Group 1 - CPE plans to sell approximately 51.32 million shares, representing 21.77% of the total share capital, and will no longer be the major shareholder after the transaction [1] - The entry of long-term quality funds is expected to stabilize and improve the company's shareholding structure, with new shareholders including foreign long-term healthcare funds and leading international hedge funds [1] - The company has successfully implemented key strategic measures, including optimizing the shareholder structure, maintaining high dividends (not less than 50% from 2025 to 2027), and continuing long-term incentive mechanisms [1] Group 2 - The company is expected to achieve a net profit of approximately 290 million in 2025, with a year-on-year growth rate of about 27%, corresponding to a valuation of 23x [2] - The integration of the Nairu brand is yielding continuous results, and the health business is experiencing explosive growth, effectively countering the pressure from the medical beauty sector [2] - The exit of CPE is seen as a factor that alleviates previous stock price pressures, contributing to a more favorable outlook for the company's performance [2]
美丽田园医疗健康(02373.HK)：CPE出售21.77%股份重要股价压制因素消退 关注弹性机会