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晶澳科技(002459.SZ):擬出售北屯海天達、和布克賽爾海天達、新疆九州方園100%股權給中核匯能
格隆匯 12-09 21:02

格隆匯12月9日丨晶澳科技(002459.SZ)公佈,公司於2021年12月9日召開第五屆董事會第二十八次會議,審議通過了《關於出售下屬公司股權的議案》,並擬於近期與交易對方簽署《股權轉讓協議》。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,公司擬將北屯海天達光伏發電有限公司(“北屯海天達”,擁有的光伏電站併網容量為20MW)100%股權、和布克賽爾蒙古自治縣海天達光伏發電有限公司(“和布克賽爾海天達”,擁有的光伏電站併網容量為30MW)100%股權、新疆九州方園新能源有限公司(“新疆九州方園”,擁有的光伏電站併網容量為60MW)100%股權轉讓給中核匯能有限公司(“中核匯能”),轉讓價格分別為2900萬元、4500萬元、2.146億元。

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有補貼的光伏電站,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。本次轉讓預計增加公司 2021年淨利潤約1.6億元,最終數據以會計師年度審計結果為準。

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