新筑股份：重大资产重组前景可期

Core Viewpoint - The company is expected to transform into a comprehensive energy service listed company focusing on "green energy technology services" and "dual carbon ecosystem integration" after the completion of a significant asset restructuring [1] Group 1: Asset Restructuring - The asset restructuring will divest the company's long-term loss-making magnetic levitation business and low-margin bridge business, facilitating the entry and empowerment of Shudao Group [1] - The existing photovoltaic business includes 22 solar power stations with a total installed capacity of 1958.52 MW (including projects under construction), which will complement the newly injected clean energy business [1] Group 2: Transformation and Development Strategy - The company aims to adhere to multi-energy complementarity and integrated development, leveraging existing quality power generation assets while actively exploring pumped storage, compressed air energy storage, and hydrogen storage [1] - The focus will shift from the power supply side to the consumption side, providing distributed energy, energy-saving renovations, smart operation and maintenance, and carbon management services [1] - The company plans to enhance technology-driven and industry collaboration by increasing R&D investment to tackle core energy technologies and promote digitalization and intelligent industry [1]