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国企改革催生重组新动力

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发表于 2015-11-28 23:25:00 | 显示全部楼层 |阅读模式
随着国企改革顶层方案的出台,A股市场的国企重组呈燎原之势,从资产证券化、到集团板块梳理,乃至央企合并等,看点层出不穷。
  }' \2 A: x0 y; p' w  中金公司研报认为:“国资证券化与整合重组将是两大趋势,所涉及的资产规模可能达到十万亿规模。”在国资专家看来,顶层方案提出的“清理退出一批、重组整合一批、创新发展一批”将成为本轮国企改革的重头戏。
- W) S6 v% _. H0 k  关于“清理退出”,记者注意到,近期A股上市公司国资股东“退位让贤”已经暗流涌动。今年以来,已有包括中海海盛 、黑化股份 、中炬高新 、大橡塑等近十家国资上市公司的实际控制人宣布让贤,通过定增或重大资产重组等多种方式将所持有的上市平台转让给民资,引发市场追捧。
3 h2 g6 e2 x* D+ L  此外,据上证报记者统计,在目前国企上市公司中,从2013年至2015年上半年连续亏损的公司有15家,多分布于化工、轻工制造、机械设备等传统行业。其中,央企上市公司为*ST夏利、*ST海龙、*ST美利、*ST常林、*ST中鲁、*ST光学;地方国企为*ST南纸、*ST川化、*ST天化、*ST银鸽、*ST金路、*ST金化、*ST建机、*ST松辽、*ST沪科(上述公司中,部分已有重组计划)。如将范围进一步放大,从2014年至今连续亏损的上市国企共有72家,其中央企25家,绩差国企主要分布在化工、机械设备、采掘、轻工制造、有色、农林牧渔等行业。另外,还有15家国企从2014年至今虽未亏损但是一直处于不足千万元的微利状态。值得一提的是,在上述绩差国企中,例如祥龙电业等不少公司已经在本轮股市暴跌中成为投资机构举牌的对象,而资金看好“壳公司”很大程度上也是出于国企改革的重组预期。
6 [% |9 g7 ?: w! A" g: G$ A- y& _  在“重组整合”方面,从南北车合并到中远中海重组,再到中航工业的航空发动机板块拆分,以及10月份宣布核电领域拟成立“华龙公司”,央企“新巨头”接连出水,国家新一轮的战略布局也逐渐明晰。据上证报记者了解,目前,核电、航空、航运、军工、铁路等五大行业的重组预期最高。
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发表于 2015-11-28 23:39:05 | 显示全部楼层
知道了 不错~~~
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发表于 2015-11-28 23:43:01 | 显示全部楼层
不错,感谢楼主
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发表于 2015-11-28 23:43:47 | 显示全部楼层
慢慢来,呵呵
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发表于 2015-12-13 01:16:19 | 显示全部楼层
一个人快活,两个人生活,三个人就是你死我活。
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发表于 2016-1-2 15:09:07 | 显示全部楼层
钻石恒久远,一颗就破产.
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发表于 2016-1-2 20:33:52 | 显示全部楼层
顶贴是一种态度!
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发表于 2016-1-2 22:53:17 | 显示全部楼层

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