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丰利财富巧取科融环境落双输结局

2017-09-25 09:16:52   中国经济网

同时,丰利方面对原管理层的“清洗”引发了内斗,最近爆发的辞职“罗生门”就是真实体现。

本月初,科融环境发布公告称公司副董事长、财务负责人张永辉辞职,随即遭到张本人的否认,公司监事长王豫刚、董事郑军等也表示未参加会议、不知晓此事。科融环境在回复交易所问询时称,张永辉的辞职报告是今年8月中下旬签署的,当时未有新的财务负责人人选,辞职申请日期部分暂留白,待公司确定拟续聘新的财务负责人后,辞职申请即立刻生效。

而公司董秘孙成宇的辞职也属无奈之举。根据董事郑军透露,董秘孙成宇在上任之初就被要求签署辞职报告书,孙已丧失了发布审核信息披露权利。

9月19日,科融环境的董秘孙成宇、证券事务代表张博、董事刘彬同时宣布辞职。

值得一提的是,丰利系入主后的一年内,科融环境的董秘更换了单庆廷、张永辉、常永斌和孙成宇4人。

不排除丰利系易手可能

人事动荡、业绩下滑、公司治理恶化,巧取上市公司控制权的丰利财富玩的或将是一场始乱终弃游戏。

至少从目前来看,天津丰利入主科融环境是一场“双输”的结局。原控股股东杰能科技的股东中,原本打算让出科融环境的控制权套现离场,没想到以贾红生为代表的股东锒铛入狱。丰利财富虽然夺得了科融环境控制权,但经营业绩下滑,丰利系内斗未熄,监管问询不止,目前的收获距离当初预期想必相差甚远。

为了避免被ST,科融环境保壳大战打响。

今年7月,科融环境耗资3.85亿元收购了永葆环保70%股权,剩余30%股权2019年购买。截至当月底,交易已经完成,永葆环保已成为其控股子公司。

然而,这起原本备受质疑的收购也存在变数。截至目前,科融环境尚未支付交易款。此前,市场质疑的是永葆环保盈利能力。其2012年至2015年的净利润为亏损96万元、198万元、436万元、291万元,2016年突然暴增至3141万元,增幅高达979%。

有消息称,科融环境迟迟未付款缘于银行贷款环节出了问题。

半年报显示,上半年,科融环境的短期借款为1.62亿元,同比减少7.19%,长期借款2.70亿元,同比增长1.41%。目前,账面资金为1.44亿元。

一家上市公司财务人士向长江商报记者表示,从目前科融环境的财务状况及其控股股东的行业性质看,时间已经进入三季度末,一般而言,如果不是有良好合作关系的客户,银行轻易不会投放大额贷款。

丰利系高比例股权质押风险不可忽视。

今年4月,科融环境股价下跌,时任董事长毛凤丽倡议员工兜底式增持,并称其本人及董监高未来12个月拟增持不低于1亿元、不超过10亿元的股份。5月份,股价再次下跌,公司宣布停牌筹划重大事项。7月份,毛凤丽再次倡议员工增持。不过,一个月后,毛凤丽辞职。

截至目前,控股股东及董监高合计增持的金额为274.63万元,距离1亿元的下限还很遥远。

一家私募基金经理向长江商报记者表示,通常情况下,PE入主上市公司做实业,多是以上市公司为基础深耕某行业,或者与上市公司一同进行行业拓展和转型,而像丰利系这样的操作,有套利之嫌。在其看来,如果公司治理不见明显改善,不排除丰利系易手的可能。

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