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晶科科技拟2.87亿出售光伏电站 发力轻资产海外项目储备超2.4GW
Chang Jiang Shang Bao· 2025-06-26 23:31
6月25日,晶科科技(601778.SH)公告称,公司下属4家工商业分布式光伏电站项目公司拟将其名下的 光伏电站设备全部销售给中建投租赁股份有限公司,并同步将持股平台横峰县晶格电力有限公司100% 股权转让给金建(天津)企业管理有限公司。上述设备销售及股权转让价格合计为2.87亿元,涉及光伏 电站并网装机容量合计约76.55MW。 长江商报消息 ●长江商报记者 江楚雅 为持续推进"滚动开发"轻资产战略,晶科科技计划出售光伏电站等资产。 持续开拓海外市场 在轻资产运营战略的推动下,晶科科技的海外业务拓展也取得了显著进展。公司作为中国光伏行业"走 出去"的标杆企业,已在全球范围内广泛开展新能源电站投资业务,项目主要分布在欧洲、中东、拉美 以及亚太地区。 近年来,晶科科技的海外业务持续深化。截至2024年末,公司海外项目储备总量超2.4GW,包括光伏、 储能、光储一体、数据中心配套等多种类型项目。 长江商报记者注意到,晶科科技在近年来践行轻资产运营战略,密集出售光伏项目。今年一季度公司已 完成440MW户用光伏资产包转让。 在轻资产运营战略的推动下,作为中国光伏行业"走出去"的标杆企业,晶科科技海外业务拓展也取得显 ...
莲花健康20260626
2025-06-26 15:51
莲花健康 20260626 Q&A 请介绍一下利华控股集团公司的最新情况。 利华控股集团公司在 2024 年实现了收入和利润的显著增长。调味品板块增长 迅猛,算力板块在 2024 年实现收入 8,000 多万,尽管略亏,但在 2025 年第 一季度收入有所增长且利润翻正。整体经营状况稳健,尤其是调味品方面成本 持续下降,味精产品在商超和家庭装市场表现优异,新单品零添加酱油线上线 下共同发力,全年计划达到一个亿的增长目标。算力方面,公司代运营业务及 AI 应用服务加快发展,轻资产运营规划逐步落地,毛利率保持在 40%以上。 公司 2025 年的业绩增长预期如何? 公司预计 2025 年的收入和利润将超过 30%的增长。主要驱动力来自调味品领 域,包括餐饮和家庭消费市场的持续发力,以及新产品如松茸鲜、零添加酱油 等爆款的推广。此外,公司将在大型超市渠道如因华、天虹、物美等进行推广, 莲花健康线上新零售业务在 2023 年实现电商销售额超 1 亿元,通过线 上线下联动推动销售,零添加酱油预计全年收入将超过 1 亿元。公司利 用餐饮端、家装、商超渠道优势,通过经销商和客商推进新产品销售。 公司在调味品领域已有 40 ...
Netflix游戏部门大幅收缩:20余款游戏将下架
Huan Qiu Wang· 2025-06-25 02:19
【环球网科技综合报道】6月25日消息,据多家外媒报道,流媒体巨头Netflix正在加速调整其游戏业务战略,计划从游戏库中下架超过20款游戏,其中包括 《哈迪斯》(Hades)、《纪念碑谷》(Monument Valley)系列三款作品等知名IP。 Netflix已向用户发送通知,确认将于2025年7月15日起移除20余款游戏,涵盖独立游戏、解谜冒险及动作角色扮演等多个品类。其中,《哈迪斯》作为2020 年TGA年度最佳独立游戏,曾凭借其高口碑和深度玩法吸引大量订阅用户;而《纪念碑谷》系列则以视觉错位玩法和艺术风格闻名,三款下架作品包括初 代及两部续作。此外,下架名单还包括《Before Your Eyes》《Into the Breach》等独立游戏佳作。 Netflix在声明中表示,此举旨在"优化游戏库内容,聚焦高参与度作品",并承诺用户仍可游玩剩余的200余款游戏。然而,分析指出,下架游戏多为第三方 授权作品,其版权到期或续约成本过高可能是主因。例如,《哈迪斯》开发商Supergiant Games近期与索尼达成合作,或导致续约谈判破裂。 此次下架事件前,Netflix已于2024年10月关闭其位于芬兰赫 ...
187万枚,安克两国召回“自燃风险”充电宝,国内机场已禁携
3 6 Ke· 2025-06-25 00:58
安克创新(简称:安克),正因旗下多款充电宝质量问题——存在"自燃"风险,遭遇信任危机。 近日,安克创新发布公告称:"因存安全风险,将对A1642/A1647/A1652/A1680/A1681/A1689/A1257共7款约71.29万充电宝产品发起召回。"其中,召回原 因为:"供应商部分批次通用电芯存未经批准原材料变更,可能导致极少数产品长期使用后隔膜绝缘失效,引发过热甚至燃烧。" 据悉,此次安克中国区召回的产品价格范围在149元~229元间。故可推算出,若中国区用户全部采用赔偿方案——全额退款,将造成少则1.06亿元,多则 1.63亿元的经济损失。 《BUG》栏目注意到,早在2024年9月,安克便已发现相关型号产品存在潜在"燃烧"风险,但未启动大面积召回政策。此外,美国也召回了约115.8万个安 克充电宝。 目前,深圳宝安国际机场、长沙黄花国际机场等国内多地机场,也已经开始禁止被召回型号安克充电宝携带登机。 部分型号曾因"燃烧"风险被召回 目前,安克创新已下架所有官方电商平台相关型号产品,同时终止了与该供应商的合作,将为用户提供三种可选补偿方案:第一,全额退款;第二,升级 换新;第三,安克商城代金券(原订 ...
10.7亿元!这家房企出售物业抵债
券商中国· 2025-06-20 12:52
近期,多家房企传出出售资产的消息。 其中,香港上市的物业公司荣万家发布公告称,为收回应收款项余额,该公司与大股东荣盛发展订立了2025年 债务抵偿框架协议,荣盛发展将出售清偿物业来抵销债务余额,总代价约10.7亿元。 公告称,本次交易为资产出售,不涉及发行股份,不涉及上市公司股权变动,不会对上市公司股权结构产生影 响。 *ST中地是中交地产的股票简称。今年1月21日,中交地产就发布公告称,拟将公司持有的房地产开发业务相 关资产及负债转让至控股股东中交房地产集团,本次交易为重大资产出售,拟采用现金的支付方式,本次交易 如能顺利完成,预计将降低公司资产负债率,优化资产结构。 另外,中交地产发布重大资产出售草案,拟以1元价格将其持有的房地产开发业务相关资产及负债转让至公司 控股股东中交房地产集团,引起市场关注。 荣盛发展出售物业抵债 6月18日晚间,荣万家发布公告称,为收回应收款项余额,该公司与荣盛发展(拥有荣万家62.64%权益)订立 了2025年债务抵偿框架协议,该公司已有条件同意收购而荣盛发展已有条件同意出售清偿物业,总代价为10.7 亿元,将按等额基准抵销余额。 根据公告,荣盛发展已有条件同意出售的清偿物业 ...
10.7亿元!这家房企出售物业抵债
Zheng Quan Shi Bao· 2025-06-20 10:51
Group 1 - Several real estate companies are reported to be selling assets to recover debts [1] - Rongwanjia (02146.HK) announced a debt compensation framework agreement with its major shareholder Rongsheng Development (002146), involving the sale of properties to offset a debt balance of approximately 1.07 billion [2][3] - The properties to be sold include 12,700 parking spaces, 5,479 storage units, and 112 residential, apartment, and commercial units across various provinces [2][3] Group 2 - Zhongjiao Real Estate announced a major asset sale plan, proposing to transfer its real estate development assets and liabilities to its controlling shareholder for a nominal price of 1 yuan [4][5] - This transaction aims to focus the company on property services and asset management, transitioning to a light asset operation model [4][5] - The company has been facing continuous losses in its real estate development business, with a projected net asset of -3.579 billion by the end of 2024, indicating a risk of delisting [5]
10.7亿元!这家房企出售物业抵债
证券时报· 2025-06-20 10:40
近期,多家房企传出出售资产的消息。 其中,上市物业公司荣万家(02146.HK)发布公告称,为收回应收款项余额,公司与大股东荣盛发展(002146)订立了2025年债务抵偿框架协议,荣盛发展将出 售清偿物业来抵销债务余额,总代价约10.7亿元。 另外,中交地产发布重大资产出售草案,拟以1元价格将其持有的房地产开发业务相关资产及负债转让至公司控股股东中交房地产集团。 荣盛发展出售物业抵债 6月18日晚间,荣万家发布公告称,为收回应收款项余额,公司与荣盛发展(拥有荣万家62.64%权益)订立了2025年债务抵偿框架协议,公司已有条件同意收购, 而荣盛发展已有条件同意出售清偿物业,总代价为10.7亿元,将按等额基准抵销余额。 根据公告,荣盛发展已有条件同意出售的清偿物业包括1.27万个停车位、5479套储藏间,以及112套住宅、公寓及商业单位。其中,停车位包括广东省228个、河 北省2376个、江苏省3221个,辽宁省2196个、山东省1606个、重庆市1612个等多地车位;储藏间包括安徽省5051套、江苏省342套等;住宅、公寓及商业单位包 括河北省39套、辽宁省26套、重庆市17套等。 根据2025年债务抵偿框 ...
伯希和港股IPO:深陷假洋牌之争、生产全靠代工产品质量问题频发、仅有4项发明专利技术相对薄弱
Xin Lang Zheng Quan· 2025-06-20 08:59
Group 1 - The company PELLIOT, a private outdoor sports group based in Lixin County, has submitted its prospectus to the Hong Kong Stock Exchange for a main board listing, with CICC and CITIC Securities as joint sponsors [1] - PELLIOT faces challenges related to its early marketing strategies, which may have misled consumers about its brand origin, presenting itself as a foreign brand to enhance product pricing [1][2] - The company has a low level of research and development investment, with only four invention patents among a total of 45 patents, indicating a lack of technological accumulation compared to competitors [7][10] Group 2 - PELLIOT's revenue for the years 2022, 2023, and 2024 is projected to be 378 million, 908 million, and 1.766 billion RMB respectively, with net profits of approximately 24.31 million, 152 million, and 283 million RMB [7] - The marketing strategy heavily relies on high-profile celebrity endorsements, with sales and distribution expenses exceeding 30% of total revenue during the same period [7][9] - The company has a significant issue with product quality, as evidenced by a high online return rate of 8.7% in 2024, which is above the industry average of 5% [14] Group 3 - PELLIOT operates on a light asset model, relying on OEM partnerships for production, which may lead to uncertainties in ongoing operations and quality control issues [11][12] - The company has faced numerous consumer complaints regarding product quality, with 453 complaints recorded on a consumer complaint platform, highlighting issues such as poor stitching and material defects [12][13] - Refund liabilities have increased significantly, reaching 44.26 million RMB by the end of 2024, marking a 133.45% growth from 2023 [14][15]
中交地产1元甩掉近40亿负资产,退出房地产
3 6 Ke· 2025-06-20 02:57
Core Viewpoint - China Communications Real Estate plans to sell its real estate assets and liabilities for a nominal price of 1 yuan to its parent company, China Communications Real Estate Group, resulting in a net asset value of approximately -39.19 billion yuan, indicating the buyer is acquiring a "negative value" package [1][2]. Group 1: Asset and Liability Overview - The asset transfer package includes three categories: equity in real estate companies, receivables and other assets related to real estate business, and all debts including loans and bonds [2]. - The total book value of the assets is approximately 434.72 billion yuan, while the liabilities amount to about 473.91 billion yuan, leading to a net asset value of -39.19 billion yuan and an assessed value of -29.76 billion yuan [2]. Group 2: Strategic Implications - The transaction will remove the related assets from the company's consolidated financial statements, significantly reducing both asset scale and total liabilities, which is expected to enhance profitability and market competitiveness [3]. - The decision to divest from the real estate sector is driven by ongoing losses and high debt levels, with projected net profits of 0.34 billion yuan, -16.11 billion yuan, and -51.79 billion yuan from 2022 to 2024 [3]. Group 3: Industry Context and Comparisons - The restructuring approach taken by China Communications Real Estate is not unique, as other companies in the industry, such as Huaxia Happiness and Yuzhou Group, have also pursued debt restructuring strategies [4]. - The case of China Communications Real Estate serves as a reference for other real estate companies facing similar challenges, emphasizing the need for strategic adjustments and focus on core business areas [4]. Group 4: Transition to Light Asset Model - Following the asset transfer, the company will shift its focus to light asset operations, particularly in property services and asset management, aiming for a strategic transformation [5][6]. - The property management segment is projected to generate 7.28 billion yuan in revenue for 2024, reflecting a year-on-year growth of 60.91%, while rental income is expected to reach 1.72 billion yuan, up 64.48% [6]. Group 5: Historical Performance and Management Changes - China Communications Real Estate experienced a peak in sales in 2021 with total sales reaching 560 billion yuan, but has since seen a significant decline, with sales dropping to 105.11 billion yuan in the previous year [8]. - The company has undergone substantial management changes, including a restructuring of its organizational framework and the departure of several board members, indicating a shift in leadership strategy [9].
中交地产原董事长李永前疑似失联,1元转让29亿元负债
Sou Hu Cai Jing· 2025-06-19 10:12
Core Viewpoint - The company *ST Zhongdi is undergoing significant changes, including asset transfers and management restructuring, amid financial difficulties and leadership issues [2][3][4]. Group 1: Leadership Changes - Former chairman Li Yongqian and actual controller Liu Qitao of China Communications Construction Group are reportedly missing following the announcement of asset transfers [2]. - Li Yongqian has a history of leadership roles in various state-owned enterprises and played a significant role in the growth of Greentown China during his tenure [2]. - In 2024, the company underwent major personnel and structural adjustments, reducing management levels and consolidating city companies, leading to the departure of several key managers [3]. Group 2: Financial Performance - As of the end of 2024, the company reported a negative net asset value of -3.579 billion yuan, triggering a delisting risk warning from the Shenzhen Stock Exchange [4][5]. - The company’s revenue for 2024 was 18.302 billion yuan, a decline of 44.59% year-on-year, with a net loss attributable to shareholders of 5.179 billion yuan, a staggering increase in loss of 221.44% [5]. - The total assets of the company decreased by 12.63% to 107.698 billion yuan by the end of 2024 [5]. Group 3: Reasons for Losses - The decline in revenue is attributed to fewer projects reaching delivery conditions in 2024 and increased competition in the real estate market, leading to a 46.69% drop in real estate business income [6]. - Financial expenses rose by 47.86% to 1.032 billion yuan, driven by increased interest costs [6]. - The company has recognized impairment losses on certain real estate projects, further exacerbating its financial losses [6].