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2024.9.2市場邏輯精選

一、機會前瞻中(zhong)(zhong)國(guo)船舶(bo)集(ji)(ji)團(tuan)：千億市(shi)值船舶(bo)股(gu)(gu)將重(zhong)(zhong)組 ◇事件：2024年9月2日盤后(hou)公(gong)告(gao)，中(zhong)(zhong)國(guo)重(zhong)(zhong)工正(zheng)在籌劃由中(zhong)(zhong)國(guo)船舶(bo)通過向公(gong)司全體(ti)股(gu)(gu)東發行(xing)(xing)A股(gu)(gu)股(gu)(gu)票的方式換股(gu)(gu)吸(xi)收合并中(zhong)(zhong)國(guo)重(zhong)(zhong)工事項，股(gu)(gu)票自2024年9月3日起停牌。 ◇重(zhong)(zhong)組：此前中(zhong)(zhong)央決定(ding)進(jin)一步研究將市(shi)值管理納入(ru)中(zhong)(zhong)央企業(ye)負責人業(ye)績(ji)考核(he)，央國(guo)企資產(chan)整合、市(shi)值管理等(deng)領域有(you)望(wang)大幅提升；兩船重(zhong)(zhong)組采取集(ji)(ji)團(tuan)層(ceng)面(mian)重(zhong)(zhong)組和上市(shi)公(gong)司層(ceng)面(mian)重(zhong)(zhong)組兩線(xian)并行(xing)(xing)策略，集(ji)(ji)團(tuan)層(ceng)面(mian)重(zhong)(zhong)組基本完成，上市(shi)公(gong)司層(ceng)面(mian)重(zhong)(zhong)組有(you)望(wang)給公(gong)司注入(ru)優(you)質(zhi)船廠資產(chan)。 ◇景(jing)氣周期：我(wo)國(guo)船舶(bo)制造業(ye)份額(e)已提升至(zhi)全球第一，2023

邏(luo)輯紅寶書(shu) 2024-09-02 22:36:32

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