重组获批 新筑股份剑指千亿级清洁能源赛道

Core Viewpoint - Chengdu Xinzhu Road & Bridge Machinery Co., Ltd. has received preliminary approval from the Sichuan Provincial State-owned Assets Supervision and Administration Commission for a major asset restructuring plan, indicating a strategic shift towards optimizing assets and focusing on core businesses, particularly in the clean energy sector [2][3]. Group 1: Asset Restructuring - The restructuring plan involves divesting non-core rail transit assets and acquiring a 60% stake in Sichuan Shudao Clean Energy Group, which will become a subsidiary of Xinzhu [3]. - The restructuring aims to enhance the company's focus on clean energy generation and integrate transportation and energy services, creating a comprehensive energy service enterprise [3][4]. Group 2: Policy and Market Context - The Sichuan government's approval reflects a broader initiative to reform state-owned assets management, promoting the optimization of state-owned enterprises and their transition towards strategic emerging industries [2][4]. - The clean energy sector is experiencing significant growth, with China's clean energy investment projected to reach $625 billion in 2024, representing one-third of global investment [4].