《商道创投网》创业家会员·单位简介： 《商道创投网》2025年11月24日从官方获悉：光伏复合材料边框行业企业沃莱新材近日完成了由老股东 天堂硅谷追投的新一轮战略融资。 《商道创投网》创投家会员·本轮投资原因是什么？ 沃莱新材是一家专注于光伏复合材料边框研发与生产的创新型企业。其核心业务围绕光伏产业的边框材 料升级展开，致力于通过新型复合材料替代传统铝边框，以实现更高的耐腐蚀性、载荷能力和更低的碳 足迹。公司凭借自主研发的材料配方与工艺，成功攻克了多项技术难题，实现了产品在高盐雾环境下的 耐腐蚀性、抵御强台风的高载荷能力以及优异的耐低温特性，同时还具备显著的成本优势和环保价值， 成为光伏产业高质量发展与绿色低碳目标的有力推动者。 《商道创投网》创业家会员·本轮融资用途是什么？ 沃莱新材创始人表示，本轮融资资金将重点投向技术研发、产能扩充和产业链协同三大方向。持续加码 技术研发，进一步优化材料配方与工艺，巩固技术壁垒；扩大智能化产能，新增多条自动化产线，满足 市场需求；深化产业链协同，携手上下游共建生态，推动复合材料边框标准化应用。 天堂硅谷相关负责人表示，投资沃莱新材是基于其在光伏复合材料边框领域的技术领先地 ...

近日，浙江博菲电气股份有限公司（以下简称"博菲电气"）宣布，以3852.25万元的价格将其全资子公 司浙江博菲新能源科技有限公司（以下简称"博菲新能源"）的100%股权转让给海宁经开产业园区开发 建设有限公司。公告表示，这或许是一次颇具智慧的运作，预计将为公司带来资产负债率的优化与当期 净利润提升的双重利好。 根据公告，本次股权转让交易价款为3852.25万元。虽然公告未明确具体的投资收益金额，但明确表 示"本次交易预计将对公司2025年度净利润产生积极影响"。这笔正向收益将直接计入公司2025年度的财 务报表，这对于2025年上半年净利润同比增长882.67%，正处于业绩回升通道的博菲电气而言，是一剂 最有力的强心针。 公告强调，除了直接的投资收益，本次交易对博菲电气整体财务健康的改善意义深远。被出售的博菲新 能源自身负债率极高，截至2025年6月30日，其资产负债率高达93.27%。交易完成后，博菲新能源将不 再纳入博菲电气的合并财务报表范围。这意味着，博菲新能源高达93.27%的负债率所对应的债务将从 上市公司的合并报表中彻底剥离。这一操作将直接导致博菲电气合并层面的总负债下降，从而降低公司 整体的资产 ...

"股权剥离+租赁续营"保障复合材料项目持续运营 公告表示，本次交易完成后，公司控股子公司博菲绿能将租赁博菲新能源持有的位于海宁市海昌街道隆兴路136号的相关场所， 继续运营光伏复合材料边框项目。这一安排确保了公司光伏项目的"无缝衔接"保障 —— 生产场地、设备布局等核心运营要素保 持稳定，避免了因项目迁移或重启导致的产能中断、客户流失等风险，对于光伏复合材料这类对生产工艺稳定性要求较高的业 务而言，场地与设备的持续使用，能有效维持产品质量一致性，保障了业务发展的连续性，巩固公司在该领域的市场竞争力。 更重要的是，"租赁运营"的轻资产模式为项目运作赋予了更高效率与灵活性。 此前，博菲新能源作为全资子公司，其土地、厂房等重资产一定程度上分散了公司对项目资源的投入力度。通过股权转让剥离 重资产，转为租赁运营后，博菲电气可将更多资金与精力聚焦复合材料的技术研发、产能爬坡与市场拓展等核心领域，减少重 资产运营带来的财务压力，提升整体运营效率。 公告中"基于公司轻资产发展战略和战略布局项目的可持续发展考虑"的表述，也印证了这一模式的核心目标。公司通过"股权剥 离+控股子公司租赁续营"的轻资产创新模式，实现项目运作的优化升 ...

Core Viewpoint - The announcement of the sale of 100% equity in Zhejiang Bofei New Energy Technology Co., Ltd. by Bofei Electric is a strategic move aimed at optimizing business operations and ensuring continuity in its photovoltaic composite materials project [2][4]. Group 1: Transaction Details - Bofei Electric sold its wholly-owned subsidiary for a transaction price of RMB 38,522,517.26 [2]. - The sale is not merely an asset disposal but a strategic layout for business continuity and optimization [2]. Group 2: Operational Continuity - After the transaction, Bofei Green Energy, a subsidiary, will lease the facilities from Bofei New Energy to continue operating the photovoltaic composite materials project, ensuring seamless production and stability [3]. - This arrangement helps avoid risks associated with project relocation or restart, maintaining production quality and operational continuity [3]. Group 3: Financial Impact - The transaction is expected to positively impact Bofei Electric's net profit for 2025, with the sale price significantly exceeding the audited equity of Bofei New Energy [5]. - The assessed value of the subsidiary's equity shows a substantial increase, with a growth rate of 103.32%, which will contribute to the company's investment income and enhance annual net profit [5][6]. Group 4: Financial Structure Improvement - Post-transaction, the overall asset-liability ratio of Bofei Electric is expected to decrease, alleviating financial leverage pressure [7]. - The high liabilities of Bofei New Energy will be removed from the consolidated financial statements, leading to a dual financial improvement of reduced liabilities and increased cash flow [7].

Core Viewpoint - The company plans to divest its wholly-owned subsidiary, Zhejiang Bofei New Energy Technology Co., Ltd., to focus on a light asset operation strategy, which is expected to enhance resource integration and expand its market presence in the new energy sector [1][3]. Group 1: Divestment Details - The total transaction price for the divestment of Bofei New Energy is set at 38.5225 million yuan, with the subsidiary no longer included in the company's consolidated financial statements post-transaction [1][3]. - The divestment is part of a strategic shift towards light asset operations, allowing the company to avoid the burdens of land and factory ownership [2][3]. - The subsidiary was established to undertake a project with a total investment of no less than 1 billion yuan, which is now expected to be continued by the company's controlling subsidiary, Zhejiang Bofei Green Energy Technology Co., Ltd. [2][5]. Group 2: Financial Performance and Projections - Bofei New Energy has not yet turned a profit, reporting a revenue of 385,680 yuan and a net loss of 558,890 yuan in the first half of the year [5]. - The projected revenue for 2024 is 33,550 yuan, with a net loss of 403,930 yuan, indicating ongoing financial challenges [5]. - The company anticipates a reduction in overall investment for the 1 billion yuan project due to the divestment of fixed assets, focusing instead on equipment and raw material costs [7]. Group 3: Future Operations - The company remains optimistic about the market potential for composite material frames as a substitute for aluminum alloy frames, indicating a commitment to continue operations in this area [2][7]. - The project will be managed by Bofei Green Energy, which will lease the land and factory from Bofei New Energy to maintain continuity in operations [3][7].

博菲电气表示，公司本次出售博菲新能源100%股权，基于公司轻资产发展战略和战略布局项目的可持 续发展考虑，将由公司控股子公司浙江博菲绿能科技有限公司租赁博菲新能源土地厂房，继续运营光伏 复合材料边框项目。本次交易有利于进一步整合公司资源，拓展公司新能源业务市场，不存在损害公司 及全体股东利益的情形。本次交易完成后，博菲新能源将不再纳入公司合并报表范围。本次交易预计将 对公司2025年度净利润产生积极影响。 北京商报讯（记者 马换换 王蔓蕾）10月8日晚间，博菲电气（001255）披露公告称，公司将持有的全资 子公司浙江博菲新能源科技有限公司（以下简称"博菲新能源"）100%股权全部转让给海宁经开产业园 区开发建设有限公司，本次股权转让交易价款为3852.25万元。 ...