降价也要卖！2025能源央国企改革深水区

光伏资讯2025-06-25

光伏资讯 | PV-info近日，湖北能源集团股份公告拟出售三峡集团（营口）能源投资有限公司65%股权。由于在首轮公开挂牌期间未能征集到意向受让方，为进一步增强项目吸引力，2025年6月19日第十届董事会第九次会议上决定，将营口能投65%股权挂牌转让底价在首轮挂牌价格（净资产评估值）的基础上降价10%，即将挂牌转让底价调整为5,031.792万元，其他转让条件不变，并委托北京产权交易所重新公开挂牌...

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PV-info近日，湖北能源集团股份公告拟出售三峡集团（营口）能源投资有限公司65%股权。由于在首轮公开挂牌期间未能征集到意向受让方，为进一步增强项目吸引力，2025年6月19日第十届董事会第九次会议上决定，将营口能投65%股权挂牌转让底价在首轮挂牌价格（净资产评估值）的基础上降价10%，即将挂牌转让底价调整为5,031.792万元，其他转让条件不变，并委托北京产权交易所重新公开挂牌寻觅受让方。降价也要卖，2025年能源国企改革已到深水区。据光伏资讯不完全统计，2025年已有超80余次能源企业转让旗下股权。国家电投成为此轮调整中最活跃的力量。仅2025年前四个月，其通过北京产权交易所密集挂牌7家新能源公司股权，包括汝州协鑫光伏（55%股权，1.73亿元）、江陵协鑫光伏（55%股权，2.14亿元）等光伏项目，以及通道风力发电（100%股权，2.77亿元）等风电资产。更值得注意的是，这些交易附带了严苛的品牌剥离条款——受让方不得继续使用“国电投”字号及特许经营权，凸显央企对核心无形资产的管控从“资产持有”转向“价值运营”。若将时间线延伸至2024年下半年，国家电投累计转让的新能源公司已达22家，项目覆盖河南、湖北、重庆等多地，早期建设的集中式光伏电站、因消纳受限导致弃光率高的项目成为主要剥离对象。其他央企的调整路径各有侧重。国家电网通过无偿划转优化股权架构：4月，国网电科院将南瑞集团持有的国电南瑞51.49%股权划归自身，同时将国网英大7.49%股权转至南瑞集团，直接响应国资委“压减法人层级”要求，精减法人户数790户，管理层级压缩至4级。三峡集团则在2月将长江电力4%股份（9.79亿股）无偿划转至长江环保集团，强化水电与环保业务协同；3月再转让开封平煤北控新能源50%股权，退出低收益风电项目。南方电网、中石油亦参与其中，前者分拆贵州金晟新能源5%股权（2.95亿元）和广东电网能源发展5%股权（2.22亿元），后者通过昆仑能源子公司转让徐州城通新能源51%股权，逐步退出传统新能源转向氢能赛道。这场资产腾挪的背后，政策驱动是首要引擎：国资委将2025年定位为国企改革深化提升行动收官之年，明确要求国有资本向新能源、电网数字化集中，并严控非主业投资占比降至10%以下。国家电网8000亿元特高压与智能配网投资计划、国家电投沙戈荒基地与海上风电布局，均是这一导向的落地。财务优化则是现实考量：被转让的资产多面临盈利困境，如山东某光伏项目净资产收益率仅1.8%，远低于7%的资本金底线；龙源新能源亏损2307万元，资产负债率超80%。同时央企需通过出售回笼资金，投向壁垒更高的领域。与资产剥离同步，千亿级并购重组正在重构央企核心竞争力。国家电投旗下远达环保以277亿元收购五凌电力100%股权及广西长洲水电64.93%股权，整合水电资产构建“风光水储”一体化；电投产融剥离金融业务，注入千亿核电资产，打造专业化运营平台；华电国际拟收购集团8家火电及新能源公司，新增装机1597万千瓦；大唐集团斥资53亿元回购五家新能源公司股权，配套5GW风光项目推动煤电协同转型……2025年的股权转让潮，是央企从“规模扩张”转向“质量优先”的战略缩影。通过剥离低效资产、聚焦前沿技术、引入市场化机制，中国能源企业正为“双碳”目标构建更具韧性的产业生态。相关链接：20250408：能源央国企集体救市！总额破百亿！20250403：光伏圈人事大变动！涉17家央国企、上市公司20240421：30家！盘点近期央国企成立新能源公司查询资料、进群等请添加","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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