《證(zheng)券日報》記者梳理發(fa)現,自國家(jia)發(fa)改(gai)委明(ming)確要在電力、石油、天然氣、鐵路、民(min)航、電信、軍工(gong)等領域推(tui)進(jin)(jin)混合所有制改(gai)革(ge)以來(lai),央企(qi)層面已在前兩批19家(jia)試點企(qi)業的(de)(de)基礎上,正在推(tui)出(chu)第三批混改(gai)試點。而按照(zhao)國家(jia)發(fa)改(gai)委給出(chu)的(de)(de)時間表,預(yu)計(ji)央企(qi)混合所有制改(gai)革(ge)將(jiang)在今(jin)年四季度進(jin)(jin)入實施階段,未來(lai)兩個月各央企(qi)改(gai)革(ge)或將(jiang)密集出(chu)臺,重點完成國有資(zi)(zi)本(ben)與(yu)民(min)間資(zi)(zi)本(ben)、社會(hui)資(zi)(zi)本(ben)的(de)(de)混合。
多(duo)位業(ye)內(nei)專家表示,在中國聯(lian)通混(hun)改催化以及政策支持下,下半年央企混(hun)改將繼續提速。
整體來(lai)看,隨著(zhu)央企(qi)混(hun)(hun)改(gai)(gai)試點的逐步披(pi)露,改(gai)(gai)革也(ye)正(zheng)式(shi)進入(ru)實施期(qi)(qi)。如在(zai)民(min)航(hang)(hang)領(ling)域(yu)(yu),東航(hang)(hang)打(da)響混(hun)(hun)改(gai)(gai)“第(di)一槍”。6月19日(ri),東航(hang)(hang)集團與(yu)聯想(xiang)控(kong)股等四家投(tou)(tou)資者以及(ji)東航(hang)(hang)物流核(he)心員(yuan)工持(chi)股層代表,在(zai)上海正(zheng)式(shi)簽署增資協議、股東協議和公(gong)(gong)(gong)司(si)(si)章程(cheng),標志著(zhu)國(guo)家首批推進的七大(da)領(ling)域(yu)(yu)混(hun)(hun)合所(suo)(suo)有制改(gai)(gai)革試點示范正(zheng)式(shi)在(zai)民(min)航(hang)(hang)領(ling)域(yu)(yu)落地。同(tong)時,中(zhong)(zhong)國(guo)國(guo)航(hang)(hang)母公(gong)(gong)(gong)司(si)(si)中(zhong)(zhong)航(hang)(hang)集團也(ye)正(zheng)在(zai)著(zhu)手(shou)啟(qi)動航(hang)(hang)空貨運物流混(hun)(hun)改(gai)(gai);電信領(ling)域(yu)(yu),備受矚目的中(zhong)(zhong)國(guo)聯通(tong)(tong)混(hun)(hun)改(gai)(gai)方案亮相。混(hun)(hun)改(gai)(gai)后(hou),聯通(tong)(tong)A股公(gong)(gong)(gong)司(si)(si)股權結構(gou)為聯通(tong)(tong)集團公(gong)(gong)(gong)司(si)(si)36.7%、戰略投(tou)(tou)資者35.2%、員(yuan)工股權激勵2.7%,公(gong)(gong)(gong)眾股東25.4%。鐵(tie)(tie)(tie)路領(ling)域(yu)(yu),中(zhong)(zhong)國(guo)鐵(tie)(tie)(tie)路總公(gong)(gong)(gong)司(si)(si)的混(hun)(hun)合所(suo)(suo)有制改(gai)(gai)革也(ye)在(zai)有序實施。近期(qi)(qi),鐵(tie)(tie)(tie)路總公(gong)(gong)(gong)司(si)(si)還分別向阿(a)里、騰訊、一汽集團等發出了參與(yu)鐵(tie)(tie)(tie)路總公(gong)(gong)(gong)司(si)(si)混(hun)(hun)改(gai)(gai)的邀請(qing)。
展望(wang)下半年(nian)(nian)年(nian)(nian),天風證(zheng)券一位分(fen)析師認為,鐵(tie)路(lu)(lu)(lu)板塊改革(ge)空間(jian)較(jiao)大(da),且經(jing)營(ying)與政策(ce)(ce)兩方面存在改革(ge)訴求。從經(jing)營(ying)層面看(kan),鐵(tie)總過去幾年(nian)(nian)主要依靠四季度的(de)(de)盈利(主要來自于補(bu)貼(tie))完成全年(nian)(nian)扭虧,存在較(jiao)大(da)盈利壓(ya)力(li)(li)。從現(xian)金流看(kan),每年(nian)(nian)的(de)(de)還本(ben)付息與投資壓(ya)力(li)(li)巨大(da),在短期(qi)鐵(tie)路(lu)(lu)(lu)網絡加深(shen)加密的(de)(de)前提(ti)下,鐵(tie)總在收入上(shang)有開源的(de)(de)需(xu)求。從政策(ce)(ce)看(kan),2016年(nian)(nian)以來進入了鐵(tie)路(lu)(lu)(lu)改革(ge)加速期(qi)。2017年(nian)(nian)年(nian)(nian)初的(de)(de)中央經(jing)濟工作(zuo)會議首次(ci)明確將鐵(tie)路(lu)(lu)(lu)列入幾項混改領域,為全年(nian)(nian)的(de)(de)改革(ge)步伐定調。與此同時,普客(ke)成本(ben)監審、高鐵(tie)提(ti)價、土地掛牌等動作(zuo)頻(pin)頻(pin),2017年(nian)(nian)將是鐵(tie)路(lu)(lu)(lu)領域改革(ge)大(da)年(nian)(nian)。
值得(de)關(guan)注的(de)是(shi),作為混(hun)改(gai)的(de)七大重要(yao)領域(yu)之一,油(you)(you)(you)氣(qi)(qi)領域(yu)混(hun)改(gai)進程同(tong)樣備受關(guan)注。方正證券首席經濟學(xue)家任澤平(ping)告訴(su)《證券日報》記者,新一輪(lun)油(you)(you)(you)氣(qi)(qi)改(gai)革(ge)將(jiang)打破油(you)(you)(you)氣(qi)(qi)產業鏈的(de)原油(you)(you)(you)格局(ju),預計油(you)(you)(you)氣(qi)(qi)領域(yu)將(jiang)是(shi)第三(san)批混(hun)改(gai)試(shi)(shi)點(dian)的(de)重心。三(san)桶油(you)(you)(you)自主(zhu)改(gai)革(ge)積極推進,進入第三(san)批混(hun)改(gai)試(shi)(shi)點(dian)名(ming)單(dan)概(gai)率大。
中(zhong)(zhong)(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)(wang)聲明:凡本(ben)網(wang)(wang)注(zhu)明“來(lai)源(yuan):中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)證(zheng)(zheng)(zheng)(zheng)(zheng)券(quan)報(bao)·中(zhong)(zhong)(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)(wang)”的(de)所有作品(pin)(pin),版權(quan)均屬于(yu)中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)證(zheng)(zheng)(zheng)(zheng)(zheng)券(quan)報(bao)、中(zhong)(zhong)(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)(wang)。中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)證(zheng)(zheng)(zheng)(zheng)(zheng)券(quan)報(bao)·中(zhong)(zhong)(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)(wang)與作品(pin)(pin)作者聯合聲明,任何組織(zhi)未(wei)經中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)證(zheng)(zheng)(zheng)(zheng)(zheng)券(quan)報(bao)、中(zhong)(zhong)(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)(wang)以及作者書面授(shou)權(quan)不得(de)轉(zhuan)(zhuan)載(zai)、摘編或利(li)用(yong)其(qi)它(ta)方式使用(yong)上(shang)述作品(pin)(pin)。凡本(ben)網(wang)(wang)注(zhu)明來(lai)源(yuan)非中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)證(zheng)(zheng)(zheng)(zheng)(zheng)券(quan)報(bao)·中(zhong)(zhong)(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)(wang)的(de)作品(pin)(pin),均轉(zhuan)(zhuan)載(zai)自(zi)其(qi)它(ta)媒體,轉(zhuan)(zhuan)載(zai)目的(de)在于(yu)更(geng)好服務讀(du)者、傳遞信息(xi)之需,并不代表本(ben)網(wang)(wang)贊(zan)同其(qi)觀(guan)點(dian),本(ben)網(wang)(wang)亦不對其(qi)真實性負(fu)責,持異(yi)議者應與原出處單位主張權(quan)利(li)。
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