壳牌缩小统一投标方范围 拟8月前确定买方

　　继中国润滑油信息网(www.sinolub.com )获悉韩国三大企业之一的SK集团有意并购壳牌统一控股权后，又有润滑油行业消息人士向《Lube Report Asia》披露，荷兰皇家壳牌石油公司缩小了旗下中国润滑油业务部门壳牌统一(北京)石油化工有限公司多数股份的投标方范围，目标是在 8 月之前确定买方。

　　据该消息人士称，中国国际金融有限公司受壳牌委托协助完成这一交易，曾在 5 月上半月与五个有意收购壳牌在统一 75% 股份的买方召开过多次会议(该消息人士直接知悉会议情况)，有关各方需在 5 月中旬前提交投标报价。

　　目前，市场传闻有兴趣的买家包括巴菲特、黑石集团、胜牌、中海油、霍氏集团和SK集团。近日，中国润滑油信息网从市场获悉，SK集团拟收购壳牌统一股份，竞标书已于日前提交，竞标结果预计于2015年第三季度公布。

　　据行业消息人士称，在 5 月与中国国际金融有限公司会谈的五个投标方中，至少有一部分是私人股本公司。

　　中国国际金融有限公司表示，将选出三个最终候选并进入尽职调查阶段，届时这些候选者将获得关于统一及其运营的更多信息，受邀参观统一的工厂并采访统一员工。据匿名消息人士称，中国国际金融有限公司表示有希望在 8 月前选定买方，而壳牌尚未对出售事宜作出评论。

　　道琼斯新闻服务社在 12 月率先报道了壳牌尝试出售其在统一持有的股份。这家英荷能源行业巨头在 2006 年收购了这些股份，拿下了当时中国最大的独立润滑油供应商。统一的另外 25% 股份归霍氏集团所有，这是统一的前创始人霍振祥所拥有的一家北京公司。

　　统一在中国建有三家调和工厂，销售的大多是中国市场上仍很普遍的中低端润滑油。自从接管统一后，壳牌在中国发展起了自己的业务，将重点更多地倾向于高端润滑油。

　　据道琼斯早前报道，由于油价下跌给壳牌业绩带来压力，壳牌的管理层正试图通过筹集现金和剥离资产来提高投资回报。壳牌已启动其所持合资企业统一润滑油公司75%股权的出售交易，预计竞标价格将在3.5亿-5亿美元之间，为潜在买家获得一家中资企业的多数股权提供了一个难得的机会。(中国润滑油信息网综合LUBE REPORT等报道)

【英文版】

Shell Narrows Tongyi Bidders

By TIM SULLIVAN LUBE REPORT

Royal Dutch Shell is narrowing the number of bidders for its majority stake in Shell Tongyi (Beijing) Petroleum, part of its lubricant business in China, and aims to settle on a buyer by August, an industry source told Lube Report Asia.

China International Capital Corp., which was hired by Shell to assist with the sale, held meetings in the first half of May with five parties that had expressed interest in acquiring Shell’s 75 percent stake in Tongyi, according to the source, who had direct knowledge of those meetings. The interested parties were given until the middle of May to submit binding offers.

CICC indicated it would then choose three finalists and enter a phase of due diligence when those parties would receive additional information about Tongyi and its operations, be invited to visit Tongyi facilities and have access to interview Tongyi employees. CICC said it hoped to choose the buyer by August, said the source, who spoke on condition of anonymity because Shell has not commented on the efforts to sell.

Dow Jones news service first reported in December that Shell would try to sell its stake in Tongyi. The Dutch-Anglo energy giant acquired the stake in 2006, snapping up what was then the largest independent Chinese lubricant supplier.

The other 25 percent of Tongyi is owned by the Huo Group, a Beijing firm owned by Tongyi’s former founder, Huo Zhengxiang.

Tongyi has three blending plants in China and sells mostly low- to mid-tier lubricants that are still prevalent in the Chinese market. Since taking control of Tongyi, Shell has built up its own China business that focuses more on higher-tier lubricants.

The industry source said at least some of the five bidders that met with CICC in May included private equity firms. Dow Jones’ December report identified a team of The Huo Group and equity firm Blackstone L.P. as having expressed interest in Shell’s stake.

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