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(jià)格收購(gòu)森特士興集團(tuán)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(jià)格較森特股份3月4日收盤價(jià)高出30.75%。

       據(jù)了解，本次交易方包括森特股份控股股東、實(shí)際控制人劉愛(ài)森、北京士興盛亞投資有限公司（下稱“士興盛亞”，由劉愛(ài)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(tuán)有限公司。 在共計(jì)轉(zhuǎn)讓的約1.31億股股份中，劉愛(ài)森與士興盛亞占63.30%，也就是說(shuō)劉愛(ài)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(jìng)價(jià)漲停，報(bào)10.52元，創(chuàng)下近5個(gè)月以來(lái)的新高，市值50.50億元。 股份轉(zhuǎn)讓完成后，劉愛(ài)森和士興盛亞合計(jì)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(shí)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(cè)資本4.8億元，主營(yíng)產(chǎn)品為新型建材，主要承接金屬圍護(hù)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(shè)計(jì)、專用材料供應(yīng)和加工制作到安裝施工全過(guò)程的工程承包服務(wù)。2016年底，公司成功登陸上交所。 隆基股份表示，本次收購(gòu)有助于促進(jìn)雙方業(yè)務(wù)融合，充分發(fā)揮森特股份在建筑屋頂設(shè)計(jì)、維護(hù)上的優(yōu)勢(shì)，同時(shí)結(jié)合隆基股份在BIPV產(chǎn)品制造上的優(yōu)勢(shì)，雙方共同開拓大型公共建筑市場(chǎng)的業(yè)務(wù)發(fā)展。有助于公司擴(kuò)大分布式市場(chǎng)范圍，拓展光伏產(chǎn)品的應(yīng)用場(chǎng)景。

      據(jù)《科創(chuàng)板日?qǐng)?bào)》報(bào)道，作為當(dāng)前國(guó)內(nèi)光伏產(chǎn)業(yè)一體化龍頭，隆基股份于2019年宣布進(jìn)軍BIPV（光伏建筑一體化）市場(chǎng)，同時(shí)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(chǎn)品“隆頂”，主要面向工商業(yè)廠房屋頂。 長(zhǎng)江證券研究指出，隆基在BIPV建設(shè)方面的定位主要基于建筑材料，雖早期市場(chǎng)亦有BIPV的相關(guān)產(chǎn)品，但由于彼時(shí)成本相對(duì)較高并未實(shí)現(xiàn)廣泛推廣。隨著組件制造成本長(zhǎng)期趨勢(shì)向下，BIPV產(chǎn)品在經(jīng)濟(jì)性和美觀程度等方面考慮均逐步受到市場(chǎng)認(rèn)可，有望打開國(guó)內(nèi)藍(lán)海市場(chǎng)。

在國(guó)內(nèi)，早于隆基股份，東方日升在江蘇金壇基地BIPV項(xiàng)目已并網(wǎng)并投入運(yùn)營(yíng)；漢能在2017年7月發(fā)布第一代BIPV產(chǎn)品漢瓦，均主要面向工商業(yè)屋頂。

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

2019年，特斯拉能源業(yè)務(wù)依靠SolarCity實(shí)現(xiàn)收入15.3億元，占營(yíng)業(yè)總收入比例6.2%。在公布財(cái)報(bào)后的電話會(huì)議中，馬斯克明確表示將把太陽(yáng)能屋頂變成特斯拉的一個(gè)主要業(yè)務(wù)。據(jù)其所說(shuō)，玻璃太陽(yáng)能屋頂大量的需求正在增長(zhǎng)。在北美市場(chǎng)，特斯拉每年的訂單量是400萬(wàn)個(gè)新的屋頂。

“BIPV是未來(lái)光伏應(yīng)用最重要領(lǐng)域之一。隆基股份擬溢價(jià)收購(gòu)森特股份27.25%股份成為二股東，將在BIPV領(lǐng)域形成強(qiáng)強(qiáng)聯(lián)合，解決過(guò)往光伏圈與建筑圈的割裂問(wèn)題，擴(kuò)大分布式市場(chǎng)范圍，與特斯拉等對(duì)手形成有力競(jìng)爭(zhēng)。”獨(dú)立經(jīng)濟(jì)學(xué)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.