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獐子島把底播海參和相關海域賣了1億交易所發關注函
2020-01-06 21:56  www.korraniha.com

  1月3日晚間,公司公告,擬分別轉讓位于長海縣廣鹿島的4宗海域使用的租賃權暨海底存貨,總價款合計為10050萬元。

On the evening of January 3, the company announced that it intends to transfer the leasehold and undersea inventory of four sea areas in Guanglu Island, Changhai County, for a total price of $100.5 million.

  對于此次交易,獐子島給出的說法是,加快推行“瘦身”計劃,降低資產負債率,進一步控制養殖風險。本次交易完成后,公司于廣鹿島的經營業務由“底播海參增養殖”模式調整為“整合養殖資源”的“養殖業戶 公司”的輕資產運營模式。

For the deal, Swertia said it would speed up its \"skinny\" program, reduce its asset-liability ratio and further control the risk of farming. After the completion of the transaction, the company's business in guanglu island from the \"bottom sowing sea cucumber breeding\" model to \"integration of aquaculture resources\" of the \"aquaculture company\" light asset operation mode.

  直白一點說,獐子島放棄了在廣鹿島的底播海參增養殖業務,把買來的海域承包權和海里的海參一并轉手賣掉了。

To put it bluntly, Swertia gave up its bottom sowing ginseng farming business and sold the sea contract and sea cucumbers for sale.

  其中,所涉4宗海域是獐子島向大連廣鹿漁工商總公司承包的。中證君梳理公司此前對于廣鹿島的披露的信息發現,公司目前確權的230萬畝海域使用權海域分別位于獐子島、小長山島、海洋島、廣鹿島、烏蟒島及山東長島。其中,廣鹿島處于近海海域,以近岸浮筏養殖蝦夷扇貝為主,而非公司屢次出現問題的底播蝦夷扇貝。

Among them, the four sea areas involved were contracted from the Dalian Guanglu Fishery Industry and Industry Corporation. According to the information disclosed by the Company to Guanglu Island, the sea area of 2.3 million mu of the Company's right of sea area is respectively located in Zizi Island, Xiaochang Shan Island, Ocean Island, Guanglu Island, Usnan Island and Shandong Long Island. Among them, Guanglu Island is located in the offshore sea area, which is mainly raised by near-shore floating raft, rather than the company's repeatedly problematic prawned prawned scallops.

  1月3日晚間,公司同時披露遼寧元正資產評估有限公司出具的評估報告和國家海洋環境監測中心出具的獐子島大連廣鹿分公司海域海底海參資源調查與評估報告,其中涉及的海域資源包括本次交易標的在內的6宗海域承租權及對應的海底海參。

On the evening of january 3, the company also disclosed the assessment report issued by liaoning yuanzheng assets assessment co., ltd. and the survey and assessment report issued by the national marine environment monitoring center for the sea-sea sea-sea sea-sea sea-sea sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea-sea

  根據評估報告,獐子島通過租賃承包方式獲得海域租賃權,所涉及的4宗海域租賃期將于2027年底或2028年3月31日到期。4宗承租權涉及的海域面積為公頃,交易資產賬面值為萬元,評估值為萬元,其中海參超過40萬公斤,評估值超過1億元。

According to the assessment report, Swertia acquired the right to lease the sea area by way of a lease contract, and the four sea area leases involved will expire at the end of 2027 or March 31,2028. The four leases involved a sea area of hectares, with a book value of $10,000 and an assessment value of $10,000, of which sea cucumbers exceeded 400,000 kilograms and an assessment value of more than $100 million.

  2020年開年的這筆交易給獐子島帶來的直接影響是收回流動資金10050萬元,增加凈利潤約7100萬元。這將對公司的現金流產生一定積極的影響,財務狀況會有所改善。

The direct impact of the deal, which started in 2020, on Swertia is to recoup $10.5 million of liquidity and increase net profit by about $71 million. This will have a positive effect on the company's cash flow and improve its financial position.

  2019年扇貝的死亡,幾乎讓獐子島在前三季度已經虧損的基礎上很難打贏業績翻身仗。根據公告,僅扇貝死亡帶來的存貨成本核銷及存貨跌價準備計提金額就高達億元。

The death of the 2019 scallops almost made it difficult for Swertia to win the performance battle on the basis that it had already lost money in the first three quarters. According to the announcement, only scallop death caused by the cost of inventory write-off and inventory fall reserve amount of up to $100 million.

  輕資產模式恐怕也是獐子島不得不采取的措施。截至2019年三季度末,公司約34億元的總資產中,凈資產只有億元,公司負債率超過90%。

The light asset model may also be a measure that Swertia has to take. At the end of the third quarter of 2019, of the company's total assets of about 3.4 billion yuan, the net assets were only 100 million yuan, and the company's debt ratio exceeded 90%.

  積極盤活資產,也是獐子島的既定策略。在2019年上演扇貝死亡之后,獐子島提出加快落地“瘦身計劃”,加快處置與主業關聯度低的、資金占用大的資產,出讓核心產業項目部分股權。

Actively invigorating assets is also the established strategy of Swertia. After scallop deaths were staged in 2019, Swertia proposed an accelerated landing \"skinny plan\" to speed up the disposal of assets with low correlations with the main industry and large capital use to give a stake in core industrial projects.

  此外,對于屢次給公司帶來重創的底播蝦夷扇貝,2020年由規模發展階段向中試探索階段調整,每年中試蝦夷扇貝約10萬畝,基本關閉底播蝦夷扇貝增養殖風險;放棄海況相對復雜的海域約150萬畝,預計每年可節約用海成本約7000萬元。

In addition, for the bottom sowing shrimp scallops that have repeatedly brought serious damage to the company, in 2020, the scale development stage was adjusted to the pilot-scale exploration stage, the pilot-scale shrimp scallops about 100,000 mu per year, basically closed the bottom sowing shrimp scallops to increase the risk of breeding; abandoned the relatively complex sea conditions about 1.5 million mu, estimated to save about 70 million yuan per year in sea cost.

  但對于獐子島的這一舉措,公司董事羅偉新表示反對。其理由是沒有收到關于出售部分海域使用權及存貨對公司未來經營有何影響的正式報告,對在此時點出售海域權和存貨的必要性有疑慮。

But the company's director, mr. luo, objected to the move. The reason was that no formal report had been received on the impact of the sale of some of the rights to use the sea and the stock on the company's future operations, with doubts about the need to sell the rights to the sea and the stock at this point.

  羅偉新2016年9月被提名為公司董事,是公司第二大股東北京吉融元通資產管理有限公司的代表,吉融元通持有獐子島%股權。

Luo Weixin was nominated as a director of the company in September 2016 and is a representative of Beijing Jirong Yuantong Asset Management Co., the company's second largest shareholder, with Jirong Yuantong holding a% stake in Swertia.

  2018年4月26日的董事會上,羅偉新對公司2018年度經營計劃及投資計劃的議案投出棄權票,理由是沒有收到相關投資可詢證的資料。此后又在對參股公司阿穆爾公司提供借款的議案上投出反對票。

On the board of directors on April 26,2018, Luo Weixin abstained on the company's 2018 annual business plan and investment plan bill on the grounds that no information was received on the relevant investment inquiry. A negative vote has since been cast on a bill to provide loans to the equity-taking firm, Amur.

  2019年8月27日的董事會上,羅偉新就公司涉及資產出售的16項議案全都投出反對票。理由是事先沒有收到董事會議題的具體材料,文件內容篇幅巨大,無法深入了解相關事項作出專業判斷向董事會提出質詢,對會議材料內容的準確性、完整性、合規性無法發表意見和建議,尤其對交易標的定價公允性和在此時點交易必要性存在疑惑。

On the board on august 27,2019, mr luo voted against all 16 of the company's proposals for asset sales. The reason is that the specific material on the subject of the board of directors has not been received in advance, and the contents of the document are huge, and it is impossible to make a professional judgment to the board of directors to inquire deeply about the relevant matters, and to express opinions and suggestions on the accuracy, completeness and compliance of the contents of the meeting materials, especially doubts about the fairness of the pricing of the subject matter of the transaction and the necessity of trading at this time point.

  深交所要求獐子島詳細說明本次交易對公司未來經營的具體影響及交易的必要性,以及公司是否已向董事會成員提供包括上述內容在內的必要的材料。

The Shenzhen Stock Exchange requested Swertia to elaborate on the specific impact of the transaction on the company's future operations and the necessity of the transaction, and whether the company had provided the board members with the necessary materials including the above.

  關注函指出,上述海域使用的租賃權暨海底存貨評估值合計億元,較賬面價值增值%。公司公告還顯示,本次交易對方均成立于2019年12月23日之后,履約和付款能力良好,交易款項回收風險可控。對此,深交所要求公司補充說明交易對方實繳注冊資本的具體情況、本次交易的資金來源,公司認為其履約和付款能力良好、款項回收風險可控的具體依據,以及交易對方與公司董監高是否存在關聯關系。

The letter of concern noted that the total value of the leasehold and undersea inventory assessment for the above-mentioned areas was $100 million, representing an increase of% over the book value. The company announcement also showed that the parties to the transaction were established after December 23,2019, with good performance and payment capacity and controllable risk of transaction money recovery. In response, the sse requested the company to provide additional information on the specific circumstances of the transaction's registered capital paid by the other party, the source of the funds for the transaction, the specific basis on which the company considers that its performance and payment capability is good, and that the risk of recovery is controllable, and whether there is a relationship between the other party and the company, dong jiangao.

  深交所還要求獐子島說明,相關海域的海底海參存貨賬面價值的確認依據,并結合公司此前對該類存貨的加工工序、銷售價格、目前價格走勢,說明海底海參市場單價的評估依據、本次銷售存貨的毛利率、是否與最近三年毛利率存在差異及原因、交易價格是否公允。

The Shenzhen Stock Exchange also requires a description of the basis for confirmation of the book value of the sea sea sea sea sea sea sea, combined with the company's previous processing procedures, sales price, current price trend, the basis for evaluating the unit price of the submarine sea ginseng market, whether the gross profit rate of the inventory sold this time is different from the gross profit rate of the last three years and whether the transaction price is fair.

  評估報告還顯示,其評估值包括海域承包租金與海域使用金在剩余期限內的價值。深交所要求公司,結合權證起止日期、租賃合同期間、海域承包金與使用金的具體金額等說明評估值的具體計算過程。

The assessment also shows that its assessment value includes the value of the sea contract rent and the use of gold in the sea area over the remaining period. Shenzhen Stock Exchange requires the company to explain the specific calculation process of the evaluation value in combination with the starting and ending date of the warrant, the period of the lease contract, the specific amount of the sea area contract and the use of the gold.