整合港口客货运产业链资源 广州港拟2亿元买入关联资产

Core Viewpoint - Guangzhou Port plans to acquire 100% equity of Guangzhou Haigang Business Travel Co., Ltd. from its controlling shareholder, Guangzhou Port Group, through a non-public agreement, aiming to integrate port passenger and cargo transport resources and reduce related party transactions [1][3] Group 1: Acquisition Details - The acquisition will be based on an evaluation date of January 31, 2025, with a reference price of 197 million yuan, sourced from the company's own funds [1][2] - The evaluation of the business travel company shows a book value of 81.67 million yuan and an assessed value of 177 million yuan, resulting in an appreciation of 95.82 million yuan and an appreciation rate of 117.32% [2] - The 15 floating assets are valued at 19.73 million yuan, with a book value of 24.12 million yuan, leading to a depreciation of 4.38 million yuan and a depreciation rate of 18.17% [2] Group 2: Business Operations and Financial Performance - As of March 31, 2025, the total assets of the business travel company are reported to be 281 million yuan, with total revenue of 168 million yuan and a net profit of 6.17 million yuan for 2024 [2][3] - Guangzhou Port's main business includes the operation of terminals and handling various goods, with a focus on resource synergy through the acquisition [3] - In 2024, Guangzhou Port achieved a cargo throughput of 568 million tons and a container throughput of 25.20 million TEUs, with respective year-on-year growth of 2.9% and 5.3% [3] Group 3: Financial Results - In the first quarter of 2025, Guangzhou Port reported revenue of 3.42 billion yuan, a year-on-year increase of 5.53%, while net profit attributable to shareholders decreased by 17.55% to 262 million yuan [4] - The decline in net profit is attributed to increased depreciation and interest expenses from new terminal operations [4]