月4日盤后， 隆基股份（601012.SH）發(fā)布公告稱，擬耗資16.35億元以每股12.50元的價格收購森特士興集團股份有限公司(下稱“森特股份”，603098.SH)27.25%股份。 而每股12.50元的價格較森特股份3月4日收盤價高出30.75%。

       據了解，本次交易方包括森特股份控股股東、實際控制人劉愛森、北京士興盛亞投資有限公司（下稱“士興盛亞”，由劉愛森與妻子李桂茹全資持有），另外還有一家有自然人李勇持有的華永投資集團有限公司。 在共計轉讓的約1.31億股股份中，劉愛森與士興盛亞占63.30%，也就是說劉愛森與李桂茹將在此次交易中套現(xiàn)約10.35億元。 受此消息影響，3月5日，森特股份競價漲停，報10.52元，創(chuàng)下近5個月以來的新高，市值50.50億元。 股份轉讓完成后，劉愛森和士興盛亞合計持股比例將從57.43%降至40.18%，仍為森特股份的控股股東與實際控制人，隆基股份將成為公司第二大股東，持股27.25%。

        資料顯示，森特股份成立于2001年12月，注冊資本4.8億元，主營產品為新型建材，主要承接金屬圍護系統(tǒng)工程（屋面系統(tǒng)、墻面系統(tǒng)）和聲屏障系統(tǒng)工程，提供從工程咨詢、設計、專用材料供應和加工制作到安裝施工全過程的工程承包服務。2016年底，公司成功登陸上交所。 隆基股份表示，本次收購有助于促進雙方業(yè)務融合，充分發(fā)揮森特股份在建筑屋頂設計、維護上的優(yōu)勢，同時結合隆基股份在BIPV產品制造上的優(yōu)勢，雙方共同開拓大型公共建筑市場的業(yè)務發(fā)展。有助于公司擴大分布式市場范圍，拓展光伏產品的應用場景。

      據《科創(chuàng)板日報》報道，作為當前國內光伏產業(yè)一體化龍頭，隆基股份于2019年宣布進軍BIPV（光伏建筑一體化）市場，同時規(guī)劃BIPV收入體量到2024年做到100億元，并于去年7月成功發(fā)布首款裝配式BIPV產品“隆頂”，主要面向工商業(yè)廠房屋頂。 長江證券研究指出，隆基在BIPV建設方面的定位主要基于建筑材料，雖早期市場亦有BIPV的相關產品，但由于彼時成本相對較高并未實現(xiàn)廣泛推廣。隨著組件制造成本長期趨勢向下，BIPV產品在經濟性和美觀程度等方面考慮均逐步受到市場認可，有望打開國內藍海市場。

在國內，早于隆基股份，東方日升在江蘇金壇基地BIPV項目已并網并投入運營；漢能在2017年7月發(fā)布第一代BIPV產品漢瓦，均主要面向工商業(yè)屋頂。

而就全球而言，在這一領域做得較好還要數特斯拉。其于2016年8月收購的美國戶用太陽能系統(tǒng)安裝龍頭企業(yè)SolarCity。

2019年，特斯拉能源業(yè)務依靠SolarCity實現(xiàn)收入15.3億元，占營業(yè)總收入比例6.2%。在公布財報后的電話會議中，馬斯克明確表示將把太陽能屋頂變成特斯拉的一個主要業(yè)務。據其所說，玻璃太陽能屋頂大量的需求正在增長。在北美市場，特斯拉每年的訂單量是400萬個新的屋頂。

“BIPV是未來光伏應用最重要領域之一。隆基股份擬溢價收購森特股份27.25%股份成為二股東，將在BIPV領域形成強強聯(lián)合，解決過往光伏圈與建筑圈的割裂問題，擴大分布式市場范圍，與特斯拉等對手形成有力競爭。”獨立經濟學家王赤坤表示。

Longji (601012.SH) announced after the closing of the market on April 4 that it intends to spend 1.635 billion yuan to acquire 27.25% of the shares of Centeshixing Group Co., Ltd. (hereinafter referred to as "Centeshixing", 603098.SH) at a price of 12.50 yuan per share. The price of 12.50 yuan per share is 30.75 percent higher than the closing price of Cent shares on March 4.

It is understood that the parties involved in this transaction include Liu Aisen, the controlling shareholder and actual controller of Cent shares, Beijing Shixingya Investment Co., Ltd. (hereinafter referred to as "Shixingya", which is wholly owned by Liu Aisen and his wife Li Guiru), and Huayong Investment Group Co., Ltd., which is held by a natural person Li Yong. In the total transfer of about 131 million shares, Liu Aisen and Shi Xingya accounted for 63.30 percent, which means that Liu Aisen and Li Guiru will cash out about 1.035 billion yuan in the transaction. Affected by this news, on March 5, the price of Cent shares rose by the daily limit to 10.52 yuan, hitting a five-month high, with a market value of 5.50 billion yuan.After the completion of the share transfer, the combined shareholding ratio of Liu Aisen and Shi Xingya will be reduced from 57.43% to 40.18%, and remain the controlling shareholder and actual controller of Cent shares. Longji shares will become the second largest shareholder of the company, holding 27.25%.

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Data shows, in December, co was established in 2001, the registered capital of 480 million yuan, the main products for the new building materials, mainly to undertake metal containment system engineering (roofing system, wall system) and acoustic barrier system engineering, from engineering consulting, design, material supply and processing production to the whole process of installation construction engineering contracting services. At the end of 2016, the company successfully landed in the Shanghai Stock Exchange.Longi said that the acquisition will help promote the business integration of the two parties, and give full play to the advantages of Cent in building roof design and maintenance, while combining with Longi's advantages in BIPV product manufacturing, the two parties will jointly develop the business development in the large public construction market. It will help the company expand the scope of distributed market and expand the application scenarios of photovoltaic products.

Kechuang board daily reported, as the integration of the current domestic photovoltaic industry bibcock, longji shares in 2019 announced the BIPV (photovoltaic building integrated) market, at the same time planning BIPV income dimension to achieve 10 billion yuan 2024, and successfully published last July the first fabricated BIPV product "lung", mainly for commercial and industrial factory building roof. Changjiang Securities research pointed out that Longji's positioning in BIPV construction is mainly based on building materials, although there are BIPV related products in the early market, but due to the relatively high cost at that time has not been widely promoted.With the long-term downward trend of component manufacturing costs, BIPV products are gradually recognized by the market in terms of economy and aesthetic degree, which is expected to open the domestic blue ocean market.

In China, earlier than Longji shares, Orient Risheng in Jiangsu Jintan base BIPV project has been connected to the grid and put into operation;In July 2017, Hanergy released its first generation of BIPV products, Hanva, which are mainly aimed at industrial and commercial roofing.

Globally, Tesla has done better in this area.It acquired SolarCity, a leading installation company for residential solar systems in the United States, in August 2016.

In 2019, Tesla's energy business relied on SolarCity to generate revenue of 1.53 billion yuan, accounting for 6.2% of total revenue.In a conference call after the earnings announcement, Musk made it clear that he intends to make solar roofs a major business for Tesla.According to him, there is a growing demand for glass solar roofs. In the North American market, Tesla orders 4 million new roofs a year.

"BIPV is one of the most important areas for future photovoltaic applications.Longji intends to acquire 27.25% of Cent's shares at a premium to become the second shareholder. It will form a strong alliance in the BIPV field, solve the separation problem between the photovoltaic circle and the construction circle in the past, expand the scope of the distributed market, and form a strong competition with Tesla and other rivals." "Said Wang Chikun, an independent economist.