大聯大收購文曄攻防 文曄:可能引中國反 - 股票

By Queena
at 2019-12-03T08:51
at 2019-12-03T08:51
Table of Contents
大聯大收購文曄攻防 文曄:可能引中國反壟斷調查
https://udn.com/news/story/7238/4199643
2019-12-02 11:01Ïg濟日報 記者張瑞益/即時報導
國內前二大半導體通路商大聯大(3702)公開收購文曄(3036)的收購案,雙方持續激烈
攻防,日前在文曄董事長鄭文宗提告並向公平會正式遞交請求函與檢舉函後,文曄員工自
救會也提出抗議,今日文曄表示,雙方的攻防也引起大陸媒體的報導關注,預料後續可能
引起中國國家巿場監管總局反壟斷局主動調查的可能性。
日前文曄董事長鄭文宗堅決表示寸步不讓大聯大的惡意收購行徑,將正面迎戰及奮戰到底
,籲請公平會盡速要求大聯大進行結合申報以確保自由公平競爭及維護產業秩序。
文曄審議委員會與公司也同時委請中國大陸六家主要法律事務所出具法律意見書,結論均
認為大聯大做為收購方應向國家市場監管總局反壟斷局提出申報,但大聯大公開說明書卻
隻字未提,對此,文曄方面認為,此公開收購案,中國國家市場監管總局反壟斷局有主動
調查的可能性。
此外,政治大學法學院王立達教授也分析,大聯大與文曄這兩家公司的巿場競爭,在亞太
地區市佔率達到五成,在國內更高達七成。在美中貿易戰導致半導體晶片流通受到阻礙,
如何確保貨源變得相當關鍵的當前環境下,這個產業的老大和老二結盟會不會大幅減少通
路競爭,造成市場力量不對等,此舉的結果將造成客戶、原廠、投資人及員工四方皆受影
響的局面,不符合提升產業正常競爭力。
--
大聯大、文曄科技在中國IC通路,分別佔了45%、25%,兩家公司合併壟斷了中國70%市場
。
另外兩家比較大通路商的,是美商ARROW, AVNET。
中國與美國打貿易戰的不確定性,如果民族主義作祟,盡量避免找美商ARROW,AVNET, 那
麼確實會對大聯大+文曄 THE怕.JPG
--
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