7000亿央企巨头，重组大消息！拟一次性收购13家公司

Core Viewpoint - China Shenhua announced a significant restructuring plan involving the acquisition of coal, coal power, and coal chemical assets from its controlling shareholder, China Energy Group, through a share issuance and cash payment [2][4]. Group 1: Restructuring Details - The transaction is classified as a related party transaction and is not expected to constitute a major asset restructuring, with no change in the actual controller of the company [4]. - Trading of China Shenhua's A-shares will be suspended starting August 4, with an expected suspension period of no more than 10 trading days [4]. - The restructuring aims to enhance China Shenhua's coal resource strategic reserves and integrated operational capabilities, addressing business overlaps in coal resource development [4]. Group 2: Target Assets - The acquisition involves thirteen companies, including notable assets such as: - China Shenhua Coal-to-Oil Chemical Co., focusing on clean and efficient coal conversion [5][6]. - National Energy Group Port Co., which consolidates various port operations into a unified entity [6]. - The deal is expected to include high-quality assets in port and shipping sectors, enhancing operational efficiency [6]. Group 3: Market Context - The transaction is anticipated to rank among the largest merger and acquisition deals in the Shanghai market, following several significant transactions in recent times [7]. - China Shenhua's projected net profit for the first half of 2025 is estimated to be between 23.6 billion to 25.6 billion yuan, reflecting a decline of 39 billion to 59 billion yuan year-on-year [8]. - As of August 1, China Shenhua's A-share price was 37.56 yuan, with a total market capitalization of 722.5 billion yuan [8].