【 Money DJ 】 夏普3月31日宣布，已于当日和Aoi 达成转让协议 ，计划将三重事业所第一工厂厂房（总楼地板面积约6万平方 米 ）卖给Aoi。 夏普指出，公司正针对元件事业（包含液晶面板部门、电子元件部门）进行轻资产化措施，而此次的 转让协议 为轻资产化 计划 的一环。 图片来源：夏普 夏普表示，今后该公司将透过旗下负责中小尺寸面板事业的Sharp Display Technology，协助Aoi在三重事业所内建构半导体后段制程（封装）产 线，且根据Aoi的事业发展，也考虑出售三重事业所第二工厂（总楼地板面积约8.3万平方公尺）给Aoi。 日媒报导，夏普三重事业所（三重工厂）由4座厂房组成，此次将导入后段制程产线的第一厂房（三重第一工厂）已停产近10年，截至2015年为 止，该座工厂一直生产智能手机用中小尺寸面板。至于工厂土地的租售问题，仍需夏普与Aoi进行后续协商。Aoi将在三重第一工厂导入半导体后段 制程产线，目标2027年度投产。 夏普2024年7月宣布，已和Aoi达成基本协议，Aoi将在三重工厂第一厂房打造先进半导体面板封装（advanced semiconductor panel pack ...

Core Viewpoint - Honghua Smart Energy (01083) has demonstrated strong performance in revenue and core profit growth, reflecting positive market sentiment and expectations for future development [1][2]. Financial Performance - In 2024, Honghua Smart Energy achieved revenue of HKD 21.314 billion, a year-on-year increase of 7.4%, while core profit surged by 34.5% to HKD 1.601 billion [2]. - The company declared a final dividend of HKD 0.16 and a special dividend of HKD 0.03, totaling HKD 0.19 [2]. Market Reaction - Following the earnings report, the company's stock price rose by over 9% on March 17, ultimately closing with a gain of 7.93%, reflecting a cumulative increase of nearly 15% since the beginning of March [1]. Analyst Ratings - Various domestic and international brokerages, including CICC, Citigroup, and Huatai Securities, have issued positive reports on the company, indicating strong recognition of its value [1][2]. - Target prices from analysts range from HKD 3.45 to HKD 4.99, with ratings such as "Outperform" and "Buy" [2][10]. Business Growth and Strategy - The company is focusing on its gas business, with gas sales volume expected to increase by 5% to 17.201 billion cubic meters in 2024, supported by the implementation of a pricing mechanism [3][4]. - The comprehensive gas price difference improved to HKD 0.56 per cubic meter, with expectations for further growth in 2025 [3]. Renewable Energy Development - Honghua Smart Energy's renewable energy segment reported a significant profit increase of 514% to HKD 479 million in 2024, with solar power generation capacity reaching 2.3 GW [5][6]. - The company is adopting a light-asset model, which is expected to drive further growth in its renewable energy business, contributing to overall profitability [6][7]. Future Outlook - Analysts anticipate that the company's renewable energy business will continue to be a key driver of growth, with projections for new installations of 0.6 GW and 0.5 GW in 2025 and 2026, respectively [6][10]. - The ongoing implementation of the pricing mechanism and the light-asset strategy are expected to enhance the company's performance and cash flow stability in the long term [10][11].