順豐:與嘉里物流洽談3-4年 倘交易成事往後中港澳以外地區將用嘉里物流品牌
順豐控股董事長王衛出席記者會時指,自己首次用廣東話在公開場合面對記者,他強調今次順豐與嘉里物流(00636.HK)的交易需感謝嘉里家族及嘉里物流主席郭孔華的信任,雖然外界理解交易為收購,不過他認為今次是雙方的深度資本合作,之後董事會將採「共管」模式,他透露雙方洽談近三至四年,佩服嘉里的管理團隊等,而近年市場變化很快,認為雙方有需要走在一起,又笑言嘉里做事穩健,經觀察後或認為他人品「過關」才促成交易。他指出交易方案亦要小股東配合及支持,如未獲小股東支持方案最終可能失敗,冀獨立股東理解及支持。
順豐控股首席戰略官陳飛指出,交易分三部分並需要同時完成交易才會成功,交易第一部分順豐會提出每股18.8元的現金邀約購嘉里物流51.5%股權,第二部分交易內嘉里物流會將香港倉儲資產出售予嘉里控股,作價135億港元,嘉里物流之後會將所得大部分以特別息形式分發予現有股東,第三部分就是嘉里物流會將台灣業務以45億新台幣出售予嘉里控股,股東如接受現金邀約而股份被接受,最多可獲每股26.08元。他期望交易可在未來六個月獲得各地政府的審核及反壟斷批准等,完成審批後料第四季會開始邀約期,認為價錢有吸引力,相信絕大部分股東會同意。針對順豐房託剛遞交上市申請,陳飛指策略與今次交易一致,期望減少重資產並套現,認為未來物流行業需要科技多於資產。至於之後會否考慮將資產注入嘉里物流他則指暫無計劃。
嘉里物流聯網集團總裁馬榮楷指,香港倉儲資產出售予嘉里控股主要希望可成為輕資產的物流公司,而嘉里物流亦會與嘉里控股簽訂6年的租務管理合約,而將台灣業務剝離主要是基於台灣對外資投資有嚴格限制。他透露交易將令嘉里物流及順豐成為亞洲最大物流集團,而嘉里物流聯網將成為順豐國際部,助順豐在內地及港澳以外擴展業務,並會繼續沿用嘉里物流品牌及維持上市地位,意味海外順豐品牌將絕跡。
嘉里物流聯網主席郭孔華則指,公司是家族企業,故亦有與家族溝通並獲支持,意識到未來物流行業需要規模、科技才可滿足客戶需要,加上內地及亞洲未來五至十年將是增長引擎,認為順豐是潛在夥伴中的最好配搭。
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