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  国中水务于2025年4月23日公告终止筹划近九个月的重大资产重组事项,引发资本市场高度关注。此次拟收购标的为上海邕睿持有的诸暨文盛汇不低于51%股权,该平台公司通过持有北京汇源60%股权间接控制“国民果汁”品牌。

  该事件的核心矛盾在于交易标的股权长期处于司法冻结状态,导致股权转让无法完成,不符合《上市公司监管指引第9号》关于资产权属清晰的基本要求。

  由于粤民投对文盛资产提起的侵权责任纠纷诉讼,深圳市福田区法院自2024年8月起冻结了上海邕睿持有的诸暨文盛汇52.47%股权,虽经多次延期协调仍未解冻。

  回溯事件进程,国中水务自2022年起通过三次累计9.3亿元的股权收购,已间接持有北京汇源21.89%股份。2024年7月启动的控股收购计划本欲实现从环保水务向消费品行业的战略转型,公告后股价曾连续6个涨停,但标的资产隐含的权属风险逐渐暴露:除司法冻结外,北京汇源股东诸暨文盛汇与天津文盛汇尚有7.5亿元出资款未实缴到位,导致估值分歧难以弥合。尽管文盛资产声称出资争议源于会计处理差异,但该纠纷与司法冻结形成双重障碍,最终迫使交易流产。

  市场对此反应剧烈,公告当日股价一字跌停,次日继续下挫至3.43元,两日市值蒸发超6亿元。这反映出投资者对跨界并购失败后公司成长性的担忧,尤其是2024年前三季度归母净利润同比大降86.63%的业绩背景下,原本寄希望于汇源品牌提振盈利的预期落空。不过公司强调现有参股北京汇源的21.89%股权仍可持续贡献投资收益,2024年上半年该项目已带来3924万元利润。

  此次终止虽属被动选择,但也折射出上市公司并购重组中的共性风险。监管层对标的资产合规性的刚性约束,使得存在权属瑕疵的项目难以通过“时间换空间”方式闯关。国中水务承诺未来待条件成熟再评估推进可能,但短期内需消化战略受阻的影响。

  公司近期通过出售东营国中环保等资产回笼3.38亿元,显示出聚焦主业、优化现金流的调整方向。此次事件或促使更多并购主体在交易架构设计阶段强化风险隔离机制,避免类似“司法冻结狙击战”重演。

  (注:本文结合AI工具生成,不构成投资建议。市场有风险,投资需谨慎。)

  来源:WEMONEY研究室

  “云养殖”模式近年借助互联网东风迅速走红。与此同时,以“云认养”为代表的“云养经济”悄然兴起,主要涵盖“云养殖”“代养殖”“云种植”“云种菜”等形式。“云认养”在认养对象、认养模式、营销手段、所涉产业结构等方面均取得一定突破,还能让消费者体验从田间到餐桌的乐趣。

  但这种农业新生态模式,却在短短数年间被一些不法分子利用,例如有的不法分子,以“线上认养牛、年化收益6%-13%”为噱头,通过寄送虚假宣传刊物、发布伪造牧场视频等手段骗取信任。类似于编造虚假养殖种植项目,以“稳赚不赔”“高额回报”等话术吸引公众投入资金,从事非法集资活动,致使群众财产遭受严重损失,社会影响恶劣。

  近日,农业农村部办公厅、金融监管总局办公厅、公安部办公厅、市场监管总局办公厅四部门联合发布《关于加强“云养经济”领域欺诈风险防范和处置工作的通知》(以下简称《通知》),剑指借“云养殖”“云种植”之名实施的新型金融欺诈行为。

  披着科技外衣的“云养经济”呈现出复杂骗局特征。监管指出,“云养经济”领域的欺诈活动往往以“农业+科技”为噱头,炒作田园生活、有机生态、智慧农业等热点,伪造视频图片虚构或夸大养殖、种植场景,炮制低风险、高收益的农业投资假象,并以种养收益分红、农特产品返还诱导投资者入局。该类欺诈活动网络属性强,监管和追踪难度大,同时涉嫌非法集资、传销等多种违法犯罪行为,不仅使广大投资者遭受直接经济损失,而且扰乱了正常的农业生产经营秩序,破坏了农业产业发展环境,加之其波及范围广,极易引发社会不稳定因素,需要高度重视。

  针对这一新型欺诈模式,四部门联合建立立体化防控体系。农业农村部门对种植、畜牧、渔业等具体行业和相关农业经营主体参与“云养经济”的情况开展全面摸底,重点摸清相关行业和经营主体涉嫌参与“云养经济”领域欺诈活动的线索,并动态关注相关风险的新苗头、新变种。发现的重要情况要及时与同级防范和打击非法金融活动工作领导小组办公室(以下简称“打非领导小组办公室”)、公安、市场监管等部门进行会商和案件移送。各地市场监管部门对经营主体申请在名称中使用“云种植、云养殖”等特定字样的,及时将有关经营主体登记信息推送至同级农业农村、打非领导小组办公室、公安等部门,便于相关部门开展风险预警。

  通知提出,农业农村部门要坚持守土有责、守土尽责,着力构建起“云养经济”领域欺诈活动的线索监测、发现移交的工作闭环;积极动员农村地区干部群众和农业经营主体主动举报问题线索;对于涉嫌“云养经济”领域欺诈活动的相关主体和机构,视情况减少相关支持。相关部门要共同加强舆情监测管控,积极开展正向宣传引导,严防恶意炒作,及时回应社会公众关切,对利益受损的群体做好必要的关怀帮助,着力维护社会大局稳定。

  同时,健全部门协作机制。各级防范和打击非法金融活动工作领导小组机制监测发现的“云养经济”领域欺诈活动问题线索,要及时通报同级农业农村部门,农业农村部门要坚持管行业必须管风险的职能定位,对移交的问题线索要加强核查,做好风险研判。各级农业农村部门要主动与打非领导小组办公室、公安、市场监管等部门加强信息共享,推动形成防范和处置“云养经济”领域欺诈风险的数据集,力争做到底数清、情况明、风险消。公安机关对农业农村、打非领导小组办公室、市场监管等部门移送的“云养经济”领域涉嫌犯罪案件,及时进行审查,依法打击犯罪,维护广大群众合法权益和农业产业健康发展。

  事实上,今年1月,上述四部门已联合发布《关于进一步防范“云养经济”领域欺诈风险的提示》提醒公众,农业产业周期较长、利润率有限,应提高对“云养经济”领域相关风险的防范意识,做到对高额返利不动心、对宣传炒作不盲信、对熟人介绍不盲从,谨记“天上不会掉馅饼,高利保本是陷阱”。同时,新型农业经营主体依法合规开展日常生产经营,不超范围经营或违规从事金融活动,不与五花八门的“云养经济”平台合作,避免逾越法律红线。

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