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中國旭陽集團(01907.HK)擬售滄州旭陽化工股權換股整合濱海能源 加碼高端新材料賽道

格隆匯5月19日丨中國旭陽集團(01907.HK)發佈公告,2025年5月16日,賣方(即旭陽集團、旭陽煤化工、深創投及農銀資產)與濱海能源(000695.SZ)(作爲買方)訂立該協議,據此,旭陽集團(公司的全資附屬公司)、旭陽煤化工(公司的全資附屬公司)、深創投及農銀資產(農業銀行(1288.HK/601288.SH的全資附屬公司))有條件同意出售其分別所持目標公司80.4765%、0.0080%、14.1931%及5.3224%的股權,以換取濱海能源向其發行對價股份。

發行價爲每股對價股份人民幣7.55元,可因濱海能源的除權或除息事件或股份市價波動而作出調整。賣方將按其各自於目標公司的持股比例獲得對價股份。公司的全資附屬公司旭陽集團及旭陽煤化工承購對價股份構成集團收購濱海能源的股權。建議交易(包括出售事項及收購事項)完成後,目標公司預期將成爲濱海能源的附屬公司,而濱海能源將成爲公司的附屬公司。因此,預期濱海能源及目標公司的賬目將併入公司的財務報表。

目標公司(即滄州旭陽化工有限公司)主要從事尼龍新材料的研發、生產及銷售,主要包括己內酰胺、尼龍6及尼龍彈性體。於本公告日期,目標公司由旭陽集團、旭陽煤化工、深創投及農銀資產分別持有80.4765%、0.0080%、14.1931%及5.3224%的股權,爲公司的非全資附屬公司。

公告表示,爲響應相關政策指引,並着重提升集團的市場地位及營運能力(尤其是新材料領域),集團擬進行建議交易,將目標公司(一家領先的尼龍新材料生產商)與濱海能源(專注於鋰電池負極材料)相整合。這項戰略舉措旨在發揮雙方優勢,推動集團長期發展創新,符合集團向高端新材料領域拓展業務的發展方向。

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