顺丰:与嘉里物流洽谈3-4年 倘交易成事往後中港澳以外地区将用嘉里物流品牌
顺丰控股董事长王卫出席记者会时指,自己首次用广东话在公开场合面对记者,他强调今次顺丰与嘉里物流(00636.HK)的交易需感谢嘉里家族及嘉里物流主席郭孔华的信任,虽然外界理解交易为收购,不过他认为今次是双方的深度资本合作,之後董事会将采「共管」模式,他透露双方洽谈近三至四年,佩服嘉里的管理团队等,而近年市场变化很快,认为双方有需要走在一起,又笑言嘉里做事稳健,经观察後或认为他人品「过关」才促成交易。他指出交易方案亦要小股东配合及支持,如未获小股东支持方案最终可能失败,冀独立股东理解及支持。
顺丰控股首席战略官陈飞指出,交易分三部分并需要同时完成交易才会成功,交易第一部分顺丰会提出每股18.8元的现金邀约购嘉里物流51.5%股权,第二部分交易内嘉里物流会将香港仓储资产出售予嘉里控股,作价135亿港元,嘉里物流之後会将所得大部分以特别息形式分发予现有股东,第三部分就是嘉里物流会将台湾业务以45亿新台币出售予嘉里控股,股东如接受现金邀约而股份被接受,最多可获每股26.08元。他期望交易可在未来六个月获得各地政府的审核及反垄断批准等,完成审批後料第四季会开始邀约期,认为价钱有吸引力,相信绝大部分股东会同意。针对顺丰房托刚递交上市申请,陈飞指策略与今次交易一致,期望减少重资产并套现,认为未来物流行业需要科技多於资产。至於之後会否考虑将资产注入嘉里物流他则指暂无计划。
嘉里物流联网集团总裁马荣楷指,香港仓储资产出售予嘉里控股主要希望可成为轻资产的物流公司,而嘉里物流亦会与嘉里控股签订6年的租务管理合约,而将台湾业务剥离主要是基於台湾对外资投资有严格限制。他透露交易将令嘉里物流及顺丰成为亚洲最大物流集团,而嘉里物流联网将成为顺丰国际部,助顺丰在内地及港澳以外扩展业务,并会继续沿用嘉里物流品牌及维持上市地位,意味海外顺丰品牌将绝迹。
嘉里物流联网主席郭孔华则指,公司是家族企业,故亦有与家族沟通并获支持,意识到未来物流行业需要规模、科技才可满足客户需要,加上内地及亚洲未来五至十年将是增长引擎,认为顺丰是潜在夥伴中的最好配搭。
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