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千亿基金加速第三批混改名单出炉 民企已打起算盘

2017-09-16 07:01:42   中国经济网

作为中国盐行业中的唯一中央企业和唯一全国性企业,中盐公司是中国盐行业龙头企业,同时也是亚洲最大、世界第二的盐业企业和国内重要化工企业。

虽然其入围发改委的子企业名称及相关改革细则尚不清楚,但一名曾与中盐公司洽谈过投资业务的人士表示,从母公司的角度来看,中盐公司母公司层面正在讨论股份制改造。大体的改革思路包括“想在母公司层面变成多元股东,改变以往国资委一家持股的局面,通过多重资本的力量,来推动央企母公司层面的股份制改造完成”。

“不过具体将吸引哪家央企,或者哪家基金进入参与推动股改,这还是未知数”,上述曾与中盐公司洽谈过投资业务的人士认为,中盐公司母公司层面的股份制改革,也将反过来推动其他子企业混改。

一名国资研究者建言,从行业上分析,如果中盐公司的相关子企业推进混改,可以多从企业本身的结构调整上着力,使其成为灵活的市场主体,未来需加快解决盐业行业散乱发展的现状,通过混改进一步推动行业内部的兼并重组。

国务院发展研究中心企业研究所副所长袁东明曾对经济观察报表示,从改革的可行性角度分析,目前发改委牵头审批的混改试点,还是从比较容易的地方入手先行改革,比如按要求推进增量混改,再比如上市公司进一步深化混改难度。

助跑

对于即将推行混改的企业来说,新加入的股东是改革能够顺利进行的重要助推器。

以电力行业中市场化程度较高的华能资本为例,经济观察报获悉,目前该企业正在重点探索产业+资本,即产融集合的模式来推动混改。

一名曾与华能资本有过接触的企业负责人表示,如果华能资本的混改能够落地,那么对于以后企业在行业内的转型发展,及市场化体制机制改革都将起到不错的示范作用。

除了央企自身的发力,一项高规格的、专门针对未来央企混改推动的基金,正在筹划之中。初步估算,这项基金的规模至少在千亿级别以上。

与此前为推动国企国资改革而成立的一些基金不同,上述千亿级别的混改基金,股东不再局限于以中央企业和地方国有企业为主,而将有很大可能倾向选择民营资本,例如一家具有深厚金融、房地产等业务背景,且具有不容忽视市场影响力的民营跨国企业,便对此专项混改基金表达出浓厚的兴趣。除此以外,个别BAT互联网巨头也在密切关注这只混改基金。

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