在全球经济不确定性加大的背景下,央企如何穿越周期、重塑增长逻辑,正成为资本市场关注的核心议题。近期,中国中冶披露的重大资产交易方案,给出了一个具有代表性的答案。主动做“减法”,实为战略升级表面来看,中国中冶此次一次性剥离地产及部分资源开发业务,属于典型的“资产收缩”;但从更长周期审视,这一决策更接近一次主动的战略升级。相关业务板块中,房地产受行业深度调整影响,盈利修复存在较大不确定性;部分境外资源...
Source Link在全球经济不确定性加大的背景下,央企如何穿越周期、重塑增长逻辑,正成为资本市场关注的核心议题。近期,中国中冶披露的重大资产交易方案,给出了一个具有代表性的答案。主动做“减法”,实为战略升级表面来看,中国中冶此次一次性剥离地产及部分资源开发业务,属于典型的“资产收缩”;但从更长周期审视,这一决策更接近一次主动的战略升级。相关业务板块中,房地产受行业深度调整影响,盈利修复存在较大不确定性;部分境外资源...
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