YMK(300249)2024-03-11 10:07Group 1: Company Overview and Strategic Transition - Yimikang has undergone three developmental stages since its establishment in 2002, with the latest being the 3.0 version initiated in 2021, focusing on data information fields and green solutions for digital infrastructure [3][4]. - The company divested from Jiangsu Yijin in October 2023, which is expected to impact net profit attributable to shareholders by approximately -85 million yuan [4][5]. - The strategic shift aims to concentrate resources on core business areas, enhancing competitiveness and avoiding uncertainties associated with non-core operations [4][6]. Group 2: Financial Performance and Projections - For 2023, the company anticipates a net loss attributable to shareholders between 140 million to 230 million yuan, with a non-deductible net profit loss of 90 million to 170 million yuan [4][5]. - The company plans to recognize asset impairment provisions between 60 million to 110 million yuan based on preliminary assessments of asset conditions [4][5]. - Despite short-term financial pressures, the strategic divestment is viewed as a milestone for long-term growth and stability [4][5]. Group 3: Future Business Strategy - Starting in 2024, Yimikang will focus on enhancing operational capabilities across three dimensions: comprehensive capability improvement, establishing high-performance organizations, and creating differentiation through deep customer understanding [5][6]. - The company recognizes the growing demand for advanced cooling methods, such as liquid cooling, driven by the rapid development of the digital economy and AI technologies [6][7]. - Yimikang aims to align with national dual-carbon strategies, leveraging market opportunities in the digital infrastructure sector [6][7].