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兗礦能源(600188.SH):目前尚無明確的進一步資產注入計劃

格隆匯4月11日丨兗礦能源(600188.SH)2023年度業績説明會會議紀要顯示,公司2021年披露的發展戰略綱要是中長期戰略,戰略目標的設定基於項目建設及收購,其中有一部分可能通過收購控股股東資產實現,但這些不構成公司對投資者的實質承諾。

兗礦能源是山東能源集團有限公司(“山東能源”“控股股東”)重點培養的主業上市公司,集中了山東能源主導產業的大部分優質資產,對山東能源的整體發展起到重要支撐作用。山東能源將繼續履行解決同業競爭承諾,採取各種有效措施避免與本集團產生同業競爭。從市場常規操作來看,將競爭資產注入上市公司是操作性較強的一種路徑。2023年,兗礦能源完成魯西礦業、新疆能化的收購,山東能源於山東、新疆區域的優質煤炭資產已注入上市公司。

目前尚無明確的進一步資產注入計劃,兗礦能源將按照上市監管規定,在條件具備時履行信息披露義務。

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