Panda mode
CLP's reorganization of Nanjing Panda is a model for central enterprises to reorganize local state-owned enterprises. Later, similar mergers and acquisitions were called the panda model.

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CEC indirectly holds Nanjing Panda.

It is planned to reorganize seven electronic enterprises, including Nanjing Panda.

The long-stalled integration between China Electronics and Information Industry Corporation (CEC) and Nanjing electronics enterprises has finally settled. Last week, Nanjing CLP Panda Information Industry Co., Ltd. (hereinafter referred to as "CLP Panda") was jointly established by CLP Holdings, Nanjing SASAC and Jiangsu Guo Xin Asset Management Group. According to the agreement, CLP Panda will hold 47.98% of the shares of Panda Group, and then indirectly hold the shares of Nanjing Panda 5 1. 1%. So far, seven Nanjing electronics companies, including Nanjing Panda Electronics, have been formally incorporated into CEC.

"Physical changes are easy, but chemical changes are difficult." How to expand the main business, divest auxiliary businesses, balance the interests of all parties, and ensure cultural integration and management upgrading. , has become a real problem in front of the "giant" CEC.

CEC entered Nanjing Panda.

At the opening ceremony of CLP Panda, jiangsu provincial party committee Standing Committee member, Nanjing Municipal Party Committee Secretary Luo Zhijun, Jiangsu Vice Governor Li Jinlin and other leaders attended, but only two or three media in Jiangsu Province were invited. A reporter from a local core media explained: "For the Nanjing municipal government, this is a bit humiliating. Nanjing Panda has become a central enterprise, indicating that the local government has not done a good job in the enterprise, or has no ability to support it. "

In fact, the curtain of CEC restructuring local enterprises in Nanjing was opened as early as 2004. On June 30th, 2005, Yang Xiaotang, then general manager of China Electrician, formally signed an agreement with Nanjing SASAC. The State-owned Assets Supervision and Administration Commission of Nanjing entrusted CEC with the responsibilities of investor, and reorganized and managed Nanjing Panda Electronics, Nanjing Huadong Electronics, Nanjing Jinning Electronics Group Co., Ltd. and Nanjing Keruida Electronic Equipment Company. According to the agreement at that time, Nanjing State-owned Assets Supervision and Administration Commission allocated four enterprises, including Nanjing Panda, to CLP Power, and at the same time could own 0/2% shares of CLP Power/KLOC, thus becoming shareholders of CLP Power.

However, no substantive measures were taken in the reorganization. In June of that year, CLP changed coaches, and Xiong became the new head of China Electronics, and served as the chairman and party secretary. Xiong Liqun proposed to re-evaluate the assets of four companies, including Nanjing Panda, and determine the final share swap ratio according to their net assets. This change has delayed the pace of reorganization.

The source said: "Nanjing is not satisfied with the latter scheme, but there are not many options. For example, Nanjing Panda is either merged with central enterprises or sold to private enterprises. Nanjing Panda suffered a huge loss of more than 654.38 billion yuan due to the black hole of panda mobile funds. Under the balance, Nanjing SASAC decided to cooperate with CEC. "

"This reorganization has created a model for central enterprises to reorganize local state-owned enterprises and realize cross-shareholding between local state-owned assets and central enterprises." A related person from Nanjing State-owned Assets Supervision and Administration Commission said this.

Both sides hope to complement each other.

According to the announcement issued by Nanjing Panda, CLP Electric invested 700 million yuan in equity and cash of its three companies, Nanjing Changjiang Electronic Information Industry Group Co., Ltd., Nanjing Sanle Electronic Information Industry Group Co., Ltd. and Nanjing CLP Information Industry Development Co., Ltd., accounting for 70% of the shares; Jiangsu Guo Xin Asset Management Group Co., Ltd. and the State-owned Assets Supervision and Administration Commission of Nanjing Municipal People's Government invested in Nanjing Panda Electronics Group Co., Ltd., Nanjing Huadong Electronics Group Co., Ltd., Nanjing Jinning Electronics Group Co., Ltd. and Keruida Electronic Equipment Co., Ltd. at fixed prices, accounting for 65,438+05% of the shares respectively. Nanjing Panda said that the agreement does not involve injecting assets into listed companies.

"This is not a merger, but an agreement transfer, so it is important for the three parties to determine their respective proportions, not the specific amount of capital contribution." For CLP Panda, the registered capital is only 1 100 million. The source explained this.

"Nanjing Panda's military communication products should be the most promising piece of CEC." According to industry insiders, the military satellite communication products developed by Nanjing Panda have obvious advantages and are widely used in the military field. With the country's further investment in the field of national defense and military industry, Nanjing Panda's military communication products will certainly grow, which is likely to bring benefits to CEC in the future.

In the latest annual report of Nanjing Panda Electronics Co., Ltd., it is clearly stated that the traditional color TV business is "marginalized". "The company's next development goal is to build the largest R&D and production base of satellite communication in China."

On the other hand, as the first electronic enterprise in China, Nanjing Panda has created a number of firsts: the first "China well-known trademark" in the electronic industry and the first domestic brand mobile phone. Its brand strength should not be underestimated. Yang Xiaotang, former general manager of CEC, once pointed out: "From the group level, we don't lack financing channels, what we lack is brands. Because the brand is the image of the company and a symbol of excellent technology and quality service. "

CEC seeks "from quantitative change to qualitative change"

"Reorganizing seven state-owned electronic enterprises in Nanjing is the need of the reform and development of central enterprises, the need of CEC industrial structure adjustment and industrial layout adjustment, and the strategic need of Nanjing electronic enterprises' own development. The restructuring, CEC will be based on the international and domestic markets, and will be carried out gradually within the resources of the whole group. It is of great significance for CEC to improve industrial scale, improve industrial layout and promote industrial development. " Xiong, chairman of China Electricity Council, said.

As a large state-owned backbone enterprise directly managed by the central government, China Electronics is also the largest IT enterprise in China. The main business covers integrated circuits and components, computers and key components, software and system integration, communication and 3C terminals, special electronic information equipment, trade logistics and other fields. Last year, with the strong support of SASAC, CEC integrated China Great Wall Computer Group, and thus owned a number of listed companies under Great Wall Computer Group, such as Great Wall Development (00002 1), Great Wall Computer (000066) and Great Wall Information (000748). After the reorganization of Nanjing enterprises, CLP Electric added two listed companies, Nanjing Panda and East China Technology, and the total number of listed companies it held reached 13.

CEC is more like a department store. Yang Xiaotang, former general manager of CEC, once said with emotion, "From financial investment, import and export, real estate, education and scientific research institutes, to color TVs, DVDs, routers, communication equipment and mobile phones, to system integration, software and chips, the business scope of CEC is very complicated. At the same time of industrial expansion, CEC has also accumulated certain risks, which are close to the critical state. "

An industry veteran pointed out that administrative orders can only make enterprises bigger, not stronger. After the giant CEC, how to expand the main business, divest the auxiliary business, how to balance the stakeholders and how to ensure the management upgrade are all practical difficulties. "

The above-mentioned seven enterprises launched a plan called "slimming and keeping fit". It is reported that the company needs to find out its own advantages and disadvantages, find out the reasons for poor management, revitalize existing assets and discuss industrial transformation. Industries that ultimately do not meet the company's main direction must be divested.

■ Souvenirs

From 65438 to 0996, Nanjing Panda was listed on the Hong Kong Stock Exchange and the Shanghai Stock Exchange.

During the period of 1999, Panda Group underwent a major asset reorganization, from a wholly state-owned enterprise with a single investor to a company jointly invested by Nanjing Xingang Development Company, Jiangsu Guo Xin Asset Management Group Co., Ltd. and Nanjing State-owned Assets Management Holding Company.

In 2005, Nanjing Panda announced that its 565,438+0% interest in Panda Mobile and 95% interest in another subsidiary, Nanjing Panda Communication Development Co., Ltd., had been assessed to be worth 65,438+0.2 billion yuan due to the payment of debts owed to Nanjing Weite Investment Management Co., Ltd., and it was enforced to Nanjing Weite to repay the debts owed. Panda became the first heavyweight enterprise in China to quit the mobile phone industry.

In 2007, China Electronics, Nanjing SASAC and Jiangsu Guo Xin Asset Management Group jointly established Nanjing CLP Panda. CLP Panda will hold 47.98% equity of Panda Group, and then indirectly hold 5 1. 1% equity of Nanjing Panda.

■ Link

To reorganize Panda, CEC plans to invest 5 billion yuan in three years.

Chen Zhaoxiong, general manager of CLP Panda and chairman of Nanjing CLP Panda Information Industry Co., Ltd., said recently that CLP Panda Nanjing Company will establish a standardized corporate governance structure, revitalize existing assets, increase capital investment and gradually establish a new operating mechanism through internal integration and reorganization.

The two major trends in the electronics industry in the future are scale and high-end. CLP Holdings plans to turn CLP Panda into a new product research and development base and a high-end electronic information product industrial base of CLP Holdings. According to the preliminary planning of Nanjing Zhongdian Panda Company, the investment in three years is about 5 billion yuan, focusing on strengthening and expanding leading industries such as high-tech electronics, display devices, household electronics, system integration and electronic engineering. By 2009, Nanjing CLP Panda Company will strive to quadruple its sales revenue and total profit and tax compared with that before the reorganization, and finally achieve sales revenue of 20-30 billion yuan and total profit of 500-654.38+0 billion yuan, and become a CEC.

Author: Reporter Wang Xiaoxing Source: Southern Metropolis Daily Time: May 22, 2007