而对于二级市场投资者来说，重组前后宏创控股的每股收益将从-0.06元大幅跃升至1.39元，宏创控股的长期投资逻辑将华丽升级，未来广大中小股东也将从 中分享到A股铝业新巨头不断成长带来的红利。 重组后全年盈利近200亿 自去年9月"并购六条"出台后，上市公司并购重组成为监管大力鼓励的方向，这背后原因在于合乎产业逻辑的资本运作有助于提高上市公司质量。 智通财经注意到，宏创控股（002379.SZ）拟以约635亿元对价收购铝产业链龙头中国宏桥（01378）核心资产山东宏拓实业有限公司（以下简称"标的公 司"或"宏拓实业"）100%股权的事项，迎来一系列新进展。9月3日晚间，宏创控股就其发行股份购买标的公司100%股权暨关联交易的核心问题，向深圳证券 交易所及市场各方给出了全面解答。与此同时，宏创控股还披露了该交易报告书的修订稿。 收购事宜正有序推进，另就相关影响而言，考虑到宏拓实业体量远大于宏创控股，重组完成后宏创控股将喜迎优质资产"赋能"。届时，宏创控股总资产及收 入规模将突破千亿元，从而一举跻身全球铝业头部公司，成为集氧化铝、电解铝及铝深加工品生产与销售于一体的"链主型龙头企业"。 近年来，在原材料价格高企，以 ...

Core Viewpoint - The "Weiqiao System" is executing a significant capital operation by acquiring 100% of Shandong Hongtuo Industrial Co., Ltd. for a total price of 635.18 billion yuan through the issuance of shares, marking a major move in the aluminum industry [1][3][11]. Group 1: Transaction Details - Hongchuang Holdings plans to issue 118.95 billion new shares to pay for the acquisition, which will account for 91.28% of the total share capital post-transaction [4]. - The transaction price represents a premium of approximately 48.62% over the net assets of the target company, with an estimated profit of 198 billion yuan for the Zhang Bo family [2][11][12]. - The issuance price of 5.34 yuan per share is over 50% lower than the closing price on May 21, 2023, indicating a significant discount [2][12]. Group 2: Company Background - Hongchuang Holdings, established in 2000, has total assets of approximately 30.68 billion yuan and has been facing operational pressure with continuous losses in 2023 [5][14]. - Hongtuo Industrial is a leading global producer of electrolytic aluminum with an annual production capacity of 6.459 million tons and is recognized as a chain leader in the aluminum industry [5][6]. - The total assets of Hongtuo Industrial are projected to be 1,050.43 billion yuan by the end of 2024, with net assets of 427.38 billion yuan [6]. Group 3: Strategic Implications - The acquisition aims to resolve industry competition and enhance the profitability and sustainability of Hongchuang Holdings [2][12]. - The transaction is part of a broader strategy by the "Weiqiao System" to consolidate its assets and optimize its market position, particularly by bringing back significant assets from the Hong Kong stock market to A-shares [9][13]. - Following the completion of this acquisition, Hongchuang Holdings is expected to transform into a new major player in the A-share aluminum market with assets exceeding 1 trillion yuan [15].

5月22日晚间，宏创控股（002379）(002379.SZ)正式披露了收购大股东旗下铝业优质核心资产山东宏拓 实业有限公司(以下简称"宏拓实业")的草案，公司拟通过发行股份的方式收购宏拓实业100%股权，交易 对价金额约635亿元，创下了近年来A股上市公司并购交易规模的新纪录。 交易结束后，宏创控股将彻底摆脱过去长期以来盈利能力不足的局面，有望成为一家营收与市值双超千 亿元、具备全球竞争力的铝业新航母，其主营业务将涵盖铝产品全产业链，注入资产2024年利润规模超 过百亿元。目前，相关交易草案已获上市公司董事会通过，尚需获得上市公司股东大会及监管机构的批 准。 优质资产注入催化盈利跃升百亿，高股息基因重塑铝业股东回报新高度 根据公告，此次交易标的宏拓实业的资产评估价为约635亿元，宏创控股将以每股5.34元的定价，向宏 拓实业的股东山东魏桥铝电有限公司(以下简称"魏桥铝电")等交易对方发行约118.95亿股新股，以支付 本次交易的对价。交易完成后，宏创控股资产规模将突破千亿，净利润由负转正并大幅提升至百亿元以 上。 公开资料显示，宏拓实业为港股上市公司中国宏桥(1378.HK)旗下的核心资产。本次交易完成后， ...