交钱后没拿到货？鸿博股份回应子公司2.43亿元仲裁案：预计无重大财产损失

Core Viewpoint - Hongbo Co., Ltd. (002229.SZ) has initiated arbitration against Qianwu Technology over a contract dispute involving a total amount of 243 million yuan, which represents approximately half of the company's projected revenue for 2024 [2][3][4]. Group 1: Arbitration Details - The arbitration was filed by Hongbo's wholly-owned subsidiary, Beijing Yingbo Digital Technology Co., Ltd., due to Qianwu Technology's failure to deliver equipment within the agreed timeframe after receiving full payment [2][5]. - The contract stipulated a total price of 243 million yuan for the procurement of equipment, with full payment made within three working days of signing the contract [5]. - Qianwu Technology did not deliver the equipment within 15 working days after receiving the payment, prompting Yingbo Digital to seek a full refund and a penalty of 20% of the contract price (48.64 million yuan) [6]. Group 2: Financial Impact - The 243 million yuan involved in the arbitration is significant, accounting for about 50% of Hongbo's expected revenue for 2024, which is projected at 510 million yuan [4][9]. - Hongbo's financial performance has been declining, with a reported revenue drop of 17.69% year-on-year and a net loss of 293 million yuan for the previous year [9]. - Despite the ongoing arbitration, the company claims that the impact on its financials is manageable, and measures have been taken to protect its interests [4][12]. Group 3: Company Background and Market Context - Qianwu Technology, established in May 2023, has a registered capital of 11 million yuan and operates in the technology promotion and application services sector [6]. - The company has faced challenges in fulfilling its contractual obligations, potentially due to supply chain issues related to high-performance computing chips [7][8]. - Hongbo's subsidiary, Yingbo Digital, has been expanding into the AI computing power sector since 2022, indicating a strategic shift from its traditional printing business [5].