Tunhe eat in Northeast China under 1 million tons of sugar sugar world-class big ambition emerge-www.avtt.net

Tunhe "eat" in Northeast China under 1 million tons of sugar sugar world class ambition hot column capital flows emerge thousands of thousands of stocks the latest Rating Rating diagnosis simulated trading client Sina App: Live on-line blogger to guide your entries you earn take can make you my each reporter Wu Linjing following the injection of the sugar the group of 500 million yuan of assets, competing in the former sugar sugar barons assets, Tunhe (600737, SH) recently in the sugar sector layout and then drop a child, this directly to the company’s refined sugar processing capacity two times more than last year. With the 2015 sugar recovery, lack of domestic 20152016 crop sugar supply, sugar processing layout become inevitable. In the annual report last year, COFCO Tuen river will mention this year will highlight the core business sugar business. Recently, COFCO Tunhe announcement said that in September 8th the price of 263 million yuan transferee Yingkou nordzucker Co. Ltd. (Yingkou North) held by the Yingkou Pacific Food Co. Ltd. (Yingkou Pacific) 51% stake. Yingkou Taigu shareholders of Yingkou north northeast is the largest coastal refinery refinery, refining the top three, COFCO Holdings Yingkou Swire, is the value of its own "1 million tons of sugar refining processing capacity". Www sugar analyst Yue Sun yesterday (September 12th) told the "daily economic news" reporter, COFCO Tunhe backed by a "backer", with imports of sugar sufficient quota, and in Xinjiang and Guangxi have produced sugar, but in order to complete the "world-class big sugar", it also the need to expand the production capacity of refined sugar. Add millions of tons of processing sugar production capacity, sugar and tomato dual main business in parallel with COFCO Tun River, the recent action in the sugar industry frequently. Announcements, September 8th, COFCO Tunhe signed the "equity transfer contract" and the north of Yingkou, to 263 million yuan for the north of Yingkou holds 51% stake in Yingkou Swire, holding. Northern Yingkou originally held 100% stake in Yingkou swire. The "daily economic news" reporter saw in the north of Yingkou’s official website, its flagship product for silver refined sugar and excellent brand xia. Search the "Yingkou daily" reported that in 2014, Yingkou Swire invested 1 billion 380 million yuan of sugar refining project, covers an area of 524 acres, and in Liaoning Province as a major agricultural product processing projects. The project includes 1 sugar production lines, automatic scraper discharge centrifuges and other major production equipment 486 sets. It is reported that the annual production capacity of 1 million tons of sugar, the sugar refining project is put into use at the end of the year, and is expected to put into operation to achieve annual output value of 8 billion yuan, profits of 700 million yuan". Although there are good capacity and brand effect, or because of the long-term downturn of the former industry, its financial performance is not ideal. Reporters noted that Yingkou Swire 2015 annual revenue of 32 million 90 thousand yuan, net profit loss of nearly 8 million. The profitability of its shareholders is not satisfactory, as of December 21st last year, the northern Yingkou total assets of 3 billion 663 million yuan, but the net assets of -3381 million. The announcement also disclosed that as of today

中粮屯河“吃”下东北100万吨糖 世界一流大糖商野心浮现 热点栏目 资金流向 千股千评 个股诊断 最新评级 模拟交易 客户端 新浪财经App:直播上线 博主一对一指导 你参赛你赚你拿 总能让你过把瘾   ◎每经记者 吴林静   继注入中糖集团5亿元糖业资产、竞得昔日糖业大亨资产后,中粮屯河(600737,SH)近期在制糖板块布局再落一子,此次直接把公司精炼糖加工产能比去年底扩大两倍。   随着2015年糖业回暖,国内2015 2016榨季食糖供给不足,原糖加工布局成为必然。在去年年报中,中粮屯河就提到今年将突出核心主业食糖业务。近日,中粮屯河公告称,已于9月8日以2.63亿元的价格受让了营口北方糖业有限公司(简称营口北方)持有的营口太古食品有限公司(简称营口太古)51%的股权。   营口太古的股东营口北方是东北地区最大、沿海精炼糖厂排名前三甲的精炼糖厂,中粮屯河控股营口太古,看重的是其拥有的“100万吨炼糖加工能力”。   卓创资讯白糖分析师孙悦昨日(9月12日)告诉《每日经济新闻》记者,中粮屯河背靠中粮集团这座“靠山”,有着充足的配额内进口食糖,加上在新疆和广西还有自产糖,但要想完成“世界一流大糖商”的目标,其还需扩大精炼糖的生产产能。   增百万吨加工糖产能    食糖与番茄双主业并行的中粮屯河,近期在食糖产业的动作频频。   公告显示,9月8日中粮屯河与营口北方签订《股权转让合同》,以2.63亿元受让了营口北方持有的营口太古51%股权,实现控股。营口北方原本持有营口太古100%股权。   《每日经济新闻》记者在营口北方的官网上看到,其主打产品为银霞牌精制和优级绵白糖。搜索《营口日报》的报道可知,2014年营口太古投资了13.8亿元精炼糖项目,占地524亩,且被辽宁省列为重大农产品加工项目。该项目包括了1条制糖生产线,全自动刮刀卸料离心机等主要生产设备486台套。据悉,这个年生产白糖能力100万吨的炼糖项目当年底就投产使用,彼时,预计投产后实现“年产值80亿元,利税7亿元”。   虽有不错产能与品牌效应,或因此前行业长期低迷缘故,其财务表现并不理想。记者注意到,营口太古2015年度营收3209万元,净利润却亏损近800万。其股东的盈利状况也不尽如人意,截至去年12月21日,营口北方资产总额为36.63亿元,但资产净额却是-3381万元。   公告还披露,截至今年3月31日,营口太古净资产为1.47亿元,负债率高达80%,根据此次51%股权作价2.63亿元估算,中粮屯河对其收购溢价率约351%。   糖业巨头野心浮现    中粮屯河作为中粮集团“粮棉糖油”糖板块的业务中心,今年以来在食糖板块上提速整合。   去年8月,中粮屯河受中粮集团委托,代管了中糖集团的糖类业务;今年6月,中粮屯河发布5.44亿元的收购公告,欲整合中糖集团旗下7家糖业公司;6月底,公司以4.76亿元竞得广西一制糖资产。   中粮屯河的糖板块大动作频繁,透露着其在“十三五”期间欲打造“世界一流大糖商”的野心。   中粮屯河2015年年报中显示,公司在新疆和广西拥有年产甜菜糖40万吨、年产甘蔗糖20万吨的生产能力,在澳大利亚拥有1家糖厂Tully糖业,年产糖约30万吨;据申万宏源研报透露,其还拥有配额外贸易糖约200万吨、今年收购中糖资产带来的100余万吨。   中粮集团曾提出“十三五”末将控制白糖供给500万吨,申万宏源据此分析,这意味着其余的产能和产量将由外延并购的形式来实现。   孙悦向记者介绍,2016年我国食糖进口关税配额总量为194.5万吨,其中70%为国营贸易配额,“这其中,中粮能分配到大部分配额内进口食糖”。大量的进口原糖需要精炼后才能投入消费市场,这样就必须建立精炼糖厂才能与之配套。   此前,中粮屯河曾在河北唐山曹妃甸选址建设了原糖全年处理量为50万吨的精炼糖项目,已于去年底投入生产。摊开地图可以看到,曹妃甸毗邻京津、辐射三北,坐拥航运、仓储方便的港口优势,孙悦认为这可以充分发挥中粮集团在国际原糖进出口业务的资源优势和配额优势。   业内分析,此次中粮屯河收购营口太古,同样是看中了后者建设在辽宁沿海经济带仙人岛能源化工区的百万吨精炼糖生产线,“可以就近实现原糖的精炼加工”。   受气候影响,2016年全球食糖供给或继续下行,甚至有人预测“全球糖市将迎来5年来的首日短缺”,给糖价上涨提供了充足理由。   关于中粮屯河在糖板块的后续规划,昨日记者多次致电中粮屯河证券部,但一直未能接通。 进入【新浪财经股吧】讨论相关的主题文章: