作者 | 粽子编辑 | 石景天在央企加速专业化整合的大背景下,中国五矿集团旗下两大上市平台几乎同时启动了方向相反、逻辑相通的重组。五矿地产选择私有化退市,五矿发展则通过资产置换将业务重心从贸易转向铁矿开采。两条路径殊途同归,勾勒出这家头部央企处置低效资产、重新配置资源的基本思路:前者源于三年累计亏损59亿港元、净负债率飙升至215.4%的财务压力;后者则因贸易业务毛利微薄、盈利波动大,而铁矿资产...
Source Link作者 | 粽子编辑 | 石景天在央企加速专业化整合的大背景下,中国五矿集团旗下两大上市平台几乎同时启动了方向相反、逻辑相通的重组。五矿地产选择私有化退市,五矿发展则通过资产置换将业务重心从贸易转向铁矿开采。两条路径殊途同归,勾勒出这家头部央企处置低效资产、重新配置资源的基本思路:前者源于三年累计亏损59亿港元、净负债率飙升至215.4%的财务压力;后者则因贸易业务毛利微薄、盈利波动大,而铁矿资产...
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