Poly Group merger of AVIC real estate business integration of central enterprises in the new path of-www.84qqq.com

Poly Group merger of AVIC real estate business integration of central enterprises in the new path floating Poly Group merger of AVIC real estate business integration of central enterprises in the new path by reporter He Xiaoqing reported in Guangzhou focus on the integration of central enterprises "of the real estate business overall stripped to the Poly Group reflects the intention of the state to optimize the layout and structure of state-owned capital strategy." An industry veteran said, "whether the integration of the integration of the group is expected to promote the integration of aviation real estate, Poly Real estate will be the beneficiary of the subject." The foreign purchase of the group conforms to the general direction of the reform of state-owned enterprises. At present, both sides are in the investigation stage, more details are not disclosed. The group will gradually promote the relevant integration work." In September 8th, in view of the group’s acquisition of the real estate business of AVIC, an insider from the poly group told reporters on the twenty-first Century business herald. In September 6th, the SASAC held a reorganization of central enterprises to integrate industry forum, China aviation industry, Poly Group, the national machine group, the weapons industry, weapons and equipment, China country, new nuclear construction, Chinese a heavy 8 central enterprises in the relevant areas of strength to achieve cooperation. Among them, China aviation industry group and reached a restructuring agreement, the real estate business all transferred to the group; the China Aviation Industry and the national machine group is Chinese double, a restructuring agreement, the common development of eighty thousand tons forging press project; and a heavy China nuclear construction reached a business cooperation agreement, to carry out comprehensive cooperation in the main equipment high temperature gas cooled reactor manufacturing field; the weapons industry, weapons and equipment, China in new equity restructuring North Company agreed to promote the establishment of modern enterprise system, stronger and better North company. The evening of September 7th, AVIC International International Holdings two H-share companies AVIC’s and Chinese aviation industry (00232.HK) in the Hong Kong Stock Exchange announcement that the September 6th, Chinese aviation industry group and Poly Group Group acquisition of AVIC owned real estate development business and assets reached a preliminary cooperation intention. "Recently, the central enterprises reform related top policies and events intensive push forward, indicating that the pilot central enterprises reform is accelerating landing." In September 8th, Chen Jie, chief strategist at GF Securities, said, "from the direction of reform, around the" strong, good, big "line, deepening the reform of the central enterprises is an inevitable trend." But in the merger than expected, a senior industry insiders, the original market focus on internal integration in the group, the group’s acquisition of the aviation industry’s real estate business that exceeded market expectations. "The main reason is that Poly Group has been committed to 2018 to resolve the group of Poly Real Estate and poly home buyers competition between the industry. But what is unexpected is that the external integration goes ahead." The personage bluntly. As a supplier of assets, China aviation industry is a large state-owned enterprise managed by the central government. Among them, AVIC AVIC international investment tube real estate and hotel business, with CATIC real estate, AVIC international, Vanke, China aviation aircraft ruisai mileage, Rainbow Department Store industry. However, compared with the huge volume of assets of the group, AVIC real estate scale theory

保利集团并购中航工业地产业务 央企整合新路径浮水   保利集团并购中航工业地产业务 央企整合新路径浮水   本报记者 何晓晴 广州报道   聚焦央企整合   “此次地产业务整体剥离至保利集团体现了国家优化国有资本布局结构的战略意图。”一位业内资深人士表示,“无论是保利集团内部的整合预期还是与中航地产整合的推进,保利地产终将是受益标的。”   “集团此次对外收购符合国企改革的大方向。目前双方均处于调查阶段,更多细节尚不便透露。集团将逐步推进相关整合工作。”9月8日,针对集团并购中航工业旗下地产业务一事,保利集团一位内部人士对21世纪经济报道记者表示。   9月6日,国资委召开中央企业产业重组合作整合座谈会,中航工业、保利集团、国机集团、兵器工业、兵器装备、中国国新、中核建设、中国一重8家央企在相关的优势领域实现联合协作。   其中,中航工业和保利集团达成了重组合作协议,将房地产业务全部划转到保利集团;中航工业与国机集团所属中国二重,达成重组整合协议,共同发展八万吨模锻压机项目;中核建设与中国一重达成业务合作协议,在高温气冷堆主设备制造领域开展全面合作;兵器工业、兵器装备、中国国新就北方公司股权重组达成一致意见,推进建立现代企业制度,做强做优北方公司。   9月7日晚间,中航工业旗下两家H股公司中航国际控股和中国航空工业国际(00232.HK)在港交所发布公告称,9月6日,中国航空工业集团与保利集团就保利集团收购中航工业所属房地产开发业务和资产达成初步合作意向。   “近期,央企改革相关顶层政策和事件密集推进,表明试点央企改革正加速落地。”9月8日,广发证券首席策略分析师陈杰表示,“从改革的方向来看,围绕‘做强、做优、做大’的主线深化央企改革是必然趋势。”   外部并购超预期   不过,在一位资深业内人士看来,原来市场目光都聚焦在保利集团内部的整合上,这次集团并购中航工业旗下地产业务可以说超出了市场预期。   “主要原因是保利集团一直承诺在2018 年前解决集团下保利地产与保利置业的同业竞争问题。但没料到的是,外部整合反而先行了。”该人士直言。   作为资产置出方,中航工业是由中央管理的国有特大型企业。其中,中航工业直管的中航国际则投资了地产与酒店业务,拥有中航地产、中航国际瑞赛、中航万科、中航里程、天虹商场等产业。   不过,与集团巨大体量资产相比,中航地产资产规模相对微小。其半年报显示,公司实现营业收入27.15 亿元,完成净利润仅336.22万元。若按公司停牌前收盘价8.56元计算,其总市值不到60亿元,为57.1亿元。   中航国际控股公告表明,公司初步考虑将集团从事国内地产开发业务的附属公司股权以及部分联营或合营企业的股权出售(其中所持中航地产的股份不考虑出售)。   中国航空工业国际则表示,正初步考虑进行一系列业务与资产重组方案,包括收购一些待定资产与出售集团从事国内地产开发的业务。   中航地产亦发布了停牌进展公告称,目前公司本次重大资产重组各项工作正在推进中。   “中航工业非主业地产业务已形成年收入近 200 亿元、利润 20 亿元左右的产业规模, 此次地产业务整体剥离至保利集团体现了国家优化国有资本布局结构的战略意图。”前述业内资深人士说。“但无论是集团内部的整合预期还是与中航地产整合的推进,此轮国改中保利地产终将是受益标的。”   央企整合新路径   值得一提的是,国资委主任肖亚庆在9月6日的座谈会上表示,由于当前中央企业仍然集中在传统产业,主业不突出,行业分布过广,产业链过长,同质化经营等问题较为突出,下一步将加大力度推动中央企业的优化资源配置,增强国有经济整体功能和效率。   陈杰认为,在本轮国企改革大潮中,央企改革作为“ 领头羊” 一直走在改革前列,在国家意志和强力政策推动下,“自上而下”的政策支持使得资产整合等改革举措推进阻力较小,改革进度相对较快。此前,国务院已正式明确划分央企重组四大模式,即强强联合、专业化整合、企业内部资源整合、并购重组。   “央企重组预期今年6月以来再次发酵,从宝钢武钢重组、中航地产和保利地产重组、中国国旅并入港中旅、中国中纺并入中粮集团,到中国中铁与中铁二局重组,种种迹象预示着央企重组加速。” 陈杰说,“随着国资监管体制改革以及权力下放,决策效率会更加通畅,同时试点企业有望自主决策集团以及下属子公司的激励等市场化机制,将推动改革向着更高决策效率以及市场化体制迈进。”   “此次保利集团整合中航工业旗下地产资产就体现了专业化重组的思路。” 中信建投分析师陈慎表示,“作为国内地产央企龙头,保利地产具备强大的资源配置能力和话语权,具备巨大的资源整合空间。”   东兴证券分析师杨若木也称,通过此次地产业务专业化整合,中航工业有望聚焦主业发展。随着央企改革逐步推进,其他军工央企也有望逐步实现非主营业务剥离。   同样,此次在国资委牵头下,中航工业与国机集团就航空模锻业务开展合作、中国核建与中国一重就核电设备开展合作也能充分发挥央企上下游业务协同效应。   “按理说,军工央企属于国家战略资源,由于涉及国家安全,其在国企改革顺序中通常处于靠后位置。而此次军工央企联合协作已涉及专业化重组、上下游业务协同及体制改革(北方工业公司预计涉及部分体制机制改革)等国企改革诸多热点领域,此举或说明国家层面军工央企改革已列上日程表。” 杨若木认为。   陈杰预计,伴随试点企业的成功“示范效应”逐渐体现,未来改革试点的范围有望扩大至更多央企。 进入【新浪财经股吧】讨论相关的主题文章: