中化集团(Sinochem)也许正准备大出手竞购加拿大钾肥(PotashCorp),但中国企业感兴趣的可不只是加拿大的大型企业。上周五,中国最大的镍和钴生产商——金川集团(Jinchuan)同意收购加拿大一家金属勘探商,价钱只是加拿大钾肥可能达到的价码的一小部分。
这表明中国企业正在多个层次进行扩张——得益于他们新增的财富、他们热衷获取原材料和技术的心愿,以及政府鼓励国内企业“走出去”的政策。
金川集团目前已持有在多伦多证券交易所创业板(TSX Venture Exchange)上市的大陆矿业(Continental Minerals)的14%股权,如今还将斥资4.17亿美元买入其余股份,相对于大陆矿业在上个交易日的收盘价有13%的溢价。
大陆矿业正在中国西藏谢通门的一座大型铜金矿进行勘探,目前已发现两处矿藏,正在申请开采许可证。通过收购扩大铜产量,将有利于金川集团的业务多元化。目前金川集团的镍和铂产量占中国总产量的90%以上,但以铜产量计仅排在全国第四位。
根据彭博(Bloomberg)数据,在过去一年里,中国企业已宣布或完成对17家北美企业的收购。今年4月,金川集团以1.4亿美元收购了加拿大小型矿商Crowflight Minerals。与大陆矿业不同的是,Crowflight是在加拿大本国开展矿业活动。
汇富金融服务有限公司(Kingsway Financial Services)研究部的梁少熊(Stephen Leung)认为,今后将会出现更多的跨境矿业交易。
译者/杨远
http://www.ftchinese.com/story/001034744
Chemicals group Sinochem may be preparing a massive bid for PotashCorp, but Chinese companies aren’t only interested in Canada’s biggest companies. On Friday, China’s largest producer of nickel and cobalt, Jinchuan, agreed to buy a Canadian metals explorer for a fraction of the price that Potash could fetch.
That shows the many levels at which Chinese companies are expanding - thanks to their new-found wealth, their keenness to secure raw materials and technology, and the government’s “going out” policy, which encourages domestic players to push overseas.
Jinchuan already owns 14 per cent of Continental Minerals, which is listed on the TSX Venture Exchange. it will now pay $417m for the remaining shares, a 13 per cent premium on Continental’s previous closing trading price.
Continental Minerals is exploring a large copper-gold property in Xietongmen, in Tibet, China. It has discovered two deposits and is applying for licences to develop them. Added copper output will help diversify Jinchuan, which currently controls more than 90 per cent of China’s total nickel and platinum output, but ranks as only the country’s fourth-largest copper producer.
Chinese companies have announced or completed purchases of 17 North American companies during the past year, according to Bloomberg. Jinchuan bought a Canadian junior miner, Crowflight Minerals, in April for $140m, although unlike Continental, Crowflight’s mining activities are in Canada itself.
Stephen Leung, head of research at Kingsway Financial Services, told mergermarket that more cross-border mining deals are expected.
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