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 Intelligent has signed a bareboat charter agreement with OOS for its vessels Jinhua 01 and Jinhua 02, aiming to improve operational efficiency and generate stable rental income, which exceeds its projected revenue for 2024 [1][4] Group 1: Financial Impact - The rental price for each vessel is set at $22,250 per day, with a total rental income projected to be approximately $48.73 million (around 347 million RMB) over the lease period of 1,095 to 1,245 days [1] - This rental income surpasses Daya Intelligent's expected operating revenue for 2024, which is estimated at 337 million RMB [1] Group 2: Vessel Capabilities - The vessels Jinhua 01 and Jinhua 02 have a lifting height of 132.6 meters and a maximum lifting capacity that can cover 13.6 MW models, equipped with self-elevating, self-propelling capabilities and a DP-Z power system [2] Group 3: Market Context - The international oil and gas market is improving, with increased development in traditional oil and gas regions like Brazil and Southeast Asia, leading to a growing demand for offshore oil and gas service platforms [3] - OOS, the charterer, has extensive experience in the Brazilian market and has secured contracts with Petrobras for the operation and management of oil and gas service platforms using the chartered vessels [3] Group 4: Challenges and Strategic Response - Daya Intelligent faces challenges in its offshore wind power business due to declining installation and operation prices, high operational costs, and resource allocation issues since the 2021 offshore wind installation surge [4] - By leasing out the underperforming vessels, the company aims to convert inefficient assets into stable cash flow, thereby improving profitability and enhancing its competitive position [4]

Core Viewpoint - Daya Intelligent (大烨智能) has signed bareboat charter agreements for its vessels Jinhua 01 and Jinhua 02 with OOS to improve operational efficiency and generate stable rental income, which exceeds the company's projected revenue for 2024 [1][2][3] Group 1: Financial Impact - The bareboat charter contracts will generate a total rental income of approximately $48.73 million (around 347 million RMB) over the lease period, significantly surpassing the company's expected revenue of 337 million RMB for 2024 [1] - The daily rental price for each vessel is set at $22,250, with a minimum lease term of 1,095 days and a maximum of 1,245 days [1] Group 2: Market Context - The international oil and gas market is currently improving, with increased development efforts in traditional oil and gas regions such as Brazil and Southeast Asia, leading to a growing demand for offshore oil and gas service platforms [2] - OOS, the charterer, has extensive experience in the Brazilian market and has secured contracts with Petrobras for the operation and management of oil and gas service platforms [2] Group 3: Operational Strategy - The vessels Jinhua 01 and Jinhua 02 were originally built for oilfield service support and can be easily modified to meet the requirements of Petrobras [3] - The company aims to convert underperforming assets into stable cash flow through long-term leasing, thereby improving profitability and enhancing its competitive position in the market [3]