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央企重組又有新進展。

中(zhong)國(guo)(guo)西電(dian)(dian)9月14日晚間(jian)公告，收到控股股東(dong)中(zhong)國(guo)(guo)西電(dian)(dian)集團通(tong)知，經國(guo)(guo)務(wu)院國(guo)(guo)有資產(chan)監督管理委(wei)員會研究并報國(guo)(guo)務(wu)院批準(zhun)，同意中(zhong)國(guo)(guo)西電(dian)(dian)集團與國(guo)(guo)家電(dian)(dian)網有限公司(si)部分子(zi)企業(ye)實施重(zhong)組整合。

截至14日收盤，中(zhong)國(guo)西電報6.23元/股，目前(qian)總市值319.43億，較年內低點上漲幅(fu)度逾60%。

根據公(gong)(gong)(gong)(gong)告(gao)，新設由國(guo)務(wu)院(yuan)(yuan)國(guo)有(you)資產(chan)監督管理委員會代(dai)表國(guo)務(wu)院(yuan)(yuan)履行出資人職責的新公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)，中國(guo)西電(dian)(dian)集(ji)(ji)團(tuan)(tuan)與國(guo)家電(dian)(dian)網(wang)有(you)限(xian)(xian)(xian)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)所屬(shu)許繼集(ji)(ji)團(tuan)(tuan)有(you)限(xian)(xian)(xian)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)、平高集(ji)(ji)團(tuan)(tuan)有(you)限(xian)(xian)(xian)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)、山東(dong)電(dian)(dian)工電(dian)(dian)氣集(ji)(ji)團(tuan)(tuan)有(you)限(xian)(xian)(xian)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)以(yi)及國(guo)家電(dian)(dian)網(wang)所屬(shu)國(guo)網(wang)電(dian)(dian)力科學研究(jiu)院(yuan)(yuan)有(you)限(xian)(xian)(xian)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)持有(you)的江(jiang)蘇(su)南(nan)瑞(rui)(rui)恒馳(chi)電(dian)(dian)氣裝備有(you)限(xian)(xian)(xian)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)、江(jiang)蘇(su)南(nan)瑞(rui)(rui)泰事達電(dian)(dian)氣有(you)限(xian)(xian)(xian)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)、重慶南(nan)瑞(rui)(rui)博瑞(rui)(rui)變(bian)壓器有(you)限(xian)(xian)(xian)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)股(gu)權整(zheng)體(ti)劃入(ru)該(gai)新公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)。本次重組(zu)整(zheng)合后，公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)控股(gu)股(gu)東(dong)和實際控制人未發生變(bian)化(hua)。

重組(zu)成功后，在輸配(pei)電裝備制(zhi)造領域，或(huo)將有一(yi)家千億(yi)級新央企橫空出(chu)世(shi)。

中國西電2021年(nian)半(ban)年(nian)報(bao)顯示，上半(ban)年(nian)營業收入75.75億元，同比增長(chang)25.63%；凈利潤2.43億元，同比增長(chang)106.82%；基本(ben)每(mei)股收益0.05元。

按產品分類來看，上半年(nian)公司營收占(zhan)(zhan)比居(ju)前的有變壓器(31.41億(yi)，占(zhan)(zhan)比41.66%)，開關(guan)(29.34億(yi)，占(zhan)(zhan)比38.91%)，兩者占(zhan)(zhan)比達80.57%。

在此前(qian)的(de)10日，中國西電因特高壓概念(nian)當日登上(shang)漲停板。

消息面上，青海(hai)(hai)省能源(yuan)局近(jin)日委(wei)托招(zhao)(zhao)標代(dai)理(li)機(ji)構(gou)對(dui)青海(hai)(hai)至(zhi)河南直(zhi)流特高壓輸電通道(dao)可再生能源(yuan)基地二期(qi)電源(yuan)項(xiang)目通過公開(kai)招(zhao)(zhao)標方(fang)式選擇投資主體(ti)，累計招(zhao)(zhao)標項(xiang)目規模達(da)5.3GW，含1.5GW風(feng)電項(xiang)目、3.5GW光伏項(xiang)目和300MW光熱項(xiang)目。

有業內人士認為，青豫特(te)高(gao)(gao)壓項目(mu)為我國(guo)“十(shi)四(si)五”期間特(te)高(gao)(gao)壓輸送清潔(jie)能源提供重要(yao)的(de)借鑒(jian)意義。目(mu)前(qian)多條特(te)高(gao)(gao)壓路線有望(wang)加速(su)落地(di)，預計(ji)未來特(te)高(gao)(gao)壓通道(dao)配套電(dian)源項目(mu)將成為我國(guo)可再生能源發展的(de)重要(yao)支撐。