寧波熱電(600982.SH)擬收購萬華熱電35%股權、中海油工業氣體35%股權及國電三發10%股權
格隆匯12月19日丨寧波熱電(600982.SH)公佈，擬暫緩建設項目名稱：北侖春曉燃機熱電聯產項目；擬
收購標的及金額：寧波能源集團有限公司持有的萬華化學(寧波)熱電有限公司35%股權、中海油工業氣體(寧波)有限公司35%股權和國電浙江北侖第三發電有限公司10%股權，此次收購事項的總金額約8.44億元，使用募集資金後不足部分由公司自有資金支付；
此次變更的募集資金金額：約7.8億元(含北侖春曉燃機熱電聯產項目後續建設剩餘的募集資金、浙江金西開發區熱電聯供項目使用的募集資金結餘、利息收入及現金管理收益，具體數字以資金轉出當日專户餘額以及募集資金未到期理財到期後本金利息之和為準)；
因此次交易對手方寧波能源集團有限公司為公司控股股東寧波開發投資集團有限公司全資子公司並持有公司25.99%股權，此次變更募集資金收購事項構成關聯交易，但不構成《上市公司重大資產重組管理辦法》規定的重大資產重組；
目前春曉項目供熱管網已基本覆蓋春曉工業區，多數熱用户已接入熱網，工業區內潛在的熱用户已寥寥無幾；周邊的鄞州濱海投資創業中心發展緩慢，熱用户的引進速度遠低於預期；周邊的梅山島供熱規模有限且多考慮以分佈式能源項目解決。目前春曉項目最大供熱負荷在30t/h左右，而一期項目最大供熱能力超過70t/h。根據近三年的供熱發展情況預測，春曉項目現有規模已能滿足周邊園區三至五年內新增熱用户的用熱需求。另外，浙江省對新建的天然氣熱電聯產項目的電價及發電量政策已和當初項目審批時有較大變化。項目審批時，同類燃氣熱電廠的上網電價在0.80元kwh，對應天然氣價格在2.41元/方。而目前春曉項目上網電價按照兩部制電價執行，且發電時間受限，對應天然氣價格2.41元/方時的上網電價已降低到0.60元kwh，所以項目經濟性也和項目審批時發生較大變化。
基於以上原因，公司秉着對股東負責的態度，公司決定暫緩春曉項目二期建設，同時為提高公司募集資金使用效率，將其二期建設所需的募集資金進行用途變更。未來春曉項目二期建設將使用自有資金。
上述收購完成後，將進一步解決公司控股股東參控股熱電企業與我公司潛在同業競爭的問題，同時有效增加公司權益機組容量，顯著增強公司熱電核心業務。同時，上述三家標的公司持續盈利能力突出，可進一步增強上市公司收益水平。此外，對於國電三發及中海油工業氣體相應股權的收購，有利於拓展公司業務範圍，促進公司未來能源產業的可持續發展。
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