在完成重大资产置出、进入业务调整期后，中化装备（600579）大股东计划启动资产注入，中化装备预计交易将构成重大资产重组。 注入资产 从拟注入的资产业务来看，相关标的与中化装备存在业务协同。 具体来看，益阳橡机是国内橡胶机械行业骨干企业，拥有以大容量密炼机、高精度轮胎硫化机、大规格平板硫化机、双锥双螺杆挤出机等大重型橡胶机械 为主的产品格局。产品应用领域涉及轮胎、输送带、电线电缆、摩擦材料、医用橡胶、冶金、林业等行业。产品销售到日本、美国、意大利、新西兰、巴 西等40多个国家和地区。 北化机则是在原北京化工机械厂(1966年建厂)基础上搬迁组建而成，属于高新技术型企业。以电解成套装置和电解节能改造技术为核心，作为全球三大离 子膜电解槽成套供应商之一，北化机具有年产300万吨成套氯碱装置和各60000平方米阴、阳电极生产能力，截至2024年底，国内市场占有率近半，国际市 场占有率超过20%。 中化装备7月14日晚间公告，拟发行股份购买中国化工装备有限公司(以下简称"装备公司")持有的益阳橡胶塑料机械集团有限公司(以下简称"益阳橡 机")100%股权、北京蓝星节能投资管理有限公司(以下简称"蓝星节能")持有的蓝星 ...

Core Viewpoint - The strategic adjustment path of Sinochem Equipment is outlined through a series of actions, including divesting loss-making assets and injecting high-quality targets, as the company plans a major asset restructuring [1][10]. Group 1: Major Asset Restructuring - Sinochem Equipment plans to acquire 100% equity of Yiyang Rubber Plastic Machinery Group Co., Ltd. and Beijing Bluestar Energy Investment Management Co., Ltd. through share issuance [1][2]. - The restructuring will not change the controlling shareholder or actual controller of the company [2]. - The company will also raise supporting funds by issuing shares to no more than 35 specific investors [1]. Group 2: Financial Performance - Sinochem Equipment expects a significant reduction in losses for the first half of 2025, with projected net profit attributable to shareholders ranging from -22.06 million to -14.71 million yuan [8]. - The company reported a net profit of -287 million yuan and a non-recurring net profit of -513 million yuan in the same period last year, indicating a substantial improvement [9]. - The financial improvement is attributed to the completion of a major asset restructuring in December 2024, which removed overseas loss-making businesses from the consolidated financial statements [9][10]. Group 3: Business Focus and Future Direction - Following the restructuring, Sinochem Equipment will no longer engage in plastic machinery business, focusing instead on chemical equipment and rubber machinery [6]. - The company has undergone a name change to better reflect its strategic direction and operational status [6]. - Sinochem Equipment's products and services are widely used in various industries, including chemical, petrochemical, metallurgy, power, and coal [13].

【导读】产业链整合提速，中化装备拟注入两大核心资产 中国基金报记者 杨晨 从剥离亏损资产到注入优质标的， 中化装备 的系列动作勾勒出一条清晰的战略调整路径。 7月14日晚间，中化装备科技（青岛）股份有限公司（证券代码：600579，简称中化装备）发布公告，宣布筹划重大资产重组事项，公司 股票自7月15日开市起停牌，预计停牌时间不超过10个交易日。 根据公告，中化装备拟通过发行股份的方式，向中国化工装备有限公司（以下简称装备公司）购买其持有的益阳橡胶塑料机械集团有限公 司（以下简称益阳橡机）100%股权；同时，中化装备拟通过发行股份的方式，向北京蓝星节能投资管理有限公司（以下简称蓝星节能）购 买其持有的蓝星（北京）化工机械有限公司（以下简称北化机）100%股权。此外，公司还计划向不超过35名特定投资者发行股份募集配 套资金。 | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌 期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | 600579 | 中化装备 | A 股 停牌 | 2025/7/15 | | | | "两 ...