根据澳柯玛于9月29日晚间发布的《关于出售资产暨关联交易的公告》，公司当日与澳柯玛产投签署了 《株洲路183号澳柯玛工业园房地产买卖合同》。 交易标的为位于青岛市崂山区株洲路183号的澳柯玛工业园，包括其工业用房及占用范围内的国有建设 用地使用权。该工业园土地面积为11236.6平方米，房屋总建筑面积为9500.17平方米。 本次交易的定价依据是由天昊国际房地产土地资产评估集团有限公司出具的《资产评估报告》。公告显 示，评估机构最终采用以成本法测算的评估值3542.05万元作为交易定价基础，而该资产的账面净值仅 为1164.03万元。以此计算，本次交易的评估增值额为2378.02万元，增值率达204.29%。 9月29日晚间，澳柯玛（600336.SH，股价6.77元，市值54.03亿元）公告，为盘活闲置资产，聚焦资源 发展主业，公司与关联方青岛澳柯玛产业投资有限公司（以下简称澳柯玛产投）签署协议，以3542.05 万元的价格，出售其位于青岛市崂山区的澳柯玛工业园。 《每日经济新闻》记者注意到，这笔交易引人注目之处在于，其成交价较该资产截至2025年8月末的账 面净值1164.03万元，溢价率高达204.29 ...

每经记者｜彭斐 每经编辑｜张海妮 9月29日晚间，澳柯玛（600336.SH，股价6.77元，市值54.03亿元）公告，为盘活闲置资产，聚焦资源 发展主业，公司与关联方青岛澳柯玛产业投资有限公司（以下简称澳柯玛产投）签署协议，以3542.05 万元的价格，出售其位于青岛市崂山区的澳柯玛工业园。 《每日经济新闻》记者注意到，这笔交易引人注目之处在于，其成交价较该资产截至2025年8月末的账 面净值1164.03万元，溢价率高达204.29%。澳柯玛方面表示，此次交易预计将为公司增加约2100万元税 前利润。 在当前家电行业进入存量竞争、企业面临增长压力的背景下，澳柯玛通过此次资产处置，不仅实现了闲 置资产的大幅增值变现，更传递出公司坚定推进"互联网+全冷链"战略、集中资源发展智慧制冷核心主 业的明确信号。 闲置资产溢价率达204.29% 根据澳柯玛于9月29日晚间发布的《关于出售资产暨关联交易的公告》，公司当日与澳柯玛产投签署了 《株洲路183号澳柯玛工业园房地产买卖合同》。 本次交易的定价依据是由天昊国际房地产土地资产评估集团有限公司出具的《资产评估报告》。公告显 示，评估机构最终采用以成本法测算的评估值35 ...

Core Viewpoint - The report highlights a decline in revenue and profit for Aucma Co., Ltd. in the first half of 2025, attributed to intensified market competition and changing consumer demand in the home appliance industry [2][3]. Company Overview and Key Financial Indicators - Aucma Co., Ltd. reported a total revenue of approximately 4.06 billion yuan, a decrease of 12.23% compared to the same period last year [2]. - The total profit for the period was approximately 39.58 million yuan, down 16.94% year-on-year [2]. - The net profit attributable to shareholders was approximately 37.85 million yuan, reflecting a 24.36% decline compared to the previous year [2]. - The company's net assets increased by 1.44% to approximately 2.48 billion yuan, while total assets rose by 2.63% to approximately 8.11 billion yuan [2]. Industry and Main Business Situation - The home appliance market in China is experiencing a slowdown, with a 9.2% year-on-year growth in retail sales, driven by policies encouraging upgrades [3]. - The refrigerator segment saw a 3.9% increase in retail sales, while the freezer segment declined by 5.1% [3]. - The air conditioning sector grew by 12.4%, benefiting from government subsidies, with a notable increase in penetration rates in rural and urban areas [3]. - The export market for home appliances is facing challenges due to rising shipping costs and geopolitical tensions, with overall export growth slowing [3][4]. Main Business Analysis - Aucma focuses on refrigeration technology and product manufacturing, maintaining a leading position in the domestic cold chain equipment market [4]. - The company is transitioning from a traditional home appliance manufacturer to a cold chain IoT enterprise, implementing an "Internet + Cold Chain" strategy [5]. - The company has developed a comprehensive cold chain industry layout, including home cold chain, commercial cold chain, and medical cold chain solutions [5]. Financial Performance and Cost Analysis - The operating costs for the first half of 2025 were approximately 3.49 billion yuan, a decrease of 12.93% compared to the previous year [15]. - The company reported a significant drop in cash flow from operating activities, with a net outflow of approximately 165.88 million yuan [15]. - The financial expenses decreased by 11.16%, primarily due to increased exchange gains [15]. Research and Development - Aucma is enhancing its R&D capabilities, focusing on smart appliances and energy-efficient products, and has received multiple awards for innovation [11][12]. - The company collaborates with universities and research institutions to advance technologies in low-temperature preservation and smart appliances [11][12]. Market Strategy and Competitive Position - Aucma is adopting a dual strategy of OEM and self-owned brands to expand its overseas market presence, particularly in emerging markets [11]. - The company is also focusing on enhancing its supply chain capabilities and exploring new trade opportunities to balance foreign exchange [11].