每經AI快訊(xun)，2023年11月28日(ri)(ri)，深(shen)交(jiao)所(suo)向*ST紅相(xiang)(xiang)（SZ 300427，收(shou)(shou)(shou)(shou)盤價：7.29元(yuan)）發(fa)出(chu)關注(zhu)函：針對(dui)(dui)“2017年7月28日(ri)(ri)，你(ni)公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)披露的(de)(de)(de)(de)《廈門紅相(xiang)(xiang)電(dian)力設備(bei)股(gu)(gu)份有限公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)發(fa)行(xing)(xing)股(gu)(gu)份及(ji)(ji)支(zhi)付(fu)現金購(gou)(gou)買(mai)資產并募集配(pei)套資金暨關聯(lian)交(jiao)易報(bao)告書（草(cao)案）（修訂稿）》顯(xian)示(shi)(shi)，你(ni)公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)以11.7億元(yuan)交(jiao)易作價收(shou)(shou)(shou)(shou)購(gou)(gou)標(biao)(biao)(biao)(biao)的(de)(de)(de)(de)公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)，標(biao)(biao)(biao)(biao)的(de)(de)(de)(de)公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)是國(guo)內最早進入電(dian)氣(qi)化(hua)鐵路(lu)(lu)市(shi)(shi)(shi)場的(de)(de)(de)(de)牽引(yin)變(bian)(bian)壓器生產廠家之(zhi)(zhi)一(yi)(yi)(yi)，在(zai)國(guo)內鐵路(lu)(lu)牽引(yin)變(bian)(bian)壓器市(shi)(shi)(shi)場擁有較(jiao)高且穩定的(de)(de)(de)(de)市(shi)(shi)(shi)場份額(e)，是國(guo)內牽引(yin)變(bian)(bian)壓器三大供應(ying)商之(zhi)(zhi)一(yi)(yi)(yi)；標(biao)(biao)(biao)(biao)的(de)(de)(de)(de)公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)高度(du)契(qi)合(he)你(ni)公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)向鐵路(lu)(lu)行(xing)(xing)業(ye)(ye)橫向發(fa)展的(de)(de)(de)(de)戰(zhan)略(lve)規(gui)劃，有望形成良好(hao)的(de)(de)(de)(de)協同(tong)效應(ying)。2022年4月28日(ri)(ri)，你(ni)公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)披露的(de)(de)(de)(de)《2021年年度(du)報(bao)告》顯(xian)示(shi)(shi)，受國(guo)內能耗雙(shuang)控、原材(cai)料價格上漲、市(shi)(shi)(shi)場競爭加劇等(deng)(deng)多方面因素的(de)(de)(de)(de)影響，標(biao)(biao)(biao)(biao)的(de)(de)(de)(de)公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)經(jing)營(ying)業(ye)(ye)績未達預期，你(ni)公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)對(dui)(dui)收(shou)(shou)(shou)(shou)購(gou)(gou)標(biao)(biao)(biao)(biao)的(de)(de)(de)(de)公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)形成的(de)(de)(de)(de)商譽(yu)全額(e)計提(ti)了約6.71億元(yuan)減(jian)(jian)值準(zhun)(zhun)備(bei)，并對(dui)(dui)無形資產計提(ti)資產減(jian)(jian)值準(zhun)(zhun)備(bei)3615.9萬元(yuan)。公(gong)(gong)(gong)(gong)(gong)告顯(xian)示(shi)(shi)，公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)通過轉讓標(biao)(biao)(biao)(biao)的(de)(de)(de)(de)公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)100%股(gu)(gu)權，一(yi)(yi)(yi)方面，可(ke)快速回(hui)收(shou)(shou)(shou)(shou)現金，解(jie)除公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)對(dui)(dui)應(ying)的(de)(de)(de)(de)融資擔保義務(wu)，有利(li)于提(ti)升公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)流動性水平，降低整體經(jing)營(ying)風(feng)險(xian)；另一(yi)(yi)(yi)方面，公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)可(ke)以更好(hao)地集中精力和資源聚焦(jiao)于智能電(dian)力、通信電(dian)子板塊，專注(zhu)主(zhu)業(ye)(ye)。”等(deng)(deng)情(qing)況，深(shen)交(jiao)所(suo)提(ti)出(chu)包(bao)括“請結(jie)合(he)標(biao)(biao)(biao)(biao)的(de)(de)(de)(de)公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)行(xing)(xing)業(ye)(ye)發(fa)展趨勢及(ji)(ji)市(shi)(shi)(shi)場需求、在(zai)手訂單情(qing)況等(deng)(deng)說明(ming)目前市(shi)(shi)(shi)場環境(jing)與公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)收(shou)(shou)(shou)(shou)購(gou)(gou)時(shi)發(fa)生變(bian)(bian)化(hua)的(de)(de)(de)(de)具體情(qing)況，發(fa)生變(bian)(bian)化(hua)的(de)(de)(de)(de)原因及(ji)(ji)合(he)理(li)性，相(xiang)(xiang)關變(bian)(bian)化(hua)在(zai)公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)收(shou)(shou)(shou)(shou)購(gou)(gou)時(shi)是否可(ke)合(he)理(li)預期，與同(tong)行(xing)(xing)業(ye)(ye)可(ke)比公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)是否一(yi)(yi)(yi)致。同(tong)時(shi)，結(jie)合(he)行(xing)(xing)業(ye)(ye)環境(jing)變(bian)(bian)化(hua)、收(shou)(shou)(shou)(shou)購(gou)(gou)后標(biao)(biao)(biao)(biao)的(de)(de)(de)(de)公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)經(jing)營(ying)及(ji)(ji)業(ye)(ye)績波動、競爭力變(bian)(bian)化(hua)、公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)戰(zhan)略(lve)規(gui)劃變(bian)(bian)化(hua)、財(cai)務(wu)狀況等(deng)(deng)進一(yi)(yi)(yi)步說明(ming)是否實現前期收(shou)(shou)(shou)(shou)購(gou)(gou)目的(de)(de)(de)(de)，本次出(chu)售標(biao)(biao)(biao)(biao)的(de)(de)(de)(de)公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)的(de)(de)(de)(de)必要性、合(he)理(li)性。”等(deng)(deng)要求。

2022年1至12月份(fen)，*ST紅(hong)相(xiang)的營業收(shou)入構成為：鐵路與(yu)軌道交通占比43.68%，電力分(fen)部占比34.41%，軍工占比20.83%，新能源分(fen)部占比1.08%。

*ST紅相的總經理、董(dong)事(shi)長均是楊(yang)成(cheng)，男，62歲，學(xue)歷背景為(wei)碩士。

截至發(fa)稿(gao)，*ST紅相(xiang)市值為(wei)26億元。

道(dao)達號（daoda1997）“個股趨勢”提(ti)醒(xing)：
1. *ST紅相近30日內北向資金持股量未發生變化；
2. 近30日內無機構對*ST紅相進行調研。
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每(mei)經(jing)頭(tou)條（nbdtoutiao）——

(記者 賈運可)

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