近(jin)日(ri)，上(shang)(shang)(shang)海(hai)國(guo)(guo)(guo)有(you)企業(ye)動(dong)作頻(pin)頻(pin)，國(guo)(guo)(guo)有(you)企業(ye)改革(ge)全面(mian)鋪開，涉及(ji)過半數的上(shang)(shang)(shang)海(hai)上(shang)(shang)(shang)市國(guo)(guo)(guo)企。證券時(shi)報(bao)記者發現，時(shi)至今日(ri)，上(shang)(shang)(shang)海(hai)兩大國(guo)(guo)(guo)有(you)資產(chan)流動(dong)平臺上(shang)(shang)(shang)海(hai)國(guo)(guo)(guo)盛與(yu)上(shang)(shang)(shang)海(hai)國(guo)(guo)(guo)際持股正在(zai)急(ji)速擴張，上(shang)(shang)(shang)海(hai)國(guo)(guo)(guo)企整體上(shang)(shang)(shang)市、賣殼等(deng)預期逐步實現。

2016年(nian)初召(zhao)開的(de)上(shang)(shang)海(hai)(hai)國資國企工(gong)作(zuo)會議明確，今年(nian)上(shang)(shang)海(hai)(hai)將(jiang)基本完成(cheng)上(shang)(shang)海(hai)(hai)市國資委系(xi)統企業(ye)(ye)集(ji)團(tuan)的(de)公司(si)制(zhi)改革，加快(kuai)(kuai)推進企業(ye)(ye)集(ji)團(tuan)整(zheng)(zheng)體上(shang)(shang)市或核心業(ye)(ye)務資產(chan)上(shang)(shang)市，符合整(zheng)(zheng)體上(shang)(shang)市標準(zhun)的(de)企業(ye)(ye)集(ji)團(tuan)將(jiang)加快(kuai)(kuai)調(diao)整(zheng)(zheng)管理體制(zhi)；競爭類混合所(suo)有制(zhi)企業(ye)(ye)將(jiang)試點員工(gong)持股，實現國家利益(yi)、企業(ye)(ye)效益(yi)和個人收益(yi)相結合。

金融企業劃歸國資委

根據(ju)今年6月上海(hai)(hai)(hai)國(guo)資委(wei)(wei)網站(zhan)公告的(de)(de)上海(hai)(hai)(hai)國(guo)有(you)(you)企(qi)業(ye)分類(lei)(lei)表，上海(hai)(hai)(hai)競爭類(lei)(lei)企(qi)業(ye)共計(ji)33家(jia)，其中金融(rong)(rong)類(lei)(lei)6家(jia)，產(chan)業(ye)類(lei)(lei)27家(jia)。金融(rong)(rong)類(lei)(lei)企(qi)業(ye)包(bao)括(kuo)浦發銀行、上海(hai)(hai)(hai)銀行、上海(hai)(hai)(hai)農村商業(ye)銀行、國(guo)泰君(jun)安證(zheng)券、海(hai)(hai)(hai)通證(zheng)券、太平洋保險等。此外，近期召開的(de)(de)上海(hai)(hai)(hai)市(shi)屬(shu)金融(rong)(rong)企(qi)業(ye)統一監(jian)管(guan)工作會(hui)議，明確了對(dui)市(shi)屬(shu)金融(rong)(rong)企(qi)業(ye)終止委(wei)(wei)托(tuo)監(jian)管(guan)，企(qi)業(ye)國(guo)有(you)(you)資產(chan)監(jian)管(guan)從(cong)原來的(de)(de)上海(hai)(hai)(hai)市(shi)金融(rong)(rong)辦調整(zheng)至上海(hai)(hai)(hai)國(guo)資委(wei)(wei)，并對(dui)市(shi)屬(shu)金融(rong)(rong)企(qi)業(ye)實施統一監(jian)管(guan)。

相比金融業來(lai)說，更有(you)看點(dian)的(de)是歸屬競爭類的(de)27家企(qi)業集(ji)團以(yi)及部分(fen)功(gong)能類和(he)公(gong)(gong)共(gong)服(fu)務類企(qi)業。記(ji)者發現，在(zai)競爭類企(qi)業中(zhong)，除了錦江國際集(ji)團等少數公(gong)(gong)司(si)外，其他(ta)集(ji)團均(jun)已開(kai)始行動。最(zui)為(wei)顯(xian)著的(de)表現，在(zai)于上海(hai)國有(you)資產流動平(ping)臺持有(you)的(de)上市公(gong)(gong)司(si)股權越來(lai)越多(duo)。

資產劃轉更為密集

2015年(nian)初，上(shang)海(hai)(hai)成(cheng)立上(shang)海(hai)(hai)國(guo)盛(sheng)(sheng)(sheng)與上(shang)海(hai)(hai)國(guo)際兩(liang)家(jia)國(guo)有(you)(you)資(zi)產(chan)流(liu)動(dong)平(ping)臺。去年(nian)，紡(fang)織集(ji)團旗(qi)下申達股(gu)份(fen)(fen)（600626）和龍頭股(gu)份(fen)(fen)（600630）公(gong)(gong)告(gao)，上(shang)海(hai)(hai)市(shi)國(guo)資(zi)委將(jiang)持有(you)(you)的(de)紡(fang)織集(ji)團49%股(gu)權無(wu)償(chang)劃轉(zhuan)至(zhi)上(shang)海(hai)(hai)國(guo)盛(sheng)(sheng)(sheng)；上(shang)海(hai)(hai)建工(gong)(gong)（600170）公(gong)(gong)告(gao)，建工(gong)(gong)集(ji)團將(jiang)其(qi)持有(you)(you)的(de)上(shang)海(hai)(hai)建工(gong)(gong)29%股(gu)權無(wu)償(chang)劃轉(zhuan)至(zhi)上(shang)海(hai)(hai)國(guo)盛(sheng)(sheng)(sheng)；交(jiao)運股(gu)份(fen)(fen)（600676）公(gong)(gong)告(gao)，交(jiao)運集(ji)團擬將(jiang)其(qi)持有(you)(you)的(de)公(gong)(gong)司(si)1.81億股(gu)（占公(gong)(gong)司(si)總股(gu)本的(de)21%）無(wu)償(chang)劃轉(zhuan)給(gei)上(shang)海(hai)(hai)國(guo)盛(sheng)(sheng)(sheng)；上(shang)汽(qi)集(ji)團（600104）公(gong)(gong)告(gao)，上(shang)海(hai)(hai)汽(qi)車(che)工(gong)(gong)業（集(ji)團）總公(gong)(gong)司(si)下屬全資(zi)子公(gong)(gong)司(si)上(shang)海(hai)(hai)汽(qi)車(che)工(gong)(gong)業有(you)(you)限(xian)公(gong)(gong)司(si)擬將(jiang)其(qi)持有(you)(you)的(de)上(shang)汽(qi)集(ji)團3.34億股(gu)股(gu)份(fen)(fen)劃轉(zhuan)給(gei)上(shang)海(hai)(hai)國(guo)際；大光(guang)明(ming)(ming)集(ji)團（旗(qi)下3家(jia)上(shang)市(shi)公(gong)(gong)司(si)分別是(shi)光(guang)明(ming)(ming)乳業、上(shang)海(hai)(hai)梅林、光(guang)明(ming)(ming)地產(chan)）雖然中間歷(li)經(jing)曲折，最終(zhong)部分股(gu)權也轉(zhuan)讓給(gei)上(shang)海(hai)(hai)國(guo)盛(sheng)(sheng)(sheng)。

據了解，兩家平臺公司(si)在持有(you)上市公司(si)股(gu)權(quan)方(fang)面，上海國際是以金(jin)融(rong)類企業為主，產業為輔，并且(qie)劃(hua)入的資產類型相對集(ji)中。

而在最近兩個(ge)月內，相關的(de)資產(chan)劃(hua)轉(zhuan)更為密(mi)集(ji)(ji)(ji)。隧道股(gu)份(fen)（600820）控股(gu)股(gu)東上(shang)(shang)海(hai)(hai)(hai)城建(jian)（集(ji)(ji)(ji)團(tuan)）公(gong)(gong)司與(yu)上(shang)(shang)海(hai)(hai)(hai)國盛(sheng)簽署(shu)了國有(you)股(gu)份(fen)無(wu)償(chang)劃(hua)轉(zhuan)協議，擬(ni)將(jiang)(jiang)其持有(you)的(de)公(gong)(gong)司4.09億股(gu)股(gu)份(fen)無(wu)償(chang)劃(hua)轉(zhuan)給上(shang)(shang)海(hai)(hai)(hai)國盛(sheng)；上(shang)(shang)海(hai)(hai)(hai)華誼(yi)（集(ji)(ji)(ji)團(tuan)）公(gong)(gong)司擬(ni)將(jiang)(jiang)其持有(you)的(de)華誼(yi)集(ji)(ji)(ji)團(tuan)（600623）5.84億股(gu)A股(gu)股(gu)份(fen)無(wu)償(chang)劃(hua)給上(shang)(shang)海(hai)(hai)(hai)國盛(sheng)；上(shang)(shang)海(hai)(hai)(hai)電氣集(ji)(ji)(ji)團(tuan)旗下的(de)兩家公(gong)(gong)司上(shang)(shang)海(hai)(hai)(hai)電氣（601727）、海(hai)(hai)(hai)立股(gu)份(fen)（600619）發布公(gong)(gong)告稱，兩公(gong)(gong)司均有(you)部(bu)分(fen)股(gu)份(fen)將(jiang)(jiang)要劃(hua)轉(zhuan)至上(shang)(shang)海(hai)(hai)(hai)國盛(sheng)。

至(zhi)此，上汽集團(tuan)、電(dian)氣集團(tuan)、華誼(yi)集團(tuan)、上海建(jian)工集團(tuan)、光明食品集團(tuan)、隧道股(gu)份、紡織集團(tuan)等集團(tuan)旗(qi)下的十余(yu)家上市公(gong)司(si)(si)股(gu)權，已直接或間(jian)接被納入了(le)上海的兩大(da)國有資產流動平(ping)臺。與(yu)此同(tong)時(shi)，上海浦(pu)東國資委旗(qi)下國有資產流動平(ping)臺也(ye)開始運作，正在(zai)逐步受讓轄區(qu)內上市公(gong)司(si)(si)股(gu)權。

從(cong)劃(hua)(hua)轉(zhuan)(zhuan)(zhuan)(zhuan)層(ceng)次(ci)來(lai)看，如果旗下(xia)是(shi)(shi)有多(duo)家(jia)上(shang)(shang)(shang)(shang)市(shi)(shi)(shi)公(gong)(gong)(gong)司(si)(si)，一般就(jiu)是(shi)(shi)把集團(tuan)(tuan)股(gu)(gu)份劃(hua)(hua)轉(zhuan)(zhuan)(zhuan)(zhuan)給平臺公(gong)(gong)(gong)司(si)(si)；如果集團(tuan)(tuan)僅有一家(jia)上(shang)(shang)(shang)(shang)市(shi)(shi)(shi)公(gong)(gong)(gong)司(si)(si)，則是(shi)(shi)由大股(gu)(gu)東直接劃(hua)(hua)轉(zhuan)(zhuan)(zhuan)(zhuan)上(shang)(shang)(shang)(shang)市(shi)(shi)(shi)公(gong)(gong)(gong)司(si)(si)給平臺公(gong)(gong)(gong)司(si)(si)。僅上(shang)(shang)(shang)(shang)海電氣、海立股(gu)(gu)份大股(gu)(gu)東同屬于上(shang)(shang)(shang)(shang)海電氣集團(tuan)(tuan)總公(gong)(gong)(gong)司(si)(si)，劃(hua)(hua)轉(zhuan)(zhuan)(zhuan)(zhuan)方式(shi)卻是(shi)(shi)兩(liang)家(jia)上(shang)(shang)(shang)(shang)市(shi)(shi)(shi)公(gong)(gong)(gong)司(si)(si)的部分(fen)股(gu)(gu)份直接劃(hua)(hua)轉(zhuan)(zhuan)(zhuan)(zhuan)至(zhi)上(shang)(shang)(shang)(shang)海國盛。上(shang)(shang)(shang)(shang)海華(hua)誼(yi)（集團(tuan)(tuan)）公(gong)(gong)(gong)司(si)(si)看起來(lai)只有上(shang)(shang)(shang)(shang)市(shi)(shi)(shi)公(gong)(gong)(gong)司(si)(si)華(hua)誼(yi)集團(tuan)(tuan)的股(gu)(gu)權劃(hua)(hua)轉(zhuan)(zhuan)(zhuan)(zhuan)給了平臺公(gong)(gong)(gong)司(si)(si)，但華(hua)誼(yi)集團(tuan)(tuan)（曾用名(ming)“雙(shuang)錢(qian)股(gu)(gu)份”）整體上(shang)(shang)(shang)(shang)市(shi)(shi)(shi)后(hou)，另外兩(liang)家(jia)上(shang)(shang)(shang)(shang)市(shi)(shi)(shi)公(gong)(gong)(gong)司(si)(si)三愛富（600636）、氯堿(jian)化工（600618）就(jiu)僅是(shi)(shi)殼資源。

進入實質運作階段

此(ci)(ci)外，最近明(ming)確將開展重(zhong)(zhong)組(zu)的上(shang)(shang)市(shi)(shi)(shi)公司也很多。此(ci)(ci)前外界猜測較多的上(shang)(shang)海(hai)國有企業整體上(shang)(shang)市(shi)(shi)(shi)、賣殼等都(dou)進入了實質運(yun)作(zuo)階段。據(ju)證券時報數據(ju)中(zhong)(zhong)心統計，已有多家上(shang)(shang)海(hai)國有上(shang)(shang)市(shi)(shi)(shi)公司宣布停(ting)牌，包(bao)括(kuo)西藏城(cheng)(cheng)(cheng)投(tou)、華(hua)建集(ji)團(tuan)、申(shen)(shen)能股(gu)(gu)份(fen)、上(shang)(shang)港集(ji)團(tuan)、城(cheng)(cheng)(cheng)投(tou)控股(gu)(gu)、*ST中(zhong)(zhong)企、上(shang)(shang)海(hai)物貿(mao)、三愛富、上(shang)(shang)工申(shen)(shen)貝(bei)等。其中(zhong)(zhong)，*ST中(zhong)(zhong)企是大股(gu)(gu)東(dong)上(shang)(shang)海(hai)地產(chan)（集(ji)團(tuan)）有限(xian)公司（以下(xia)簡稱“地產(chan)集(ji)團(tuan)”）旗下(xia)唯一上(shang)(shang)市(shi)(shi)(shi)公司，其停(ting)牌原因正(zheng)是地產(chan)集(ji)團(tuan)正(zheng)在(zai)籌劃與公司相關的重(zhong)(zhong)大事(shi)項，該(gai)事(shi)項可(ke)能涉及重(zhong)(zhong)大資產(chan)重(zhong)(zhong)組(zu)或非公開發(fa)行股(gu)(gu)份(fen)；上(shang)(shang)海(hai)物貿(mao)則更是明(ming)確，是控股(gu)(gu)股(gu)(gu)東(dong)百聯集(ji)團(tuan)有限(xian)公司將要讓出控股(gu)(gu)權；西藏城(cheng)(cheng)(cheng)投(tou)等則明(ming)確表示將發(fa)行新股(gu)(gu)。

此外，也(ye)有部分(fen)上(shang)海(hai)國(guo)企已完成第(di)一階段改革。上(shang)海(hai)國(guo)資國(guo)企改革在(zai)全(quan)國(guo)起(qi)步(bu)較早，現在(zai)多數開始行(xing)動，相信國(guo)企改革將會(hui)繼續向縱深發(fa)展，此前(qian)的一些預期將會(hui)揭曉答(da)案。