From steel to power transmission equipment, from rare earth to logistics... Since the second half of the year, the reorganization and integration of central enterprises has driven into the fast lane. Following the recent listing of China Electric Equipment Group in Shanghai, the reporter of China Securities Journal learned that new actions are brewing in the reorganization of the logistics sector of central enterprises. A modern logistics group will be established on the basis of China tiewu and China Chengtong logistics sector enterprises to build a comprehensive logistics national team. China Logistics Group, the "aircraft carrier" of logistics, is ready to launch.
Song Xiangqing, vice president of the Government Management Research Institute of Beijing Normal University and director of the industrial economy research center, believes that in the future, the reorganization of central enterprises will focus on the field of power transmission and distribution equipment, modern logistics, strategic resources, grain reserve processing and marine engineering equipment, and strive to optimize the industrial and regional layout of central enterprises. At the same time, it is expected to actively cultivate and timely establish new central enterprise groups in strategic emerging industries such as new energy, renewable energy and new materials, so as to accumulate new energy for manufacturing power and high-quality development.
China Logistics Group is ready to come out
According to the official website of China tiewu, on September 16, Liao Jiasheng, general manager and Deputy Secretary of the Party committee of China tiewu, revealed that in the supply side structural reform, the logistics industry has shortcomings such as "scattered and small" and "high proportion" during the central enterprise assistance work conference and the Conference on state-owned central enterprises helping Tibet's high-quality development, SASAC of the State Council has decided to promote the professional integration of logistics business of central enterprises, establish a modern logistics group based on China tiewu and China Chengtong logistics enterprises, build a comprehensive logistics national team, and strive to optimize the layout of storage network and improve the modern logistics system.
On September 11, when Liao Jiasheng met with Liu Yakang, deputy secretary of Shihezi municipal Party committee, division commander and mayor of Shihezi, the eighth division of Xinjiang production and Construction Corps in Shihezi, Xinjiang, he introduced the historical evolution, business sector and material supply of China's iron, as well as the strategic thinking and arrangement of the establishment of China Logistics Group (Preparatory) by the SASAC of the State Council.
On March 19 this year, Huamao logistics and China Reserve announced that the company received a notice from China Chengtong that China Chengtong is planning logistics business integration with China Railway Materials Group Co., Ltd. the relevant scheme has not been determined, and it needs to be approved by the relevant competent authorities after the scheme is determined.
Song Xiangqing said that the trend of specialized reorganization of the logistics industry is still to concentrate state-owned capital on advantageous enterprises and main enterprises. In the future, warehousing service providers with warehouse resources are expected to integrate warehousing business, peel off non warehousing business, and build China's largest warehousing and logistics enterprise group, making it one of the world's largest warehousing and logistics enterprises. The logistics enterprises of central enterprises supported by logistics trade are expected to restructure and integrate based on the logistics of bulk means of production, establish a national logistics trade group and build a new generation of bulk commodity supply chain. The cross-border logistics service providers focusing on freight forwarders and cross-border logistics services will realize the organic integration of network freight and platform economy by establishing a digital supply chain, and gradually change their business to an integrated platform integrating engineering logistics, bulk commodity logistics and consumer goods logistics.
China Electric Equipment Group established
The reorganization of central enterprises in the field of transmission and distribution equipment has been settled.
On September 25, the state owned assets supervision and Administration Commission of the State Council announced that with the approval of the State Council, China electric equipment group was established, and the state owned assets supervision and Administration Commission of the State Council performed the duties of investor on behalf of the State Council, which was included in the list of enterprises that the state owned assets supervision and Administration Commission of the State Council performed the duties of investor. Related enterprises affiliated to State Grid Corporation of China and China XD Group are included in China Electrical Equipment Group as a whole. On the same day, China electric equipment group was inaugurated and established in Shanghai.
China electric equipment group is formed by the reorganization and integration of China XD Group and XJ Group, Pinggao group, Shandong Electric Group, nanruihengchi, nanruitaishida and Chongqing Borui under the State Grid Corporation of China. Tianyancha data show that China Electrical Equipment Group is registered in Jing'an District, Shanghai. From the perspective of ownership structure, SASAC of the State Council holds 66.67%, China Guoxin Holding Co., Ltd. holds 16.67%, and China Chengtong Holding Group Co., Ltd. holds 16.67%. In terms of personnel, Bai Zhongquan was appointed party secretary and chairman of China electric equipment group; Zhou Qun served as Deputy Secretary of the Party committee, director and general manager of the group. The strategic goal put forward by China Electrical Equipment Group is to initially build a smart electrical equipment group with first-class core technology, first-class business strength, first-class product service, first-class corporate governance, first-class talent team and first-class brand value by 2025. By 2035, a world-class intelligent electrical equipment group will be fully established, the global industrial layout will be completed, and the advantages of world-class advanced manufacturing clusters will be fully formed, becoming an important force to support China's energy and power to achieve the goal of carbon peak, carbon neutralization and clean and low-carbon transformation of energy. The group also defined the overall layout of "smart electricity, system services and efficient energy".
Bai Zhongquan said that China Electric Equipment Group will be headquartered in Shanghai and will give full play to the driving function of the headquarters: first, international business will consider developing in Shanghai; Second, product R & D will be inclined to Shanghai, the original traditional part will maintain the status quo, and the digital and intelligent part, especially the cross-border connection part, will focus on Shanghai; Third, Shanghai itself is a financial center. It will focus on making good use of the capital market to develop and expand itself, and actively cultivate new listed companies on the basis of the current four listed companies.
The reorganization of central enterprises in the rare earth field is ready to go
On the evening of September 23, Minmetals rare earth announced that it had received a notice from China Minmetals Group Co., Ltd. that Chinalco, China Minmetals Group Co., Ltd. and Ganzhou Municipal People's government were planning the strategic reorganization of relevant rare earth assets.
Chen Li, chief economist of Chuancai securities, believes that Nanfang rare earth, Minmetals rare earth and Chinalco are members of the six rare earth groups established with the approval of the State Council, and their resource exploitation rights, market share and business distribution are in a leading position in the market. Among them, Nanfang rare earth group accounts for 67% of the mining warrants of ionic rare earths in the south of China, and controls more than half of the quota production of ionic rare earths and rare earth oxides in the country, ranking first in the south market; Minmetals rare earth is one of the largest southern ionic rare earth separation and processing enterprises in China, and many process technologies of the company are at the world leading level; China rare earth Co., Ltd., a subsidiary of Chinalco, is a comprehensive rare earth enterprise group spanning seven provinces. If the reorganization is successful, the company will have 70% of China's annual mining volume of heavy rare earths and nearly 40% of light rare earths, and the national and even global rare earth giant is expected to be born.
According to the Research Report of Societe Generale Securities, the reorganization combined two central enterprises - Chinalco group and China Minmetals Group, realized the strong combination at the level of central enterprises, and realized the integration of medium and heavy rare earth resources in Guangxi, Hunan and Jiangsu and light rare earth resources in Sichuan and Shandong; This time, it joined hands with Ganzhou municipal government to realize the integration in the key rare earth towns of Zhongzhong. If more than 80% of medium and heavy rare earths are basically integrated according to the rare earth quota, the bargaining power of domestic rare earth resources will be further improved.
Liu Xingguo, researcher of the research department of the China Enterprise Federation, said that rare earth is a very important strategic resource. There are a large number of domestic enterprises engaged in rare earth mining and rough processing, the market is highly dispersed, and the competition is very irregular, which seriously affects the normal development of enterprises and industries. It has become an urgent requirement for the healthy development of rare earth industry to promote M & A and reorganization of rare earth industry, accelerate the formation of industry leading enterprises and significantly improve industrial concentration. The rare earth assets reorganization will continue to optimize the market competition pattern and benefit the long-term development of the rare earth industry.