【招商证券林喜鹏】央国企动态系列报告之45——中国神华启动大规模资产重组,新央企组建加速整合产业资源

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Aug 11, 2025

感谢各位对招商研究的关注!核心观点:2025年8月4日,中国神华发布停牌公告拟收购控股股东国家能源集团旗下13家企业,截至目前,仍有40余家上市央企存在同业竞争预期。除此之外,2025年新央企集团组建加速,通过成立新央企集团整合和优化资源配置。中国神华拟收购13家企业解决同业竞争问题,深化产业整合进一步凸显龙头效应,强化能源安全保障。2025年8月4日,中国神华发布重大资产重组停牌公告,公司拟通过...

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