东方精工拟出售3家公司100%股权 或将回笼63.4亿元巨款

Group 1 - The core point of the article is that Dongfang Precision (002611.SZ) announced a major asset sale plan, intending to sell 100% equity of Fosber Group, Fosber Asia, and Tiruña Asia to Brookfield for a base price of €774 million, which is expected to constitute a significant asset restructuring for the company [2][5]. - The core business of the assets being sold is the corrugated cardboard production line, which is a crucial part of Dongfang Precision's intelligent packaging equipment business. The projected unaudited revenue for 2024 from these assets is approximately ¥3.211 billion, accounting for 67.20% of Dongfang Precision's total revenue for the same period [3][4]. - The total asset value of the sold companies is ¥2.986 billion, representing 39.66% of Dongfang Precision's total assets, indicating that this sale will significantly impact the company's overall business structure, potentially eliminating nearly 70% of its revenue [3][4]. Group 2 - Dongfang Precision acquired control of Fosber Group through a cross-border merger in 2014, which is a leader in the high-end corrugated cardboard production line sector, holding over 50% market share in North America. However, the extensive international operations have led to management pressures [4]. - The company aims to use the proceeds from the sale, estimated at approximately ¥6.34 billion, to refocus its strategic resources on domestic operations, particularly in water power equipment and the development of strategic emerging industries such as "artificial intelligence + robotics" [5].