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中国建材与中国中材集团实施重组后,板块整合方面,集团控股上市公司有15家,其中境外上市公司3家。我们进行了深度思考,整合方案正在反复讨论和研究中。总体思路是,按照业务归核化原则,每个子公司都围绕核心业务形成一个大的产业、争取做到全球前三,打造专业化的中大型上市公司。同时要遵循资本市场逻辑和规律,通过多种方式整合同质化业务,提高资本运营与重组整合能力,实现上市公司价值最大化。同时,重组与改革工作将同步推进,四项改革试点实现齐头并进,兼并重组试点全面展开,混合所有制试点继续深化,职业经理人制度体系初步建立。积极探索市场化机制,努力在经营者、所有者和公司利益之间建立起正相关关系,集团所属中材电瓷入选国资委混合所有制企业员工持股试点,中材国际设置股票股权激励,非上市科技企业衢州金格兰开展分红权激励,均取得了重大进展。
中国中车:
重组后,为切实解决中车业务结构单一、新产业行业地位不突出、多家子公司业务重叠、重复投资重复建设、部分业务产能过剩等问题,按照国有资本投资公司的基本条件,研究制订《中车“十三五”业务重组总体规划》,为深度重组整合指明方向。重组以来,2016年,在国内机车、货车市场需求断崖式下滑的情况下,实现营业收入2331亿、利润总额164亿,分别比整合前增长3%和18%,经营效益实现“1+1>2”。2016年海外市场签约额比重组前翻了一番,境外资产、境外员工是重组前的近10倍。
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