Original title: Dalian State-owned Assets and State-owned Enterprise Reform Accelerates the Promotion of Five Listed Companies to Disclose State-Owned Equity will be Transferred
Source: Securities Daily
Our reporter Li Yong
In the year when the three-year reform of state-owned enterprises came to an end, the reform of state-owned assets and state-owned enterprises in Dalian is quietly accelerating.
recently,ST Zhangzidao、ST Thermoelectric、iceberg hot and cold、Dalian Heavy IndustryandTile shaft BFive other Dalian listed companies have successively disclosed announcements, according to the “Overall Implementation Plan for Promoting the Strategic Layout Optimization of Municipal State-owned Enterprises” (hereinafter referred to as the “Layout Optimization Implementation Plan”) and “About 4 companies including Dalian Equipment Investment Group Co., Ltd.” Notice of the Company’s State-owned Equity Transfer to Dalian State-owned Capital Management and Operation Co., Ltd. for free” (hereinafter referred to as the “Equity Transfer Notice”), the relevant state-owned shareholders of these companies will be transferred.
In this regard, Li Pengyan, founder of New Hot Wealth, said in an interview with a reporter from “Securities Daily” that this reflects that Dalian is promoting the reform of state-owned assets and state-owned enterprises. Planning for better future development.
Optimized implementation plans continue to land
On May 10 this year, Dalian held a work conference on deepening the reform of state-owned assets and state-owned enterprises. The meeting informed the progress of the three-year comprehensive reform of state-owned assets and state-owned enterprises in Dalian and the “Implementation Plan for Layout Optimization”. According to the plan, Dalian will form 9 enterprise groups around agriculture and fishery, cultural tourism, sports, urban construction, heavy industry equipment, public transportation construction, clean energy, health care, technology and other industries, and at the same time around state-owned capital management and financial capital investment Form 2 operating companies.
The Dalian State-owned Capital Management and Operation Co., Ltd. (hereinafter referred to as the “state-owned operation company”) involved in the equity transfer mentioned in the announcements of several companies is one of the two professional operation companies mentioned in the plan.
The reporter noticed that the state-owned operating company currently holds four domestic listed companies, namely ST Zhangzidao, Wazhou B, Dalian Heavy Industry, and ST Thermal Power.Dashang sharesTwo domestic listed companies also hold more than 5% of the shares. At present, in addition to Dashang shares, the remaining five listed companies have announced that their relevant shareholders’ shareholding structure will change.
According to the announcement, ST Zhangzidao’s indirect controlling shareholder Dalian State-owned Resources Investment Group Co., Ltd. (hereinafter referred to as “Dalian Resources Group”) holds 81.65% of the shares, as well as Bingshan Cold and Heat, Wazhou B, Dalian Heavy Industry, and ST Thermoelectricity, the common indirect shareholders of Dalian. 100% of the equity of Equipment Investment Group Co., Ltd. (hereinafter referred to as “Equipment Group”) will be transferred to the state-owned operating company free of charge.
Li Pengyan believes that this equity transfer is a comprehensive sorting and integration of Dalian State-owned assets for its assets, which will help to further streamline and optimize the structure and improve operational efficiency.
According to public information, there are 7 domestic listed companies in which Dalian’s state-owned capital currently holds and holds more than 5% of the shares. Not only is the number relatively small, but the market value of the companies is generally small. There is no company with a market value of over 10 billion yuan. As of the close on June 30, among the 7 companies, Dalian Heavy Industry has the highest market value of 8.44 billion yuan, Dashang shares and Bingshan Lenghe have relatively high market values of 5.258 billion yuan and 3.845 billion yuan respectively, ST Zhangzidao, ST thermoelectric,Dalian ShengyaThe market value of 2.51 billion yuan, 2.181 billion yuan and 2.049 billion yuan, respectively, the market value of tile B is only 1.361 billion Hong Kong dollars.
Yuan Shuai, deputy secretary-general of the Rural Revitalization and Construction Committee, said in an interview with a reporter from Securities Daily that mergers and acquisitions involving state-owned enterprises may become normalized in the future, with changes in market demand, industrial structure adjustments, changes in the development strategies of local SASACs, and corporate development. Changes in capabilities may lead to mergers and acquisitions.
The reform of state-owned assets and state-owned enterprises continues to deepen
In fact, before the five companies announced the change of state-owned shareholders’ equity transfer at the same time, the reform of state-owned assets and state-owned enterprises in Dalian had already been carried out frequently this year.
At the end of March this year, Dalian Salt Chemical Group Co., Ltd., a subsidiary of Dalian State-owned Assets Supervision and Administration Commission, successfully won 15.46% of ST Zhangzidao’s controlling stake through judicial auction, and Dalian State-owned Assets Holdings Listed company also added a new member. In mid-April, Dalian Thermal Power (now “ST Thermal Power”) disclosed that it intends to cooperate withHengli PetrochemicalIts subsidiary Kanghui New Materials was reorganized, but later because Dalian Thermal Power had the problem of capital occupation by major shareholders, it could not continue to advance.
At the performance briefing held a few days ago, ST Thermoelectricity responded to the relevant restructuring questions raised by investors, saying that using asset restructuring to achieve transformation and upgrading is an effective way to improve the quality of listed companies, which is in line with the local strategy of adjusting the industrial layout and developing the real economy. Planning and deployment are also conducive to the sustainable development of the company.
The reporter noticed that the “Implementation Plan for Layout Optimization” is an important task target guide for Dalian’s future deepening of the reform of state-owned assets and state-owned enterprises. The planned 9 enterprise groups are currently in full swing.
According to the announcement of ST Zhangzidao, Dalian City has agreed to the formation plan of the Agriculture and Fisheries Group, and the Dalian Resources Group will be reorganized and renamed the Agriculture and Fisheries Group. The remaining 18.35% stake in Dalian Resources Group was also transferred to the state-owned operating company.
The controlling shareholder disclosed by ST Thermoelectricity intends to reorganize and change its name. The announcement shows that the company’s controlling shareholder Dalian Thermoelectricity Group Co., Ltd. will reorganize and change its name to Clean Energy Group. After the conditions are met, the equity of Dalian Thermal Power Group held by the Equipment Group and Dalian City Investment Holding Group Co., Ltd. will be directly transferred to the state-owned operating company.
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Responsible editor: Wang Meng