西门子剥离其燃气轮机和风力发电业务

据世界石油网站7月9日报道 西门子公司的股东批准了公司能源业务的分拆，这是首席执行官乔·凯瑟重塑德国工业巨头的最后一项重大举措。

在周四的一次特别股东大会上，超过99%的股东通过了成立独立西门子能源公司的提议。这家年收入近290亿欧元（330亿美元）的公司定于9月28日上市。

凯瑟曾主张，西门子必须推进计划中的分拆计划，因为这是重新聚焦和提振股价的最佳途径。他表示，尽管疫情迫使其他交易延期和取消，但这仍能吸引投资者的兴趣。

凯瑟在会前接受彭博社电视台采访时说：“这一举措最大的潜力是重新评估西门子公司， 这不是为了将西门子能源推向市场，而是为了降低母公司的风险。”

计划中的分拆是凯瑟在今年2月卸任首席执行官之前为改造西门子而采取的最后一项重大举措之一。自2013年执掌大权以来，他已经解散了一度是欧洲最大企业集团之一的大型企业集团，其中最引人注目的是2018年西门子医疗集团的首次公开募股。

截至法兰克福下午2:02，西门子股价上涨1.5%，至107.34欧元。

西门子能源公司是天然气和电力业务的综合体，其持有风力发电公司西门子歌美飒可再生能源公司的股份。一旦分拆出去，它将面临一个对两大业务都充满敌意的市场。

Covid-19疫情加上4月份油价的历史性下跌关闭了石油和天然气行业的大部分业务，西门子为该行业提供从压缩机到大型燃气轮机等各种设备。

公司的风电业务也并不景气，西门子能源拥有该部门约三分之二的股份，该部门在今年6月将其首席执行官卸任。这家西班牙风电场供应商预计第三季度将出现亏损，因为这场大流行导致全球范围内的工程停工，尤其是在本已麻烦缠身的印度市场。

王磊 摘译自 世界石油

原文如下：

Siemens spins off its gas turbine and wind power business

Siemens AG shareholders approved a spinoff of the company’s energy business, one of CEO Joe Kaeser’s last major moves to reshape the German industrial stalwart.

More than 99% of shareholders approved the motion to create an independent Siemens Energy AG at an extraordinary shareholder meeting on Thursday. The company, with almost 29 billion euros ($33 billion) in annual revenue, is scheduled to begin trading on Sept. 28.

Kaeser had advocated that Siemens must drive ahead with the planned breakup as it’s the best way to refocus and boost the share price. He’s betting he can drum up investor interest despite the coronavirus pandemic that’s forced delays and cancellations of other transactions.

“The single biggest potential on that move, which is hopefully going to be approved today, will be a rerating of Siemens AG,” Kaeser said in an interview with Bloomberg TV ahead of the meeting. “This is not about bringing Siemens Energy to the market, it’s also about de-risking” the parent company, he added.

The planned spinoff is one of the last big moves by Kaeser to transform Siemens before he steps down as CEO in February. Since he took the helm in 2013, he has dismantled large parts of what was once one of Europe’s largest conglomerates, most notably with the initial public offering of Siemens Healthineers in 2018.

Siemens stock traded 1.5% higher at 107.34 euros as of 2:02 p.m. in Frankfurt.

Siemens Energy AG is a mix of the gas-and-power business and its stake in wind power company Siemens Gamesa Renewable Energy SA. Once spun off, it will face a market that has turned hostile to both its main businesses.

The Covid-19 epidemic, coupled with a historic drop in oil prices in April, shut down large swaths of the oil and gas industry, which Siemens supplies with equipment ranging from compressors to massive gas turbines.

The company’s wind business hasn’t fared much better. Siemens Energy owns about two-thirds of that unit, which ousted its CEO in June. The Spanish wind-farm supplier is expecting a loss in the third quarter as the pandemic shuttered work across the world, especially in the already troublesome India market.