9.15亿元甩卖！科森科技拟彻底“退圈”医疗器械

Core Viewpoint - The company Kosen Technology (603626) plans to sell its 100% stake in Kosen Medical for 915 million RMB, marking a significant strategic shift as it exits the medical device sector and focuses on its core business in consumer electronics [1][3]. Group 1: Transaction Details - Kosen Technology will transfer its entire stake in Kosen Medical to Yaolingke for a consideration of 915 million RMB, reflecting a value increase of 206.45% [1]. - Following the transaction, Kosen Technology will no longer hold any equity in Kosen Medical, which will be excluded from the company's consolidated financial statements [3]. Group 2: Strategic Rationale - The sale aims to optimize asset allocation by divesting non-core businesses, allowing the company to concentrate on its main operations and emerging industries, thereby ensuring sustainable business development and improving performance [3]. - Kosen Medical, established in July 2018 with a registered capital of 118 million RMB, has faced challenges due to external market changes and ongoing US-China trade tensions, leading to limited synergy with Kosen Technology's core business [3]. Group 3: Financial Performance - Kosen Technology reported a revenue of 2.453 billion RMB for the first three quarters of 2025, a year-on-year decrease of 6.45%, with a net loss attributable to shareholders of 115 million RMB, although this represents a 50.94% improvement year-on-year [4]. - The company has been in a loss position for two consecutive years, with projected net losses of 281 million RMB and 477 million RMB for 2023 and 2024, respectively [4]. - Notably, Kosen Technology's overseas business has been growing rapidly, with foreign revenue reaching 2.109 billion RMB in 2024, a year-on-year increase of 26.45% [4].