綠康生化(002868.SZ)：擬收購江西緯科新材料100%股權、進入膠膜行業深耕
格隆匯7月31日丨綠康生化(002868.SZ)公佈，2022年7月31日，公司與玉山縣旺宏企業管理中心(有限合夥)(“旺宏中心”)、王梅鈞簽署《關於資產收購的合作框架協議》，公司擬以現金方式向旺宏中心、王梅鈞購買其持有的江西緯科新材料科技有限公司100%股權。此次資產收購事項以公司同日公吿的公司股份協議轉讓及資產出售事項的實施為前提，如前述資產出售和股份轉讓無法付諸實施，則本次資產收購不予實施。
公司是一家專注於獸藥研發、生產和銷售的高新技術企業，其業務範圍涵蓋獸用預混劑、獸用原料藥、食品防腐劑等多個領域，生產產品包括桿菌肽類產品、硫酸黏菌素類產品、納他黴素食品防腐劑等。公司產品出口比例較大，近年來受疫情及人民幣匯率大幅上升影響，公司海外市場銷售及海運不暢，對公司收入及成本均產生不利影響；國內市場方面，2019年7月農業農村部公佈了第194號公吿，明確了自2020年1月1日起退出除中藥外的所有促生長類藥物飼料添加劑品種，不再核發“獸藥添字”批准文號，受“獸藥添字”轉“獸藥字”法規政策變化的影響，公司部分藥物飼料添加劑類產品在國內無法銷售。此外，主要原材料玉米澱粉、豆粕等價格同比大幅上漲，導致公司成本大幅上升，2021年及2022年上半年，公司業績連續虧損。
公司堅持“內生+外延”的發展戰略，在採取策略應對主業承壓的同時，也積極尋求新的業務發展機遇。“雙碳”背景下，光伏行業爆發式增長，下游需求爆發向上遊傳導，作為影響光伏組件質量、壽命的關鍵性封裝材料，膠膜行業發展迅速。尤其是隨着雙玻組件及N型電池技術路線市場空間的打開以及原料粒子國產替代的深入，以POE為代表的抗PID能力較強的膠膜產品有望替代傳統EVA膠膜成為下一代主流的膠膜技術。公司看好膠膜行業的發展前景及擬置入標的資產在行業內的技術及客户積累，擬通過此次資產收購進入膠膜行業深耕，以期為公司貢獻新的業績增長點。
通過此次資產收購，公司在提升自身經營效率的同時，收購公司認為具有發展前景的標的資產，提升可持續發展能力，共同為股東創造價值。
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