
SE公司的首席执行官承诺,将在2032年之前继续履行对Evonik Industries AG现有的就业保障承诺。与此同时,Evonik公司正在加大力度游说,希望以103亿欧元(约合115亿美元)的价格收购SE公司。
SE’s chief executive officer promised to honor Evonik Industries AG’s existing job guarantees through 2032, as the chemicals company stepped up lobbying efforts for a €10.3 billion ($11.5 billion) takeover of its rival.
Markus Kamieth在一段视频声明中表示,这样的收购交易将有助于两家公司共同应对欧洲化学工业所面临的来自亚洲和中东竞争对手的日益严峻的压力。合并后,双方不仅能巩固自身地位,还能打造一个更具竞争力的全球性企业。
A deal would strengthen both companies as Europe’s chemical industry faces mounting pressure from Asian and Middle Eastern competitors, Markus Kamieth said in a video message. A combination would also help preserve German jobs and create a stronger global player.
Kamieth指出:“化学行业正在经历整合过程,无论是通过收购还是其他方式;问题在于:我们能否自己主导这一进程?”他强调,总部位于路德维希港的Evonik公司不会不惜任何代价进行收购;任何合并方案都必须创造价值,并使新成立的集团比任何一家单独的公司都更强大。
“The chemical industry is consolidating, one way or another,” Kamieth said, citing the risk of takeovers by foreign investors. “The question is: Do we shape this ourselves?”The Ludwigshafen-based firm won’t pursue a transaction at any price, he said. Any combination would have to create value and leave the enlarged group stronger than either business would be on their own, according to Kamieth.
今年9月,BASF向Evonik提出了每股22.15欧元的非约束性收购报价,但Evonik认为该报价过低而予以拒绝。此后,BASF表示如果Evonik同意谈判,他们可能会提高报价;同时,BASF也在积极争取RAG-Stiftung的支持——RAG-Stiftung是Evonik的最大股东(持有约43%的股份)。
BASF approached Evonik in September with a non-binding offer of €22.15 a share, which Evonik rejected as too low. BASF has since signaled it may raise its offer if Evonik agrees to negotiations, while also courting RAG-Stiftung, the largest shareholder with a roughly 43% stake.
RAG-Stiftung的成立目的是为德国前煤矿留下的长期运营成本(如抽排矿井废水、保护地下水等)提供资金支持,其收益主要来自包括对Evonik投资在内的各种投资。该基金会的董事会成员包括北莱茵-威斯特法伦州和萨尔州的州长、德国的财政部长和经济部长,以及化学工业工会的负责人,这意味着政治和劳工代表在该基金会的治理中扮演着重要角色。
RAG-Stiftung was created to finance the perpetual costs left by Germany’s former hard-coal mines, including pumping mine water and protecting groundwater, and uses returns from investments including its Evonik stake to meet those obligations. Its board of trustees includes the premiers of North Rhine-Westphalia and Saarland, Germany’s finance and economy ministers and the head of the chemicals union, giving political and labor representatives a prominent role in the foundation’s governance.
Kamieth认为,将Evonik的特种化学品业务与BASF的全球业务网络相结合,可以带来诸多协同效应:双方能够更便宜、更稳定地获取关键原材料,同时在采购、基础设施建设和研发方面实现成本节约。
Kamieth pointed to potential synergies from combining Evonik’s specialty-chemicals businesses with BASF’s Verbund network, including cheaper and more secure access to key inputs as well as savings in procurement, infrastructure and research.
首席执行官表示,埃森(Essen)和北莱茵-威斯特法伦州(North Rhine-Westphalia)仍将是重要的生产基地;同时,巴斯夫(BASF)也会考虑保留埃冯尼克(Evonik)在马尔(Marl)和韦塞尔林(Wesseling)的化学工业园区。
Essen and North Rhine-Westphalia would remain important locations, while BASF would also consider retaining Evonik’s chemical parks in Marl and Wesseling, the CEO said.