Shanghai Daoqin Plastics Co., Ltd.

近 day, 龙蟒佰利(002601.SZ)第四 large shareholder 王泽龙, or also “拿 lower ”另一家A股 titanium powder enterprise ---- in titanium 白. 12 month 1 day, in titanium 白(002145.SZ)披露详式权益变动 report 书. report 书显示, 王泽龙 and 李建锋签署《 corporation let agreement 》, 王泽龙以3.8元/股 price in titanium 白4.305 100 million corporation, 购买价款总计16.36 100 million yuan.

in inner titanium powder industry, 龙蟒佰利 is leading enterprise, 此次王泽龙入主 in titanium 白, is formed is 龙蟒佰利拿 lower in titanium 白 跳 sheet/plate? this 点引起业 inner 广泛关注.

currently 看, has to 任何龙蟒佰利 acquisition in titanium 白 消息. 龙蟒佰利方面则 toward table/sheet 示: “此举 belongs to shareholder is, table/sheet company. ”

in titanium 白实控人 or 生变

早 in 11 month 15 day, in titanium published announcement 称, 李建锋拟 will its has company 4.305 100 million corporation (占 company 总股本 27.05%) agreement let to 王泽龙. let formed rear, 李建锋持 corporation ratio/proportion is 10%;王泽龙持 corporation ratio/proportion is 27.05%. 如若交 easy formed, in titanium 白 控股 shareholder and control or 由李建锋变 more is 王泽龙.

according to in titanium announcement, upper easy separation 4笔支付, separation is agreement 生效期3 day inner, 2019 year 12 month 31 day front, 2020 year 3 month 31 day front and 6 month 12 day front. another, stock 交割也 separation 步进行, one-time is agreement 生效之 day 起7 交 easy day inner 且王泽龙支付第一笔款项 情况 lower, let 3.4 100 million 股, 剩余9050万股 in 支付第二笔股权转 let rear 7 交 easy day inner let.

记者 attention/notes to, in 2016 year 王泽龙参 and 龙蟒佰利 定 increase, its 以持股 ratio/proportion 9.24% formed is 龙蟒佰利第四 large shareholder. 彼时, 王泽龙参 and increase corporation 锁定期 is 36 month, to year 9 month 份, 王泽龙 股权 以 full understanding 禁.

understanding rigid, 王泽龙 and other more shareholder decrease corporation.

9 month 20 day 晚龙蟒佰利 published announcement, 王泽龙 and other shareholder decrease 持龙蟒佰利 corporation combined ultra- 3.88 100 million 股, 占总股本19.07%. decrease ratio/proportion relatively large is 龙蟒佰利第二 large shareholder and large shareholder 王泽龙, its in plan decrease ratio/proportion is 13.95%(占 its ratio/proportion 100%). 王泽龙 decrease ratio/proportion is 4.62%, decrease 持股数 is 9389万股, its ratio/proportion 50%.

according to 龙蟒佰利彼时13.5元/股 股价计算, shareholder combined decrease sleeve/set 现约52 100 million yuan, mono mono 就王泽龙本人 sleeve/set 现约12 100 million yuan left right. value attention/notes is, in decrease 持 四名 shareholder in, 王泽龙 decrease most is speed, 截至11 month 13 day, its decrease 持6092万股, decrease ratio/proportion 2.998%. large 致计算, 王泽龙 sleeve/set 现约7 100 million yuan.

“ due to 王泽龙 人背景 and relatively is 神秘, from front investment 经历 看, its 入股龙蟒佰利 more is investment, but also obtain versus good 效果. ” in 研普华 research 员叶奋 table/sheet 示, 此次入股 in titanium 白, 转换股权 rear will formed is company control 人, for/regarding company effect/influence force more grade, 王泽龙此次入主 in titanium 白应该 has ultra- 越财务 investment 目, can can is utilizing in titanium 白 平台进一步 reinforcement for titanium powder industry chain 布局.

remove outer, 2016 year increase 入股以, 龙蟒百利 already 经实施6次 separation 红, combined separation 红2.6元, 王泽龙持股1.88 100 million 股, combined obtain 红利应 is 4.89 100 million yuan.

进一步 acquisition?

currently 看, 王泽龙入股 this company is titanium powder industry leading company. 东兴证券 research report 显示, 龙蟒佰利, in titanium production capacity 均进入 full front large titanium powder leading. 以2018 year production capacity 计算, 龙蟒佰利 production capacity is 60 10,000 tons, is full 球第四, inner 第一; in titanium production capacity is 20 10,000 tons, is full 球第七, inner 第二.

in recent years, 龙蟒佰利 large acquisition and capacity expansion, 王泽龙此次 investment, is is lower acquisition in titanium 白做铺垫?

记者以 investment 者身份联系 in titanium 白证券部, 该部门人士 table/sheet 示: “ short time inner, 龙蟒佰利想 need acquisition in titanium is method achieve, is 我们 体 amount is very large, long 远 话就不一定. ”

公开资 material 显示, 龙蟒佰利于2011 year 7 month in deep 交 挂牌 upper 市, main/primary from titanium powder, products and acid and other product production and sales.

记者 sorting out 发现, 龙蟒佰利自2016 year acquisition 四川龙蟒 titanium 业股权 rear, revenue profit large upper rise. 2017 year revenue 达103.5 100 million yuan, ratio 2016 year 同期 41.84 100 million yuan increase 幅达147.4%.

记者 understanding to, 随 国家供 to 侧改革不断 in-depth, titanium powder industry 准入门槛 improve/increase, small type titanium powder production enterprise 不断淘汰, titanium powder industry in degree high will 会逐步 improvement. meanwhile, large force chlorine method titanium powder production process, acid method production process and other technology and process.

in 此背景 lower, 龙蟒佰利逐渐 add fast expand 张兼并 步伐.

今 year 5 month, 龙蟒佰利 separation 别斥资8.29 100 million yuan and 8.73 100 million yuan, acquisition 云南冶金 new titanium 业68.1%股权 and related 股权, 东方锆业15.66%股权.

in 5 month 26 day, 龙蟒佰利 investment 30 100 million yuan 30 10,000 tons / year chlorine method titanium powder production positive 式投运. this heavy large project formed start production, make 龙蟒佰利 comprehensive production capacity breakthrough 90 10,000 tons, formed is full 球第三 large titanium powder production 商.

“龙蟒佰利 and in titanium titanium powder production capacity separation inner front 两位, currently inner titanium powder market large 于求, market competition separation, 并不会出现垄断局面, 王泽龙本人 utilizing investment 渠道腾挪于 industry enterprise between, from effect/influence 看, can can improvement industry ring 境, industry in degree improves. ”叶奋 table/sheet 示.