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Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82
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  来源:国际金融报

  4月20日,琏升科技(300051.SZ)披露重组预案,公司拟通过定增募资方式收购兴储世纪69.71%股份,加码光储一体化业务。此番押注能否扭转其连亏局面,成为市场焦点。

  4月21日,琏升科技股票复牌后尾盘涨停。截至当日收盘,该公司每股报7.46元,涨幅19.94%,总市值27.75亿元。

  剑指“光储一体化”

  具体来看,琏升科技拟通过发行股份及支付现金的方式,向自贡金马产投、福州数字新基建产业投资合伙企业(有限合伙)、青创伯乐大海(青岛)股权投资合伙企业(有限合伙)等38名交易对方购买其合计持有的兴储世纪69.71%股份。

  兴储世纪原名为中兴能源有限公司,曾是“中兴系”旗下第一家负责储能业务的公司。目前,兴储世纪无控股股东、实际控制人,第一大股东为自贡金马产投。

  兴储世纪股权结构

  琏升科技此前表示,亦有意购买标的公司其他股东持有的股份。不过,“中兴系”创始人侯为贵、“中兴系”公司中兴维先通、中兴和润所持有的30.29%股份并未参与上述交易。

  兴储世纪与琏升科技属于同行业上下游,其主营业务为光伏发电及光伏相关智能微电网产品研发、生产与销售,公司光伏发电项目开发覆盖国内新疆、甘肃、四川等地,以及巴基斯坦、欧洲、非洲、东南亚等地区。

  2023年与2024年,兴储世纪分别实现营业收入10.37亿元、9.8亿元;净利润7589.29万元、1.92亿元。

  兴储世纪曾计划通过IPO上市,目前仍处于上市辅导阶段。4月15日披露的上市辅导工作进展报告中提及,公司除光伏电站外的其他业务尚处于发展阶段,收入毛利占比未呈现明显增加,辅导小组督促公司结合目前的经营情况及发展规划加强市场开拓及产品推广,在新兴市场争取更多市场份额。

  琏升科技则对本次收购寄予厚望。该公司表示,控股兴储世纪后,可充分发挥其与上市公司的业务协同性,实现在产品、市场、产能等资源的有效整合。本次交易将有利于上市公司推进做深光伏高效异质结技术产业链布局,把握光储一体化的市场机遇,拓展海外市场。通过产业整合加强上市公司整体体量和质量,提升上市公司的核心竞争力和抵御经营风险的能力。

  但截至公告日,本次交易标的资产审计及评估工作尚未完成,预估值及交易价格尚未确定。

  值得注意的是,琏升科技控股子公司天津琏升不再纳入本次收购范围。

  早在4月8日,琏升科技曾计划同步收购天津琏升少数股权。最新重组预案则显示,鉴于“本次收购天津琏升少数股权的条件尚不成熟”,琏升科技选择放弃。

  即将走向“七连亏”

  这或许是琏升科技的又一次“自救”。

  琏升科技原身为三五互联,始创于2004年,2010年作为福建第一家创业板公司成功上市。早年间,公司主要从事提供软件产品和服务。但自2018年以来,琏升科技陷入持续亏损。

  2022年,琏升科技启动转型“自救”之路,跨界至异质结电池(HJT)赛道。同年年底,琏升科技完成易主,海南琏升成为公司控股股东,黄明良、欧阳萍夫妇成为公司实际控制人。

  在聚焦“追光”主业的同时,琏升科技还不断通过剥离旧业务进行“瘦身”。2023年以来,琏升科技多次出售天津三五互联移动通讯有限公司等公司股权。2024年12月,该公司还进一步出售了厦门三五互联信息有限公司100%股权及部分商标。

  在HJT业务方面,琏升科技目前已投建两大异质结电池项目生产基地,分别位于四川省眉山市丹棱县(设计产能8GW)、江苏省南通市高新区(设计产能12GW)。截至去年6月末,公司已投建眉山丹棱基地标准产能3.8GW。江苏南通基地12GW高效异质结电池片一期3GW项目正在建设中。

  然而,大刀阔斧的转型并未扭转其业绩颓势。2018年至2023年,琏升科技持续亏损,归母净利润亏损金额已达7.69亿元。

  尤其是2023年年末以来,光伏行业整体遇冷,且HJT技术受制于前期投资成本较高,当前市场份额相对较低。2024年,琏升科技预计归母净利润继续亏损0.6亿元至1.2亿元,走向七连亏。

  与此同时,公司背负较大财务压力。截至2024年三季度末,琏升科技资产负债率已达73.21%,较2022年年末上涨4.02个百分点;公司货币资金仅剩0.95亿元。

  来源:同花顺

  记者注意到,本次向控股股东募资也暗含为上市公司“输血”的打算。公告显示,本次募集配套资金拟用于支付本次交易的现金对价、中介机构费用和交易税费、标的公司项目建设及补充流动资金等,其中用于补充公司流动资金、偿还债务的比例不超过本次交易作价的25%或募集配套资金总额的50%。

  在发布募资重组消息的同一天,琏升科技终止了2023年度向特定对象发行A股股票事项。终止原因中提到,这一决定结合了公司业务发展规划及资本运作计划等因素。

  4月21日,据中国农业发展银行消息,该行在中央结算公司通过公开招标方式,顺利发行首只支持国家储备林建设主题绿色债券40亿元,发行期限为3年,发行利率为1.4761%,认购倍率为2.87倍。本次发行延续“孪生绿债”模式,能够更好揭示绿色债券的绿色价值,积极引导社会资金流向绿色发展领域,得到工商银行、农业银行、江苏银行、渤海银行等机构的大力支持。

  据了解,本期债券严格遵循人民银行等监管部门“可测度、可核查、可验证”原则,募集资金将全部用于农发行支持国家储备林建设项目的贷款投放。对应的国家储备林项目经第三方机构认证,符合《绿色债券支持项目目录(2021年版)》标准,均属于生态环境产业领域,将有效发挥固碳释氧、气候调节、生态修复、环境质量优化和生物多样性保护作用。

  农发行表示,下一步,将继续提升绿色金融服务水平,组合运用多种服务手段,加大对重点领域、重点区域的支持力度,以绿色金融高质量发展为美丽中国建设筑牢支撑。

  4月21日金融一线消息,江阴银行发布公告称,董事会于近日收到公司董事会秘书卞丹娟的书面辞职报告,卞丹娟因年龄原因,申请辞去该行董事会秘书职务,辞职后,卞丹娟将继续在该行担任董事职务。

  董事会同意聘任周晓堂为该行董事会秘书,任期自本次董事会审议通过之日起至第八届董事会届满之日止,并在报国家金融监督管理总局无锡监管分局核准任职资格后履职。

  简历显示,周晓堂,男,1990年出生,中共党员,本科学历。2012年参加工作,曾在信永中和会计师事务所工作,2016年5月加入江阴银行,历任证券事务代表、董事会办公室主任助理、综合办公室副主任、北国支行行长、营业部主任,现任江阴银行党委办公室主任、董事会办公室主任。

  亚洲交易时段,因交易员不愿推低欧元/瑞郎,瑞郎对美元与欧元对美元走势亦步亦趋,给美元造成额外压力。这构成了日元、瑞郎和欧元同时走强的美元完全看跌光景。

  事实上,欧元/美元周一触及了2021年11月以来的最高水平。

  瑞士央行更关注欧元/瑞郎而不是美元/瑞郎,这其实就意味着,美元/瑞郎在铸成坚实底部之前可能还有得跌。

  鉴于欧洲大部分地区都要到周二才结束放假,因此不会有多少外汇交易员愿意去碰瑞郎的钉子。

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