黃光裕公開信:國美零售將聚焦主業,剝離或出售虧損業務
國美零售(00493.HK)8月19日晚間發佈公告稱:結合市場形勢變化,公司以提升未來運營效率爲目標,計劃通過重組業務板塊、優化資產結構,最終實現公司盈利能力的提升,以科技化手段來助力企業數字化轉型,全流程提升消費者服務體驗。
爲增加公司持有的有形資產金額,大股東考慮在不攤薄中小股東權益和不增加公司現金流壓力的前提下,以大幅度優惠的價格向控股控股股東收購國美商都和湘江玖號兩處物業產權;大幅度優化公司資產充足率、增加融資能力。
董事認爲,此次實物資產注入後,能夠大幅提升公司資產充足率,目前是通過收購目標權益以購買該等物業的合適時機。同時,從市場融資角度來看,收購事項能大幅提升金融機構對公司的業務支持信心,有利於公司未來的再融資。此次收購事項同時可以大力度的促進集團線下城市展示體驗中心建立,提升其於核心業務的核心競爭能力。
除此之外,爲進一步專業化地做好售前售中售後全服務閉環及增值服務的盈利能力,公司將考慮於適當時候以大幅度優惠價格向控股股東收購安迅物流有限公司部份股權,達成公司獲得安迅物流的控股權益的目的。
公司股份於2022年8月22日上午9時正起復牌。
同日,國美創始人黃光裕發表了公開信,在信中,黃光裕講述了上市公司國美零售(0493.HK)業務優化重整、注入優化資產的來龍去脈,並對過去國美執行的戰略進行了總結分析,重申對國美零售未來發展充滿信心。
黃光裕在信中說,作爲企業經營者,需要有危機意識,又要堅定相信未來而抱有進取的心態。
信中稱,國美零售將聚焦電器、消費電子產品零售,形成以展銷、家庭電子類產品一體化解決方案、泛家電延伸產品及增值服務等五類主要盈利模式。
同時,與以上非關聯或虧損業務將從上市公司中剝離、出售及停止發展;此外,還將關停低效門店、新開大店好店、拓展加盟門店,優化門店網絡佈局。
黃光裕還定下國美未來三年發展目標:2023年實現較高盈利並達到以往較高水平,2024年達到歷史最好水平,2025年明顯超越歷史最好水平。
黃光裕也坦言稱,去年2月定下的“用未來18個月時間使國美恢復原有市場地位”的目標如今並未實現。對此,黃光裕稱坦然接受外界質疑與批評,但還將繼續努力。
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