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董明珠左手格力右手银隆 牵线200亿关联交易惹争议

2017-08-24 09:33:02   新华网

自跨界新能源汽车领域后,格力电器董事长董明珠加速了其新能源产业在国内外版图的扩张。而其投资的珠海银隆也开启高速扩张模式,珠海银隆董事长魏银仓更是向外界抛出了今年实现300亿元的收入目标,是去年的4倍。对于去年营收约79亿元的银隆而言,这一目标如何实现,引发外界争议。不过,此前,在董明珠的牵线之下,格力电器与珠海银隆达成了涉及金额约200亿元的关联交易

近日,在总投资150亿元的银隆新能源(洛阳)产城融合产业园落定后,又有消息称,珠海银隆正在加速考察下一产业基地的落脚点。

这一年来,银隆未停止扩张步伐。截至目前,除了即将开工的洛阳之外,银隆在全国的7家产业园纷纷浮出水面,遍布珠海、邯郸、石家庄、成都、兰州、天津和南京等地。自董明珠进入珠海银隆起至今,珠海银隆共签下近千亿元的汽车产业基地项目。而据了解,珠海银隆的这一投资还在继续。

一位接近珠海银隆人士透露:“目前珠海银隆的投资战略较长,对于资金的需求较大。按照珠海银隆规划,除了兴建产业园外,其未来5年将投超400亿元用于扩张新能源汽车和动力电池生产,并建设台充电站。除了加速上市之外,未来珠海银隆或将展开并购。”

或影响银隆独立性?

在这一高速扩张之前,珠海银隆掌门人魏银仓及力挺进入的董明珠,不止一次向外界描述过珠海银隆的扩张路径。

资料显示,近年来,珠海银隆营收也大幅上涨,2015年达到45亿元,2016年约为79亿元。2017年,银隆董事长魏银仓制定了实现3万辆产能,销售额300亿的目标。2020年的产能目标则是达到10万辆。也就是说,今年珠海银隆要达到魏银仓设定的目标,至少销售额要翻4倍。

不过,有数据显示,今年上半年,珠海银隆新能源客车的销售量虽位居行业前列,但仍不足1500辆。如此看来,即使下半年,公司销量能够迎来爆发性增长,其要实现既定目标,难度还是很大。

根据格力电器公告数据,珠海银隆2016年净利润为8.36亿元,年末总资产191.31亿元,净资产68.14亿元,应收账款47.72亿元。各项数据较2014年、2015年都有很大幅度的提升,公司规模迅速扩张。不过,虽然这一年时间里,银隆扩张迅速,但其扩张的产业园大部分处于投入阶段,尚不能产生收入。

不过值得注意的是,今年初格力电器与珠海银隆达成合作,双方签订了年度不超过200亿元的相互采购设备的关联交易。这笔关联交易在业界引发热议,甚至一度引起交易所关注。业内人士认为,对于去年营收不到80亿元的珠海银隆而言,如此大规模的合作将对其营收形成不小的贡献。

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