重大资产重组!这家公司明起复牌!

Core Viewpoint - The company plans to acquire 100% of Leqi Cayman and 8.26% of Hangzhou Lemai through a combination of share issuance and cash payment, marking a significant asset restructuring and a strategic shift towards digital consumer services [1][2]. Group 1: Transaction Details - The transaction involves 16 parties holding shares in Leqi Cayman and 6 parties holding shares in Hangzhou Lemai, with the final transaction price pending completion of auditing and evaluation [1]. - The company will issue shares to raise supporting funds from Zhidu Group and Huadu No.1 [1]. Group 2: Strategic Implications - This acquisition is seen as a proactive move to leverage the listed company platform for key industry layout under the guidance of state-owned shareholders, transitioning from a "supply chain + new energy" model to integrating digital consumer services [1][2]. - The transaction is expected to enhance the company's core capabilities in the digital consumer services sector, creating a new growth curve and optimizing the overall business structure [2]. Group 3: Business Performance - In 2024 and the first three quarters of 2025, the company reported revenues of 622 million yuan and 505 million yuan, with year-on-year growth of 0.92% and 14.13% respectively, while net profits were -84.58 million yuan and 35.99 million yuan [3]. - Leqi Cayman serves over 150 global brands and more than 300 online stores, achieving revenues exceeding 5 billion yuan and net profits over 200 million yuan in 2024, indicating strong profitability [3]. Group 4: Market Positioning - The acquisition will allow the company to extend its supply chain expertise to enhance inventory optimization and logistics efficiency for the brands served by the target company [3]. - The integration of supply chain and e-commerce services is expected to create a closed-loop ecosystem, providing comprehensive solutions from procurement to sales and data analysis, thereby increasing customer loyalty [3].