1月(yue)25日晚，包括中(zhong)(zhong)(zhong)材(cai)(cai)(cai)節能、寧夏建(jian)材(cai)(cai)(cai)、祁連山、中(zhong)(zhong)(zhong)材(cai)(cai)(cai)科技(ji)、天山股(gu)份、北新建(jian)材(cai)(cai)(cai)、中(zhong)(zhong)(zhong)國(guo)巨石(shi)、瑞泰科技(ji)在內的(de)8家A股(gu)公(gong)(gong)(gong)司(si)，幾乎(hu)同時發布了實(shi)際(ji)(ji)控制人(ren)策劃戰(zhan)略重組的(de)公(gong)(gong)(gong)告，這也(ye)意味中(zhong)(zhong)(zhong)國(guo)中(zhong)(zhong)(zhong)材(cai)(cai)(cai)集(ji)(ji)團有限公(gong)(gong)(gong)司(si)（以(yi)下簡稱(cheng)“中(zhong)(zhong)(zhong)材(cai)(cai)(cai)集(ji)(ji)團”）與中(zhong)(zhong)(zhong)國(guo)建(jian)筑材(cai)(cai)(cai)料集(ji)(ji)團有限公(gong)(gong)(gong)司(si)（以(yi)下簡稱(cheng)“中(zhong)(zhong)(zhong)國(guo)建(jian)材(cai)(cai)(cai)集(ji)(ji)團”）的(de)重組進(jin)入到最為(wei)關鍵的(de)實(shi)際(ji)(ji)操作層面。

以寧夏建材(cai)的(de)公(gong)(gong)告為例，其(qi)表(biao)示，公(gong)(gong)司于(yu)1月25日接到控股(gu)股(gu)東中(zhong)材(cai)股(gu)份發來的(de)通知，獲悉其(qi)控股(gu)股(gu)東中(zhong)材(cai)集(ji)團(tuan)與中(zhong)國建材(cai)集(ji)團(tuan)有正在(zai)籌劃戰略重(zhong)組(zu)(zu)事宜，重(zhong)組(zu)(zu)方案(an)尚未(wei)確定，方案(an)確定后尚需獲得有關主管部門批準。公(gong)(gong)司表(biao)示，上述事項目(mu)前不涉及公(gong)(gong)司的(de)重(zhong)大資產(chan)重(zhong)組(zu)(zu)事項，亦不會(hui)對公(gong)(gong)司的(de)正常生產(chan)經營活動(dong)構成重(zhong)大影響。

據(ju)悉(xi)，中(zhong)(zhong)(zhong)(zhong)材集(ji)團旗下(xia)A股(gu)(gu)(gu)公司(si)(si)包(bao)括中(zhong)(zhong)(zhong)(zhong)材國(guo)際、寧夏建材、中(zhong)(zhong)(zhong)(zhong)材節能、祁連(lian)山、中(zhong)(zhong)(zhong)(zhong)材科(ke)技(ji)、天山股(gu)(gu)(gu)份(fen)(fen)、國(guo)統股(gu)(gu)(gu)份(fen)(fen)；中(zhong)(zhong)(zhong)(zhong)國(guo)建材集(ji)團旗下(xia)A股(gu)(gu)(gu)公司(si)(si)包(bao)括北新建材、中(zhong)(zhong)(zhong)(zhong)國(guo)巨石、洛(luo)陽玻(bo)璃(li)、瑞泰(tai)科(ke)技(ji)、方興(xing)科(ke)技(ji)。而中(zhong)(zhong)(zhong)(zhong)材國(guo)際、國(guo)統股(gu)(gu)(gu)份(fen)(fen)、洛(luo)陽玻(bo)璃(li)、方興(xing)科(ke)技(ji)并未發布實際控制人策劃戰略重組的提示性(xing)公告(gao)。不過，上述(shu)12家公司(si)(si)的股(gu)(gu)(gu)價(jia)在1月(yue)25日均(jun)出現上漲，其中(zhong)(zhong)(zhong)(zhong)寧夏建材、祁連(lian)山漲停，天山股(gu)(gu)(gu)份(fen)(fen)、瑞泰(tai)科(ke)技(ji)、國(guo)統股(gu)(gu)(gu)份(fen)(fen)的漲幅也在7%以上。

此外(wai)，中(zhong)(zhong)(zhong)材(cai)(cai)集(ji)團(tuan)旗下的(de)(de)H股(gu)(gu)(gu)公司(si)(si)中(zhong)(zhong)(zhong)材(cai)(cai)股(gu)(gu)(gu)份與中(zhong)(zhong)(zhong)國(guo)(guo)建(jian)(jian)材(cai)(cai)集(ji)團(tuan)旗下的(de)(de)H股(gu)(gu)(gu)公司(si)(si)中(zhong)(zhong)(zhong)國(guo)(guo)建(jian)(jian)材(cai)(cai)也雙雙在(zai)(zai)港交所(suo)公告稱，接到控股(gu)(gu)(gu)股(gu)(gu)(gu)東1月25日發出的(de)(de)通知函，中(zhong)(zhong)(zhong)材(cai)(cai)集(ji)團(tuan)與中(zhong)(zhong)(zhong)國(guo)(guo)建(jian)(jian)材(cai)(cai)集(ji)團(tuan)正在(zai)(zai)籌(chou)劃戰略重(zhong)組(zu)事(shi)宜(yi)(yi)，重(zhong)組(zu)方(fang)案尚(shang)未確定，方(fang)案確定后尚(shang)需(xu)獲得有(you)關主管(guan)部門批準。上述(shu)事(shi)宜(yi)(yi)暫時不涉及公司(si)(si)的(de)(de)重(zhong)大資(zi)產重(zhong)組(zu)事(shi)項。

據悉，在日前召開的中(zhong)材集(ji)團黨委會(hui)上(shang)，集(ji)團相(xiang)關(guan)負責人(ren)強調，2016年是深化國(guo)有企業改革(ge)的關(guan)鍵之年，要著力做好結構調整(zheng)、深化改革(ge)等重(zhong)點工作，推動集(ji)團改革(ge)發展再上(shang)新(xin)臺階。

公(gong)開信息顯示，中(zhong)(zhong)材(cai)集(ji)團(tuan)集(ji)科(ke)研、設計、制造、工(gong)(gong)程建設、國際(ji)貿(mao)易于(yu)一(yi)(yi)體(ti)的企(qi)業(ye)(ye)集(ji)團(tuan)。中(zhong)(zhong)材(cai)集(ji)團(tuan)是國務院首(shou)批(pi)56家大型試點(dian)企(qi)業(ye)(ye)集(ji)團(tuan)之(zhi)一(yi)(yi)，在國家計劃(hua)內實行單列(lie)，連續(xu)多年位居(ju)中(zhong)(zhong)國企(qi)業(ye)(ye)500強，旗下擁有7家A股(gu)上(shang)市(shi)(shi)公(gong)司和一(yi)(yi)家H股(gu)上(shang)市(shi)(shi)公(gong)司，其主業(ye)(ye)之(zhi)一(yi)(yi)的“非金屬材(cai)料技術(shu)裝備與工(gong)(gong)程”，即水(shui)(shui)泥裝備及工(gong)(gong)程、水(shui)(shui)泥生產(chan)、水(shui)(shui)泥管道等產(chan)業(ye)(ye)同時存在于(yu)旗下的6家上(shang)市(shi)(shi)公(gong)司中(zhong)(zhong)。

而中國(guo)建(jian)(jian)(jian)材(cai)(cai)集(ji)(ji)團(tuan)是(shi)集(ji)(ji)科研(yan)、制(zhi)造、流通為(wei)一體(ti)的中國(guo)最大的綜合性建(jian)(jian)(jian)材(cai)(cai)產業集(ji)(ji)團(tuan)、《財富》世界500強企業。目前集(ji)(ji)團(tuan)資產總額(e)超過4100億元，員工(gong)總數(shu)超過18萬。去年(nian)2月7日，中國(guo)建(jian)(jian)(jian)材(cai)(cai)集(ji)(ji)團(tuan)混合所(suo)有制(zhi)改革(ge)方(fang)案獲批。而此次改革(ge)也被(bei)業內認(ren)為(wei)給(gei)集(ji)(ji)團(tuan)提供了一個整合和收購水泥及(ji)其他建(jian)(jian)(jian)材(cai)(cai)行業的機會。

對于(yu)這兩家央(yang)企的整合，有市(shi)場人士(shi)指出，兩家集團(tuan)無論從經營業績(ji)還(huan)是增(zeng)長速度看(kan)，都(dou)是央(yang)企中的佼(jiao)佼(jiao)者。但二者主(zhu)業重疊度很高(gao)，且都(dou)屬中小規模(mo)央(yang)企，因此(ci)整合的預期一(yi)直比較高(gao)。小規模(mo)央(yang)企，要么盡快實(shi)現整體上(shang)市(shi)，要么等待被歸(gui)并(bing)，這是改革的大勢(shi)所趨。