自Midea宣布为期一个月的要约收购德国机器人制造商KUKA AG 49%的股份以来–和私人谈判–美的电器目前拥有85.69%的股份。
收购要约以库卡公司的市值为52亿美元为基础,比公告前一天的股价溢价58%。当时,美的已经拥有13.51%的股份。
为了帮助该提议,库卡公司和美的集团就一项协议进行了谈判,据此库卡集团保证在2023年底之前,德国的工作和工厂将得到保护,美的集团同意不追随库卡集团的统治或除名。’股。结果,库卡'的管理层批准了这项安排,并且他们的两个最大股东将其股份出售给了美的。公开招标加上两个大股东向美的提供了72.18%的股份。结合他们已经拥有的资产,美的电器目前拥有KUKA的85.69%的所有权。
美的于7月21日至8月3日宣布 另一个要约收购–具有相同的估值和股价–收购尽可能多的股份。
彭博社 报告说:
“From Midea’从角度来看,越多越好。如果Midea能够获得完全控制权,那么对他们扩展Kuka的计划将大有裨益’s business in 中国,”元大证券公司分析师朱丽叶·刘说。
“We have reached an important milestone in the expansion of our partnership with Kuka, which offers great value-creation potential for both companies. The investor agreement between Kuka and Midea sets out the future cooperation in detail. We want to help Kuka to grow and expand the business, especially in 中国,”美的董事长兼首席执行官保罗·方说。
底线:
中国's government has sponsored aggressive 5-year plans to make the robotics industry in 中国 one in which domestic companies provide the majority of robots and to change the overall status of manufacturing in 中国 by 2025 to be high tech and high quality instead of low price and labor intensive. At present, in most cases, and particularly regarding robotics, the reverse is the case. Thus this acquisition by Midea of one of the Big Four of global robot manufacturers goes a long way toward bringing high tech and high quality in robotics to 中国 by a now-Chinese-owned highly-thought-of robot manufacturer.
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