德力佳上市关键期的金风科技：突发迷之动作

Core Viewpoint - The article discusses the unexpected transfer of shares in Glide Precision Technology (格莱德) by Goldwind Technology (金风科技), raising questions about the strategic decisions behind this move and the implications for both companies involved [2][12]. Group 1: Company Actions - On June 30, Goldwind Technology transferred its subsidiary Taicang Juyi Technology Innovation Consulting Co., Ltd. to an individual named Zhu, resulting in a decrease in its stake in Glide from 50% to 32.7% [2][4]. - Glide, established in October 2023, has quickly gained traction, with revenue exceeding 50 million in its second year and a client base that includes major players in the wind power sector [3][8]. - The share transfer occurred shortly after Glide's significant capital increase from 30 million to 36.66 million yuan, indicating a strategic shift in ownership and control [4][6]. Group 2: Company Significance - Glide is the only domestic company authorized by the global leader in sliding bearings, RENK GmbH, to produce and sell its technology in China, highlighting its strategic importance in the industry [9][11]. - The company has established itself as a key player in the wind power component market, with a projected production value of approximately 130 million yuan [7][9]. - The technology utilized by Glide, particularly the copper plating technique, is seen as a future direction for gearbox technology, enhancing reliability and reducing costs [10][11]. Group 3: Market Implications - The transfer of shares raises questions about Goldwind's strategy, especially given Glide's potential as a valuable asset in the wind power industry [12][13]. - The lack of clarity regarding the transaction details, including the price and the rationale behind the share transfer, suggests a need for further transparency from Goldwind [13][14]. - The absence of Glide in Goldwind's 2024 financial reports, despite its significant revenue, indicates potential issues in reporting and corporate governance [14].