受益于國企改革(ge)預期，上海(hai)老(lao)牌地產開發企業中華企業三(san)季(ji)度(du)帶動兩(liang)撥二級市場行情(qing)。近(jin)期，公(gong)司又更(geng)新古北國際財富中心(xin)（一(yi)期）物(wu)業相關(guan)項(xiang)目資(zi)產信息：披露發布關(guan)于上海(hai)銳思資(zi)產管(guan)理有限公(gong)司100%股權轉讓的進展公(gong)告。

　　該(gai)公(gong)(gong)(gong)(gong)(gong)告稱(cheng)，中華企(qi)業股(gu)份有(you)限(xian)公(gong)(gong)(gong)(gong)(gong)司(si)(si)通過上(shang)海(hai)聯合(he)產(chan)權交易所公(gong)(gong)(gong)(gong)(gong)開掛牌轉讓(rang)控股(gu)子公(gong)(gong)(gong)(gong)(gong)司(si)(si)上(shang)海(hai)古北(bei)（集(ji)(ji)團）有(you)限(xian)公(gong)(gong)(gong)(gong)(gong)司(si)(si)所持上(shang)海(hai)銳思資產(chan)管(guan)理(li)有(you)限(xian)公(gong)(gong)(gong)(gong)(gong)司(si)(si)100%股(gu)權，經過公(gong)(gong)(gong)(gong)(gong)開掛牌，沈陽首(shou)(shou)源投資管(guan)理(li)有(you)限(xian)公(gong)(gong)(gong)(gong)(gong)司(si)(si)成為本次股(gu)權受讓(rang)方。上(shang)海(hai)古北(bei)（集(ji)(ji)團）有(you)限(xian)公(gong)(gong)(gong)(gong)(gong)司(si)(si)與沈陽首(shou)(shou)源投資管(guan)理(li)有(you)限(xian)公(gong)(gong)(gong)(gong)(gong)司(si)(si)于 2013 年(nian)12月31日簽(qian)署《產(chan)權交易合(he)同》，轉讓(rang)價格146,449.5647萬元(yuan)。

　　收益或將計入來年財報

　　關于(yu)資產是否(fou)將(jiang)計(ji)(ji)入2013年(nian)公司業績(ji)問題，記者(zhe)采訪了公司相關知情人士。其表(biao)示，本次出售完成后，產生的收益部分或將(jiang)計(ji)(ji)入新一(yi)年(nian)度的報(bao)表(biao)，不會計(ji)(ji)入2013年(nian)會計(ji)(ji)報(bao)表(biao)。

　　據悉(xi)，該項(xiang)現金(jin)流將進一步優(you)化資(zi)產結構，為公(gong)司后(hou)續(xu)發展儲備資(zi)金(jin)。

　　根據(ju)此前(qian)公(gong)(gong)(gong)告內(nei)容顯示：2012 年末公(gong)(gong)(gong)司古北(bei)國(guo)際(ji)財富中心(xin)（二期）落成(cheng)并運(yun)營，加(jia)上(shang)已在(zai)經營出(chu)(chu)租的(de)物(wu)業，公(gong)(gong)(gong)司出(chu)(chu)租經營面積大幅增長，已達 21.17 萬平方(fang)(fang)米，同比(bi) 2011 年末上(shang)升 92%，通過轉讓上(shang)海(hai)銳思(si)資(zi)產(chan)管理有(you)(you)限公(gong)(gong)(gong)司 100%股權的(de)方(fang)(fang)式出(chu)(chu)售(shou)古北(bei)國(guo)際(ji)財富中心(xin)（一期）及其車位等(deng)物(wu)業，將有(you)(you)利于保持投資(zi)開發與出(chu)(chu)租經營資(zi)產(chan)的(de)合理配置(zhi)，優(you)化公(gong)(gong)(gong)司資(zi)產(chan)結構；同時，提高資(zi)金使(shi)用效率(lv)，為公(gong)(gong)(gong)司后續發展(zhan)儲備資(zi)金。

　　海通證券近期給予增持評級

　　記者注意到，上(shang)周末，海通(tong)證券發布關于(yu)公(gong)司研報(bao)，給(gei)予增持(chi)評級(ji)。報(bao)告指出，收益(yi)崇明“土(tu)改”，上(shang)海國資改革加速公(gong)司成長突破，公(gong)司后市提升(sheng)空間大。

　　報(bao)告(gao)進一步指出：公(gong)司基本面(mian)(mian)向好(hao)。今(jin)(jin)年(nian)(nian)(nian)上(shang)半年(nian)(nian)(nian)，公(gong)司實現銷售回籠(long)資金(jin)32億(yi)元，同比增(zeng)88.4%。今(jin)(jin)年(nian)(nian)(nian)三(san)季度末，公(gong)司預(yu)(yu)收(shou)(shou)款40.7億(yi)元，是(shi)上(shang)年(nian)(nian)(nian)營(ying)收(shou)(shou)的(de)1.13倍。但是(shi)，公(gong)司與(yu)上(shang)海乃至全(quan)國(guo)優秀(xiu)房企(qi)還是(shi)有(you)相當差(cha)距。這與(yu)公(gong)司多年(nian)(nian)(nian)來未能解決與(yu)集團的(de)同業(ye)競爭(zheng)、以(yi)及融資受(shou)限(xian)有(you)關(guan)。上(shang)海國(guo)資改(gai)(gai)革有(you)利公(gong)司突(tu)破(po)成(cheng)長瓶頸。十八屆三(san)中全(quan)會后上(shang)海國(guo)資改(gai)(gai)革強力推進，在引資優化治理(li)、激勵機制突(tu)破(po)、國(guo)有(you)資產證券(quan)化等方面(mian)(mian)存(cun)在突(tu)破(po)預(yu)(yu)期。

　　此(ci)外，海(hai)通(tong)證(zheng)券給出公(gong)司(si)三大正面預(yu)期：大股東旗下資(zi)產(chan)注入可能；激(ji)勵機制加快公(gong)司(si)成長；土改燃起公(gong)司(si)農用地價值提升預(yu)期。看(kan)好公(gong)司(si)未(wei)來發展。