YMK(SZ:300249) Zheng Quan Ri Bao Wang·2025-10-18 04:08Core Insights - The core viewpoint of the news is that Yimikang Technology Group Co., Ltd. has signed a share transfer agreement with Sichuan Development Securities Investment Fund Management Co., Ltd., which will enhance the company's capital structure and support its growth in the computing power sector [1][2]. Group 1: Share Transfer Agreement - On October 15, Yimikang's controlling shareholder, Sun Yizheng, transferred 22,024,400 shares, representing 5% of the total share capital, to Sichuan Development Securities Fund for over 267 million yuan, at a price of 12.128 yuan per share [1]. - The Sichuan Development Securities Fund is the largest state-owned capital relief fund in Sichuan, established to alleviate the difficulties faced by listed companies and support their transformation and upgrading [1][2]. Group 2: Financial Impact and Growth Strategy - The strategic investment by Sichuan Development Securities Fund is based on confidence in Yimikang's future development and investment value, with a commitment to lock the shares for 12 months [2]. - Yimikang has shifted its focus to the information data sector after divesting its environmental business in 2022, leading to significant growth in its financial performance, with a 54.82% increase in revenue to 737 million yuan and a 124.13% increase in net profit to 14.92 million yuan for the first half of 2025 [3]. Group 3: Market Expansion and Product Development - Yimikang is actively expanding its overseas market presence, having established a wholly-owned subsidiary in Malaysia to enhance local service capabilities and coordinate resources for key markets in Malaysia, Thailand, and Singapore [3]. - The company has developed a comprehensive product line, including large prefabricated indirect evaporative cooling solutions and integrated fluorine pump systems, which positions it well for project acquisition and collaboration in the computing power infrastructure sector [4].