奧克股份(300082.SZ)：擬收購奧克藥輔67%的股權
格隆匯11月17日丨奧克股份(300082.SZ)公佈，公司擬自籌資金17286萬元收購遼寧奧克醫藥輔料股份有限公司(“奧克藥輔”)67%股權，成交價格以2020年6月30日奧克藥輔股東權益的評估價值為基礎，經雙方協商確定。
奧克藥輔以超純環氧衍生產品在醫藥健康領域的應用為主線，始終致力於高純環氧乙烷衍生輔料在醫藥健康領域的開發與應用，包括藥用輔料在滴丸等口服製劑中的應用、高純注射用藥用輔料的應用開發以及超純聚乙二醇在蛋白質修飾領域(PEG修飾劑)的開發。奧克藥輔目前主要生產和銷售藥用輔料產品，包括聚乙二醇系列、硬脂酸聚烴氧酯(40)、聚山梨酯80等，主要應用領域為滴丸和栓劑基質、片劑和片劑包衣、軟膏和油膏等，主要目標客户為藥品生產企業，藥用聚乙二醇市佔率約40%、個人護理用聚乙二醇市佔率30%以上。奧克藥輔2019年度綜合毛利率34.2%、2020年上半年綜合毛利率43%。
奧克藥輔2016年建成年產1萬噸聚乙二醇藥用輔料項目，配備先進的GMP生產車間並擁有符合《中國藥典》要求的全項檢驗能力和儀器設備；依託市場領先的聚乙二醇系列醫藥輔料的深加工造粒技術，2020年符合歐盟GMP要求的8000噸/年的造粒(聚乙二醇系列)車間及週轉庫已經建成並試車成功，計劃2021年正式投產，市場競爭力將進一步增強。隨着國家產業政策支持、老齡化程度加深等因素的持續發展，預計未來醫藥輔料市場將繼續保持穩定增長。奧克藥輔正在積極開拓日化領域及注射級醫藥輔料等廣闊領域市場，產品已得到部分客户的認證，銷量正在逐步提升中。奧克藥輔2019年成為國內首家取得原料藥聚乙二醇4000資質的企業，未來在化藥一致性評價領域將迎來良好的發展機遇。
公司立足環氧乙烯創造價值，在沿海沿江地區擁有130萬噸乙氧基化產能，目前主營產品包括聚羧酸減水劑聚醚單體、工業級聚乙二醇等。公司此次收購奧克藥輔67%股權的目的：首先是環氧乙烷下游產業鏈資源整合，進一步豐富與優化公司的產品結構，提升公司的盈利能力和可持續發展能力等；其次，落實公司高端化的發展戰略要求，加速公司高端新材料產業化發展，創新開發差異化高端化高質量的聚乙二醇產品；再者，此次股權收購後，公司可以快速進入醫藥領域，奧克藥輔深耕醫藥輔料產業多年，雙方將統籌聚乙二醇產業鏈，通過技術、產品及客户等資源整合，產生協同效益；同時公司將以藥用輔料為基礎，進一步開發環氧乙烷滅菌等醫用領域，為公司十四五發展戰略的實施奠定基礎；此次併購還有效解決了公司和奧克集團潛在的同業競爭風險。
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