华东重机：光伏板块投资超5亿元，最好是重整引入战投

Core Viewpoint - Huadong Heavy Machinery is focusing on restructuring its photovoltaic business and has invested over 500 million yuan in this sector, while ensuring that issues in one segment do not affect others [1][2] Group 1: Financial Performance - In 2024, Huadong Heavy Machinery achieved a revenue of 1.184 billion yuan, a year-on-year increase of 76.48%, and a net profit attributable to shareholders of 123 million yuan, up 115.17% [4] - The company reported a net loss of 139 million yuan in non-recurring profit, compared to a loss of 825 million yuan in 2023 [4] - For Q1 2025, the company recorded a revenue of 215 million yuan, a 41.12% increase year-on-year, and a net profit of 34.37 million yuan, up 64.64% [6] Group 2: Business Segments and Strategies - The company is divesting from CNC machine tools and photovoltaic cell businesses while acquiring GPU chip design businesses and expanding its port machinery operations internationally [4][5] - Huadong Heavy Machinery has established a new assembly base and is developing a new port terminal to enhance its port machinery capacity, responding to increased overseas orders [6] Group 3: Legal and Restructuring Issues - Huadong Heavy Machinery's subsidiaries, Wuxi Huadong and Xuzhou Huadong, are involved in legal disputes with Jiejia Weichuang, with claims totaling 208 million yuan [1][2] - The company has initiated counterclaims against Jiejia Weichuang for 306 million yuan and is undergoing restructuring processes for its subsidiaries, which have been accepted by the court [2][3] - The company maintains that it has fulfilled its capital contribution obligations and has no guarantees binding its subsidiaries, thus protecting its other business segments from potential losses [2][3]