杭鍋股份(002534.SZ):擬以不超15.3億元取得赫普能源51%股份
格隆匯11月7日丨杭鍋股份(002534.SZ)公佈,公司擬與交易對方以及赫普能源環境科技股份有限公司(“標的公司”或“赫普能源”)簽署《收購意向協議》。交易對方合計持有標的公司90%股份,公司擬通過受讓股份及增資的方式取得標的公司51%股份。標的公司主要從事新能源消納、火電機組調峯調頻等電力輔助服務業務,是一家為以新能源為主體的新型電力系統提供專業技術方案及產品的綜合服務提供商。
初步協商標的公司整體投前估值不超過30億元。目標收購價格最終參照具有證券從業資格的評估機構以2021年9月30日作為評估基準日出具的評估報吿,由各方最終協商確定(最終交易價格不超過15.3億元,其中不高於5億元用於公司對標的公司進行增資)。公司擬以現金方式支付收購對價。
赫普能源是國家高新技術企業、國家級“專精特新”小巨人企業,致力於新能源消納和火電機組靈活性調峯儲能改造解決方案,擁有多項火電廠調峯儲能相關領域專利技術,為以新能源為主體的新型電力系統提供儲能、調峯、調頻、備用等輔助服務。在國內火電領域,積累了較多儲能調峯項目的成功案例。
公司長期為火電企業提供鍋爐裝備,此次交易有利於雙方在業務層面形成優勢互補,促進公司市場拓展和市場佔有率提升,進一步實現火電企業全產業鏈和全生命週期服務。公司確立了以“新能源、儲能+”為發展方向的戰略規劃和產業佈局,標的公司現有的火電靈活性調峯儲能改造解決方案是公司拓展儲能業務模式的重要方向,此次交易促進公司快速進入火電企業靈活性改造的巨大市場,確立市場先發優勢。此外,標的公司發展穩定,盈利能力較強,收購完成後將納入公司合併報表範圍,成為公司新的盈利增長點。
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