独家 - 国有支持的上海港正在谈判收购LME仓储公司,消息人士称作者:Pratima Desai伦敦,10月12日 - 两位熟悉谈判情况的消息人士告诉路透社,在获得中国政府批准的情况下,国有支持的上海国际港务集团(SIPG)正在谈判收购伦敦金属交易所(LME)批准的仓储公司H&M金属仓储(H&M Metal Warehousing)。
Exclusive - State-backed Shanghai Port in talks to buy LME warehouse firm, sources say By Pratima Desai LONDON, Oct 12 - State-backed Shanghai International Port Group is in talks to buy London Metal Exchange-approved warehousing firm H&M Metal Warehousing with Chinese government approval, two people familiar with the negotiations told Reuters.
此次收购将进一步提升中国——全球最大的工业金属消费国和生产国——在LME交易基础设施中的存在感,LME是全球最大且历史最悠久的工业金属交易场所。
The acquisition would further boost the presence of China, the world's largest consumer and producer of industrial metals, within the trading infrastructure of the LME, the world's largest and oldest forum for industrial metals.
中国一直在努力争夺全球金属交易中更大的收入份额。路透社此前报道称,上海主要金属交易所的三大参与者正在扩展至LME交易。
China has been pushing to win a bigger slice of revenue made from global metals trading, with Reuters reporting that three major players on Shanghai's main metals bourse are expanding into LME trading.
消息人士称,SIPG收购H&M的讨论仍在进行中,可能达成协议,也可能不成。H&M和SIPG均未回应置评请求。由于H&M是新加坡的一家私营公司,目前无法获得其估值。数据是收购的主要吸引力,消息人士称SIPG由上海市政府控制,运营着全球集装箱吞吐量最繁忙的港口。
The sources said discussions for SIPG to acquire H&M were ongoing, and may or may not result in a deal. H&M and SIPG did not respond to requests for comment. A valuation for H&M is not available, as it is a privately owned company in Singapore. DATA THE CHIEF DRAW OF ACQUISITION, SOURCES SAY SIPG, which is controlled by the Shanghai municipal government, operates the world’s busiest port by container volume.
金属仓储通常是低利润、低价值的业务,但SIPG主要看重的是拥有仓储所带来的信息,两位消息人士均如此表示。
Metals warehousing typically is a low-margin, low-value business, but SIPG is chiefly seeking the information that comes with owning a warehouse, both the people said.
这些信息涉及国家和企业之间的金属流动,可以提供市场基本面和交易活动的洞察,他们表示。
That data, on metal flows between countries and companies, can offer insight into the fundamentals of a market and trading activity, they said.
除了中国中储股份(CMST)在亨利巴斯(Henry Bath)中持有51%股份之外,目前没有其他中国实体参与LME仓储业务。
The only other Chinese presence in LME warehousing is China's CMST, which has a 51% stake in Henry Bath.
根据其官网,H&M金属仓储于2010年获得LME批准。其业务是运营仓库,在亚洲地区存放LME仓单金属——即赋予所有权的权属文件。
H&M Metal Warehousing was approved by the LME in 2010, according to its website. It ised to operate warehouses to store metal on LME warrant — title documents that confer ownership — in Asian locations.
上海港口集团此前数月也曾接洽总部位于意大利的PGS全球物流公司——另一家LME认证仓储企业,但未果,上述两人均如此透露。PGS方面拒绝置评。
The Shanghai port group had also approached Italy-headquartered PGS Global Logistics, another LME-ed warehouse firm, months ago without success, both people said. PGS declined to comment.
如果一家LME认证的仓储公司被一家本身尚未获得LME认证的物流公司收购,该仓储业务通常无需重新从头经历交易所的审批流程。
If an LME-approved warehouse company is bought by a logistics firm that itself has no prior LME approval, the warehouse operation typically does not have to go through the exchange's approval process again from scratch.
这家拥有149年历史的伦敦交易所由香港交易及结算所有有限公司拥有。
The 149-year-old London exchange is owned by Hong Kong Exchanges and Clearing Ltd.