冠轈控股(01872.HK)擬不超2億港元收購AIMI30%股權 後者主要從事供應用於氫氣生產的AEM水電解設備
格隆匯5月22日丨冠轈控股(01872.HK)宣佈,於2025年5月22日,公司全資附屬公司BetaTech與Infinity Energy訂立不具法律約束力的諒解備忘錄。該諒解備忘錄載述BetaTech擬直接或透過指定聯營公司向Infinity Energy收購AIMI Investments Limited("目標公司")30%股權。根據諒解備忘錄所載的條款,目標股權之初步評估估計不超過2億港元。
據悉,目標公司爲一間於英屬處女羣島註冊成立之有限責任公司,截至公告日期,由Infinity Energy擁有51%權益。截至公告日期,目標公司透過其全資附屬公司極光氫能有限公司擁有江蘇凱辰能源有限公司的全部股權,而江蘇凱辰能源有限公司則擁有南通禾帆能源科技有限公司之全部股權(統稱"目標集團")。
目標集團主要從事供應用於氫氣生產的陰離子交換膜(AEM)水電解設備。截至公告日期,目標集團專注於AEM水電解技術的研發,以及與氫氣生產設備相關之生產、銷售及測試服務。目標集團提供的主要產品包括各種AEM水電解制氫系統、AEM電解槽系統及AEM水電解單電池測試裝置。
自2024年下半年起,董事與目標集團進行討論,探討成立專注於發展AEM業務之合營企業。然而,於業務架構及其他投資條款之磋商過程中出現挑戰,最終導致合營企業當時無法推進。儘管如此,公司仍有意探索與目標集團之投資機會。因此,董事正積極繼續就潛在交易事項進行討論。
於進軍該行業前,董事進行全面可行性研究,以評估該行業之格局。研究顯示,中國已實施產業政策,旨在推動氫燃料電池之發展。董事相信,拓展至此行業,特別是透過開發及銷售氫氣生產設備,符合該行業之預期增長軌跡。此擴展爲發展提供重大機遇,並有望提升集團之投資回報。
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