Recently, Wang Min, chairman of XCMG Group, said in an interview with the media: "After the acquisition of the Carlyle Xugong project, we must first integrate the national construction machinery company. The first stop is Changsha, Hunan." This is Xugong's first publicly stated Conduct industry integration.
With the release of Carlyle's acquisition of the semi-shareholding plan by Xugong, the big show seems to be slowly closing the curtain, but the machinery industry does not seem to mean to be quiet. Do the rivers and lakes have to resurrect?
Xu Gong's Will and Trinity's Action
Recently, Wang Min, chairman of XCMG Group, said in an interview with the media: "After the acquisition of the Carlyle Xugong project, we must first integrate the national construction machinery company. The first stop is Changsha, Hunan." This is Xugong's first publicly stated Conduct industry integration.
Compared with Xu Gong’s wishes, Sany has quietly taken action. Zoomlion's third quarterly report shows that Hunan Sanyi Road Machinery Co., Ltd. holds 2,819,900 A-shares in Zoomlion, accounting for 1.26% of the total number of its actual circulating A-shares, with a market value of more than 37.5 million yuan. Shantui’s third quarterly report shows that its largest circulating shareholder is Sany Automobile Manufacturing Co., Ltd., holding 10.6785 million shares, accounting for 2.36% of the total number of its actual circulating A shares; its fourth largest circulating shareholder is Hunan. Sanyi Road Machinery Co., Ltd. holds 5,106,900 shares, accounting for 1.11% of the total number of its actual circulating A shares. The Trinity holds a total of 3.47% of the total A shares outstanding in Shantui shares, and 2.72% of the total share capital. Shantui Semi-annual Report shows that the largest shareholder of Shandong Construction Machinery Group Co., Ltd. holds only 21.03% of the shares, while GF Securities ranks second largest shareholder with 2.60% of the shareholdings. Will become Shantui's second largest shareholder. According to Zhao Xiangzhang, the secretary of the Sany Heavy Industry Group, in the third quarter of this year, Sany also invested in stocks such as XGMA and Liugong in the construction machinery industry. In this regard, the three aspects represent only financial investment, and there is no intention to integrate the industry.
XCMG: Integrate ambitions or ambitions
XCMG occupies the throne of the industry's number one, and it is not unexpected that it is necessary to carry out industry consolidation. However, this chairman Wang Minjian refers to Changsha, and the intention is that the 31 will be known to everyone. I have been busy with Carlyle's marriage. I just had the time to stop and breathe down and there is such a grand plan. I don't know that XCMG's sword dance has already been fully demonstrated and is fully prepared and feasible. The plan, or because Sanyi obliquely stuck a bar in the cross, took a twist on this seemingly beautiful marriage, and expressed his inner anger when he was unhappy!
Although XCMG is a leading company in the industry, there is no significant advantage from the strength of other companies in the industry. After Carlyle’s acquisition of Xugong’s plan was approved, Carlyle held half of Xugong’s say, and Xugong’s current market behavior at the operating level would have to consider the meaning from Carlyle. Without cautious market research, without full argumentation, and without scientific and comprehensive investment appraisal, I believe Carlyle will not support Xugong’s rash move. Judging from the three aspects, Sany Department still holds 31.91 million outstanding shares of Sany Heavy Industry. With such a high proportion of shares held by the company, it may be difficult for XCMG to forcibly release it even if it is forcibly taken.
Thirty-one: fully cast net machinery stocks, integration or financial investment
For the three-in-one purchase of mechanical stocks, although it is financial investment to Wenbo and the three sides, there is no plan for industry consolidation, but the market does not fully believe it. Shantui shares are bulldozers in the domestic bulldozer industry. Bulldozers are the fist project of Shantui. In contrast, Sany has not been successful in bulldozers, and Shantui has indeed had enough attraction for Sany. Therefore, it is not entirely clear that Sany’s acquisition of Shantui is not groundless. According to the semi-annual report, Shantui’s largest shareholder’s shareholding is only 21.03%, while the second largest shareholder is a typical financial investor, Guangfa Securities. Currently, Sany has already held Shantui’s shares. .72% of the shares exceed the shareholding of GF Securities. Currently, Sany is in a favorable position to attack and retreat.
For Sany held shares of Zoomlion, XGMA, Liugong and other companies, the industry and securities analysts believe that this is a financial investment of Sany, and the integration is unlikely. Out of the understanding of the value of the mechanical engineering industry, the stocks of other companies in the SANY investment industry are a reasonable explanation. In fact, in July and August, when institutional investors sold a large number of stocks in the machinery industry, Sany quietly took advantage of chips. The industry’s 31st outperformed institutional investors in this round of games and gained a lot. In the third quarter, Zoomlion, Shantui, Liugong, Sany Heavy Industry and other companies enjoyed very good results in production, operation, and operation, showing steady growth. Their net profits increased by more than 50% year-on-year, and their performance increased significantly more than expected.
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