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昔日定增伙伴掀起诉大战 中农集团与东凌国际互怼

2017-07-25 18:36:07   中国经济网

这个议案7票同意,董事柳金宏、武轶投了反对票,两人正是股东中农集团委派。

据7月14日公告称,东凌国际已收到北京高院下达的传票,上述自己提出申请的案件将于2017年9月5日上午9时30分在北京高院第十二法庭开庭审理。如今尚未开庭,中农集团便给东凌国际发来了新的《起诉状》,两家昔日伙伴反目成仇。

事件的起因,要追溯到2014年的定增。2014年8月22日东凌国际和中农集团共同签署《非公开发行股份购买资产协议》,上市公司目标直指位于老挝的钾盐项目。后续在2014年11月21日双方签署的《盈利预测补偿协议》中,中农集团对中农国际2015年度、2016年度及2017年度实现的净利润数额(扣除非经常性损益后归属于母公司所有者的净利润)作出承诺,即2015年度不低于1150万元、2016年底不低于1900万元、2017年度不低于45150万元。

界面新闻记者看到,中农集团就中农国际2015年度、2016年度及2017年度所作出的业绩承诺,是与目标项目的扩建及新建进度相匹配的,即2015年度、2016年度的业绩承诺是建立在目标项目原10万吨/年的生产规模基础上,而2017年度的业绩承诺则是建立在目标项目完成扩建及新建、达到106.6万吨/年的生产规模。

然现实并不如意,据东凌国际3月29日公告披露,虽然中农国际2015年和2016年的业绩承诺达成,但截至目前目标项目仍旧为原有的10万吨/年的生产规模,根本未进行任何扩建或新建工程,且目标项目根本无法在2017年度内完成扩建或新建工程,最终东凌国际选择了司法一途。

这种情况从数据上也能看到。据2017年7月15日的半年报业绩预告显示,东凌国际2017年上半年亏损1800万元-2300万元,其中,钾肥业务归属于上市公司股东的净利润约为700万元,比去年同期相比下降约35%,主要原因为老挝钾肥50万吨及100万吨扩建停滞,生产及销售未达到预期效果;谷物业务在报告期内亏损约480万元,较去年同期下降约147%,亏损原因是受国家粮食政策去库存化,养殖业持续低迷,毛利较去年同期大幅下降;国际船务受到波罗的海航运指数及国际航运环境持续低迷的影响,航运业务板块未能扭亏,报告期亏损约1200万元。

原本寄予厚望的钾肥业务,而今却并没有给东凌国际带来理想的业绩,甚至还引起官司纠纷引人深思。

从公开资料看,对于钾肥业务不尽人意,也是各说各有理。中农集团曾公开称钾肥项目建设未能按计划推进的根本原因是12.29亿元的募集配套资金失败,而这是由于大股东东凌实业、实控人赖宁昌及其一致行动人李朝波违约放弃认购募集配套资金导致的。

但按照东凌实业的说法,东凌实业、赖宁昌、李朝波是因获悉扩建项目进展未达预期,建设项目需求总资金中的大部分金额未落实,且钾肥市场发生变化等因素,才决定不认购公司本次重大资产重组配套资金。后续到底该事件怎样收局,只能等待司法结果。

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