每經記者 劉燦邦

4月19日晚間，停牌(pai)已經(jing)兩個月時間的(de)冀凱(kai)股(gu)份（002691.SZ）發布公(gong)告(gao)，公(gong)司(si)(si)重(zhong)(zhong)(zhong)大資產重(zhong)(zhong)(zhong)組(zu)事項(xiang)的(de)交易標的(de)為(wei)中(zhong)國船舶重(zhong)(zhong)(zhong)工(gong)(gong)集團(tuan)公(gong)司(si)(si)成員單位資產（股(gu)權）。截(jie)至本(ben)公(gong)告(gao)披(pi)露日，公(gong)司(si)(si)及有關各方正在積極推動本(ben)次重(zhong)(zhong)(zhong)大資產重(zhong)(zhong)(zhong)組(zu)涉及的(de)各項(xiang)工(gong)(gong)作，中(zhong)國船舶重(zhong)(zhong)(zhong)工(gong)(gong)集團(tuan)公(gong)司(si)(si)正同政府(fu)有關部門溝通(tong)具體重(zhong)(zhong)(zhong)組(zu)方案事宜。

冀(ji)凱股(gu)份于(yu)去年12月(yue)14日開市起停牌(pai)，今年2月(yue)16日，公(gong)司公(gong)告了控(kong)股(gu)股(gu)東簽署股(gu)份轉讓協議(yi)、公(gong)司控(kong)制權擬變更，同(tong)時復(fu)牌(pai)。

根據股(gu)(gu)(gu)(gu)份(fen)轉讓(rang)協(xie)議，原(yuan)大(da)股(gu)(gu)(gu)(gu)東金(jin)凱(kai)創業將(jiang)其持(chi)有(you)的(de)冀凱(kai)股(gu)(gu)(gu)(gu)份(fen)5800萬股(gu)(gu)(gu)(gu)股(gu)(gu)(gu)(gu)份(fen)、2200萬股(gu)(gu)(gu)(gu)股(gu)(gu)(gu)(gu)份(fen)分別轉讓(rang)給卓眾達富和(he)鼎(ding)杰資產(chan)，轉讓(rang)價款分別為(wei)15.37億(yi)元和(he)5.83億(yi)元。轉讓(rang)前，金(jin)凱(kai)創業持(chi)股(gu)(gu)(gu)(gu)64.50%，轉讓(rang)后該比(bi)例下降至24.50%，卓眾達富成(cheng)為(wei)第一(yi)大(da)股(gu)(gu)(gu)(gu)東，持(chi)股(gu)(gu)(gu)(gu)比(bi)例29.00%，鼎(ding)杰資產(chan)為(wei)第三大(da)股(gu)(gu)(gu)(gu)東，持(chi)股(gu)(gu)(gu)(gu)比(bi)例11.00%。

不過就在(zai)(zai)冀(ji)凱(kai)(kai)股份復牌(pai)僅(jin)一(yi)周后，公(gong)司(si)因卓眾達富擬籌(chou)劃(hua)(hua)與(yu)公(gong)司(si)相關的重大(da)事項(xiang)，擬購(gou)買電子(zi)信息(xi)相關行業資(zi)產(chan)(chan)(chan)再度(du)停牌(pai)，其后的3月22日，冀(ji)凱(kai)(kai)股份在(zai)(zai)披(pi)露《關于籌(chou)劃(hua)(hua)重大(da)資(zi)產(chan)(chan)(chan)重組的停牌(pai)公(gong)告》中(zhong)確認本次籌(chou)劃(hua)(hua)的重大(da)事項(xiang)為重大(da)資(zi)產(chan)(chan)(chan)重組。

值(zhi)得注意的(de)是，中(zhong)船重工董事長胡問鳴此前在接(jie)受采(cai)訪(fang)時明確表示了(le)集團的(de)資本運(yun)(yun)作(zuo)規劃(hua)。“中(zhong)船重工集團除了(le)大(da)家(jia)熟(shu)知的(de)海洋(yang)防(fang)務裝備(bei)(bei)、海洋(yang)運(yun)(yun)輸裝備(bei)(bei)、海洋(yang)開發裝備(bei)(bei)和海洋(yang)科考裝備(bei)(bei)四大(da)類海洋(yang)裝備(bei)(bei)外，還有動(dong)力(li)、電(dian)子信(xin)息、水中(zhong)兵器、軍貿物流、新(xin)材料、清潔能(neng)源、特種(zhong)裝備(bei)(bei)等四大(da)領(ling)域十(shi)大(da)產業板(ban)塊(kuai)(kuai)。未(wei)來(lai)這些(xie)產業都(dou)將按(an)照(zhao)專(zhuan)業化板(ban)塊(kuai)(kuai)劃(hua)分，分板(ban)塊(kuai)(kuai)推進資產證券(quan)化。”

無(wu)獨有偶，冀凱股(gu)份此次擬收購電(dian)子(zi)信(xin)息行業(ye)資(zi)產(chan)(chan)，而電(dian)子(zi)信(xin)息也是中船重(zhong)工(gong)重(zhong)要的產(chan)(chan)業(ye)板塊，根據中船重(zhong)工(gong)規劃(hua)，未來將推進業(ye)務板塊的資(zi)產(chan)(chan)證券化。

中(zhong)(zhong)船(chuan)(chuan)重(zhong)(zhong)(zhong)(zhong)工(gong)(gong)(gong)旗下(xia)目前(qian)擁(yong)有上(shang)市(shi)(shi)公司中(zhong)(zhong)國重(zhong)(zhong)(zhong)(zhong)工(gong)(gong)(gong)（601989.SH）和(he)風帆股份（600482.SH），其中(zhong)(zhong)，中(zhong)(zhong)國重(zhong)(zhong)(zhong)(zhong)工(gong)(gong)(gong)已經(jing)獲得中(zhong)(zhong)船(chuan)(chuan)重(zhong)(zhong)(zhong)(zhong)工(gong)(gong)(gong)軍(jun)品總裝及(ji)民船(chuan)(chuan)修造(zao)等核心資(zi)(zi)產(chan)注入，是中(zhong)(zhong)船(chuan)(chuan)重(zhong)(zhong)(zhong)(zhong)工(gong)(gong)(gong)重(zhong)(zhong)(zhong)(zhong)要的(de)(de)主營業務上(shang)市(shi)(shi)平臺，風帆股份則(ze)在經(jing)歷重(zhong)(zhong)(zhong)(zhong)大(da)資(zi)(zi)產(chan)重(zhong)(zhong)(zhong)(zhong)組(zu)后成為中(zhong)(zhong)船(chuan)(chuan)重(zhong)(zhong)(zhong)(zhong)工(gong)(gong)(gong)旗下(xia)的(de)(de)船(chuan)(chuan)舶(bo)動(dong)力上(shang)市(shi)(shi)平臺，并且風帆股份已經(jing)公告，擬更名(ming)為中(zhong)(zhong)國動(dong)力；根(gen)據目前(qian)的(de)(de)公開(kai)信息(xi)推測，如果冀凱股份的(de)(de)重(zhong)(zhong)(zhong)(zhong)大(da)資(zi)(zi)產(chan)重(zhong)(zhong)(zhong)(zhong)組(zu)得以成行，中(zhong)(zhong)船(chuan)(chuan)重(zhong)(zhong)(zhong)(zhong)工(gong)(gong)(gong)也將再添(tian)一上(shang)市(shi)(shi)平臺。

“中船(chuan)重(zhong)工(gong)資產(chan)證券(quan)化率已經超過50%，特別是(shi)風帆股(gu)份停牌重(zhong)組之(zhi)后(hou)，中船(chuan)重(zhong)工(gong)的資本運作(zuo)明顯提速。”一位(wei)分析(xi)人士向記者說道(dao)。