中證(zheng)網訊（記者 王維(wei)波(bo)）駱(luo)駝(tuo)股份（601311）9月4日(ri)(ri)(ri)(ri)晚公(gong)告(gao)，2017年(nian)8月8日(ri)(ri)(ri)(ri)，金沙江資本（GSR CAPITAL）旗下(xia)(xia)的(de)GSR GO Scale Capital Advisors,Ltd（以(yi)(yi)(yi)(yi)下(xia)(xia)簡(jian)稱(cheng)“GSR CAPITAL Advisors”）已與(yu)日(ri)(ri)(ri)(ri)產(chan)汽(qi)車(che)株式會社(she)（以(yi)(yi)(yi)(yi)下(xia)(xia)簡(jian)稱(cheng)“Nissan 電(dian)池(chi)(chi)(chi)公(gong)司出(chu)讓方股東”）簽(qian)署了關(guan)于收(shou)購(gou)Nissan動力(li)電(dian)池(chi)(chi)(chi)公(gong)司（以(yi)(yi)(yi)(yi)下(xia)(xia)簡(jian)稱(cheng)“Nissan電(dian)池(chi)(chi)(chi)公(gong)司”） 的(de)獨家收(shou)購(gou)協議(yi)(yi)。2017年(nian)9月1日(ri)(ri)(ri)(ri)，公(gong)司與(yu)GSR CAPITAL Advisors以(yi)(yi)(yi)(yi)及(ji)湖北長(chang)江金沙江產(chan)業投資基金合伙(huo)企業（有限合伙(huo)）（以(yi)(yi)(yi)(yi)下(xia)(xia)簡(jian)稱(cheng)“湖北金沙江投資”）簽(qian)署了《關(guan)于收(shou)購(gou)NISSAN 電(dian)池(chi)(chi)(chi)公(gong)司項目(mu)以(yi)(yi)(yi)(yi)及(ji)駱(luo)駝(tuo)集團(tuan)股份有限公(gong)司新能源電(dian)池(chi)(chi)(chi)項目(mu)之合作(zuo)框(kuang)架協議(yi)(yi)》（以(yi)(yi)(yi)(yi)下(xia)(xia)簡(jian)稱(cheng)“框(kuang)架協議(yi)(yi)”或“本協議(yi)(yi)”）。

　　框架協(xie)(xie)議的(de)(de)(de)(de)主要內容一是在標(biao)準有(you)限合(he)伙協(xie)(xie)議下，公(gong)(gong)(gong)司(si)(si)(si)(si)或公(gong)(gong)(gong)司(si)(si)(si)(si)指(zhi)(zhi)定方直接或間接出資(zi)(zi)(zi)不(bu)(bu)超(chao)過1億(yi)美金(jin)(jin)認(ren)購(gou)Nissan 電(dian)(dian)(dian)池(chi)(chi)公(gong)(gong)(gong)司(si)(si)(si)(si)并購(gou)基(ji)(ji)金(jin)(jin)的(de)(de)(de)(de)有(you)限合(he)伙份(fen)額(e)。二(er)是公(gong)(gong)(gong)司(si)(si)(si)(si)擬參與投資(zi)(zi)(zi)3億(yi)人(ren)民幣到金(jin)(jin)沙(sha)江資(zi)(zi)(zi)本(ben)的(de)(de)(de)(de)投資(zi)(zi)(zi)平臺，全面開展投資(zi)(zi)(zi)包括(kuo)但(dan)不(bu)(bu)限于(yu)下一代(dai)燃料電(dian)(dian)(dian)池(chi)(chi)，公(gong)(gong)(gong)司(si)(si)(si)(si)享有(you)該投資(zi)(zi)(zi)項目庫的(de)(de)(de)(de)優(you)先(xian)跟投權(quan)。三是本(ben)次并購(gou)標(biao)的(de)(de)(de)(de)Nissan 電(dian)(dian)(dian)池(chi)(chi)公(gong)(gong)(gong)司(si)(si)(si)(si)將協(xie)(xie)助公(gong)(gong)(gong)司(si)(si)(si)(si)培養研(yan)發、生產(chan)團隊(dui)，完善公(gong)(gong)(gong)司(si)(si)(si)(si)現(xian)有(you)的(de)(de)(de)(de)新能(neng)源電(dian)(dian)(dian)池(chi)(chi)生產(chan)線(xian)。與此(ci)同時(shi)，金(jin)(jin)沙(sha)江資(zi)(zi)(zi)本(ben)或其指(zhi)(zhi)定的(de)(de)(de)(de)相關方投資(zi)(zi)(zi)公(gong)(gong)(gong)司(si)(si)(si)(si)的(de)(de)(de)(de)新能(neng)源電(dian)(dian)(dian)池(chi)(chi)公(gong)(gong)(gong)司(si)(si)(si)(si)，開展區(qu)域動力電(dian)(dian)(dian)池(chi)(chi)工廠和(he)研(yan)發中(zhong)(zhong)心(xin)建設，疊加公(gong)(gong)(gong)司(si)(si)(si)(si)現(xian)有(you)的(de)(de)(de)(de)產(chan)能(neng)，總體規(gui)模不(bu)(bu)小于(yu)4.5GWH。四是如未來(lai)并購(gou)基(ji)(ji)金(jin)(jin)旗下的(de)(de)(de)(de)中(zhong)(zhong)國資(zi)(zi)(zi)產(chan)擬通過向A股(gu)上市公(gong)(gong)(gong)司(si)(si)(si)(si)及(ji)行業戰略(lve)投資(zi)(zi)(zi)者等出售(shou)全部或部分(fen)項目公(gong)(gong)(gong)司(si)(si)(si)(si)權(quan)益實現(xian)退出時(shi)，公(gong)(gong)(gong)司(si)(si)(si)(si)或公(gong)(gong)(gong)司(si)(si)(si)(si)指(zhi)(zhi)定方享有(you)同等條件下的(de)(de)(de)(de)優(you)先(xian)購(gou)買(mai)權(quan)。

　　公(gong)告表(biao)示，新(xin)能(neng)源汽車(che)動力電池業務是公(gong)司的(de)重點業務板塊之一，本協(xie)(xie)議約定的(de)投資項目(mu)若能(neng)有效實(shi)施(shi)，將有助于公(gong)司新(xin)能(neng)源電池對接Nissan電池公(gong)司的(de)技(ji)術，實(shi)現(xian)在動力鋰電池領域技(ji)術水平和生產(chan)工藝的(de)快速提升、增(zeng)(zeng)強(qiang)公(gong)司的(de)核心競爭力、擴展市場份額；也會增(zeng)(zeng)強(qiang)公(gong)司在下(xia)一代燃料電池領域的(de)技(ji)術儲備(bei)；本協(xie)(xie)議的(de)簽署符合公(gong)司未來發展戰略和全體股東的(de)利益(yi)。

　　業(ye)(ye)(ye)內人士(shi)表示，駱駝(tuo)(tuo)股份(fen)主營業(ye)(ye)(ye)務為鉛酸(suan)(suan)(suan)蓄(xu)(xu)(xu)(xu)電(dian)(dian)(dian)(dian)(dian)池(chi)(chi)的(de)(de)(de)(de)制(zhi)造(zao)和銷售(shou)。2017年(nian)上(shang)半年(nian)該(gai)公(gong)司(si)(si)(si)鉛酸(suan)(suan)(suan)蓄(xu)(xu)(xu)(xu)電(dian)(dian)(dian)(dian)(dian)池(chi)(chi)產(chan)(chan)(chan)量993.43萬KVAH，同比(bi)(bi)增(zeng)長(chang)3.36%，同期(qi)實(shi)現(xian)營業(ye)(ye)(ye)收入(ru)31.94億元，同比(bi)(bi)增(zeng)長(chang)28.83%。營業(ye)(ye)(ye)收入(ru)出現(xian)較大幅度(du)的(de)(de)(de)(de)上(shang)漲(zhang)主要歸因(yin)于其鉛酸(suan)(suan)(suan)蓄(xu)(xu)(xu)(xu)電(dian)(dian)(dian)(dian)(dian)池(chi)(chi)價(jia)格的(de)(de)(de)(de)提高(gao)。隨著(zhu)下半年(nian)鉛酸(suan)(suan)(suan)蓄(xu)(xu)(xu)(xu)電(dian)(dian)(dian)(dian)(dian)池(chi)(chi)旺季的(de)(de)(de)(de)到來，該(gai)公(gong)司(si)(si)(si)全(quan)年(nian)穩健增(zeng)長(chang)可期(qi)。該(gai)公(gong)司(si)(si)(si)打造(zao)鉛酸(suan)(suan)(suan)蓄(xu)(xu)(xu)(xu)電(dian)(dian)(dian)(dian)(dian)池(chi)(chi)制(zhi)造(zao)和流通(tong)環節的(de)(de)(de)(de)封(feng)閉產(chan)(chan)(chan)業(ye)(ye)(ye)鏈，利(li)用成熟的(de)(de)(de)(de)銷售(shou)網(wang)絡回收廢舊鉛酸(suan)(suan)(suan)蓄(xu)(xu)(xu)(xu)電(dian)(dian)(dian)(dian)(dian)池(chi)(chi)，并在(zai)全(quan)國多點布局廢舊鉛酸(suan)(suan)(suan)蓄(xu)(xu)(xu)(xu)電(dian)(dian)(dian)(dian)(dian)池(chi)(chi)回收工廠。隨著(zhu)廢舊電(dian)(dian)(dian)(dian)(dian)池(chi)(chi)回收產(chan)(chan)(chan)能(neng)(neng)(neng)的(de)(de)(de)(de)逐(zhu)步投(tou)放，其原材料價(jia)格波(bo)動風(feng)(feng)險有(you)望(wang)得到有(you)效對沖，盈利(li)能(neng)(neng)(neng)力(li)也將(jiang)得到持續保障(zhang)。該(gai)公(gong)司(si)(si)(si)通(tong)過設立(li)(li)駱駝(tuo)(tuo)新能(neng)(neng)(neng)源切入(ru)動力(li)鋰電(dian)(dian)(dian)(dian)(dian)池(chi)(chi)領域(yu)(yu)，2016年(nian)年(nian)底其鋰電(dian)(dian)(dian)(dian)(dian)池(chi)(chi)項目一(yi)期(qi)正(zheng)式投(tou)產(chan)(chan)(chan)，產(chan)(chan)(chan)能(neng)(neng)(neng)規模達2GWH。現(xian)已與南京(jing)金龍、武(wu)漢(han)揚子江、凱馬汽車(che)(che)、恒天新楚風(feng)(feng)、吉利(li)汽車(che)(che)等(deng)建立(li)(li)合作關系(xi)，隨著(zhu)下半年(nian)新能(neng)(neng)(neng)源汽車(che)(che)旺季的(de)(de)(de)(de)到來，該(gai)公(gong)司(si)(si)(si)的(de)(de)(de)(de)產(chan)(chan)(chan)銷規模有(you)望(wang)進一(yi)步擴大。而此次擬收購Nissan電(dian)(dian)(dian)(dian)(dian)池(chi)(chi)公(gong)司(si)(si)(si)，旨(zhi)在(zai)推動該(gai)公(gong)司(si)(si)(si)的(de)(de)(de)(de)新能(neng)(neng)(neng)源電(dian)(dian)(dian)(dian)(dian)池(chi)(chi)技術(shu)，若收購成功有(you)利(li)于推進其新能(neng)(neng)(neng)源電(dian)(dian)(dian)(dian)(dian)池(chi)(chi)技術(shu)，在(zai)新能(neng)(neng)(neng)源領域(yu)(yu)實(shi)現(xian)快速(su)增(zeng)長(chang)。