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汤臣倍健35亿收购澳洲企业,买回了什么?

庶正康讯 2018-1-31  
庶正说

从最早推出“膳食营养补充剂”概念,建立“透明工厂”、再到“精准营养”,汤臣倍健上市以后一路角逐行业“头羊”位置。此次豪掷35亿收购澳洲企业,能否带动中国营养健康产品行业走出一条新路,我们拭目以待。


1月31日,汤臣倍健股份有限公司 (300146) 对外发布公告,称“公司全资子公司Australia By Saint Pty Ltd拟与Irene Messer、Alan Messer 及Craig Silbery签署《股份出售协议》,以现金方式购买Life-Space Group Pty Ltd 100%的股份”。

汤臣倍健官微与澳洲当地媒体同日发文报道 最终收购金额暂未确定

倍健官微发文报道称,公司“宣布拟收购澳洲Life-Space集团100%股本权益。本次交易总价将不高于69,000万澳元 (约合35.33亿元人民币,以31日汇率计),最终交易价格将根据《股份出售协议》相关约定进行调整,且需要获得公司董事会、股东大会审议及监管批准”。

无独有偶,同日 (1月31日) ,澳大利亚当地媒体《澳洲金融评论网》发布长文,题为《China's By-Health buys Australian probiotic firm Life-Space Group for almost $700 million》。该文中,Life Space 总经理 Ben HcHarg 表示,新东家将保留现有的生产和管理现状。

汤臣倍健跨海壕购35亿 买回了什么?

据倍健公告称,“本次收购系为完善公司在全球膳食补充剂细分市场的布局,发掘新的增长机会”。而公司CEO林志成先生说,“买的是未来和协同放大效应”。

关于Life-Space▼

Life-Space中文官网称,“Life-Space是一家澳大利亚的家族企业,其益生菌系列产品下至孕妇和婴儿,上至花甲老人,皆可服用,且益生菌胶囊均为蔬菜胶囊,适合素食者”。

Life Space目前在中国的销售主要通过电商渠道和代购。 据庶正康讯了解, 2017年双11期间该品牌在婴幼儿营养品 (下图左列) 和膳食营养补充食品 (下图右列) 类目下的益生菌品类中均居于首位。

庶正康讯认为,企业登陆资本市场、跨境并购资产、跨界资源整合、打通产业链上下游,都将是营养健康产业资本运作的美味大餐。

以下为外媒英文原文▼

by Michael Smith

Chinese health supplements giant By-Health is buying Melbourne-based probiotic manufacturer Life-Space Group for almost $700 million, the latest in a string of acquisitions of Australian healthcare companies exporting vitamins and other healthcare products into the world's fastest-growing consumer market.

Family-owned Life-Space, which sells probiotic health supplements through its Evolution Health business into China, finalised the deal with Shenzhen-listed By-Health on Wednesday. Melbourne-based Life-Space's founding shareholders Alan and Irene Messer started looking for a buyer 12 months ago ahead of retiring.

The deal marks the latest acquisition by China of an Australian healthcare company as demand in the world's fast-growing consumer market for vitamins, infant formula and supplements shows no sign of slowing down. China's Health and Happiness bought Australian vitamins group Swisse for $1.7 billion in late 2015.

Life-Space managing director Ben McHarg said the company's new owners planned to retain its Melbourne-based manufacturing operations and current management. Life-Space sells probiotics into China via e-commerce platforms such as Alibaba as well as the network of personal shoppers known as "daigou".

By-Health sells products through a network of physical stores including more than 100,000 pharmacies in China.

"They understand the China market in a way that other companies who were interested in us didn't. When we spoke to other businesses they just couldn't understand the China model and system," Mr McHarg told The Australian Financial Review.

"We will collaborate with them on expanding our sales in offline China and all other parts of the business they want us to run and manage."

Life-Space's revenues have jumped from around $14 million in 2005 to around $71 million last year.


Life-Space, which sells products through the Chemist Warehouse chain in Australia, was created six months ago to incorporate the sales and marketing arm Evolution Health and its Ultramix business. The company has about 130 staff in Australia.

Demand in China for vitamins, infant formula and supplements sourced in Australia has surged over the past five years. As a result, Chinese investment in Australia's healthcare sector has jumped from zero to $5.5 billion in the past three years, according to KPMG.

The company sells dietary supplements, traditional herbal and sports nutrition supplements. It has been seeking to increase its portfolio of foreign brands in a market where many consumers still distrust Chinese products health supplements.

Life-Space said the deal had an enterprise value of $690 million but did not disclose further details of the acquisition. Mr McHarg said the new owners had plans to take the brand global.

The company joins a growing list of Australian exporters selling healthcare products into China despite the regulatory hurdles. The KPMG and The University of Sydney Business School report said there had been 16 completed takeovers or joint venture deals in the calendar years 2015 to 2017, with $2.55 billion invested in 2015, $1.35 billion in 2016 and $1.58 billion in 2017.

庶正康讯 投资咨询部(2018.01.31)




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