晶澳科技(002459.SZ)擬出售三個電站項目100%股權
格隆匯11月23日丨晶澳科技(002459.SZ)公佈,為進一步提升公司資產使用效率,整合和優化現有資產結構,公司擬將敦煌晶澳100%股權轉讓給中電投東北公司、新疆絲路,轉讓價格3.06億元;擬將赤峯晶澳100%股權轉讓給中電投東北公司,轉讓價格1.07億元;擬將扎魯特旗晶澳100%股權轉讓給中電投東北公司,轉讓價格6338萬元。轉讓完成後公司不再持有上述三家公司股權,上述三家公司將不再納入公司合併報表範圍內。
目前,公司持有已併網發電的光伏電站均為帶有補貼電站,補貼資金收回時間較長。隨着國內光伏電站平價時代的到來,開發平價光伏電站,以電站項目帶動組件銷售,並在電站項目未對外出售前由公司運營,在收益率滿足公司要求的條件下,一方面,實現產品銷售利潤,另一方面,持有運營期間售電收入能夠及時結算,形成良好的現金流。
出售上述三個電站項目,通過出售補貼電站資產,利用回籠資金,開發建設平價電站,將使資產運營更加高效化,符合公司發展光伏電站的開發、持有、轉讓的業務模式。同時,出售既有補貼電站,相當於提前回收拖欠的補貼資金,整體改善公司電站業務的現金流狀況。
根據公司財務部初步測算,本次交易將達成產品銷售未實現毛利的實現,預計增加公司2020年淨利潤約1.1億元,最終數據以會計師年度審計結果為準。
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