节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:6/10


12月8日晚间,中国中冶公告披露,拟以606.76亿元总价,将旗下中冶置业、中冶铜锌、瑞木管理等核心资产打包出售给控股股东中国五矿集团及其关联方。此次交易系央企在“去杠杆”与“聚焦主业”政策导向下的操作,但交易标的中部分资产评估增值率差异悬殊引发市场质疑。

作为中国中冶综合地产业务核心平台,中冶置业2025年前7个月扣非后净利润亏损253亿元,净资产跌至-162.8亿元,陷入严重资不抵债境地,此次剥离被业内视为“甩掉包袱”。但公司盈利能力最强、正处价值上升期的矿产资源业务同步出售,超出市场预期。

中国中冶矿产资源业务聚焦镍、钴、铜、铅、锌等有色金属,拥有7座海外矿山...

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