科技转型升级战略
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东方精工出售旗下Fosber集团资产,进一步聚焦制造业战略性新兴产业
Zheng Quan Shi Bao Wang· 2025-11-28 13:51
Core Viewpoint - The company, Dongfang Precision (002611.SZ), announced a significant asset sale plan, selling 100% equity of its corrugated cardboard production line business, including the Italian Fosber Group, through a cash transaction. This strategic decision aims to maximize the interests of the company and its shareholders while aligning with national development strategies and the company's technological transformation goals [1]. Group 1: Strategic Focus - The sale is not merely a divestment but a strategic choice to concentrate resources on core businesses that align with the national development direction of "new quality productivity" [1]. - The company plans to enhance its financial strength and unlock business potential through this transaction, ensuring high-quality development [1]. Group 2: Business Development - Since acquiring control of Fosber Group in 2014, the company has seen significant profits from this operation. However, with increasing complexity in management, it has decided to streamline its international management scope [1]. - The company has been advancing its "technology transformation and upgrading strategy" since 2020, significantly increasing R&D investment and becoming the first in China to mass-produce 300-horsepower gasoline outboard engines, filling a gap in the high-power outboard engine manufacturing sector [2]. Group 3: Performance Metrics - The subsidiary, Baisheng Power, has achieved an average annual compound growth rate of over 20% in revenue and net profit over the past five years, indicating a strong development trend [3]. - The company has launched innovative products and established a national-level postdoctoral research workstation, enhancing its R&D capabilities [3]. - The implementation of the U9 ERP system has improved operational efficiency, with inventory turnover days decreasing year-on-year, and accessory sales increasing by over 50% in the first half of 2025 [3]. Group 4: Future Directions - The company aims to focus on strategic emerging industries in manufacturing, aligning with national policies and its own industrial advantages to optimize its industrial structure and enhance technological innovation capabilities [4]. - Following the completion of the asset sale, the company will continue to leverage its decades of experience in high-end equipment manufacturing to focus on the industrialization of strategic emerging industries [4].