2010年，中國農藥企(qi)業在國家(jia)政(zheng)策和競爭(zheng)(zheng)激烈(lie)、市場(chang)低(di)迷的(de)雙重(zhong)(zhong)壓力(li)下(xia)，呈現出兼(jian)并重(zhong)(zhong)組加速的(de)趨(qu)勢，農藥行(xing)業迎來(lai)了兼(jian)并重(zhong)(zhong)組風(feng)潮。行(xing)業中的(de)弱勢企(qi)業力(li)圖(tu)通過企(qi)業重(zhong)(zhong)組擺脫經營(ying)困境；而強勢企(qi)業通過資(zi)本運作、管理植(zhi)入快(kuai)速提(ti)升企(qi)業的(de)生產規模，增(zeng)強市場(chang)競爭(zheng)(zheng)力(li)。
今年(nian)8月26日，工(gong)業(ye)和(he)信息(xi)化(hua)部、環境保護(hu)部、農(nong)(nong)業(ye)部、國(guo)家質(zhi)量監(jian)督檢驗檢疫總局(ju)等四部門聯(lian)合印發(fa)了《農(nong)(nong)藥產(chan)(chan)(chan)(chan)業(ye)政策》，要求(qiu)大力推進(jin)企(qi)(qi)(qi)(qi)業(ye)兼并重組(zu)，提(ti)高(gao)產(chan)(chan)(chan)(chan)業(ye)集(ji)(ji)(ji)中(zhong)度；優化(hua)產(chan)(chan)(chan)(chan)業(ye)分(fen)工(gong)與(yu)協作(zuo)(zuo)，推動以(yi)原(yuan)藥企(qi)(qi)(qi)(qi)業(ye)為龍頭，建立(li)完善(shan)的(de)產(chan)(chan)(chan)(chan)業(ye)鏈合作(zuo)(zuo)關系(xi)。《農(nong)(nong)藥產(chan)(chan)(chan)(chan)業(ye)政策》明(ming)確，到2015年(nian)，農(nong)(nong)藥企(qi)(qi)(qi)(qi)業(ye)數(shu)量減(jian)少30%，國(guo)內(nei)排名前20位的(de)農(nong)(nong)藥企(qi)(qi)(qi)(qi)業(ye)集(ji)(ji)(ji)團的(de)銷售額達到全國(guo)總銷售額的(de)50％以(yi)上(shang)，2020年(nian)達到70％以(yi)上(shang)。四部門在《農(nong)(nong)藥產(chan)(chan)(chan)(chan)業(ye)政策》中(zhong)要求(qiu)，加快農(nong)(nong)藥企(qi)(qi)(qi)(qi)業(ye)向(xiang)專業(ye)園(yuan)區(qu)或化(hua)工(gong)聚(ju)集(ji)(ji)(ji)區(qu)集(ji)(ji)(ji)中(zhong)，減(jian)少點源污染(ran)。到2015年(nian)，力爭進(jin)入(ru)化(hua)工(gong)集(ji)(ji)(ji)中(zhong)區(qu)的(de)農(nong)(nong)藥原(yuan)藥企(qi)(qi)(qi)(qi)業(ye)達到全國(guo)農(nong)(nong)藥原(yuan)藥企(qi)(qi)(qi)(qi)業(ye)總數(shu)的(de)50％以(yi)上(shang)，2020年(nian)達到80％以(yi)上(shang)，這將給近年(nian)來(lai)農(nong)(nong)藥企(qi)(qi)(qi)(qi)業(ye)的(de)并購熱潮再添(tian)一把火。
在(zai)國家農(nong)(nong)(nong)藥(yao)(yao)產(chan)(chan)(chan)業(ye)政策出臺大背景的(de)推動下， 近(jin)期(qi)，浙江新(xin)安(an)化(hua)工(gong)集(ji)團(tuan)股(gu)(gu)份有限公(gong)司(si)發布公(gong)告(gao)，公(gong)司(si)出資(zi)不(bu)(bu)(bu)超過8000萬(wan)(wan)元(yuan)受讓天喜科(ke)(ke)(ke)(ke)技(ji)公(gong)司(si)75％的(de)股(gu)(gu)權，組建(jian)了寧夏新(xin)安(an)科(ke)(ke)(ke)(ke)技(ji)，該(gai)公(gong)司(si)注冊(ce)資(zi)本(ben)5050萬(wan)(wan)元(yuan)，位(wei)于(yu)寧夏平羅(luo)縣太沙工(gong)業(ye)區，占(zhan)(zhan)地(di)面積600余畝，有十余個農(nong)(nong)(nong)藥(yao)(yao)原(yuan)藥(yao)(yao)生(sheng)產(chan)(chan)(chan)登記證，是(shi)國內多菌靈、敵草隆等農(nong)(nong)(nong)藥(yao)(yao)重點生(sheng)產(chan)(chan)(chan)企(qi)業(ye)。本(ben)次(ci)收(shou)購(gou)，有利于(yu)新(xin)安(an)公(gong)司(si)進(jin)(jin)入和拓(tuo)展農(nong)(nong)(nong)藥(yao)(yao)新(xin)領域(yu)，并充分利用國家西(xi)部大開發區域(yu)優(you)勢及(ji)(ji)其資(zi)源(yuan)優(you)勢，對(dui)拓(tuo)展公(gong)司(si)未來發展新(xin)空(kong)間(jian)、布局東歐(ou)市(shi)(shi)場有著積極意義。10月29日，福建(jian)浩(hao)倫農(nong)(nong)(nong)業(ye)科(ke)(ke)(ke)(ke)技(ji)集(ji)團(tuan)有限公(gong)司(si)（浩(hao)倫農(nong)(nong)(nong)科(ke)(ke)(ke)(ke)，01073）斥資(zi)約 8,139.5萬(wan)(wan)港元(yuan)（7,000萬(wan)(wan)元(yuan)人民(min)(min)幣(bi)）收(shou)購(gou)Fast Base Holdings Limited（濟南(nan)一(yi)農(nong)(nong)(nong)及(ji)(ji)下屬的(de)濟南(nan)綠潤）全部股(gu)(gu)權。 Fast Base麾下的(de)濟南(nan)一(yi)農(nong)(nong)(nong)主要在(zai)中國內地(di)從事生(sheng)產(chan)(chan)(chan)及(ji)(ji)銷(xiao)售一(yi)系列(lie)農(nong)(nong)(nong)藥(yao)(yao)，2010年(nian)前(qian)9個月，其除(chu)稅后溢(yi)利為101.8萬(wan)(wan)元(yuan)。賣方保(bao)證，濟南(nan)一(yi)農(nong)(nong)(nong) 2011年(nian)度及(ji)(ji)2012年(nian)度的(de)綜合(he)除(chu)稅后溢(yi)利將分別達(da)1300萬(wan)(wan)元(yuan)人民(min)(min)幣(bi)及(ji)(ji)2200萬(wan)(wan)元(yuan)人民(min)(min)幣(bi)。浩(hao)倫農(nong)(nong)(nong)科(ke)(ke)(ke)(ke)表示，收(shou)購(gou)有助(zhu)拓(tuo)寬(kuan)公(gong)司(si)收(shou)益基礎及(ji)(ji)改善盈利能力，提高其于(yu)農(nong)(nong)(nong)業(ye)市(shi)(shi)場的(de)市(shi)(shi)占(zhan)(zhan)率，并預期(qi)收(shou)購(gou)將不(bu)(bu)(bu)會(hui)對(dui)公(gong)司(si)的(de)資(zi)產(chan)(chan)(chan)及(ji)(ji)負債構(gou)成(cheng)任何重大不(bu)(bu)(bu)利影響。農(nong)(nong)(nong)藥(yao)(yao)制劑企(qi)業(ye)中的(de)另外一(yi)匹黑馬(ma)惠(hui)州中迅化(hua)工(gong)表現得也特別搶眼，2010年(nian)該(gai)公(gong)司(si)一(yi)口氣兼并了湖(hu)南(nan)邵(shao)陽鴻誠生(sheng)物藥(yao)(yao)業(ye)有限公(gong)司(si)、芷江農(nong)(nong)(nong)藥(yao)(yao)廠、山東金諾農(nong)(nong)(nong)化(hua)股(gu)(gu)份有限公(gong)司(si)、陜(shan)西(xi)天富(fu)騰達(da)作物保(bao)護科(ke)(ke)(ke)(ke)學有限公(gong)司(si)、仁(ren)壽農(nong)(nong)(nong)藥(yao)(yao)廠等6家企(qi)業(ye)，使麾下的(de)子公(gong)司(si)達(da)到(dao)(dao)了近(jin)20家，產(chan)(chan)(chan)品(pin)結構(gou)得到(dao)(dao)進(jin)(jin)一(yi)步的(de)完善和豐(feng)富(fu)，生(sheng)產(chan)(chan)(chan)基地(di)進(jin)(jin)一(yi)步靠近(jin)目標市(shi)(shi)場，有效降低了產(chan)(chan)(chan)品(pin)的(de)物流成(cheng)本(ben)和配(pei)送時間(jian)，競爭(zheng)優(you)勢進(jin)(jin)一(yi)步明顯。
事實(shi)上(shang)，有些投(tou)資(zi)機構在轟轟烈烈的(de)農(nong)(nong)(nong)(nong)藥行業(ye)(ye)整(zheng)合大潮中(zhong)也不甘寂寞，都紛(fen)紛(fen)加入到農(nong)(nong)(nong)(nong)資(zi)行業(ye)(ye)的(de)資(zi)本運(yun)作中(zhong)，最引人注目的(de)就是(shi)國內(nei)PE機構九鼎投(tou)資(zi)“五連發”， 在繼江(jiang)蘇(su)輝豐農(nong)(nong)(nong)(nong)化(hua)、廣(guang)西田園(yuan)生化(hua)、江(jiang)蘇(su)利民化(hua)工(gong)和江(jiang)蘇(su)中(zhong)旗化(hua)學(xue)后，2010年投(tou)資(zi)了國內(nei)領先的(de)農(nong)(nong)(nong)(nong)藥制劑企業(ye)(ye)惠州中(zhong)迅(xun)化(hua)工(gong)有限責任公(gong)司，該公(gong)司為國內(nei)第二大經濟作物農(nong)(nong)(nong)(nong)藥制藥企業(ye)(ye)。隨著國內(nei)一批優秀的(de)新生代農(nong)(nong)(nong)(nong)藥企業(ye)(ye)走上(shang)資(zi)本市場和資(zi)本對(dui)農(nong)(nong)(nong)(nong)藥行業(ye)(ye)的(de)介入，未來行業(ye)(ye)整(zheng)合的(de)力(li)度和速度會(hui)進(jin)一步加大，我們有理由相信，在不遠的(de)將(jiang)來，中(zhong)國的(de)百億農(nong)(nong)(nong)(nong)藥企業(ye)(ye)將(jiang)不再(zai)是(shi)一個神話，中(zhong)國自己的(de)類似先正達(da)、拜耳、巴(ba)斯(si)夫這樣(yang)的(de)大型跨(kua)國農(nong)(nong)(nong)(nong)藥企業(ye)(ye)也指(zhi)日可(ke)待。 （嚴玉聽）
背景資料
除了新(xin)(xin)安化(hua)(hua)(hua)(hua)工(gong)、浩侖(lun)科(ke)技、中迅化(hua)(hua)(hua)(hua)工(gong)之外，今(jin)年以(yi)來多(duo)家企業在兼并重(zhong)組(zu)方(fang)面(mian)均有(you)大(da)動作(zuo)。 2010年3月5日(ri)，諾普(pu)信投資(zi)4449.03萬元(yuan)(yuan)全資(zi)收購(gou)福(fu)建新(xin)(xin)農(nong)大(da)正生(sheng)物工(gong)程(cheng)有(you)限(xian)公(gong)(gong)司。4月20日(ri)，湖(hu)北(bei)宜(yi)化(hua)(hua)(hua)(hua)集(ji)團(tuan)與(yu)仙隆(long)化(hua)(hua)(hua)(hua)工(gong)簽約，宜(yi)化(hua)(hua)(hua)(hua)集(ji)團(tuan)1.2億(yi)元(yuan)(yuan)收購(gou)仙隆(long)化(hua)(hua)(hua)(hua)工(gong)100%股(gu)權，正式入主仙隆(long)化(hua)(hua)(hua)(hua)工(gong)。4月28日(ri)，利爾化(hua)(hua)(hua)(hua)學股(gu)份有(you)限(xian)公(gong)(gong)司公(gong)(gong)布重(zhong)大(da)資(zi)產重(zhong)組(zu)預案公(gong)(gong)告稱，該公(gong)(gong)司擬向(xiang)江蘇快(kuai)(kuai)(kuai)達農(nong)化(hua)(hua)(hua)(hua)股(gu)份有(you)限(xian)公(gong)(gong)司增資(zi) 1.7億(yi)元(yuan)(yuan)，認購(gou)快(kuai)(kuai)(kuai)達農(nong)化(hua)(hua)(hua)(hua)向(xiang)其新(xin)(xin)發(fa)(fa)行(xing)(xing)的(de)6438.49萬股(gu)股(gu)票，折合每股(gu)發(fa)(fa)行(xing)(xing)價格為(wei)(wei)2.6404元(yuan)(yuan)。此次(ci)增資(zi)完成后, 利爾化(hua)(hua)(hua)(hua)學將持有(you)新(xin)(xin)發(fa)(fa)行(xing)(xing)后的(de)快(kuai)(kuai)(kuai)達農(nong)化(hua)(hua)(hua)(hua)總股(gu)本的(de)51%，成為(wei)(wei)其控股(gu)股(gu)東(dong)，有(you)利于(yu)實現規(gui)模(mo)化(hua)(hua)(hua)(hua)快(kuai)(kuai)(kuai)速發(fa)(fa)展。5月，青島海(hai)利爾藥業全資(zi)收購(gou)江西英(ying)蘇爾生(sheng)物科(ke)技公(gong)(gong)司，成立了海(hai)科(ke)瑞(rui)特作(zuo)物科(ke)學有(you)限(xian)公(gong)(gong)司，定位方(fang)向(xiang)以(yi)服務客戶與(yu)終端，專業專注于(yu)大(da)田(tian)作(zuo)物，為(wei)(wei)布局南方(fang)農(nong)藥市場做好了準備。
