铭普光磁拟购深圳ABB电动交通60%股权 出海渠道互补推进国际化进程

Group 1 - The company Mingpu Guangci plans to acquire 60% equity of Shenzhen ABB Electric Transportation for approximately 118 million yuan, which will be included in the company's consolidated financial statements after the acquisition [1] - Shenzhen ABB Electric Transportation is involved in global AC and DC charging business, providing comprehensive charging solutions to over 70 countries, with nearly two-thirds of its sales revenue expected to come from overseas markets in 2024 [1] - As of March 31, 2025, Shenzhen ABB Electric Transportation has total assets of 723 million yuan, total liabilities of 455 million yuan, and net assets of 269 million yuan, with revenue of 54.43 million yuan and net profit of 17.12 million yuan for the first quarter of 2025 [1] Group 2 - The charging pile market is expected to maintain rapid expansion driven by policy incentives, technological advancements, and downstream demand, with strong synergy between Shenzhen ABB Electric Transportation and Mingpu Guangci in supply chain and channels [2] - The market scale of charging piles is directly linked to the increase in charging piles, and Mingpu Guangci aims to leverage industry synergy to capture development benefits [2] - The company is focusing on international expansion, particularly in core overseas markets such as Europe and Southeast Asia, by utilizing Shenzhen ABB Electric Transportation's overseas sales channels [2] Group 3 - The transaction does not involve related party transactions and does not constitute a major asset restructuring [3] - Mingpu Guangci reported a net loss of 65 million to 80 million yuan for the first half of 2025, attributed to industry demand fluctuations, intensified market competition, and strategic pricing adjustments [3] - The company is transitioning from a single B2B business model to a dual B2B and B2C strategy, with ongoing investments in brand building, product development, and market cultivation, which have yet to yield significant scale benefits [3]