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中国央企改革再进一步 能源领域投资巨头诞生

2017-08-29 09:55:41   国际在线

国际在线报道(记者 肖中仁):中国国务院国有资产监督管理委员会28日披露,经报国务院批准,国电集团与神华集团合并重组为国家能源投资集团。专家表示,神华和国电重组是强强联合,将有利于形成全产业链竞争优势,在国内外的竞争力和定价权将大幅提高。

中国国电集团是全球风电装机容量最大的公司,神华集团是全球最大的煤炭企业。两大集团重组的消息28号终于尘埃落定,将合并重组为成立国家能源投资集团。中国企业研究院首席研究员李锦表示,“神华和国电合并属于强强重组做大,重组后的总资产是1.8亿元,将是全国最大的发电集团,而且是世界装机容量排名第一的电力公司,有利于电力行业做大,增强竞争力。第二它是煤电重组,因为煤电联合已上升到国家战略,尤其是国家意识到新能源汽车的巨大需求,以及火力发电对环境的影响,这样一个具有长期战略意义的国有能源集团是国家再一次发展的关键,尤其是煤电一体化有利于企业稳定、投资和发展,同时减少重复投资与建设,行业整合提高效率。”

分析认为,当前中国的中央企业整合,其目的并非是单纯减少企业数量,而是要减少同业竞争,提高企业效率,打造国际领先的企业集团。国电和神华重组,正是基于这一思路展开。

据了解,新成立的国家能源投资集团业务将涵盖煤炭开采与销售、发电与热力生产、港口铁路航运、金融、节能与装备制造等领域,横跨多个行业门类,在国内外的竞争力和定价权都将大幅提高。

在李锦看来,煤电行业重组还具有示范意义,“重组以后不是一个句号,而是逗号。下一步国企重组还有许多问题要解决,首先产业链条的重组,要找到要最佳的方式和利益平衡点,重组的效益才能达到。第二不是摊大饼做大,同时对资源整合,对机构压缩还是下一步重组的重要内容。”

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