伊利、蒙牛暗战谁赢？新巨丰欲“吞下”纷美包装

深圳商报10-12

新巨丰与纷美包装两大包装巨头拉锯战有新进展，“乳业双雄”伊利与蒙牛之间的暗流持续涌动。10月10日，新巨丰公告称，对于纷美包装全体股东要约收购事项获得境外投资备案。此次公告是新巨丰今年5月9日披露的收购预案的最新进展。纷美包装同日公告，景丰控股现金要约收购纷美包装剩余已发行所有股份事宜，近日已在境内外直接投资监管主管部门进行有关备案、登记。据悉，景丰控股母公司为新巨丰。新巨丰和纷美包装分别为无菌...

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Xinjufeng wants to \"swallow\" Greatview Aseptic packaging","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00468":1,"02319":0.9},"content_text":"新巨丰与纷美包装两大包装巨头拉锯战有新进展，“乳业双雄”伊利与蒙牛之间的暗流持续涌动。10月10日，新巨丰公告称，对于纷美包装全体股东要约收购事项获得境外投资备案。此次公告是新巨丰今年5月9日披露的收购预案的最新进展。纷美包装同日公告，景丰控股现金要约收购纷美包装剩余已发行所有股份事宜，近日已在境内外直接投资监管主管部门进行有关备案、登记。据悉，景丰控股母公司为新巨丰。新巨丰和纷美包装分别为无菌包装行业市场份额排名前二的两大国内企业，新巨丰的第一大客户为伊利，纷美包装的第一大客户为蒙牛。截至今年上半年末，伊利股份位列新巨丰第六大股东，持股1714万股，持股比例4.08%。由此来看，明面上是新巨丰收购纷美包装股份，而背后是伊利和蒙牛两大国内乳业巨头的较量。今年5月9日晚间，新巨丰披露重大资产购买预案，公司拟通过下属全资子公司景丰控股，以全面要约的方式收购港股纷美包装所有已发行股份。6月3日，新巨丰发布重大资产购买报告书（草案），子公司景丰控股拟以每股2.65港元的价格，进一步要约收购纷美包装其余全部已发行股份，假设全部要约股东接受要约，交易对价预计约27.29亿港元。截至目前，新巨丰通过景丰控股持有纷美包装已发行股份总数的26.8%，交易标的最多约占纷美包装所有已发行股份的73.2%。值得一提的是，无论从业务范围、市场份额、资产总额还是营业收入等多个方面来看，新巨丰均不及纷美包装，因此这一收购也被业内视为一桩“蛇吞象”式的收购，引发市场高度关注。2023年，新巨丰收购纷美包装28.22%股权时，纷美包装董事会就曾表现出较大的抗拒，并向市场监管总局进行了反垄断申报。彼时，新巨丰也收到深交所的问询，在回复中，新巨丰表示该笔收购不需要经过纷美包装董事会的同意，同时该笔收购也不构成垄断。这场审查直到2023年10月才结束，尽管交易最终完成，新巨丰成为纷美包装的第一大股东，但根据公司章程和股东大会投票表决情况，新巨丰仍无法实现对纷美包装的控制，决策权至今仍被以创始人为主的董事会所掌握。纷美包装两位董事毕桦、常福泉曾表示强烈反对。两人于今年6月27日发布致股东公开信，称要约条件很高，受广泛的先决条件及要约人公告所载条件限制，可能未必最终作出，同时担心新巨丰取得控制权将对纷美包装造成毁灭性打击。8月初，纷美包装宣布公司董事会主席兼行政总裁毕桦、创始人及前任非执行董事洪钢发出意向书，考虑对纷美包装进行邀约，并称景丰控股为敌意邀约方，低估了公司业务及前景，与纷美主要客户存在利益冲突，督促股东拒绝景丰控股的机会性收购。对比财报数据，2021年~2023年，新巨丰营业收入分别为16亿元、12.42亿元、17.37亿元，净利润分别为1.57亿元、1.7亿元、1.7亿元；纷美包装同期营业收入分别为34.64亿元、39.37亿元、38.65亿元，净利润分别为2.85亿元、1.82亿元、2.44亿元。从二级市场来看，自去年新巨丰宣布收购纷美包装以来，公司股价呈震荡下跌态势。截至10月11日收盘，新巨丰报8.13元/股，总市值34.15亿元。再来看两大乳企的业绩，2021年~2022年，蒙牛营收规模分别为881.4亿元和925.9亿元。对比看，伊利实现营收分别为1105.95亿元、1231.71亿元，二者差距不断扩大。2023年，蒙牛实现营收986.2亿元，同比增长6.5%；归母净利润48.1亿元，同比下滑9.3%，陷入“增收不增利”的困境。伊利的营收增速虽达到七年来最低，却依旧保持营利“双增”态势，实现营收1261.79亿元，同比增长2.44%；归母净利润104.29亿元，同比增长10.58%。另一方面，10月10日，蒙牛乳业公告，“因投入更多时间于个人事务及家庭”，卢敏放已辞任公司执行董事、董事会副主席、战略及发展委员会和可持续发展委员会成员等职务。今年3月份，卢敏放就已经辞任蒙牛乳业总裁职务。此次离职后，任职八年的卢敏放将彻底告别蒙牛乳业。接替卢敏放的是在蒙牛乳业任职25年的高飞，其从区域销售经理，一路做到了公司副总裁、常温事业部负责人。（文章来源：深圳商报）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2474388581"}