道氏技術(300409.SZ):擬進一步實施碳材料資產整合
格隆匯12月21日丨道氏技術(300409.SZ)公佈,近年來,隨着新能源汽車行業的迅速發展,動力電池需求也將隨之快速增加,作為鋰電池的關鍵輔材,鋰電池導電劑也將進入一個快速發展的階段。為把握市場機遇,2021年上半年,公司以佛山市格瑞芬新能源有限公司(“格瑞芬”)為碳材料業務整合平台,對碳材料導電劑業務進行了整合,將青島昊鑫新能源科技有限公司(“青島昊鑫”)變更為格瑞芬的全資子公司,碳材料業務板塊經營業績有了明顯增長,初步呈現出良好的整合效果。
2021年7月,公司制定了鋰電材料、碳材料、陶瓷材料三大業務板塊的五年(2021-2025)發展戰略規劃,其中碳材料業務板塊的目標為在石墨烯和碳納米管導電劑等產品的研發和製造方面達到國際一流水平。
為了進一步促進公司碳材料業務快速發展,保障公司戰略規劃和經營目標的實現,公司擬進一步實施碳材料資產整合,擴大導電劑生產規模,深入完善涵蓋催化劑、碳納米管粉體、高純粉體、導電漿料、NMP回收等完整的導電劑供應鏈和研發體系,整合的主要內容包括:
(1)佛山市道氏科技有限公司(“佛山道氏”)擬對格瑞芬現金增資2億元。此次增資,格瑞芬的估值參照2021年6月青島昊鑫變更為格瑞芬的全資子公司後的格瑞芬截至2020年12月31日的整體估值4.5億元,增資完成後,佛山道氏持有格瑞芬的股權比例由90%上升至93.08%。
(2)格瑞芬擬以5247.33萬元受讓道氏技術持有的江門道氏新能源材料有限公司(“江門道氏”)100%股權。根據廣東聯信資產評估土地房地產估價有限公司出具的《廣東道氏技術股份有限公司擬轉讓股權事宜所涉及江門道氏新能源材料有限公司股東全部權益價值資產評估報吿》(聯信(證)評報字[2021]第A0926號),以2021年10月31日為評估基準日,江門道氏股東全部權益價值評估值為5247.33萬元,格瑞芬擬該評估價受讓道氏技術持有的江門道氏100%股權。
(3)格瑞芬擬以2098.4萬元受讓佛山道氏持有的贛州昊鑫新能源有限公司(“贛州昊鑫”)100%股權。根據廣東聯信資產評估土地房地產估價有限公司出具的《廣東道氏技術股份有限公司全資子公司擬轉讓股權事宜所涉及贛州昊鑫新能源有限公司股東全部權益價值資產評估報吿》(聯信(證)評報字[2021]第A0927號),以2021年10月31日為評估基準日,贛州昊鑫股東全部權益評估值為2098.4萬元,格瑞芬擬以該評估價受讓佛山道氏持有的贛州昊鑫100%股權。
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