节点：中游（冶炼、中间品）情绪：利好参考度：6/10
12月8日晚间，中国中冶发布公告，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。此次交易是央企在“去杠杆”与“聚焦主业”政策导向下的操作，但因部分交易标的资产评估增值率差异悬殊引发市场质疑。
中冶置业作为中国中冶综合地产业务核心平台，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”。但公司同步出售盈利能力最强、价值上升期的矿产资源业务，超出市场预期。
中国中冶矿产资源业务聚焦镍、钴、铜等有色金属，拥有7座海外矿山。其中巴布亚新几内亚瑞木镍钴矿...
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