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Ming Yang Smart Energy (601615.SH): will sell 100% equity of Taonan Baqiang for 96.8301 million yuan to Yuexiu New Energy.
On March 26, Glonghui reported that Ming Yang Smart Energy (601615.SH) announced that it will hold the eighteenth meeting of the third Board of Directors on March 26, 2025, to review and approve the proposal regarding the Equity Transfer of its controlling subsidiary. Based on the company's overall Global Strategy to promote the rolling development of wind farms and to further integrate company resources, it will sell 100% of the equity of its controlling subsidiary, Taonan Baiqiang, to Yuexiu New Energy at a transaction price of RMB 96.8301 million. After the completion of this Trade, it is expected that the company's total profit and Cash / Money Market will increase in 2025, with specific figures subject to the audit results.
Health Check: How Prudently Does Ming Yang Smart Energy Group (SHSE:601615) Use Debt?
Brokerage morning meeting highlights: It is recommended to pay attention to companies in the humanoid robot industry that have the capability for low stock price bulk supply of components.
In today's Brokerage morning meeting, China Securities Co.,Ltd. suggested focusing on companies in the humanoid robot Industry that have the capacity for low stock price mass supply of components; Tianfeng stated that the wind turbine Sector will undergo a value reassessment; Galaxy Securities believes that the peak season de-stocking turning point in the non-ferrous Industry is emerging, and the spring market is expected to unfold.
Tianfeng: The wind turbine Sector is set to undergo a value reassessment.
Tianfeng states that in the context of demand for wind power exceeding expectations, the current logic of the wind turbine industry has undergone significant changes, and the wind turbine sector will face a revaluation of its value.
Tianfeng: Price stabilization combined with profits bottoming out creates a resonance in domestic and foreign wind turbine demand.
The recovery of profitability in the wind turbine Business is a lengthy process, and it's expected that 2025 will be the year when the Industry turns a profit, with domestic demand expected to grow beyond expectations.
Zhangjiagang Guangda Special Material (688186.SH): Signed a contract worth 1.505 billion yuan with Ming Yang Smart Energy.
Glonhui reported on March 11 that Zhangjiagang Guangda Special Material (688186.SH) announced that the company recently signed a "Framework Procurement Contract for Wind Turbine Components for 2025" with Ming Yang Smart Energy Group Co., Ltd. (referred to as "Ming Yang Smart Energy"), with a contract amount of 1.505 billion yuan (including tax).
Capital Allocation Trends At Ming Yang Smart Energy Group (SHSE:601615) Aren't Ideal
