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16亿入股建筑公司:隆基股份杀入特斯拉“后院”!

       月4日盘后, 隆基股份(601012.SH)发布公告称,拟耗资16.35亿元以每股12.50元的价格收购森特士兴集团股份有限公司(下称“森特股份”,603098.SH)27.25%股份。 而每股12.50元的价格较森特股份3月4日收盘价高出30.75%。

       据了解,本次交易方包括森特股份控股股东、实际控制人刘爱森、北京士兴盛亚投资有限公司(下称“士兴盛亚”,由刘爱森与妻子李桂茹全资持有),另外还有一家有自然人李勇持有的华永投资集团有限公司。 在共计转让的约1.31亿股股份中,刘爱森与士兴盛亚占63.30%,也就是说刘爱森与李桂茹将在此次交易中套现约10.35亿元。 受此消息影响,3月5日,森特股份竞价涨停,报10.52元,创下近5个月以来的新高,市值50.50亿元。 股份转让完成后,刘爱森和士兴盛亚合计持股比例将从57.43%降至40.18%,仍为森特股份的控股股东与实际控制人,隆基股份将成为公司第二大股东,持股27.25%。

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        资料显示,森特股份成立于2001年12月,注册资本4.8亿元,主营产品为新型建材,主要承接金属围护系统工程(屋面系统、墙面系统)和声屏障系统工程,提供从工程咨询、设计、专用材料供应和加工制作到安装施工全过程的工程承包服务。2016年底,公司成功登陆上交所。 隆基股份表示,本次收购有助于促进双方业务融合,充分发挥森特股份在建筑屋顶设计、维护上的优势,同时结合隆基股份在BIPV产品制造上的优势,双方共同开拓大型公共建筑市场的业务发展。有助于公司扩大分布式市场范围,拓展光伏产品的应用场景。

      据《科创板日报》报道,作为当前国内光伏产业一体化龙头,隆基股份于2019年宣布进军BIPV(光伏建筑一体化)市场,同时规划BIPV收入体量到2024年做到100亿元,并于去年7月成功发布首款装配式BIPV产品“隆顶”,主要面向工商业厂房屋顶。 长江证券研究指出,隆基在BIPV建设方面的定位主要基于建筑材料,虽早期市场亦有BIPV的相关产品,但由于彼时成本相对较高并未实现广泛推广。随着组件制造成本长期趋势向下,BIPV产品在经济性和美观程度等方面考虑均逐步受到市场认可,有望打开国内蓝海市场。

在国内,早于隆基股份,东方日升在江苏金坛基地BIPV项目已并网并投入运营;汉能在2017年7月发布第一代BIPV产品汉瓦,均主要面向工商业屋顶。

而就全球而言,在这一领域做得较好还要数特斯拉。其于2016年8月收购的美国户用太阳能系统安装龙头企业SolarCity。

2019年,特斯拉能源业务依靠SolarCity实现收入15.3亿元,占营业总收入比例6.2%。在公布财报后的电话会议中,马斯克明确表示将把太阳能屋顶变成特斯拉的一个主要业务。据其所说,玻璃太阳能屋顶大量的需求正在增长。在北美市场,特斯拉每年的订单量是400万个新的屋顶。

“BIPV是未来光伏应用最重要领域之一。隆基股份拟溢价收购森特股份27.25%股份成为二股东,将在BIPV领域形成强强联合,解决过往光伏圈与建筑圈的割裂问题,扩大分布式市场范围,与特斯拉等对手形成有力竞争。”独立经济学家王赤坤表示。

Longji (601012.SH) announced after the closing of the market on April 4 that it intends to spend 1.635 billion yuan to acquire 27.25% of the shares of Centeshixing Group Co., Ltd. (hereinafter referred to as "Centeshixing", 603098.SH) at a price of 12.50 yuan per share. The price of 12.50 yuan per share is 30.75 percent higher than the closing price of Cent shares on March 4.

It is understood that the parties involved in this transaction include Liu Aisen, the controlling shareholder and actual controller of Cent shares, Beijing Shixingya Investment Co., Ltd. (hereinafter referred to as "Shixingya", which is wholly owned by Liu Aisen and his wife Li Guiru), and Huayong Investment Group Co., Ltd., which is held by a natural person Li Yong. In the total transfer of about 131 million shares, Liu Aisen and Shi Xingya accounted for 63.30 percent, which means that Liu Aisen and Li Guiru will cash out about 1.035 billion yuan in the transaction. Affected by this news, on March 5, the price of Cent shares rose by the daily limit to 10.52 yuan, hitting a five-month high, with a market value of 5.50 billion yuan.After the completion of the share transfer, the combined shareholding ratio of Liu Aisen and Shi Xingya will be reduced from 57.43% to 40.18%, and remain the controlling shareholder and actual controller of Cent shares. Longji shares will become the second largest shareholder of the company, holding 27.25%.

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Data shows, in December, co was established in 2001, the registered capital of 480 million yuan, the main products for the new building materials, mainly to undertake metal containment system engineering (roofing system, wall system) and acoustic barrier system engineering, from engineering consulting, design, material supply and processing production to the whole process of installation construction engineering contracting services. At the end of 2016, the company successfully landed in the Shanghai Stock Exchange.Longi said that the acquisition will help promote the business integration of the two parties, and give full play to the advantages of Cent in building roof design and maintenance, while combining with Longi's advantages in BIPV product manufacturing, the two parties will jointly develop the business development in the large public construction market. It will help the company expand the scope of distributed market and expand the application scenarios of photovoltaic products.

Kechuang board daily reported, as the integration of the current domestic photovoltaic industry bibcock, longji shares in 2019 announced the BIPV (photovoltaic building integrated) market, at the same time planning BIPV income dimension to achieve 10 billion yuan 2024, and successfully published last July the first fabricated BIPV product "lung", mainly for commercial and industrial factory building roof. Changjiang Securities research pointed out that Longji's positioning in BIPV construction is mainly based on building materials, although there are BIPV related products in the early market, but due to the relatively high cost at that time has not been widely promoted.With the long-term downward trend of component manufacturing costs, BIPV products are gradually recognized by the market in terms of economy and aesthetic degree, which is expected to open the domestic blue ocean market.

In China, earlier than Longji shares, Orient Risheng in Jiangsu Jintan base BIPV project has been connected to the grid and put into operation;In July 2017, Hanergy released its first generation of BIPV products, Hanva, which are mainly aimed at industrial and commercial roofing.

Globally, Tesla has done better in this area.It acquired SolarCity, a leading installation company for residential solar systems in the United States, in August 2016.

In 2019, Tesla's energy business relied on SolarCity to generate revenue of 1.53 billion yuan, accounting for 6.2% of total revenue.In a conference call after the earnings announcement, Musk made it clear that he intends to make solar roofs a major business for Tesla.According to him, there is a growing demand for glass solar roofs. In the North American market, Tesla orders 4 million new roofs a year.

"BIPV is one of the most important areas for future photovoltaic applications.Longji intends to acquire 27.25% of Cent's shares at a premium to become the second shareholder. It will form a strong alliance in the BIPV field, solve the separation problem between the photovoltaic circle and the construction circle in the past, expand the scope of the distributed market, and form a strong competition with Tesla and other rivals." "Said Wang Chikun, an independent economist.


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