南都电源筹划控制权变更 再生铅板块股权将出售

Group 1 - The company, Nandu Power, announced plans for a change in control and the sale of its lead recycling segment, with stock suspension starting December 12, 2023, for up to two trading days [1] - The major shareholders, including Hangzhou Nandu Power Co., Ltd., Shanghai Yidu Industrial Co., Ltd., and Shanghai Nandu Group Co., Ltd., collectively hold approximately 10.52% of the company's shares, with Zhou Qingzhi as the actual controller [1] - Nandu Power's main products include lithium-ion batteries, lead-acid batteries, hydrogen energy equipment, and recycling products, with lead recycling being the largest revenue source from 2022 to 2024, despite negative gross margins for several years [1] Group 2 - In 2023, the company experienced a transformation period, reporting revenue of approximately 5.911 billion yuan, a year-on-year decrease of 24.80%, primarily due to a strategic reduction in lead recycling production [2] - The net profit attributable to the parent company was approximately -220 million yuan, compared to a profit of 247 million yuan in the same period last year, with losses mainly from the recycling segment [2] - The revenue share from lead recycling products dropped significantly from 42.31% to 19.35%, with the gross margin for lead recycling products falling to -11.02% in the first half of the year, compared to -4.53% in the previous year [2]