Home » The reorganization of central enterprises accelerates: Putian merges into 15 listed companies including CLP Hikvision-Finance News

The reorganization of central enterprises accelerates: Putian merges into 15 listed companies including CLP Hikvision-Finance News

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Original title: Reorganization of central enterprises to speed up: Putian merged into CLPHikvisionWaiting for 15 listed companies “communication aircraft carrier” to sail soon

Following the Wuhan Academy of Posts and Telecommunications Research Institute, this year, two more telecommunications central enterprise giants will also merge, and the central enterprise communications aircraft carrier is about to set sail.

On June 23, the State-owned Assets Supervision and Administration Commission of the State Council announced that China Putian Information Industry Group Co., Ltd. (hereinafter referred to as “China Putian”) was merged into China Electronics Technology Group Co., Ltd. (hereinafter referred to as “China Electronics Technology”) after being approved by the State Council. Became its wholly-owned subsidiary. China Potevio will no longer directly supervise enterprises as the SASAC.

As the two domestic giants of central enterprises, the business scope of China Potevio and China Electronics Technology covers the communications industry and other related fields, and China Electronics Technology is considered to be the “national team” of the cybersecurity and informatization industry.

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On June 24, the day after the merger news appeared, Hikvision, a listed company under China Electronics Technology, soared 5.84%.Jesse TechnologyDaily limit (increased by 9.98%),Tianao ElectronicsRose more than 4%, China’s Potevio’sNing Communication BAt the daily limit, Chengdu Putian Cable rose 10.20%.

From the perspective of industry insiders, the reorganization of central enterprises is in line with the grand strategy of reform and development of state-owned enterprises. Concentrating resources to improve competitiveness is expected to benefit the industry chain of key investment sectors in the future.

  Two communications central enterprises start to merge

China Putian is a central enterprise managed by the State-owned Assets Supervision and Administration Commission of the State Council. Its predecessor originated from the former Bureau of Industry of the Ministry of Posts and Telecommunications and China Post and Telecommunications Industry Corporation. At the end of 2017, it was renamed China Putian Information Industry Group Co., Ltd. China Putian’s main business is telecommunications manufacturing, industry electronic information application, radio and television communications and informatization. Industrial manufacturing bases have been established in the Beijing-Tianjin-Hebei Economic Circle, the Yangtze River Delta, the Pearl River Delta and the central and western regions, and products and services are exported to more than 100 countries and regions including Africa, Latin America, Southeast Asia, Europe and the United States.

China Electric Power is an important state-owned backbone enterprise directly managed by the central government. It was established in 2002 on the basis of 46 electronic research institutes and 26 enterprises directly under the former Ministry of Information Industry. China Electronics Technology covers all fields of electronic information, has 46 national-level research institutes, 30 national-level key laboratories, research centers and innovation centers, and 8 national engineering technology centers. It also serves the modernization of national defense and supports the development of the digital economy.

It is understood that the two mergers involved a total of about 15 listed companies, and the total market value after the merger exceeded 640 billion yuan. Among them, the market value of Hikvision alone has approached 600 billion yuan.Among them, China Potevio’s listed companies includeDongfangtongletter,Eastcom Peace, Chengdu Putian Cable and Nanjing Putian Communication and other four listed companies, involving industries including mobile communication equipment, smart card products and cables.

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There are 11 listed companies under China Electronics Technology, includingGuorui Technology, Hikvision,Sichuang ElectronicsPhoenix Optics, Jesse Technology, East China Computer,Westone, Tianao Electronics,Tai Chi sharesChina Ceramics ElectronicsPower Shares

It is worth mentioning that the news has spread since February this year. At that time Eastcom Peace,Eastern CommunicationsWith Chengdu Putian Cable Co., Ltd. and other companies, they have announced that the actual controller of the company, China Putian Information Industry Group Co., Ltd., is planning a reorganization with China Electronics Technology Group Co., Ltd., and China Putian’s overall property rights are planned to be transferred to China Electric Power Technology Co., Ltd. free of charge.

After four months, the boots finally landed.

AVIC Securities Research Report believes that China Potevio and China Electric Technology are both large domestic state-owned enterprises, and their business scope covers the communications industry and other related fields. China Electric Technology is considered to be the “national team” of the cybersecurity and informatization industry. The field of network information technology occupies a leading position in technology. After this reorganization, it will further strengthen the scale advantage, innovation advantage and market advantage of China Electric Technology, and its strategic position will be more prominent.

  Accelerating the pace of restructuring of central enterprises

The merger of Putian and Dianke reflects a new round of state-owned economic layout optimization and structural adjustments that are shifting and speeding up.

As early as February 23 this year, the State Information Office held a press conference on the reform and development of state-owned enterprises. The Secretary-General of the State-owned Assets Supervision and Administration Commission stated: During the “13th Five-Year Plan” period, the reorganization of 24 central enterprises in 12 groups has been completed, and newly formed and accepted Five enterprises, the number of central enterprises and the end of the “Twelfth Five-Year Plan” ratio, adjusted from 106 at the end of the “Twelfth Five-Year Plan” to the current 97.

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The work schedule for 2021 announced by the Enterprise Reform Bureau of the State-owned Assets Supervision and Administration Commission also shows that this year will steadily advance the strategic reorganization of central enterprises in the chemical, steel, and information fields, guide enterprises to focus on national strategies, and actively and steadily carry out mergers and acquisitions. A new central enterprise group will be formed at an appropriate time, the reorganization of oil and gas pipeline network assets will be completed, and the transfer and reception of new central enterprises will be done. Support central enterprises with medical and health as their main business to further integrate resources and cultivate competitive medical and health groups. Deepen the reduction of production capacity of steel and coal for central enterprises.

At present, the reorganization of Sinochem and Sinochem, China Potevio and China Power Technology has been implemented, and the reorganization of China Baowu and Taiyuan Iron and Steel Group, Anshan Iron and Steel and Benxi Iron and Steel is also accelerating.

According to industry insiders, the reorganization of state-owned enterprises and central enterprises promotes the concentration of resources to superior enterprises and main business enterprises, promotes the development of related industries and industries, solves the problems of homogeneous competition, repeated construction, and improves the efficiency of resource allocation. In the future, it is expected to enhance the competitiveness of related enterprises. .

(Author: Yang Ping Editor: Zhu Yimin)

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