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南山鋁業國際(2610.HK)今日起招股,將於3月25日掛牌上市
南山鋁業國際(2610.HK)發佈公告,擬全球發售8823.53萬股股份;於3月17日至3月20日招股,預期定價日爲3月21日;發售價將爲每股發售股份26.60-31.50港元,華泰國際爲獨家保薦人;將於3月25日開始在聯交所買賣。據招股書,南山鋁業國際分拆自南山鋁業,是東南亞領先的優質氧化鋁製造商,在塑造東南亞鋁產業鏈格局中扮演着重要角色。根據弗若斯特沙利文,按2023年氧化鋁設計年產能計,南山鋁業國際在印度尼西亞及東南亞排名首位。集團的業務於營業紀錄期間顯著增長,收益由2021財年的1.728億美元增至2022財年的4.668億美元,並於2023財年達到6.778億美元,CAGR爲98.0%。於2024年首九個月,集團的收益爲6.83億美元(2023年首九個月:4.827億美元)。公司規劃200萬噸新產能建設,預計2025-2026年分批投產,屆時總產能將翻番至400萬噸,問鼎東南亞絕對龍頭。集團與基石投資者已訂立基石投資協議。據此,基石投資者已同意在滿足若幹條件的前提下,按發售價認購或購買,或促使其指定實體認購或購買,以總額約1.203億美元可認購或購買的發售股份數目。基石投資者包括Glencore International AG(“Glencore AG”,爲Glencore plc的全資附屬公司)、香港拓威貿易有限公司(“香港拓威”,爲廈門象嶼(600057.SH)的間接附屬公司)、瑞中國際工業設備(香港)有限公司(“瑞中”)、PT Indika Energy Tbk.(“Indika Energy”)。
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