安琪酵母(600298.SH):濟寧公司擬收購聖琪生物酵母製品生產相關資產
格隆匯7月22日丨安琪酵母(600298.SH)公佈,公司為進一步落實“十四五”酵母產能發展規劃,公司與山東魯發控股有限公司(簡稱魯發控股)設立安琪酵母(濟寧)有限公司(簡稱濟寧公司),擬收購山東聖琪生物有限公司(簡稱聖琪生物)酵母製品生產相關資產(簡稱標的資產),實施技改升級。
此次收購聖琪生物標的資產為酵母及酵母抽提物相關資產,目前建有年產1.5萬噸酵母製品生產設施,當前實際年產3000噸乾酵母、6000噸酵母抽提物。
標的資產範圍為聖琪生物酵母及酵母抽提物相關房屋、設備、土地等。根據開元資產評估有限公司出具的資產評估報吿(開元評報字[2021]425號),以2021年2月28日為評估基準日,標的資產評估價格約人民幣3.11億元。
“十四五”期間,公司酵母市場增長與實際產能供應不足的矛盾將日益凸顯,酵母產能對比各領域業務需求存在較大缺口。收購聖琪生物標的資產,能快速增加公司1.5萬噸酵母產能,相比新建工廠將減少近2年的建設工期,投入產出比更高。
聖琪生物擁有1.5萬噸酵母產能設施可利用,並有條件進一步技改擴產。公司收購聖琪生物標的資產,能防止其他同行的潛在收購,鞏固公司行業地位,並將競爭者轉變為合作者,有效減少市場無序競爭。
“十四五”時期,公司糖蜜資源進一步緊張,玉米水解糖成為重要的替代原料。收購標的資產後,濟寧公司藉助已有的玉米水解糖生產酵母的成熟技術,充分發揮當地玉米資源優勢,大力拓展以玉米水解糖為主要原料的技術路線,並根據發展需要在公司其他酵母工廠推廣應用。
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