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“鹏欣系”资本套路再演大康农业海外收购遇阻

2017-08-21 10:47:58   中国经济网

收购遇阻带来了连锁反应,大康农业随后停止了对新西兰另外两座牧场--佩尼和弗立明牧场的收购。唯一成功的是对克拉法牧场的收购,拖延到了2016年8月获得批准。而大康农业曾发起对澳大利亚Kidman农场80%股权的收购,也由于澳大利亚政府的反对在去年告终。Kidman农场在澳大利亚拥有10万平方公里土地,几近一个浙江省大小。

姜照柏去年在媒体面前承认,鹏欣集团的目标是做中国最大的粮商。而在鹏欣集团旗下的资产中,对应粮食产业的便是大康农业公司。但以房地产和资本运作见长的鹏欣集团,在农粮方面并无太多经验。大康农业董秘办工作人员告诉记者,公司所收购的海外农业公司,其实目前仍以原来的销售地区为主要收入来源,并没有太高比例的产品进口到中国,尽管大康农业的战略目标是希望将更多的农产品进口到国内,但目前在渠道方面仍旧为四大粮商所掌控,一时间难以突破。

而姜照柏或鹏欣集团曾担任第一大股东的其他上市公司包括润中国际控股(00202.HK)、国中水务(600187.SH)、鹏欣资源(600490.SH)等,在过去数年里曾多次通过将海外资产置入上市公司平台扩大上市公司价值,并伴随上市公司一系列的增发募资、股权质押、海外收购的方式不断扩张鹏欣集团的资产版图,或是通过减持套现的方式获利。

如曾经在2012年仅实现微利500多万的鹏欣资源前身中科合臣,原来主营医用原料生产,在姜照柏的掌控下募资14亿元,通过鹏欣集团旗下的矿业公司投向了刚果的铜矿项目,将有色金属制品及金属矿产品销售置入上市公司,第二年中科合臣便盈利1.2亿元。

今年6月,鹏欣资源再公布方案拟以19.09亿元收购南非奥尼金矿矿业权,其中现金支付4亿元,其余金额以发行股份方式支付,再将海外矿产资源装入上市公司。

再如在鹏欣集团在掌控大康牧业的过程中,先是大康牧业在2013年启动50亿元定增计划,其中鹏欣集团认购38.5亿元。2014年4月,定增刚刚完成,鹏欣集团便将获得的4.84亿股股份质押,获得80亿元资金。这完全弥补了鹏欣集团在定增中的认购金额。

此外,鹏欣集团也曾多次减持鹏欣资源的股票,仅在2013年下半年至2014年初的数月时间里,鹏欣集团便从鹏欣资源减持套现13亿元以上。

在通过上市公司的一次次定增、质押、收购中,鹏欣的资产版图持续扩张。如今,鹏欣集团所场控的上市公司平台中,有鹏欣资源、大康农业、润中国际控股三家。

而对于大康农业而言,在离姜照柏所宣称的“四大粮商”目标还很远,旗下农产品进出口业务尚未大规模开展,又已经剥离原有生猪业务,收购新西兰、巴西农业公司的当下,大康农业曾经本分的“猪倌”身份,已逐渐被“资本”二字所取代。

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