西門子剝離其燃?xì)廨啓C(jī)和風(fēng)力發(fā)電業(yè)務(wù)

據(jù)世界石油網(wǎng)站7月9日?qǐng)?bào)道 西門子公司的股東批準(zhǔn)了公司能源業(yè)務(wù)的分拆，這是首席執(zhí)行官喬·凱瑟重塑德國工業(yè)巨頭的最后一項(xiàng)重大舉措。

在周四的一次特別股東大會(huì)上，超過99%的股東通過了成立獨(dú)立西門子能源公司的提議。這家年收入近290億歐元（330億美元）的公司定于9月28日上市。

凱瑟曾主張，西門子必須推進(jìn)計(jì)劃中的分拆計(jì)劃，因?yàn)檫@是重新聚焦和提振股價(jià)的最佳途徑。他表示，盡管疫情迫使其他交易延期和取消，但這仍能吸引投資者的興趣。

凱瑟在會(huì)前接受彭博社電視臺(tái)采訪時(shí)說：“這一舉措最大的潛力是重新評(píng)估西門子公司， 這不是為了將西門子能源推向市場，而是為了降低母公司的風(fēng)險(xiǎn)。”

計(jì)劃中的分拆是凱瑟在今年2月卸任首席執(zhí)行官之前為改造西門子而采取的最后一項(xiàng)重大舉措之一。自2013年執(zhí)掌大權(quán)以來，他已經(jīng)解散了一度是歐洲最大企業(yè)集團(tuán)之一的大型企業(yè)集團(tuán)，其中最引人注目的是2018年西門子醫(yī)療集團(tuán)的首次公開募股。

截至法蘭克福下午2:02，西門子股價(jià)上漲1.5%，至107.34歐元。

西門子能源公司是天然氣和電力業(yè)務(wù)的綜合體，其持有風(fēng)力發(fā)電公司西門子歌美颯可再生能源公司的股份。一旦分拆出去，它將面臨一個(gè)對(duì)兩大業(yè)務(wù)都充滿敵意的市場。

Covid-19疫情加上4月份油價(jià)的歷史性下跌關(guān)閉了石油和天然氣行業(yè)的大部分業(yè)務(wù)，西門子為該行業(yè)提供從壓縮機(jī)到大型燃?xì)廨啓C(jī)等各種設(shè)備。

公司的風(fēng)電業(yè)務(wù)也并不景氣，西門子能源擁有該部門約三分之二的股份，該部門在今年6月將其首席執(zhí)行官卸任。這家西班牙風(fēng)電場供應(yīng)商預(yù)計(jì)第三季度將出現(xiàn)虧損，因?yàn)檫@場大流行導(dǎo)致全球范圍內(nèi)的工程停工，尤其是在本已麻煩纏身的印度市場。

王磊 摘譯自 世界石油

原文如下：

Siemens spins off its gas turbine and wind power business

Siemens AG shareholders approved a spinoff of the company’s energy business, one of CEO Joe Kaeser’s last major moves to reshape the German industrial stalwart.

More than 99% of shareholders approved the motion to create an independent Siemens Energy AG at an extraordinary shareholder meeting on Thursday. The company, with almost 29 billion euros ($33 billion) in annual revenue, is scheduled to begin trading on Sept. 28.

Kaeser had advocated that Siemens must drive ahead with the planned breakup as it’s the best way to refocus and boost the share price. He’s betting he can drum up investor interest despite the coronavirus pandemic that’s forced delays and cancellations of other transactions.

“The single biggest potential on that move, which is hopefully going to be approved today, will be a rerating of Siemens AG,” Kaeser said in an interview with Bloomberg TV ahead of the meeting. “This is not about bringing Siemens Energy to the market, it’s also about de-risking” the parent company, he added.

The planned spinoff is one of the last big moves by Kaeser to transform Siemens before he steps down as CEO in February. Since he took the helm in 2013, he has dismantled large parts of what was once one of Europe’s largest conglomerates, most notably with the initial public offering of Siemens Healthineers in 2018.

Siemens stock traded 1.5% higher at 107.34 euros as of 2:02 p.m. in Frankfurt.

Siemens Energy AG is a mix of the gas-and-power business and its stake in wind power company Siemens Gamesa Renewable Energy SA. Once spun off, it will face a market that has turned hostile to both its main businesses.

The Covid-19 epidemic, coupled with a historic drop in oil prices in April, shut down large swaths of the oil and gas industry, which Siemens supplies with equipment ranging from compressors to massive gas turbines.

The company’s wind business hasn’t fared much better. Siemens Energy owns about two-thirds of that unit, which ousted its CEO in June. The Spanish wind-farm supplier is expecting a loss in the third quarter as the pandemic shuttered work across the world, especially in the already troublesome India market.