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国家能投受热捧:中国神华、国电电力复牌双双涨停

2017-09-01 09:56:18   央广网

神华集团和国电集团合并一事落地后,停牌近3个月的中国神华(601088)和国电电力(600795)在9月1日迎来复牌。复牌后两家公司双双涨停,中国神华股价涨幅达9.99%,至21.25元/股,国电电力涨幅10.03%,至3.84元/股。

8月28日下午,经报国务院批准,中国国电集团公司(下称“国电集团”)与神华集团有限责任公司(下称“神华集团”)合并重组为国家能源投资集团有限责任公司(下称国家能投)。当天晚间,国电电力和中国神华还公告称,神华集团更名为国家能投,作为重组后的母公司,吸收合并国电集团。

截至2016年12月底,国电集团资产总额达到8031亿元。根据神华官方披露的最新数据,截至2017年4月底,神华集团总资产达10143亿元,突破万亿元,较1995年神华集团成立之时增加了10032亿元,增长91倍;2016年营业收入2479亿元,实现利润361亿元,分别较1995年增长了354倍和516倍。两家公司总资产超1.8万亿元。

上述国家能投的资产规模,在能源央企中仅次于中石油(4.10万亿元)、国家电网公司(3.56万亿元)和中石化(2.17万亿元)(以截至今年一季度的财报数据计),电力总装机容量位居全国第一。按照神华和国电两大集团目前的业务范围,合并后的国家能源投资集团将涵盖煤炭开采与销售、发电与热力生产、港口铁路航运、煤化工、金融、节能与装备制造等业务,横跨多个行业门类。可以预想,未来国家能投将成为拥有煤炭、火电、风电及煤制油煤化工四大世界一流的平台。

8月29日,国电电力也公告称,拟与中国神华以相关火电公司股权及资产共同组建合资公司,国电电力拥有合资公司控股权。国电电力出资的标的资产的作价合计约为373.73亿元,中国神华出资的标的资产作价合计约为292.74亿元。两家公司出资的标的资产作价共计666.47亿元

神华方面也表示,交易完成后,合资公司在火电业务上将形成更为专业化的平台管理,其在建及在运装机容量将超过7800万千瓦,合资公司势必也将成为火电企业中的主力军。2016年开始,发改委、能源局多次提示煤电行业产能过剩风险,逐步明确去产能方向与措施。在煤电去产能的大势下,此次“化散为整”的合资公司,对于两家上市公司及集团重组后的国家能源投资集团而言,将化解上市公司原本存在的煤电产能过剩的风险,提高煤电行业效率,同时更好地发展清洁能源,进一步深化火电供给侧改革。

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