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科融环境72亿元PPP项目真相

2017-09-15 07:46:42   中国经济网

但是,这个让科融环境尝到甜头的PPP项目近况到底如何,投资者却不得而知。从近两年科融环境年报中能得到的答案都只有寥寥数字:“正处于推进中”。

对此,聊城市财政局办公室一位工作人员告诉《每日经济新闻》记者,这个项目前期招标是由聊城市财政局负责,后续的项目推进工作是聊城市节能减排办公室在负责。

上述聊城市节能减排办公室工作人员称,去年9月份的时候,与科融环境在这个PPP项目上没有达成协议,未能签订合同。此后,就再也没有和科融环境方面有过接触。

“现在这个项目不是按照PPP来做,这个项目已经在做了,项目共分两期:一期的项目已经做完了;二期转到聊城土地储备集团公司来做。”该节能减排办公室工作人员说,后续不可能再和科融环境在这个项目上有合作。

再签200亿框架协议项目合作周期较长考验执行情况

对于当时为何没有和聊城市就PPP项目达成协议,科融环境前高层B先生说,聊城那边给出的条件相对苛刻,毛利水平很低,覆盖不了财务成本。另一方面,上市公司基本上处于新股东入主、老股东退出的阶段,很多东西没有“接上茬”。在新股东入手之后,也没有把这个东西作为重点去推。

“私下里聊天大家认为没有希望了,也没有再做了。”科融环境前高层B先生说。

“PPP模式被认为是目前最有可能推行的改革思路,将为企业的外部扩张提供新的发展机遇;传统环保行业进入并购高峰期。作为行业内环保产业链最完整的环保企业之一,公司将借力国家环境保护、环境治理政策的‘东风’,充分发挥提供一站式环境综合治理服务能力的优势,积极参与PPP项目。”在科融环境2015年和2016年年度报告中,都对未来公司瞄准PPP项目给出了相同的表述。

但是,到了2017年半年报,科融环境却又对发展PPP表示出了担忧:PPP作为新兴的业务模式,在推广探索的道路上仍然存在不确定性风险。PPP模式项目投资额较大、合作年限较长,在实际运营中受各方面的影响,项目的盈利情况或低于预期水平从而带来运营风险。有的项目在实际运行过程中会受到业主延期或建设手续繁琐等影响,致使建设工期延长,存在不能按照约定进度实施和经济效益变化的风险。

科融环境对于PPP项目态度的转变并非没有缘由。2015年6月至2017年6月的两年时间内,科融环境在全部7个已签署的框架协议中,仅2015年底签署的辽宁省北票市自来水供水项目合作框架协议,在2016年7月5日投资设立了北票市科融水务有限公司。其他6个框架协议的进展情况均显示为:正在推进,尚未签署具体项目合作协议。

其中,2017年6月,公司与河南水利投资集团有限公司签署了《战略合作协议》,就河南省境内水利、城镇水务和水资源延伸产业、海绵城市等建设项目开展战略合作达成一致,本协议框架下预计合作项目投资金额约200亿元人民币。

不过,公司在补充公告中也提示,该协议合作期限为30年,合作周期较长,不排除在合作期限内补充、更改、终止本协议。

对此,E20研究院执行院长薛涛告诉《每日经济新闻》记者,在环保项目推进过程中,如果双方只是签订框架协议的话,与最后的项目落地仍有较大距离。从目前情况来看,签署框架协议的项目真正落地的概率均比较低。

《每日经济新闻》记者昨日致电毛凤丽,针对科融环境相关事宜进行求证,但她表示,目前不方便发声。

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