大烨智能（300670.SZ）近日宣布，拟将全资子公司旗下的"锦华01"、"锦华02"两艘海上风电吊装船以 光船租赁形式出租给荷兰OOS International B.V。此次租赁租期最短为1095天、最长为1245天，预计租 金总收入约3.47亿元人民币。 据华夏时报报道，对于此次交易，大烨智能投资者咨询电话工作人员直接表示："船出租后，海上风电 业务后面就没有了。" 战略转向 大烨智能此次的船舶出租决策，本质上是一次战略撤退。 根据公告，两艘船舶将以光船租赁的形式出租给OOS公司，每艘船每日租金为22250美元。租赁期限最 短1095天（约3年），最长1245天（约3年4个月）。 经测算，两艘船的租金总收入可达4872.75万美元（约合3.47亿元人民币）。 公告还表示，自2026年3月1日或巴西国家石油公司相关项目触发日起算，直至船舶归还为止。承租方可 在原运营期届满前90天内，通过书面通知将原运营期延长730天（2年），且延长期内每艘船每日租金将 提升至29500美元。 大烨智能在回复华夏时报时表示，船舶出租后，公司的海上风电业务将直接停滞。租赁期内，公司暂不 会考虑恢复相关业务。 这一决定背后的直 ...

Core Viewpoint - Daya Smart plans to lease its two offshore wind installation vessels, "Jinhua 01" and "Jinhua 02," to OOS International B.V. for a total rental income of approximately 347 million RMB, marking a strategic shift away from its offshore wind business due to ongoing financial pressures and operational challenges [3][5][7]. Group 1: Leasing Details - The lease agreement specifies a minimum rental period of 1095 days (about 3 years) and a maximum of 1245 days (about 3 years and 4 months), with a daily rental rate of $22,250 per vessel [4]. - If the rental period is extended, the daily rental rate will increase to $29,500 per vessel [4]. Group 2: Financial Impact - The expected total rental income of 347 million RMB will help alleviate short-term cash flow issues for Daya Smart, although it falls short of the 854 million RMB spent on acquiring the vessels [5][7]. - The company has faced continuous losses, with net profits of -170 million RMB in 2022 and -145 million RMB in 2023, and a projected loss of 108 million RMB after non-recurring gains in 2024 [6][7]. Group 3: Business Strategy Shift - The leasing of the vessels indicates a complete exit from the offshore wind business, as the company has stated that there will be no further operations in this sector during the lease period [6][9]. - Daya Smart's offshore wind operations have been unprofitable, with significant operational costs and declining revenue, leading to a strategic reevaluation of its business model [8][9].

Core Viewpoint - Dayang Intelligent (大烨智能) announced on November 2 that its wholly-owned subsidiaries, Jinhua Zero One and Jinhua Zero Two, plan to sign a bareboat charter agreement with OOS International B.V. to lease two vessels for offshore oil and gas projects in Brazil, generating significant revenue from the contracts [1] Group 1: Contract Details - The vessels Jinhua 01 and Jinhua 02 will be leased at a rate of $22,250 per day each [1] - The total rental income from the bareboat charter contracts over the lease period is estimated to be $48.7275 million, calculated based on a daily rate and an operational period of 1,095 days [1] - The calculation does not include any potential extension options for the lease [1]