"China Rare Earth" will be reinstalled into A shares

On September 21, the announcement of the release of the "China Rare Earth" announcement of the Ministry of Field Rare Earth was the next day. The unveiling ceremony of China Rare Earth Group Resources Technology Co., Ltd. was held simultaneously in Beijing, Nanchang, and Ganzhou. "Securities Daily" reporter learned from the scene that while the unveiling ceremony was held, China Rare Earth Group and Jiang Tong Group signed a strategic cooperation agreement and cooperation memorandum.

Weng Jieming, a member of the Party Committee and Deputy Director of the State -owned Assets Supervision and Administration Commission of the State Council, said that this marks that the integration of resource integration has entered a new stage, which is conducive to promoting China's rare earth group to gather superior resources and further improve my country's rare earth industry concentration, which is conducive to consolidating the quality of asset quality of listed companies , Realize the integration of industrial operations and capital operations. It is hoped that China Rare Earth Group will rely on the platform of the listed company to deepen professional integration, increase its efforts, and accelerate progress to promote more high -quality resources to concentrate on listed companies.

Ren Everest, member of the Standing Committee of the Jiangxi Provincial Party Committee and deputy governor, said that in the future, Jiangxi Province will accelerate the integration of rare earth resources to ensure that it has achieved real results before the end of the year.

Specialized integration of central enterprises

Frequent action

The China Rare Earth Group, which is "born" due to reorganization, was established for nine months, and has made new actions in deepening and professional integration, that is, signing strategic cooperation agreements and cooperation memorandum with Jiang Tong Group.

Ao Hong, Secretary of the Party Committee and Chairman of China Rare Earth Group, said that this time China Rare Earth Group and Jiang Tong Group have carried out strategic cooperation. It is a concrete practice of the two parties to fully implement the Party Central Committee and the State Council to accelerate the integration of rare earth resources and promote the specialization of rare earth industries. It is also a work measure for the State -owned Assets Supervision and Administration Commission of the State Council and the Jiangxi Provincial Party Committee to promote the optimization and structural adjustment of the local state -owned economic layout, and promote the high -quality development of the local state -owned economy. The two parties will build a model for the integration of state -owned rare earth assets to create a model for central state -owned enterprise cooperation.

Back to the establishment of China's Rare Earth Group and its internal deepening reforms, the characteristics of "professional integration" are particularly obvious.

On December 23, 2021, the State -owned Assets Supervision and Administration Commission issued news that with the approval of the State Council, China Rare Earth Group Co., Ltd. was established. This is my country's first new central enterprise with rare earth as its first main business. At that time, China Rare Earth Group was established by China Aluminum Group, China Minmetals Group, Ganzhou Rare Earth Group, and two rare earth technology research and development enterprises, China Iron and Technology Group, and Youyan Technology Group.

From the perspective of the group, since this year, in addition to the accelerated integration of the rare earth of the Ministry of Field, the China Rare Earth Group International Trade Co., Ltd. was established in Ganzhou, Jiangxi on July 1. In this regard, China Rare Earth Group stated that this is an important measure for China Rare Earth Group to accelerate the substantial in -depth integration of trade assets, promote industrial synergy, increase business aggregation and efficiency, and achieve aggregate effects.

In fact, not only the year of the three -year operation of China Rare Earth Group, but also the professional integration speed of the entire state -owned enterprise level has also accelerated.

For example, on August 25, the signing ceremony of the central enterprise inspection and testing resources and the signing of the diversified reform of China Sino -China Procuratorate in Beijing was held in Beijing. The move aims to promote the implementation of professional integration of the inspection and testing enterprises affiliated to China Inspection and General Technology Group, and simultaneously carry out the diversified reform of China Sino -China Prosecutor's equity.

Prior to this, China Logistics Group Asset Management Co., Ltd., China Mineral Resources Group Co., Ltd., and China Enterprise United Grain Reserve Co., Ltd. have also been established or unveiled.

In an interview with the Securities Daily reporter, Liu Xingguo, a researcher at the Chinese Enterprise Federation, said that at present, the optimization and structural adjustment of state -owned capital layout will be more inclined to the professional and reorganized integration of similar or similar business, upstream and downstream close -up business.

Liu Xingguo also said that in combination with the state -owned assets commissions during the year, it is necessary to further promote the professional integration of central enterprises. It is expected that the professional integration of central enterprises in the future will show three obvious trends: First, the number of enterprises and coverage of the number of enterprises will expand in the area of ​​the industry area will expand Siege; second, the integration process is expected to accelerate significantly, and strive to achieve more substantial results; in the end, the integration boundary will continue to break through, that is, it is no longer limited to the same investor of the enterprise. Essence

Rely on listed company platforms

Deepen professional integration

For rare earths known as "industrial gold", it is both an important strategic resource and unable to renewable resources.

Weng Jieming said at the scene that he hoped that China Rare Earth Group would fully strengthen the "new engine" of the listed platform. In this regard, he emphasized the "three points": to strengthen the top -level design, systematically sort out and coordinate the layout of the asset resources that have not been listed and have been listed, clarify the strategic positioning and development direction of the listing platform, reasonably divide the business scope and boundary, scientific design, scientific design, scientific design Asset integration path and capital operation arrangement. It is necessary to adhere to the combination of excellent inventory with strong increment, adhere to the value creation and value realization of value, adhere to compliance and reform and innovation in accordance with laws, deepen professional integration on the platform of listed companies, increase efforts, accelerate progress and promote more high -quality resources towards the direction of more high -quality resources. Listed companies concentrate. While strengthening the Group's control over listed companies, it is necessary to effectively optimize the equity structure, improve corporate governance, and create an example benchmarking for the capital market of the rare earth industry.

Ao Hong said that China Rare Earth Group will use new listed companies as a platform to adhere to the equal emphasis on making excellent stocks and strong increasing increases to further cultivate the capital market. After several years of hard work, new listed companies have been created into industry leader listed companies with obvious professional advantages, high quality brands, high market influence, and strong core competitiveness.

As the only listing platform in China at this stage, with the continuous advancement of the professional integration of China's rare earth group and the continuous deepening of the high -quality development and reform of the rare earth industry chain, China Rare Earth Group Resources Technology Co., Ltd. said that in the future, the company, the company, the company, the company Based on the advantages of China's rare earth group resources, green environmental protection, scientific and technological innovation, and trade circulation, it will further promote green, innovative and high -quality development of listed companies. It is worth mentioning that the current concentration of promoting high -quality assets to listed companies not only has become one of the main paths to improve the professional integration effect of central enterprises, but also an important work content for improving the quality of listed companies in central enterprises. For example, at the end of May, the "Improvement of the Quality Work Plan for improving the listed company of central enterprises holding listed companies" issued by the State -owned Assets Supervision and Administration Commission clearly stated that "with advantageous listed companies as the core, through various methods such as asset reorganization and equity exchange Multi -quality resources gather to listed companies. "

Liu Xingguo believes that with the help of professional integration, it can further optimize the asset quality of central enterprise holding listed companies, promote it to highlight the main business and focus on the main business; With realistic needs, it is necessary to use professional integration to discover existing non -main non -dominant assets, but also to use professional integration to strengthen and make great main business.

For example, following the 19%stake in Yunnan Metallurgical Group Co., Ltd. in cash in China ’s aluminum industry to acquire 19%equity of Yunnan Metallurgical Group Co., Ltd. through non -public agreement, on August 24, China Aluminum announced again The transfer of non -public agreement is used to acquire 100%equity of Pingguo Aluminum Industry in cash. China's aluminum industry said that after the transaction is completed, it will help further improve the company's industry status and profitability, and further reduce costs and increase efficiency.

"In the context of the professional integration of central enterprises, the pace of reorganization and integration of central enterprise holding listed companies will be accelerated." Liu Xingguo predicts that in the future, the reorganization and integration of central enterprises holding listed companies is based on the injection of non -listed high -quality assets. Continue to improve the asset quality of the listed company of central enterprises, and increase the investment value of central enterprise holding listed companies. In general, for those areas that have strong and urgent industries in China, such as the field of "stuck neck", and the bottleneck in the development of industrial development and ecological construction, it will become the professional integration of central enterprises and integration Priority to advance fields, such as network and software services, energy storage, etc.

Reporter Du Yumeng

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