君正集團(601216.SH)：子公司擬將部分化學品船舶建造合同主體變更至關聯方並回租船舶
格隆匯9月2日丨君正集團(601216.SH)公佈，公司子公司上海君正物流有限公司（簡稱“君正物流”）境外全資子公司於2024年4月、5月分別與招商局金陵鼎衡船舶（揚州）有限公司和武昌船舶重工集團有限公司簽訂了共計10艘化學品船舶建造合同和保留共計不超過10艘同型船舶訂單選擇權。根據對市場的分析研判，2024年7月、8月，公司全資子公司行使了與上述兩大船廠共計10艘船舶訂單的選擇權。截至本公吿日，公司全資子公司共計簽署了20艘25.9K載重噸的化學品船舶建造合同，投資總額合計不超過64億元。
由於君正物流自身經營性現金流僅能滿足已有的資本性開支的需求，本次建造20艘船舶所需全部資金只能由公司繼續支持或由君正物流外部解決。公司作為君正物流的股東，一方面由於目前正在實施的綠色可降解塑料循環產業鏈項目以及新能源項目資金使用需求較大；另一方面受有效內需不足、外需較弱的影響，公司主要產品市場低迷。如本次船舶建造資金全部採用公司財務資助方式解決將給公司生產經營帶來較大影響。經過謹慎評估和測算，公司本次最大可以幫助君正物流解決13艘船舶的建造資金。為了促使君正物流抓住這次難得的商業機會，經與公司股東烏海市君正科技產業集團股份有限公司（以下簡稱“君正科技”）充分溝通，君正科技同意支持公司業務發展，承接公司境外子公司與招商局金陵鼎衡船舶（揚州）有限公司簽署的其中7艘化學品船舶建造合同（以下簡稱“標的船舶”），並在該7艘船舶建造完成後，由公司境外子公司以光租方式承租其化學品船舶10年，租金價格以不高於市場租金95%的價格水平確定。同時，公司境外子公司享有以不高於市場價格95%的價格水平購買標的船舶的權利。君正科技承諾，在標的船舶交付後只能以光船租賃的方式租賃給公司境外子公司，且公司境外子公司保留船舶續租權及購買選擇權，不會因擁有該等標的船舶而與公司及其下屬企業產生同業競爭。本次交易將幫助公司在最大限度內把握業務發展窗口完成船運業務的戰略佈局，符合公司發展的需要和公司及全體股東的利益。
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