Core Insights - In 2024, Hubei state-owned assets acquired four listed companies, with companies listed on the Beijing Stock Exchange showing the best stock performance [2] Group 1: Investment Performance - As of April 27, 2025, the cumulative market value of holdings reached 3.38 billion yuan, with a floating profit of 45 million yuan compared to the investment cost of 3.335 billion yuan [3] - Among the acquired companies, Runong Irrigation and Micro-Innovation Optoelectronics showed significant stock price increases, with Runong Irrigation achieving a floating profit of 190 million yuan (56% increase) and Micro-Innovation Optoelectronics a floating profit of 310 million yuan (185% increase) [3] Group 2: Company Specifics - Aotegia's control change announcement on March 29, 2024, involved a 2.1 billion yuan acquisition, representing a 20% premium over the closing price, leading to a high PE ratio of 126 times based on 2023 net profit of 73 million yuan [3][4] - Aotegia's revenue for 2023 was 6.85 billion yuan, with a projected revenue of 8.13 billion yuan in 2024, reflecting an 18.78% year-on-year growth [3] - Micro-Innovation Optoelectronics, acquired at a low price of 4.27 yuan per share, generated over 300 million yuan in floating profit by April 27, 2025, after gaining control through a voting rights design [5][6] - Shanghai Yashi underwent a significant transformation in 2024, with Hubei Guotai becoming the controlling shareholder for 728 million yuan, and the company achieved a revenue of 5.032 billion yuan, a 99.7% increase year-on-year [7][9] Group 3: Strategic Insights - Hubei state-owned assets focus on local industry chain needs, employing a "fill the gap" strategy in acquisitions, which enhances the effectiveness of mergers and acquisitions [13] - The acquisitions of Runong Irrigation and Micro-Innovation Optoelectronics benefited from low initial valuations and favorable policy conditions, leading to substantial floating profits [13]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002239 证券简称：奥特佳 公告编号：2025-027 一、重要提示 本年度报告摘要来自年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投资者 应当到证监会指定媒体仔细阅读年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 √适用 □不适用 是否以公积金转增股本 □是 √否 公司经本次董事会审议通过的利润分配预案为：以3,309,623,844股为基数，向全体股东每10股派发现金 红利0.031元（含税），送红股0股（含税），不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 二、公司基本情况 1、公司简介 ■ 2、报告期主要业务或产品简介 （一）公司的主要业务 奥特佳是一家提供汽车的热管理整体解决方案的制造业企业，主营业务是汽车热管理系统及零部件的技 术开发、产品生产及销售，主要产品包含汽车空调压缩机、汽车空调系统、储能电池和充电系统热管理 产品及其关键部件，同时从事相关产品的设计开发和技术服务。 ...