节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
英美资源集团（Anglo American）近期披露其资产组合转型战略的最新推进情况，该战略核心目标为释放资产组合价值，持续优化股东回报水平。作为转型战略的关键落地举措之一，公司正有序推进旗下非核心资产的剥离工作，以聚焦高价值、高成长性业务板块。
公司于12月19日分别向伦敦证券交易所及约翰内斯堡证券交易所提交公告，宣布拟以5亿美元对价向五矿资源Ɩ.. 此次交易若顺利完成，将进一步精简英美资源集团的资产结构，助力其资源配置向更具竞争力的业务领域倾斜。
该转型战略的推进，体现了英美资源集团对行业趋势的研判及战略调整的决心，后续交易进展及战略落地效果将持续影响公司长期价值表现。
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