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ALCO HOLDINGS(00328)附属拟200万元收购深圳爱高创科控股11%股权
智通财经网· 2025-08-22 14:05
Group 1 - The company plans to acquire an 11% stake in Shenzhen Aigo Chuangke Holdings Limited for a consideration of RMB 2 million, which will make it the largest shareholder with a 51% stake post-completion [1] - The joint venture primarily provides digital product leasing services and SaaS support for e-commerce and media development, allowing startups to access hardware at lower costs [1] - The acquisition is expected to enhance the company's position in the growing digital services market and diversify operational risks amid increasing competition in the consumer electronics industry [2] Group 2 - The company aims to leverage the joint venture to collaborate with electronic industry enterprises in mainland China, focusing on leasing and e-commerce to expand its technological research and development capabilities [2] - The acquisition is anticipated to create strong synergies with the company's main business projects, as the existing OEM/ODM production business faces challenges due to intense competition and shrinking profit margins [2] - The dual-track development strategy of the joint venture is expected to form a "hardware + software" ecosystem, facilitating business diversification and long-term strategic benefits [2]
格林美许开华:镍价处于企业“生死线”,拟收购一两家“小而美”的上市公司
Jing Ji Guan Cha Wang· 2025-05-07 11:10
Core Viewpoint - Greeenme's revenue and profit growth in 2024 and Q1 2025 indicates a positive trend, with expectations for significant revenue increases in the coming years, driven by battery materials and metal recycling businesses [2][11]. Financial Performance - In 2024, Greeenme achieved revenue of approximately 33.2 billion yuan, a year-on-year increase of 8.75%, and a net profit of about 1.02 billion yuan, up 9.19% [2]. - For Q1 2025, the company reported revenue of around 9.5 billion yuan, a 13.67% increase year-on-year, with a net profit of 511 million yuan, reflecting a 12.1% growth [2]. - Greeenme anticipates revenues exceeding 40 billion yuan, 50 billion yuan, and 60 billion yuan in 2025, 2026, and 2027, respectively, aiming for a doubling of revenue over three years [2]. Business Growth Areas - The fastest-growing segments for Greeenme from 2025 to 2027 are expected to be battery materials, tungsten resource recycling, and precious and rare metal recycling [2][11]. - The company has made significant investments in tungsten resource recovery and precious metal recycling since last year [11]. Nickel Mining Operations - Greeenme's nickel metal output reached 51,600 tons in 2024, a 91% increase, with a total nickel resource capacity of 150,000 tons per year [4]. - Nickel business generated revenue of 5.85 billion yuan in 2024, accounting for 17.61% of total revenue [4]. - The company aims to produce over 216,000 tons of nickel metal by 2027 [4]. Market Dynamics - Nickel prices have fluctuated, reaching a peak of $25,638 per ton in 2022 and dropping to around $21,506 per ton in 2023, with projections for 2024 at approximately $16,818 per ton [7][8]. - Greeenme's chairman highlighted the critical cost thresholds for nickel production, indicating that current prices are near the "survival line" for profitability [8]. Strategic Initiatives - Greeenme is expanding its operations in Indonesia, collaborating with other companies to establish a comprehensive industrial park for nickel refining and battery material production [10]. - The company plans to recover 25 types of scarce resources, aiming for over 10% of China's supply for each type [12]. Future Outlook - Greeenme's chairman predicts that by 2035, the market share of ternary batteries will equal that of lithium iron phosphate batteries, driven by global market expansion [8]. - The company is also pursuing acquisitions of smaller listed companies to enhance its tungsten business and plans to list its main entity in Hong Kong [13].