一个跌停将中国中冶（601618.SH/1618.HK）资产剥离背后的争议摆上台面。 来源：智通财经 中国中冶计划以606.76亿元总价，将旗下中冶置业、中冶铜锌、瑞木管理等核心资产打包出售给控股股 东中国五矿集团及其关联方。此次交易的核心矛盾，集中在"剥离资产的价值失衡"与"企业战略转型的 模糊性"两大焦点上。一边是资不抵债、持续巨亏的地产业务被剥离，被业内视为"甩掉包袱"；另一边 却是盈利能力最强、正处价值上升期的矿产资源业务被同步出售，这让投资者难以理解公司转型逻辑。 更让市场疑虑的是，交易标的中部分资产评估增值率悬殊，从-45.18%到419666.17%的极端差异，缺乏 充分透明的评估说明，进一步加剧了市场对交易公允性的质疑。 | | 评估值(亿元) | 评估增值率 | | --- | --- | --- | | 中冶置业100%股权 | 312.37 | -45.18% | | 有色院100%股权 | 104.96 | 125.53% | | 中冶铜锌100%股权 | 122.41 | 182.99% | | 瑞木管理100%股权 | 0.1 | 419666.17% | | 中冶金吉67.02% ...

Core Viewpoint - The article discusses the experiences and challenges faced by Chinese expatriates working in Africa, highlighting the high salaries and potential for savings, but also the difficulties such as harsh working conditions, health risks, and social isolation [5][8][31]. Group 1: Historical Context - The influx of Chinese workers to Africa began in the 1960s, driven by the need for development in newly independent African nations and China's desire for allies [8][11]. - Major projects like the TAZARA Railway were significant milestones, with thousands of Chinese engineers sent to Africa, marking the start of a long-term engagement [11][12]. Group 2: Current Employment Landscape - Expatriate positions in Africa are often associated with high salaries, sometimes exceeding double the pay in major Chinese cities, particularly for roles in engineering and management [15][16][19]. - The average monthly salary for expatriates in engineering roles can be significantly higher than domestic counterparts, with some positions offering annual earnings around 990,000 RMB when including bonuses and allowances [19][20]. Group 3: Challenges Faced by Expatriates - Expatriates face numerous challenges, including demanding work hours, health risks from diseases prevalent in Africa, and security concerns such as robbery and kidnapping [24][25][27]. - The social isolation experienced by expatriates is profound, often leading to feelings of loneliness and disconnection from their home culture [30][31]. Group 4: Economic Implications - The high salaries offered to expatriates are a reflection of the supply-demand dynamics in the labor market, where the demand for skilled labor in Africa outstrips the local supply [23]. - Despite the lucrative opportunities, the risks and challenges associated with working in Africa can deter many potential candidates, leading to a limited pool of willing expatriates [24][33]. Group 5: Future Outlook - The evolving economic landscape in Africa presents both opportunities and challenges for Chinese companies, with issues such as political instability and inflation impacting business operations [32][33]. - The article concludes that while some individuals may thrive in expatriate roles, the overall experience is complex and varies greatly depending on personal circumstances and the broader economic context [35].

Core Viewpoint - The investment promotion conference held in Jakarta marks a significant step in enhancing cooperation between Chinese and Indonesian enterprises, particularly in infrastructure development, amidst the backdrop of the 75th anniversary of diplomatic relations between the two countries [1][2]. Group 1: Conference Overview - The event was organized by the Ministry of Commerce of China and the Economic and Financial Secretary of Macau, with over 200 participants from government departments, financial institutions, and industry organizations from both countries [1]. - Key officials, including Indonesian ministers and representatives from Chinese and Macau governments, delivered speeches emphasizing the importance of bilateral cooperation in infrastructure and investment [1][2]. Group 2: Strategic Cooperation - Indonesian officials highlighted the focus on connectivity, livability, and balanced regional development as key areas for infrastructure growth, aiming to establish long-term strategic partnerships through projects like "Two Countries, Twin Parks" [2]. - The conference is seen as a crucial step in building a strategic partnership in infrastructure and other sectors, with expectations for enhanced cooperation to support economic prosperity [2]. Group 3: Investment Opportunities - Chinese representatives expressed optimism about Indonesia's economic potential and the growing trade and investment cooperation, aiming to deepen exchanges in infrastructure, trade, and industrial parks [5]. - The conference included presentations on Indonesia's latest infrastructure plans and investment environments, showcasing opportunities for collaboration [6]. Group 4: Future Directions - Suggestions for future cooperation include promoting sustainable infrastructure, leveraging digital technology for smart infrastructure, and innovating collaboration models [6]. - The visit by the joint delegation is expected to strengthen mutual understanding and trust, laying a solid foundation for future cooperation in Indonesia's infrastructure sector [7].

中新网雅加达12月10日电 (李志全 李珂)近日，由商务部、澳门经济财政司指导，中国对外承包工程商 会和澳门招商投资促进局承办的"中国内地与澳门企业联合走出去代表团"首站访问印度尼西亚。访问期 间，代表团拜会了中国驻印尼大使馆、印尼公共工程部、印尼基础设施与区域发展统筹部，举办了投资 促进推介会和商务对接活动，赴雅加达中央绿洲双塔项目进行了考察调研。 12月9日上午，代表团在雅加达举办投资促进推介会，来自两国政府部门、金融机构、商协会组织、承 包商及产业链企业等200余位业界人士参会。印尼公共工程部部长多迪·汉戈多，印尼基础设施与区域发 展统筹部副部长罗尼·阿里乌利·胡塔哈扬，中国驻印尼大使馆经济商务公使衔参赞李洪伟，中国商务部 台港澳司二级巡视员左祥华，澳门特区招商投资促进局主席谢永强，中国对外承包工程商会会长房秋晨 等分别致辞。 左祥华表示，希望通过此访推动中国内地和澳门企业与印尼业界开展深入交流对接，促进双方在基础设 施、贸易投资、产业园区等各领域务实合作。谢永强表示，澳门作为海上"丝绸之路"的重要节点，与印 尼的经贸往来源远流长。澳门招商投资促进局愿助力更多项目利用澳门平台达成合作并落地实施，共拓 市 ...

Core Viewpoint - China Metallurgical Group Corporation (China MCC) announced the sale of assets worth 60.68 billion yuan to China Minmetals Corporation and its wholly-owned subsidiary, Minmetals Real Estate Holdings Limited, aiming to optimize its business structure and enhance profitability [1][2] Group 1: Transaction Details - The transaction involves the sale of 100% equity in MCC Real Estate and related debts to Minmetals Real Estate Holdings, as well as the sale of 100% equity in several subsidiaries, including Nonferrous Institute and MCC Copper Zinc, to China Minmetals [1] - This transaction is classified as a related party transaction but does not constitute a major asset restructuring [1] Group 2: Strategic Focus Post-Transaction - After the transaction, China MCC will be positioned as a core platform under China Minmetals, focusing on engineering contracting, metallurgy engineering, and emerging industries [2] - The funds obtained from the transaction will be primarily used to strengthen core businesses in metallurgy construction and support new industrialization and urbanization efforts [2] Group 3: Financial Performance - For the first three quarters of 2025, China MCC reported a revenue of 335.09 billion yuan, a year-on-year decrease of 18.79%, and a net profit attributable to shareholders of 3.97 billion yuan, down 41.88% [2] - The decline in performance is attributed to external factors such as decreased demand in the steel industry, sluggish growth in the construction sector, and significant adjustments in the real estate industry, along with internal factors related to business restructuring [2]

12月8日晚间，中国中冶公告了一笔重磅交易。 中国中冶拟将旗下中冶置业100%的股权及标的债权出售给五矿地产；将有色院、中冶铜锌、瑞木管理 100%的股权和中冶金吉67.02%的股权出售给中国五矿；将华冶杜达100%股权，出售给中国五矿或指定 主体。 据评估报告及各方友好协商，交易总价格为606.76亿元。 据悉，此次交易构成关联交易，不构成重大资产重组。 中国中冶指出，本次交易是积极响应推动中央企业聚焦主责主业、推进专业化整合与资源优化配置的要 求，是面向"十五五"发展新阶段、实现高质量发展的关键举措。通过本次交易，公司将剥离非核心资产 并优化配置资源，有利于优化业务结构、聚焦核心主业、提升核心竞争力与持续盈利能力。 公告还表示，未来公司将聚焦冶金工程、有色与矿山工程建设和运营、高端基建、工业建筑和新兴产业 等，推动业务高质量发展。"交易完成后，中国中冶作为中国五矿旗下专注于工程承包、新兴特色产业 培育的核心平台定位将更加清晰突出。" 中国中冶和中国五矿的此次交易，距离双方官宣合并已整整十年。 2015年12月8日，国务院国资委网站发布消息称，经报国务院批准，中国冶金科工集团有限公司（即中 冶集团，中国中冶 ...

【深圳商报讯】（记者 钟国斌）12月8日晚，中国中冶公告称，公司拟以606.76亿元的价格，出售资产 给中国五矿集团有限公司（下称"中国五矿"），以及中国五矿的全资子公司五矿地产控股有限公司（下 称"五矿地产控股"）。 12月9日，中国中冶股价大幅下跌。截至收盘，中国中冶A股跌停，中国中冶H股下跌21.01%。 根据公告，中国中冶拟将所持有的中冶置业100%股权及对中冶置业的标的债权一并出售给五矿地产控 股；将所持有的有色院、中冶铜锌、瑞木镍钴100%的股权以及中冶金吉67.02%的股权出售给中国五 矿，公司控股子公司中国华冶拟将其持有的华冶杜达100%的股权出售给中国五矿或其指定主体。 中国中冶通过本次交易获得的资金，将主要用于强化核心主业冶金建设，夯实新型工业化和新型城镇化 等两大主体业务，培育工程服务、新型材料、高端装备、能源环保、数智应用等五大特色业务。 2025年前三季度，中国中冶实现营业收入3350.94亿元，同比下降18.79%；归母净利润为39.70亿元，同 比下降41.88%；扣非后净利润为30.51亿元，同比下降45.74%。 公开信息显示，中国五矿为中国中冶的控股股东，也是由中央直接管理 ...

把地产的烂肉剥走，也把资源的肥肉剥走。 | 作者 | | 木盒 | | --- | --- | --- | | 编辑 | | 小白 | 2025年12月8日，中国中冶发了一个公告，第二个交易日股价迅速跌近跌停。 | C 601618.SH 交易中 | | | | | | --- | --- | --- | --- | --- | | 3.05 -10.03% | | | | 品 | | 开 3.23 低 | 3.23 高 | | 11.94 3.05 市盈率型 | | | 量 709.59万手 额 21.86亿 换 | | 3.97% 总市值 | 632.07亿 · | | | ■■ 公司地位:公司在冶金建设领域占据绝对优势地位,是冶 ... | | | | | | 分时 日K | 5日 | 周K 月K 年K * | -0 == | | | I 3.73 | | | 10.03% 切换金额 Jr | | | | | | 卖 3.10 3.79万 | | | | | 卖4 | 3.09 1.45万 | | | | | 英3 英2 | 3.08 3.66万 3.07 4.82万 | | | | | 英1 | 11 ...

证券日报网讯 12月8日晚间，雅博股份发布公告称，公司全资子公司中复凯近日收到《中标通知书》， 确定为华沃水泥重卡充电站、南郊热电重卡充电站PC总承包两个项目中标人，中标金额3，615，954.58 元，项目尚未签订正式合同。 （文章来源：证券日报） ...

金吾财讯 | 中国中冶(01618)盘初受挫，截至发稿，跌19.33%，报1.92港元，成交额1.35亿港元。 消息面上，中国中冶公布，剥离非核心资产及优化配置资源，拟向五矿地产控股出售中冶置业全部股权 连债权；拟向中国五矿出售有色院、中冶铜锌及瑞木管理全部股权以及中冶金吉67.02%股权；及拟向 中国五矿出售华冶杜达全部股权，总现金对价606.76亿人民币。 完成后，公司作为中国五矿旗下专注于工程承包、新兴特色产业培育的核心平台定位将更加清晰突出。 假设出售事项今年6月30日完成，预计出售损失约25.19亿人民币。 完成后，公司作为中国五矿旗下专注于工程承包、新兴特色产业培育的核心平台定位将更加清晰突出。 假设出售事项今年6月30日完成，预计出售损失约25.19亿人民币。 金吾财讯 | 中国中冶(01618)盘初受挫，截至发稿，跌19.33%，报1.92港元，成交额1.35亿港元。 消息面上，中国中冶公布，剥离非核心资产及优化配置资源，拟向五矿地产控股出售中冶置业全部股权 连债权；拟向中国五矿出售有色院、中冶铜锌及瑞木管理全部股权以及中冶金吉67.02%股权；及拟向 中国五矿出售华冶杜达全部股权，总现金对价 ...