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玩壳高手郑永刚:眼看壳股起高楼 眼看壳股楼塌了

2017-07-25 18:34:58   中国经济网

本来是运筹帷幄的事情,可惜郑永刚运气有点不好,碰上了百年不遇的股灾。杉杉系2014年底拿下的艾迪西,承诺六个月内不重组。2015年6月中旬,股灾爆发,千股跌停,艾迪西也没能幸免。于是,只得加速重组步伐。2015年7月,艾迪西紧急停牌。

这个时候,艾迪西的股价已经从33块跌到了13块多,公司之前股权质押时,股价差不多22元,这意味着出现了爆仓风险。不料,7月22日,由于价格无法达成一致,重组计划终止。

幸运的是,这时国家队救市,股价绝地反弹,艾迪西救活了一口气。不过,股灾2.0很快来临,8月底,艾迪西股价重新跌到13.71元,触及警戒线,公司再度火线宣告停牌重组,重组对手是海南星华集团。

股灾时期风声鹤唳,大家都不知道要跌到哪里去,所以这次重组没有谈拢。但是郑永刚铁了心,不能让艾迪西复牌崩盘,只好继续找下家。这时,大救星申通快递(002468)登台亮相了,作价169亿借壳艾迪西。公司复牌后股价连拉十三个涨停,操盘手郑永刚,无疑是最大的赢家。这一次重组,也开启了中国快递公司上市的序幕。

虽然历经曲折,重组对手屡屡失约,股灾暴跌几次预警,但最终实现了一夜暴富,郑永刚从此在资本市场名声大振,“杉杉系”相中的股票,成为散户潜伏的目标。

勉强“出清”江泉实业

在运作艾迪西的同时,郑永刚还入主了江泉实业。江泉是一个标准意义上的“壳”公司:50亿元以内的市值,大股东持股比例低于20%,资产负债率不超过20%。据说,当时想拿下江泉的人很多,无奈原来的老板胃口很大,不仅要7-8亿的壳费,还要原来的资产,吓退了不少人,七转八转,最终郑永刚接盘。

2015年6月,郑永刚旗下公司,以每股8.67元的价格,获得江泉实业13.37%股权。随后董事会大换血,新任董事长方海良是杉杉控股的总裁,总经理查大兵是坤为地执行总裁。此外,公司还新来的90后董秘,曾任坤为地研究员。

江泉虽然是个公认的壳,可重组之路却非常坎坷,前前后后失败了好几次。但郑永刚不信邪啊,入主第二便启动重组,拟向香港主板一家上市公司发行股份购买资产。不幸的是,跨境并购开始收紧,涉及内地和香港两地上市相关法规、交易复杂,重组进度受到影响,只得放弃。接下来,重组对象转变为上海爱申科技,也无疾而终。

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