奧威控股(01370.HK)擬2.94億元收購砂石料資產
格隆匯6月25日丨奧威控股(01370.HK)公吿,於2021年6月25日,買方淶源縣京源城礦業有限公司(公司的間接全資附屬公司)與賣方淶源縣增志建材有限公司訂立資產收購協議,據此,買方有條件同意收購,且賣方同意出售(無產權負擔)目標資產,代價為人民幣2.94億元。
目標資產包括(a)淶源縣走馬驛鎮白道安村13.4百萬噸╱年固廢綜合利用項目的子項目一栓馬樁2.7百萬噸╱年砂石料廠項目("2#栓馬樁項目")的所有權;(b)賣方擁有或使用的與2#栓馬樁項目建築物及在其上搭建的各種附屬建築物有關的物業、廠房及設備,總建築面積約為37,805.10平方米。該等建築物主要包括生產廠房、儲存室、轉運站及配套建築物;及(ii)用於以固廢製造建築用碎石材料的機器及設備,每年可處理2.7百萬噸固廢;(c)賣方就2#栓馬樁項目擁有的所有批文、資質、執照、許可證、批准、權利證書、圖紙、文件等;(d)與目標資產有關的所有擔保、索賠權、抵銷權、債權或其他類似權利。
近年來國家生態環保政策持續加強,本公司堅持生態優先,踐行綠色發展理念,並藉助於京津冀協同發展、雄安新區建設及帶動保定、滄州地區建設的大好契機,自2019年通過對固廢的綜合利用,積極開展綠色建材砂石骨料業務,既能夠促進節能減排,有效的進行區域生態環境治理和恢復,也可實現綠色礦山的可持續發展。本公司憑藉先進的設備、優質的產品及國家對固廢再利用、綠色礦山、環保等政策的支持,已成功入圍成為雄安新區砂石料的合資格供應商。
隨着雄安新區大規模建設持續升温,工程量迅速增加,帶動雄安新區砂石料需求量大幅上升,預計2021年至2025年需求量為1.2至1.3億噸╱年;預計2026年至2035年總需求量近10億噸。
保定市是京畿重地首都的南大門,為了給首都提供"藍天白雲",保定市一直對環保治理採取高壓態勢,故此新增礦權的可能性不大,國家對生態保護出台了一些列相關政策,嚴禁河沙採挖並嚴厲打擊,在這樣的背景下,固廢再利用機制砂石成為建築骨料的主要材料,所以砂石料需求會大幅上升。消耗固廢生產的機制砂石將是一種不可逆的趨勢,供不應求的現象會長期存在,砂石料價格將持續上漲。同時,還可降低本公司鐵礦業務的營運成本(如鐵礦產品生產成本和固廢儲存、運輸處理成本等)。
綜上,公司為更好把握市場形勢,擬計劃通過收購栓馬樁項目,以擴充公司砂石料產能,擴張公司在雄安新區及周邊砂石料市場份額,實現更高的經濟效益。
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