本报讯 （记者毛艺融）近日，爱柯迪股份有限公司（以下简称"爱柯迪"）发布发行股份购买资产并配 套募资实施情况报告书，其中披露收购标的卓尔博71%股权已于9月底过户至上市公司名下，10月10 日，用于购买标的股权发行的新增股份已完成登记。数据显示，三季度以来，一批沪市公司重大资产重 组实施完毕，为增厚全年业绩奠定基础。 三季度内多单重组"落地" 分析人士指出，"并购六条"明确提出，要加大产业整合支持力度，引导更多资源向优势企业和前沿领域 集中。在产业同质化竞争加剧、资源配置效率亟待提升的背景下，这一政策有效推动了行业集中度提升 和资源的优化配置。过去一年，沪市重大资产重组中，基于产业逻辑的并购整合占据主流，涉及同行业 并购的合计77单，占比超七成，对应金额超过2200亿元。 此外，转型类重组因为公司的迫切意愿也进展迅速，为未来发展赢得更多空间。除了作别煤炭业务的江 钨装备，广西广电也实施了类似重组。公司将广电主业置出，置入北投集团所持交科集团51%股权，实 现了亏损业务的剥离，公司的重组已于8月底实施完毕。而最早见效的案例当属广东松发陶瓷股份有限 公司，公司置出传统陶瓷制品业务，置入恒力重工集团有限公司，实现向 ...

Core Viewpoint - The report highlights the completion of significant asset restructuring among several companies in the Shanghai Stock Exchange, which is expected to enhance their annual performance and facilitate industry consolidation [1][2]. Group 1: Asset Restructuring Developments - Aikodi has successfully transferred 71% of the equity of the acquisition target, Zhaolbo, to the listed company by the end of September, with the new shares issued for the acquisition registered by October 10 [1]. - At least eight companies, including Zongyi Co., Guangxi Broadcasting, Anfu Technology, and Anyuan Coal Industry, have completed their restructuring processes in the third quarter [2]. - Anfu Technology's acquisition of a 31% stake in Anfu Energy through share issuance and cash payment has increased its ownership from 62.25% to 93.26%, projecting a rise in net profit from 168 million to 253 million yuan for 2024 [2]. Group 2: Industry Consolidation and Synergy - The positive impact of acquisitions on financial performance is complemented by the long-term benefits of industrial integration, as seen in the cases of Aikodi, Changying Tong, and Huahai Chengke, which enhance their respective supply chains and market shares [3]. - The "Six Guidelines for Mergers and Acquisitions" emphasize the need for increased support for industrial integration, directing resources towards leading enterprises and cutting-edge sectors, which has led to a rise in industry concentration and resource optimization [3]. - Over the past year, more than 70% of significant asset restructurings in the Shanghai market have been based on industrial logic, with over 220 billion yuan involved in 77 transactions within the same industry [3].

三季度以来，包括综艺股份、广西广电、安孚科技等在内的至少8家沪市公司宣布重组实施完成。从已 取得重大进展的案例看，产业整合仍为主线。比如，爱柯迪收购卓尔博，进一步完善汽车零部件供应链 布局；长盈通收购生一升光电，实现光通信业务的上下游协同；华海诚科收购衡所华威，通过强强联合 提升环氧塑封料行业市场份额，均为产业整合的代表性案例。分析人士指出，"并购六条"明确提出，要 加大产业整合支持力度，引导更多资源向优势企业和前沿领域集中。在产业同质化竞争加剧、资源配置 效率亟待提升的背景下，这一政策有效推动了行业集中度提升和资源的优化配置。过去一年，沪市重大 资产重组中，基于产业逻辑的并购整合占据主流，涉及同行业并购的合计77单，占比超七成，对应金额 超过2200亿元。 ...