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東北製藥股價衝高回落,被方大系再度溢價增持10%股份
格隆匯 05-11 10:47

今日,東北製藥(000597.SZ)股價衝高後快速回落,截止發稿,股價上漲3.09%,報價7.67元,成交額7861萬元,總市值69.57億元。

image.png來源:Wind

東北製藥是一家國有大型綜合性製藥企業集團,主要生產包括原料藥、無菌原料藥、食品添加劑、飼料添加劑、危險化學品製造等,企業具備完善的質量管理和控制體系,對採購、生產、倉儲、運輸、銷售等全過程控制,主導產品遠銷100多個國家和地區。

東北製藥上年實現營收82.2億元,同比增長10.09%;淨利潤1.74億元,同比下降10.87%,上年同期盈利1.95億元;一季度公司實現營收19.39億元,同比下降9.12%;淨虧損0.2億元,同比下降134.2%,上年同期盈利5751.51萬元。

image.png來源:Wind

於5月10日晚,東北製藥發佈《要約收購報告書摘要》顯示,方大鋼鐵向該公司除方大鋼鐵及其一致行動人以外的其他股東發出的部分要約收購。本次要約收購股份數量為9070萬股,佔東北製藥已發行股份總數的10%,要約價格為7.72元/股,收購所需資金總額7億元。

image.png來源:東北製藥《要約收購報告書摘要》

同時,本次要約收購旨在為加強方大鋼鐵以及方大集團對東北製藥的戰略投資和戰略合作,而方大鋼鐵以及方大集團擬利用自身優勢資源,可以進一步促進東北製藥的穩定發展。

值得注意的是,本次要約收購不以終止東北製藥上市地位為目的,且收購範圍是東北製藥除方大鋼鐵及其一致行動人以外的其他股東所持有的無限售條件流通股。

同時,若上市公司在要約收購報告書摘要公告日至要約收購期限屆滿日期間有派息、送股、資本公積轉增股本等除權除息事項,則要約價格及要約收購股份數量將進行相應調整。

計算公式如下:方大鋼鐵從每個預受要約股東處購買的股份數量=該股東預受要約的股份數×(9.07億股÷要約收購期間所有股東預受要約的股份總數)。

在本次收購之前,方大鋼鐵及其一致行動人合計持有東北製藥2.6億股,佔東北製藥股份總數的28.64%。

而在完成本次收購後,方大鋼鐵及其一致行動人最多合計持有東北製藥3.5億股,佔東北製藥已發行股份總數的38.64%,東北製藥將不會面臨股權分佈不具備上市條件的風險。

方大鋼鐵是方大集團的全資子公司,是一家以鋼鐵為主業,併成功向汽車彈簧、礦業、國內外貿易、房地產、建築安裝、工程技術等行業多元發展的大型鋼鐵聯合企業,是方大集團戰略規劃中確定的主營業務板塊之一。

另外,方大國際持有99.2%的方大集團的股權,方威持有方大國際全部股權,因此方威為方大鋼鐵的實際控制人。

image.png來源:東北製藥《要約收購報告書摘要》

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