林洋能源(601222.SH)擬將林洋新能源和安徽林洋下屬5個子公司100%股權進行轉讓
格隆匯6月2日丨林洋能源(601222.SH)公佈,公司全資子公司安徽林洋擬將其持有的濉溪縣永瑞現代農業科技有限公司、濉溪永暉新能源科技有限公司、阜陽永明農業太陽能發電有限公司3個子公司100%股權轉讓給粵水電能源集團;全資子公司林洋新能源擬將其持有的江蘇飛展能源科技有限公司和連雲港林洋新能源有限公司2個子公司100%股權轉讓給粵水電能源集團,上述股權轉讓對價合計爲人民幣47,093.85萬元,涉及的光伏電站裝機容量合計236.5MW,包括部分公司第二次非公開發行股票和公開發行可轉債募投項目。
公司於2025年5月30日召開第五屆董事會第十九次會議和第五屆監事會第十七次會議,分別審議通過了《關於轉讓下屬子公司股權涉及部分募投項目轉讓的議案》,尚需提交公司股東會審議。
基於業務發展和戰略規劃,爲進一步優化電站資產結構,降低應收賬款中的可再生能源補貼,提高資金使用效率,加強與合作夥伴的合作關係,公司擬將林洋新能源和安徽林洋下屬5個子公司100%股權進行轉讓,交易涉及部分公司第二次非公開發行股票和公開發行可轉債募投項目。
投資建設光伏電站屬於重資產、資金密集型行業,具有固定資產投資規模高的特點。在國家補貼政策鼓勵下,雖然盈利狀況良好,但由於前期資金投入量大,且目前可再生能源電價補貼回收進度緩慢,公司擬出售的標的公司,收回全部電價補貼還需要較長時間,存在一定的延後。
公司戰略調整需要大量資金支持,公司前期已建成的光伏電站,回款週期較長,本次轉讓項目,能夠爲公司戰略轉型提供資金支持的同時獲得一定的收益,降低收回全部電價補貼不確定性的風險,具備合理性。本次股權轉讓交易有利於盤活存量資產,降低資產負債率,持續優化資產。
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