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上市公司将设备卖给“果链”龙头,为何反而出现上千万元账面“亏损”?
Mei Ri Jing Ji Xin Wen· 2025-11-05 07:33
Core Viewpoint - BlueDai Technology (002765.SZ) reported a loss on the sale of assets due to a significant discount on the selling price compared to the expected net value, indicating a focus on core business operations [1][7]. Group 1: Asset Sale Details - BlueDai Technology's subsidiary plans to transfer assets related to electric drive assembly business to Luxshare Precision Industry for a consideration of 109.9 million yuan, including VAT [2]. - The original value of the assets was 139 million yuan, with accumulated depreciation of 22.93 million yuan, resulting in a net book value of 116 million yuan. The assessed value was only 103 million yuan, indicating a significant markdown [5]. - The final transfer price of 97.27 million yuan represents a further discount on the assessed value, highlighting the challenges in asset valuation in the current market [5]. Group 2: Financial Impact - The transaction is expected to negatively impact the company's profit by approximately 13 million yuan [7]. - An industry expert noted that the loss arises from the asset's market value declining faster than its book value, similar to the depreciation seen in second-hand vehicles [8]. - BlueDai Technology's revenue and net profit have shown growth, with a 6.62% increase in revenue and a 64.59% increase in net profit year-on-year for the first three quarters [9]. Group 3: Strategic Focus - The asset sale aligns with the company's strategy to concentrate on its core business, which is related to the electric vehicle supply chain, including components for major automotive manufacturers [8]. - Similar asset sales have been observed in the industry, such as with WanFeng Aowei, indicating a trend among companies to streamline operations [8].
蓝黛科技集团股份有限公司 第五届董事会第二十一次会议决议公告
Group 1 - The company has decided to abolish the supervisory board and transfer its responsibilities to the audit committee of the board of directors, which will require amendments to the Articles of Association [1][2][75]. - The resolution to amend the Articles of Association was passed unanimously by the board of directors with 9 votes in favor [3]. - The amended Articles of Association will take effect upon approval by the shareholders' meeting [2][77]. Group 2 - The company has approved the sale of assets from its wholly-owned subsidiary, Ma'anshan Landai Transmission Machinery Co., Ltd., to Luxshare Precision Industry (Ma'anshan) Co., Ltd. for a total consideration of RMB 109,919,869.10, including 13% VAT [5][18]. - The asset transfer is part of the company's strategy to optimize resource allocation and focus on core business areas [21][51]. - The transaction does not require shareholder approval as it falls within the board's authority and does not constitute a major asset restructuring [19][22]. Group 3 - The company has scheduled the second extraordinary general meeting of shareholders for November 24, 2025, to discuss the resolutions passed by the board and supervisory board [7][56]. - The meeting will be conducted in a hybrid format, combining on-site and online voting [58][62]. - The proposals to be discussed at the meeting require a two-thirds majority approval from the attending shareholders [63].
蓝黛科技将设备卖给“果链”龙头立讯精密 为何反而出现上千万元账面“亏损”?
Mei Ri Jing Ji Xin Wen· 2025-11-04 16:20
Core Viewpoint - BlueDai Technology is selling its assets at a price lower than their book value, resulting in a reported loss of approximately 13 million yuan, which reflects a broader trend of asset depreciation in the market [2][9]. Group 1: Asset Sale Details - BlueDai Technology's subsidiary plans to transfer assets related to its electric drive assembly business to Luxshare Precision Industry for a total consideration of 109.9 million yuan, including VAT [3]. - The original book value of the assets was 139 million yuan, with accumulated depreciation of 22.9 million yuan, leading to a net book value of 116 million yuan. However, the assessed value was only 103 million yuan, indicating a significant markdown [7][9]. - The final transfer price of 97.27 million yuan represents a further discount on the assessed value, highlighting the challenges in asset valuation [7][9]. Group 2: Strategic Implications - The asset sale is part of BlueDai Technology's strategy to focus on its core business and optimize its asset structure, which is aligned with similar moves by other companies in the industry [9][10]. - The company’s main business is related to the electric vehicle supply chain, providing components such as electric drive systems and transmission assemblies to major automotive manufacturers [10]. Group 3: Financial Performance - Despite the asset sale, BlueDai Technology reported a year-on-year revenue increase of 6.62% and a net profit increase of 64.59% in the first three quarters [11].
蓝黛科技:关于全资子公司出售资产的公告
Core Viewpoint - The company announced the transfer of assets related to its electric drive assembly business to Luxshare Precision Industry for a consideration of approximately RMB 109.92 million, including VAT [1] Group 1: Company Actions - The full subsidiary of the company, Ma'anshan Landai Transmission Machinery Co., Ltd., is involved in the asset transfer [1] - The assets being transferred are essential for the ongoing operation of the electric drive assembly business [1] Group 2: Financial Details - The transfer price for the assets is set at RMB 109,919,869.10, which includes a 13% value-added tax [1]
蓝黛科技(002765.SZ)子公司拟1.1亿元出售电驱总成装配业务相关资产
智通财经网· 2025-11-04 12:44
Core Viewpoint - BlueDai Technology (002765.SZ) announced the transfer of assets related to its electric drive assembly business to Luxshare Precision Industry (Ma'anshan) Co., Ltd. for a consideration of 110 million yuan, including 13% VAT, which will help the company focus on its core business and optimize its asset structure [1] Group 1 - The transfer involves assets and rights necessary for the ongoing operation of the electric drive assembly business located at No. 199 Longshan Road, Ma'anshan Economic and Technological Development Zone [1] - The expected impact on the company's profit and loss from this transaction is estimated to be a loss of 13 million yuan, subject to confirmation by the company's annual auditing firm [1]
蓝黛科技子公司拟1.1亿元出售电驱总成装配业务相关资产
Zhi Tong Cai Jing· 2025-11-04 12:43
Core Viewpoint - Company plans to transfer assets related to electric drive assembly business to Luxshare Precision Industry for a consideration of 110 million yuan, which includes a 13% value-added tax, aiming to focus on core business development and optimize asset structure [1] Company Summary - The transaction involves the transfer of assets and necessary rights related to the electric drive assembly business located at No. 199 Longshan Road, Ma'anshan Economic and Technological Development Zone [1] - The expected impact on the company's profit and loss from this transaction is estimated at -13 million yuan, subject to confirmation by the company's annual auditing firm [1]
蓝黛科技:全资子公司马鞍山蓝黛传动机械有限公司出售资产
Mei Ri Jing Ji Xin Wen· 2025-11-04 12:12
Group 1 - The core point of the article is that Landai Technology (SZ 002765) announced the transfer of its electric drive assembly business assets to Luxshare Precision Industry for approximately RMB 110 million as part of its strategy to optimize resource allocation and focus on core business [1] - As of the first half of 2025, Landai Technology's revenue composition is as follows: 54.45% from the automotive parts manufacturing sector, 44.9% from the electronic device manufacturing sector, and 0.65% from other businesses [1] - The current market capitalization of Landai Technology is approximately RMB 8.7 billion [1] Group 2 - The article highlights a significant increase in overseas orders for a certain industry, with a reported growth of 246%, covering over 50 countries and regions [1] - Entrepreneurs are warned about the risk of malicious competition extending overseas, as some are selling at a loss [1]
蓝黛科技:11月4日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-11-04 12:08
Group 1 - The core viewpoint of the article highlights the significant increase in overseas orders for a specific industry, with a reported surge of 246%, covering over 50 countries and regions [1] - The company, 蓝黛科技, reported its revenue composition for the first half of 2025, with the automotive parts manufacturing sector accounting for 54.45% and the electronic components manufacturing sector for 44.9% [1] - As of the report, 蓝黛科技 has a market capitalization of 8.7 billion yuan [1] Group 2 - The company held its 20th meeting of the fifth board of directors on November 4, 2025, to discuss the amendment of the company's articles of association [1] - There is a warning from entrepreneurs regarding the potential for vicious competition in the overseas market, as some entities are reportedly selling at a loss [1]
蓝黛科技(002765.SZ):子公司拟出售资产给马鞍山立讯
Ge Long Hui A P P· 2025-11-04 12:07
Core Viewpoint - BlueDai Technology (002765.SZ) is optimizing resource allocation and focusing on core business by transferring relevant assets and rights related to its electric drive assembly business to Luxshare Precision Industry (Ma'anshan) Co., Ltd for a consideration of RMB 109,919,869.10, including 13% VAT [1] Group 1 - BlueDai Technology's subsidiary, Ma'anshan BlueDai Transmission Machinery Co., Ltd, is involved in the asset transfer [1] - The transfer includes all rights and interests necessary for the ongoing operation of the electric drive assembly business [1] - The transaction is part of BlueDai Technology's development plan to enhance operational efficiency [1]
蓝黛科技:全资子公司拟1.1亿元出售电驱总成装配业务相关资产给马鞍山立讯
Mei Ri Jing Ji Xin Wen· 2025-11-04 12:06
Core Viewpoint - BlueDye Technology (002765) announced the transfer of assets related to its electric drive assembly business to Luxshare Precision (002475) for a consideration of RMB 110 million, which includes a 13% VAT. The transaction is expected to impact the company's profit and loss by -RMB 13 million [1]. Group 1 - BlueDye Technology's wholly-owned subsidiary, Ma'anshan BlueDye Transmission Machinery Co., Ltd., is involved in the asset transfer [1]. - The assets being transferred are located at No. 199, Longshan Road, Ma'anshan Economic and Technological Development Zone [1]. - The transaction price is set at RMB 110 million, which includes a 13% value-added tax [1]. Group 2 - The expected impact on the company's financial results from this transaction is a loss of RMB 13 million [1].