廣電運通(002152.SZ):擬收購廣電五舟10%股份 加強在算力板塊的戰略性佈局
格隆匯5月29日丨廣電運通(002152.SZ)公佈,為加強公司在算力板塊的戰略性佈局,廣電運通以4.5170元/股的價格收購個人股東劉英所持有的廣電五舟10%股份(即12,618,940股),交易金額為56,999,751.98元。本次交易完成後,廣電運通累計持有廣電五舟33,104,340股股份,持股比例為26.23%。
根據簽署的股份轉讓協議及表決權委託協議,廣州鑫而行股權投資合夥企業(有限合夥)(持股比例為12.36%,15,600,000股)、廣州五舟企業管理中心(有限合夥)(持股比例為6.76%,8,532,664股)兩方將其合計持有的廣電五舟24,132,664股股份(合計持股比例為19.12%)所對應的表決權委託給廣電運通行使,廣電運通表決權比例將增加至45.36%,從而實現廣電運通相對控股廣電五舟。因此,本次收購將導致廣電五舟的控制權發生變化,本次收購完成後,廣電運通將成為廣電五舟的控股股東,廣電運通將廣電五舟納入合併範圍。
廣電五舟是華為鯤鵬和昇騰服務器整機業務的重要戰略合作伙伴之一,以及飛騰、海光芯片服務器的生產廠商之一,2023年實現營業收入12.98億元,同比增長133%,整體發展態勢良好。隨着國產服務器市場滲透率逐步提高,廣電運通將積極把握國產算力市場機遇,充分發揮與廣電五舟的在技術、產品、市場的協同效應,為公司高質量發展提供新動能。
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