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華潤醫藥(03320.HK):華潤三九擬29.02億元收購昆藥28%權益

格隆匯5月10日丨華潤醫藥(03320.HK)發佈公吿,2022年5月6日,公司非全資附屬公司華潤三九與賣方(即華立醫藥集團及華立集團股份)訂立股份轉讓協議,據此,賣方已有條件同意出售昆藥(600422.SH)合共約2.12億股股份(相當於截至該公吿日期昆藥的28%權益),現金代價擬定為人民幣29.02億元(相當於約34.41億港元)。完成時,華潤三九將持有昆藥的28%股權並將成為昆藥的最大股東且昆藥將作為公司非全資附屬公司列賬。

根據披露,昆藥及其附屬公司主要從事專注創新天然植物藥物的研發、醫藥生產、批發及分銷。其業務範圍涵蓋中藥、化學藥品及醫藥流通。昆藥的股份自2000年12月起已在上交所上市(股份代號:600422)。基於雲南省植物資源豐富,昆藥及其附屬公司已開發出包括蒿甲醚系列、三七系列、天麻系列、特色中藥、民族特色藥等多種新天然植物藥物。截至2021年12月31日止年度,昆藥錄得收入約人民幣82.5億元(相當於約97.8億港元)。憑藉其於中國製藥行業的一定經驗,昆藥被列為國家高新重點公司及中國醫藥行業百強企業之一。

公吿表示,建議收購事項符合集團戰略發展,預計將有利於推動以昆藥三七系列為代表的中醫藥產業鏈高品質發展,打造三七產業鏈龍頭企業。此外,藉助華潤三九良好的品牌和運營能力,集團可在全國範圍內進一步探索和打造“昆中藥1381”品牌,從而提供具有歷史沉澱的產品。建議收購事項有望提升華潤三九核心競爭力進一步提升業務規模和利潤水準,旨在進一步增強集團的整體經營能力和業績。

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