國有企(qi)業旗下港股新能源上(shang)市(shi)公司私有化退市(shi)再添一例。7月6日晚,北京京能清潔能源電力股份有限公司(00579.HK,下稱京能清潔能源)披(pi)露私有化意向。
私有化是指,公(gong)(gong)司(si)(si)(si)控(kong)股股東通過收購(gou)上(shang)市(shi)公(gong)(gong)司(si)(si)(si)在市(shi)場(chang)流通的股份令其退市(shi),上(shang)市(shi)公(gong)(gong)司(si)(si)(si)不再是公(gong)(gong)眾公(gong)(gong)司(si)(si)(si),而成(cheng)為“私有”公(gong)(gong)司(si)(si)(si)。
京(jing)能(neng)(neng)(neng)(neng)清(qing)潔能(neng)(neng)(neng)(neng)源是北京(jing)國有(you)企業(ye)北京(jing)能(neng)(neng)(neng)(neng)源集(ji)團(tuan)有(you)限責任公(gong)司(下稱(cheng)京(jing)能(neng)(neng)(neng)(neng)集(ji)團(tuan))旗下的清(qing)潔能(neng)(neng)(neng)(neng)源上市公(gong)司,2011年12月22日在香港聯交所主板(ban)上市,業(ye)務涵蓋(gai)燃氣發電(dian)及供熱、風(feng)力發電(dian)、光伏(fu)發電(dian)、中(zhong)小型水電(dian)等。受上述消(xiao)息影響,7月7日,京(jing)能(neng)(neng)(neng)(neng)清(qing)潔能(neng)(neng)(neng)(neng)源復(fu)盤后,股(gu)價大漲(zhang)31.01%,報2.07港元/股(gu)。
近(jin)期,內地國(guo)有(you)企業下(xia)屬港(gang)股新(xin)能(neng)源(yuan)(yuan)上市公(gong)司(si)密集私有(you)化(hua)退市,針對這一現(xian)象,中(zhong)泰(tai)國(guo)際分析師(shi)周健鋒告訴記(ji)者(zhe),除了(le)港(gang)股估(gu)值偏(pian)低,已基本喪失(shi)融資(zi)能(neng)力外(wai),也(ye)有(you)母(mu)公(gong)司(si)與上市公(gong)司(si)業務整合(he)(he)的(de)考慮。他認(ren)為(wei),這些港(gang)股上市公(gong)司(si)主要為(wei)新(xin)能(neng)源(yuan)(yuan)資(zi)產(chan),而他們(men)的(de)母(mu)公(gong)司(si)除了(le)傳統(tong)火電外(wai),近(jin)年來(lai)也(ye)在布局新(xin)能(neng)源(yuan)(yuan),私有(you)化(hua)后(hou),將有(you)利于新(xin)能(neng)源(yuan)(yuan)資(zi)產(chan)的(de)進一步統(tong)籌與整合(he)(he)。
此前五大(da)電(dian)(dian)(dian)力(li)央企之一(yi)國(guo)家(jia)電(dian)(dian)(dian)力(li)投(tou)資集(ji)團旗(qi)下(xia)港(gang)股(gu)上市公(gong)(gong)司(si)(si)(si)(si)中(zhong)國(guo)電(dian)(dian)(dian)力(li)清潔(jie)能源(yuan)(00735.HK)于2019年(nian)(nian)3月(yue)(yue)28日(ri),宣布(bu)(bu)私(si)有(you)化退市,并(bing)于2019年(nian)(nian)8月(yue)(yue)20日(ri),在(zai)聯交所(suo)摘牌退市;另一(yi)五大(da)電(dian)(dian)(dian)力(li)央企之一(yi)中(zhong)國(guo)華(hua)能集(ji)團有(you)限公(gong)(gong)司(si)(si)(si)(si)旗(qi)下(xia)港(gang)股(gu)上市公(gong)(gong)司(si)(si)(si)(si)——華(hua)能新能源(yuan)(00958.HK)于2019年(nian)(nian)9月(yue)(yue)2日(ri)發布(bu)(bu)私(si)有(you)化要(yao)約(yue),2020年(nian)(nian)2月(yue)(yue)7日(ri),達成(cheng)私(si)有(you)化全面要(yao)約(yue);2020年(nian)(nian)3月(yue)(yue)2日(ri),中(zhong)國(guo)廣(guang)(guang)核集(ji)團有(you)限公(gong)(gong)司(si)(si)(si)(si)旗(qi)下(xia)中(zhong)廣(guang)(guang)核新能源(yuan)(01811.HK)也披露(lu)潛在(zai)私(si)有(you)化意(yi)向,目前仍在(zai)進展過程中(zhong);中(zhong)國(guo)華(hua)電(dian)(dian)(dian)集(ji)團有(you)限公(gong)(gong)司(si)(si)(si)(si)旗(qi)下(xia)的清潔(jie)能源(yuan)上市公(gong)(gong)司(si)(si)(si)(si)華(hua)電(dian)(dian)(dian)福新能源(yuan)股(gu)份(fen)有(you)限公(gong)(gong)司(si)(si)(si)(si)(00816.HK,下(xia)稱華(hua)電(dian)(dian)(dian)福新)今年(nian)(nian)6月(yue)(yue)1日(ri)亦披露(lu)私(si)有(you)化合并(bing)協議。
早在2010-2012年間,近十家新(xin)能(neng)源(yuan)國企先后登錄(lu)港股(gu)市場(chang),目前僅有龍源(yuan)電力集團(tuan)股(gu)份有限公(gong)司(si)(00916.HK)、中國大(da)唐集團(tuan)新(xin)能(neng)源(yuan)股(gu)份有限公(gong)司(si)(01798.HK)尚未公(gong)開披露私有化動向。