傳國資委計劃開展央企重點區域煤電資源整合試點工作
據《路透》引述消息人士透露,國務院國資委近日發布中央企業煤電資源區域整合試點方案,計劃開展中央企業重點區域煤電資源整合試點工作,力爭到2021年末,試點區域煤電產能壓降四分之一至三分之一。試點區域煤電協同持續增強,平均設備利用小時明顯上升,整體減虧超過50%,資產負債率明顯下降。
方案主要涉及的中央企業包括,中國華能(00902.HK)(600011.SH)、中國大唐(00991.HK)(600198.SH)、中國華電(01071.HK)(600027.SH)、國家電投和國家能源集團,視具體情況可適度擴展至國投和華潤集團等其它涉煤電央企。方案要求依法合規開展資產重組置換,以產權無償劃轉為主,市場轉讓為輔,盡量不產生現金交易,人員、負債隨資產一併劃轉。上市公司所屬煤電企業,將股權上移至母公司後再劃轉,也可以市場化方式轉讓或置換。
報道指,國資委計劃通過區域整合優化資源配置,淘汰落後產能、減少同質化競爭,緩解經營困難。方案確定甘肅、陝西、新疆、青海和寧夏五個煤電產能過剩、煤電企業連續虧損的區域為首批試點區域,並確定中國華能牽頭甘肅,中國大唐牽頭陝西,中國華電牽頭新疆,國家電投牽頭青海,國家能源集團牽頭寧夏。
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