology business and optimizing its industrial structure through a significant asset sale, aligning with the national "new quality productivity" strategy [3][8]. Group 1: Asset Sale and Strategic Focus - The major asset sale, valued at €774 million, is a strategic move to concentrate on domestic technology and new quality productivity, moving away from international management distractions [3][7]. - The company aims to enhance its core business in water propulsion equipment and artificial intelligence + robotics, thereby optimizing resource allocation and strengthening its development foundation [3][4]. Group 2: Water Propulsion Equipment - Dongfang Precision's subsidiary, Baisheng Power, is the first in China to mass-produce 300-horsepower gasoline outboard motors, with a compound annual growth rate of over 20% in revenue and net profit over the past five years [5]. - The company plans to support Baisheng Power in developing a complete product matrix covering gasoline, diesel, and new energy, while expanding its market share both domestically and internationally [5]. Group 3: Artificial Intelligence + Robotics - The company is investing in the artificial intelligence and robotics sector through strategic investments and industrial collaboration, including a joint venture with Leju Intelligent to produce humanoid robots [6]. - Investments have also been made in companies like Ruoyu Technology and Aerospace New Power, with the latter being the only certified supplier for the ITER project's magnet support system [6]. Group 4: Fund Utilization from Asset Sale - The proceeds from the asset sale will be allocated to three main areas: supporting Baisheng Power's R&D and capacity building, focusing on strategic emerging industries, and continuing shareholder returns, with over ¥2.1 billion in dividends and share buybacks since listing [7][8]. - The company emphasizes that this transaction will enhance its financial strength and accelerate industrial structure optimization and technological innovation capabilities [8].

Group 1: Strategic Focus and Asset Sale - The company aims to optimize resource allocation and focus on domestic development of technology and new productivity businesses by selling certain assets, with a strategic shift towards emerging industries [2][4][7]. - The asset sale is part of the company's commitment to the national "new productivity" strategy and technology transformation, with a focus on high-end intelligent equipment manufacturing [3][5][7]. - The base consideration for the asset sale is €774 million, which will be prudently managed to support the implementation of the technology transformation strategy [8]. Group 2: Business Development and Investment - The company plans to increase investment in its water propulsion equipment business, particularly in the subsidiary Baisheng Power, which has seen a compound annual growth rate (CAGR) of over 20% in revenue and net profit over the past five years [9][10]. - Baisheng Power is positioned to become a world-class supplier of water propulsion equipment, with a focus on developing high-horsepower outboard engines [11]. - The company has made strategic investments in artificial intelligence and robotics, as well as controllable nuclear fusion, to align with national development strategies and explore new growth areas [12][13][15]. Group 3: Market Position and Future Outlook - The global market for outboard engines exceeds $100 billion, with leading brands like Yamaha and Mercury generating significant revenues, highlighting the growth potential for Baisheng Power [10]. - The new manufacturing base in Suzhou is expected to enhance production capacity and support the launch of advanced products, contributing to future sales growth [11]. - The company is committed to enhancing shareholder returns, having distributed over ¥2.1 billion in dividends and share buybacks since its listing [8].

Core Viewpoint - The company, Oriental Precision, announced the sale of its 100% stake in Fosber Group, Fosber Asia, and Tiruña Asia for a total cash consideration of €774 million (approximately ¥6.34 billion) to Foresight US and Foresight Italy, with the ultimate controlling party being Brookfield Corporation [1]. Group 1 - The transaction is expected to constitute a significant asset restructuring, with the target companies projected to account for 67.20% of the audited consolidated revenue of the listed company for 2024 [3]. - Oriental Precision acquired control of Fosber Group through a cross-border merger in 2014, which has since contributed substantial profits to the company [3]. - The company aims to focus its resources on core businesses such as water power equipment, aligning with national development directions, as part of its strategic restructuring and resource reallocation [3]. Group 2 - Following the transaction, Oriental Precision plans to increase investment in its water power equipment business, supporting its subsidiary, Baisheng Power, to become a world-class supplier [3]. - The company is also focusing on strategic emerging industries in manufacturing to accelerate its industrial transformation and upgrading [3]. - Oriental Precision's stock price has seen significant growth, reaching ¥18.4 per share with a year-to-date increase of 90.71%, resulting in a total market capitalization of ¥22.398 billion as of November 28 [3].

Core Viewpoint - The company is selling 100% equity of Fosber Group, Fosber Asia, and Tirua Asia to Foresight US and Foresight Italy for a total price of €774 million (approximately 6.3 billion RMB), aiming to increase investment in waterborne power equipment and focus on strategic emerging industries [1] Group 1: Transaction Details - The transaction price consists of a base price of €774 million and a lockbox interest based on the expected net cash profit of the target companies from the lockbox date to the closing date [1] Group 2: Strategic Focus - The company aims to increase investment in waterborne power equipment, holding a 71.14% stake in Baisheng Power, a leading domestic outboard motor company with a compound annual growth rate of over 20% in revenue and net profit over the past five years [2] - The global outboard motor market is projected to reach $15.975 billion by 2030, with the Chinese market expected to be $588 million [2] - The company plans to leverage its cash reserves post-transaction to enhance its investment in strategic emerging industries, particularly in the "artificial intelligence + robotics" sector [3] Group 3: Investment in Robotics - The company has signed a strategic cooperation agreement with Leju Robotics to focus on humanoid robot manufacturing and intelligent control systems [4] - The company has invested in Ruoyu Technology, which specializes in the development of intelligent robot brains, holding approximately 30% equity after additional investment [4] - The company holds about 20% equity in Jiaten Robotics, a leading provider of AGV robots and intelligent logistics systems, with products used by over 70 Fortune 500 companies [5] Group 4: Future Revenue Projections - The company is expected to achieve revenues of 5.303 billion RMB, 5.578 billion RMB, and 6.450 billion RMB for the years 2025 to 2027, with corresponding net profits of 703 million RMB, 845 million RMB, and 1.04 billion RMB [6]

Core Viewpoint - The company Dongfang Precision (002611) plans to sell its corrugated cardboard production line business for €774 million, focusing on increasing investment in its water propulsion equipment business, which is expected to constitute a significant asset restructuring for the listed company [1][4]. Group 1: Transaction Details - The total base price for the sale of the assets is €774 million, which includes the sale of 100% equity in Fosber Group, Fosber Asia, and Tiruña Asia to Foresight US and Foresight Italy [2][3]. - The financial breakdown of the transaction includes specific base prices for each entity: Fosber Group at €636.95 million, Fosber Asia at €125.08 million, and Tiruña Asia at €12.04 million, with additional lockbox interest accruing daily [3]. - The transaction includes contingent consideration based on the total gross profit targets for the group from August 2025 to December 2026, with potential payments of up to €25 million depending on performance [3]. Group 2: Financial Impact - The targeted companies generated an unaudited revenue of ¥3.211 billion in 2024, accounting for 67.20% of Dongfang Precision's total revenue during the same period [4][6]. - The total assets of the targeted companies amount to ¥2.986 billion, representing 39.66% of the total assets of Dongfang Precision [4][6]. - The net asset value of the targeted companies is ¥150.46 million, which is 30.23% of the listed company's net assets [6]. Group 3: Strategic Focus - The company aims to shift its strategic focus towards domestic development in technology and new production capabilities, particularly in the water propulsion equipment sector, following the sale of its corrugated cardboard production line business [11][12]. - Dongfang Precision plans to enhance its research and development in high-power outboard motors and electric outboard motors, aiming to upgrade its product offerings towards higher power, energy efficiency, and lower emissions [11][12]. - The company has established a cluster investment strategy in the "AI + Robotics" sector, with existing investments in three robotics projects, indicating a commitment to diversifying its technological portfolio [8][9].