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珠海银隆冲击IPO前夜:800亿投资布局全国11大基地

2017-08-14 18:06:13   中国经济网

随着华东、华南、华中相继被汽车企业开发成熟,地处中国交通枢纽中心的中原地区成为汽车产业投资的新热点。要在全国迅速打造“银隆新能源帝国”的“董魏”组合显然是不会遗漏这里的。

按照协议,银隆将投资150亿建设“银隆新能源(洛阳)产城融合产业园”。而十天前,投资近200亿的“珠海银隆新能源产业园”和全国总部项目在珠海市金湾区正式动工。如果加上7月8日珠海银隆与四川攀枝花签署的投资至少50亿元建设新能源产业园的项目,以及7月24日金额不明的收购南京客车公司项目,一个月内,银隆又承诺下了至少400亿的投资大单。而在此前的5月初,在董明珠亲率团队两赴兰州、四赴南京后,银隆在一周内相继动工两个投资100亿的产业园。同样分别投资100亿的天津和成都产业园也是在去年底今年初的两个月内连续签署动工的。也即在董明珠入阁银隆之后的8个月中,银隆共签下了总计800亿的7个新能源产业园项目。

至此,银隆已经在全国拥有了十一个产业园区布局,同时处于建设阶段的有8家。在银隆新能源官网还未更新的子公司页面中,分列着7个银隆新能源产业园,分别是珠海、邯郸(武安)、石家庄、成都、兰州、天津、南京,加上刚签署的攀枝花和洛阳产业园,和已经处于规划中的长沙、合肥基地,遍布国内几大经济区的产业园基地布局已经初具雏形。

“这种扩张规模已经可以‘媲美’长安汽车当年扩张期的‘五国九地’了。”不愿透露姓名的业内人士称。

截至目前,今年动工的几大银隆新能源产业园的产能规划已经达到13.6万辆,按照计划,2020年的产能目标则是达到10万辆,产能储备已经绰绰有余。

银行伸援手?

“银隆的投资肯定还会继续”,某基金公司合伙人、资深投资人士王明称,新能源汽车政策瞬息万变,抓紧时间布局是所有新能源汽车投资实体的共同战略,“说不定明天这行业就收紧了,进不来了。”

他认为,除了生硬砸钱兴建产业园,未来并购将成为银隆的主要套路。对于颇受关注的银隆收购南京客车一事,王明认为,“收购南京客车公司很可能是南京市政府提出的条件,”也即银隆在南京兴建新能源产业园,前提是要把南京的落后产能——南京客车公司给收了。“兼并落后产能,一直是国家鼓励的方向。而且银隆还获得一个客车生产资质,并不亏。”

这种路线在银隆兰州基地同样实施过,先重组控股了兰州宇通,然后在此基础上扩建产能。而规划中的合肥基地也不排除走这种路线的可能性,2013年,在收购“石家庄中博汽车有限公司”的同时,银隆就已收购了安徽合肥星凯龙汽车有限公司,而这或将成为未来合肥基地的载体。

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