鬆芝股份(002454.SZ)擬斥11億日元收購京濱大洋55%股份
格隆匯6月4日丨鬆芝股份(002454.SZ)公佈，為了進一步拓展公司主營業務發展，提高公司產品在合資品牌車企的配套份額，公司擬使用自有資金11億日元(不含首次交割日前5個工作日賬面現金金額)向KeihinThermal Technology Corporation(“KTT”)收購京濱大洋冷暖工業(大連)有限公司(“京濱大洋”)55%的股份。
京濱大洋是一家專業從事汽車空調冷凝器、蒸發器等產品的研發、生產、銷售與服務的企業，作為日本京濱集團在中國境內專業從事汽車空調冷凝器、蒸發器業務的基地，主要為廣汽本田、東風本田、上汽大眾、一汽大眾以及長安福特等合資品牌車企供應汽車空調相關部件。在20多年的經營過程中，京濱大洋在生產、銷售和客户服務等方面積累了豐富的經營，其優秀的生產製造能力、穩定的產品質量和快速響應的服務能力得到了本田、大眾、福特等主機廠的一致認可。目前，京濱大洋在廣汽本田、東風本田、上汽大眾和一汽大眾的冷凝器、蒸發器等產品的配套份額超過50%。
通過此次收購，公司將完全獲得日本京濱集團在中國大陸的冷凝器、蒸發器產品業務，進一步打開合資品牌車企的市場，快速提升汽車空調零部件產品在合資品牌的配套份額，為後續合資品牌市場拓展奠定良好的基礎。此外，標的公司所在地彌補公司在中國境內的生產基地佈局，實現中國境內主要區域的全覆蓋，有助於公司進一步提高客户配套效率，降低運營成本，提高客户響應速度。收購完成後，公司將利用現有的研發、生產、銷售、採購資源，在生產研發、運營管理、人員調度、服務網絡共享、採購整合、產品產能等各方面進行有效整合和提升，進一步提高公司的市場競爭能力。因此，此次收購京濱大洋具有較大的協同效應，符合公司既定的發展戰略和股東利益。
值得注意的是，近兩年，汽車行業處於下行趨勢，尤其是新型冠狀病毒疫情對汽車行業發展造成了進一步衝擊。這種衝擊也同樣傳導到汽車零部件企業。若汽車行業繼續保持下行趨勢，對於前述戰略目標的實現可能存在不確定性。因此，公司將和京濱大洋的團隊共同努力，共同整合資源，開拓市場，豐富產品線，以保證預期目標的順利實現。
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