刚付完2.11亿元业绩补偿款 东方智造控股股东即宣布交出控股权 广西国资拟接盘

Core Viewpoint - Dongfang Zhizao (SZ002175) is undergoing a potential change in control as its controlling shareholder, Kexiang High-tech Development Co., Ltd., plans to transfer approximately 14.33% of its shares to Guangxi Modern Logistics Group Co., Ltd. or its designated entity, which may lead to a shift in the company's governance structure [2][3]. Group 1: Shareholder Changes - Kexiang High-tech became the controlling shareholder of Dongfang Zhizao four years ago, holding 19.21% of the shares. If the transfer is completed, its stake will drop below 5% [2][3]. - Kexiang High-tech had previously committed to a profit target of no less than 250 million yuan over three years post-restructuring, but Dongfang Zhizao's actual net profit from 2022 to 2024 was only about 38.85 million yuan, triggering performance compensation obligations [2][8]. Group 2: Financial Performance - Dongfang Zhizao's revenue for 2024 is reported at approximately 325.52 million yuan, an increase of 18.50% compared to 2023. However, the net profit attributable to shareholders decreased by 62.19% to about 16.61 million yuan [9]. - The company has faced challenges in meeting its profit targets, leading to Kexiang High-tech's delayed fulfillment of its compensation obligations, which were eventually completed by July 15, with a total payment of 211 million yuan [9]. Group 3: Business Operations - Dongfang Zhizao's main products include intelligent logistics sorting equipment, which has some relevance to Guangxi Modern Logistics Group's operations. However, the revenue from this segment was only about 1.7 million yuan in 2024, although it saw significant growth in the first half of the year [8]. - The company plans to focus on new business areas such as centralized intelligent sorting centers in collaboration with local governments and commercial express companies [8].