AUCMA(SH:600336) Mei Ri Jing Ji Xin Wen·2025-09-29 13:54Core Viewpoint - Aokema (600336.SH) has signed an agreement to sell its idle asset, the Aokema Industrial Park, to its affiliate for 35.42 million yuan, achieving a significant premium over its book value, signaling a strategic focus on its core business and resource optimization [2][3][6]. Group 1: Transaction Details - The transaction involves the sale of the Aokema Industrial Park located in Laoshan District, Qingdao, which includes industrial buildings and land use rights, with a total land area of 11,236.6 square meters and a total building area of 9,500.17 square meters [3]. - The sale price of 35.42 million yuan represents a premium of 204.29% over the asset's book value of 11.64 million yuan, resulting in an assessed value increase of 23.78 million yuan [3][5]. - The payment terms are favorable, with the buyer required to pay the full amount within three working days after the contract is signed, allowing Aokema to quickly recover funds [4]. Group 2: Financial Impact - The transaction is expected to increase Aokema's pre-tax profit by approximately 21 million yuan [5]. - In the first half of 2025, Aokema reported a revenue of 4.057 billion yuan, indicating a decline year-on-year, with a net profit of 37.85 million yuan attributed to shareholders [6]. Group 3: Strategic Implications - The sale is part of Aokema's strategy to activate idle assets and concentrate resources on its core business, particularly in the context of the competitive home appliance industry [2][6]. - Aokema is transitioning from a traditional home appliance company to a cold chain IoT enterprise, actively implementing an "Internet + Full Cold Chain" strategy to build a comprehensive cold chain industry layout [6].