HAIMO(SZ:300084) Zheng Quan Ri Bao·2025-12-09 13:45Core Viewpoint - The company is undergoing a strategic transformation by optimizing its asset structure and focusing on core resources, which includes divesting non-core assets to enhance financial flexibility and invest in high-growth sectors like semiconductors and artificial intelligence [1][4][6]. Internal Developments - The company plans to sell 99.33% of its stake in Xi'an Sitan Instrument Co., Ltd. for 370 million yuan, which has incurred cumulative losses of 34.11 million yuan from 2020 to 2024. Post-transaction, Sitan Instrument will no longer be included in the consolidated financial statements [1]. - Additionally, the company intends to sell a 20% stake in Haimer Underwater Production Technology (Shenzhen) Co., Ltd. for 25 million yuan and transfer related intangible assets for 75 million yuan, resulting in a reduced ownership stake of 32.23% and no longer holding control over Haimer Underwater [1][2]. - These transactions are expected to generate approximately 500 million yuan in cash inflow, enhancing the company's financial flexibility for future strategic initiatives [2]. External Developments - The company is strategically positioning itself in the semiconductor and artificial intelligence sectors through targeted investments, indicating a systematic restructuring of its business model [3][4]. - A partnership with Zhongxin Xicheng Private Equity Fund Management Co., Ltd. has been established, marking a significant step into the capital-intensive semiconductor and AI industries [5]. - The new management team has demonstrated efficiency in executing the strategic vision, completing a series of transactions and partnerships within a short timeframe, which is expected to support the company's core business and future investments [6].