How to further deepen the reform of the state-owned economy? The second step of layout structure optimization and adjustment

【Introduction】

The Decision of the Central Committee of the Communist Party of China on Further Comprehensively Deepening Reform and Promoting Chinese-style Modernization (hereinafter referred to as the "Decision") adopted by the Third Plenary Session of the CPC Central Committee is the top-level design and roadmap and construction drawings for China's further comprehensive deepening of reform, which puts forward new requirements and points out new directions for the reform work in the next five years, ten years and even the middle of this century.

Although we should highlight the relevant content of deepening the reform of state-owned assets and state-owned enterprises, we should also study the economic, political, cultural, social, ecological civilization, national security, national defense and military and other aspects of the reform and deployment in depth, after all, almost all the deepening of reform involves state-owned assets and state-owned enterprises, and must be comprehensively and systematically studied in order to further deepen the reform process in an all-round way, combined with reality, and fully implement the requirements of the "Decision". When Mr. Ming studied the "Decision", he also adhered to the mentality of "it is better to be happy alone than to be happy with everyone", and shared his learning experience and made progress together. Today we will talk about the framework for deepening the reform of state-owned assets and state-owned enterprises.

2. Deepen the reform of the state-owned economy

(3) Promote the optimization of the layout and structural adjustment of the state-owned economy

In the new era and new journey, in the face of the problems existing in the state-owned economy and the challenges brought about by the great changes in a century, it is necessary to persist in promoting the optimization of the layout and structural adjustment of the state-owned economy, adapt to the requirements of building a high-level market economy system, adjust the stock structure, optimize the direction of incremental investment, continue to promote the effective improvement of the quality of the state-owned economy and the reasonable growth of the quantity, and comprehensively serve the Chinese modernization.

The "Decision" will "promote the optimization and structural adjustment of the layout of the state-owned economy" as the main line and internal requirements for further deepening the reform of state-owned assets and state-owned enterprises, which is also an important starting point for achieving high-quality development of the national economy, and lead and coordinate the reform of all aspects in various fields with the overall plan for the layout and structure of the state-owned economy facing the future, and in accordance with the time requirements for completing the main tasks before 2029, the next five years will form a reform trend of state-owned assets and state-owned enterprises with the optimization and adjustment of the layout and structure of the state-owned economy as the main line. Large-scale restructuring and integration will become the norm.

1. The goal of optimizing and adjusting the layout and structure of the state-owned economy

The "Decision" clarifies that the goal of optimizing and adjusting the layout and structure of the state-owned economy is to promote state-owned capital and state-owned enterprises to become stronger, better and bigger, enhance their core functions, and enhance their core competitiveness.

To promote the optimization and adjustment of the layout and structure of the state-owned economy, it is necessary to clarify the key investment areas and directions of state-owned capital, coordinate the layout of major productive forces of the state-owned economy, stimulate the endogenous driving force and innovation vitality of the state-owned economy, and promote the state-owned capital and state-owned enterprises to become stronger, better and bigger.

The optimization and adjustment of the layout and structure of the state-owned economy is closely related to the enhancement of core functions and the enhancement of core competitiveness: the optimization and adjustment of the layout and structure of the state-owned economy can enhance the core functions, better serve the realization of high-level scientific and technological self-reliance and self-reliance, better promote the construction of a modern industrial system, and better support the national strategic security; The optimization and adjustment of the layout and structure of the state-owned economy can also improve the core competitiveness, enhance the efficiency of resource allocation and value creation, and promote the improvement of the value-added rate and overall operational efficiency of the state-owned economy.

2. Adjust the functional positioning and layout of the state-owned economy around the national strategy

In the face of changes in the international environment and domestic development stage, the optimization and structural adjustment of the layout of the state-owned economy should pay more attention to promoting the state-owned economy to better realize the "quality goals" of its functional positioning and mission tasks, promote the strategic adjustment of the state-owned economy based on the classification of functional positioning, and strive to integrate its own development into the grand blueprint of building a modern socialist country in an all-round way.

The first is to strengthen the mission of building Chinese-style modernization, and promote the optimization of the layout and structural adjustment of the state-owned economy with high quality. As the leading force of the mainland's national economy, state-owned enterprises shoulder the fundamental mission of building a strong country and the great cause of national rejuvenation, and will surely become the key force in promoting Chinese-style modernization. Through the optimization of the layout and structural adjustment of the state-owned economy, state-owned enterprises will be able to implement the new development concept more completely, accurately and comprehensively, serve the major strategic layout of the country, actively undertake corporate social responsibility, adhere to high-quality development, and play a leading and supporting role in solving the technical shortcomings of "stuck necks", improving the modernization level of the industrial chain, and promoting common prosperity.

The second is to deepen the reform of the classification of state-owned enterprises, and accurately promote the optimization of the layout and structural adjustment of the state-owned economy. The functional definition, classification reform, classification assessment and classification accounting of state-owned enterprises are the basic projects for deepening the reform of state-owned enterprises, which can provide a more accurate implementation basis for promoting the optimization of the layout and structural adjustment of the state-owned economy. Therefore, it is necessary to improve the classification assessment and evaluation system of state-owned enterprises, set up more targeted and personalized assessment indicators according to the different functions of enterprises to reflect the accurate grasp of common quantitative indicators and individual differences, and explore the implementation of "one industry, one policy, one enterprise, one policy" assessment, which fully reflects the national strategic orientation and strategic requirements.

3. Improve the way to achieve complementary and coordinated development of the national economy

In optimizing and adjusting the layout and structure of the state-owned economy, it is necessary to adhere to the "two unswerving", give full play to the strategic support and leading function of the state-owned economy, improve the way to realize the complementary and coordinated development of the national economy, devote itself to creating a good environment for the development of the non-public economy, promote the "national coordination" between the state-owned economy and the non-public economy, give full play to their respective advantages, and promote the complementary advantages, resource integration, and common development of various ownership economies.

4. Promote the optimization and adjustment of the layout and structure at the industrial level, and accelerate the construction of a modern industrial system

The optimization and adjustment of the layout and structure of the state-owned economy should focus on the construction of a modern industrial system, and give better play to the important role of the state-owned economy in leading the industry and innovation.

The first is to focus on strategic security, promote the concentration of the state-owned economy in important industries related to national security and the lifeline of the national economy, such as national defense and military industry, strategic material reserves, backbone networks, and major financial infrastructure, and strengthen the leading role of the state-owned economy in the cultural field.

The second is to focus on the national economy and people's livelihood, promote the concentration of the state-owned economy in the fields of oil and gas, coal, nuclear energy resource development and power supply, promote the concentration of the state-owned economy in the field of grain procurement and storage, strengthen the state-owned economy's production and reserve capacity for important agricultural products such as grain, cotton, oil, sugar and gum, and seed industry, strengthen the state-owned economy's ability and role in supporting energy resources and food supply, and maintain the security of industrial and supply chains.

The third is to focus on innovation and leadership, strengthen the support of the state-owned economy for the construction of innovation capability system, basic research and cutting-edge technology research, strengthen the ability of state-owned enterprises to overcome the key core technologies of "stuck neck" and strengthen the foundation and supply chain of the manufacturing industry, increase investment in forward-looking strategic industries, advanced manufacturing and future industries, lead and drive the development of emerging industries and independent innovation, improve the modernization level of the industrial chain, maintain the safety of the industrial chain, and better support the innovation-driven development strategy, the strategy of manufacturing power and the construction of an innovative country. Enhance the mainland's industrial innovation and international competitiveness.

Fourth, focus on public services, increase the state-owned economy's investment in the field of public services, strengthen the effective supply of the state-owned economy in the field of public services such as pivotal important infrastructure and new infrastructure construction, ecological protection, environmental governance, disaster prevention, mitigation and relief, and public emergency material security, strengthen the layout of the state-owned economy in urban and rural infrastructure and people's livelihood fields such as public utilities, public transportation, public culture, medical and health care, health care for the elderly, education, etc., give full play to the public welfare and guarantee role of the state-owned economy, and effectively make up for market failures. Better meet the growing needs of the people for a better life.

Fifth, it is necessary to promote the independent operation of natural monopoly links in energy, railway, telecommunications, water conservancy, public utilities and other industries and the market-oriented reform of competitive links, and realize the separation of pipe networks, network transportation, and factories and networks through different methods such as splitting and reorganization, so as to consolidate the control of the state-owned economy over natural monopoly links, and introduce competition mechanisms in competitive links to let market laws play a role.

5. Promote the optimization and adjustment of the layout and structure at the regional level to better serve the implementation of major national and regional strategies

The state-owned economy is a strategic supporting force to optimize the layout of major productive forces in the mainland and promote the coordinated development of the region, through the optimization and adjustment of the layout structure, promote the implementation of the Beijing-Tianjin-Hebei coordinated development strategy, promote the development of high-tech industrial clusters in the Yangtze River Delta, promote the development of strategic emerging industries, advanced manufacturing and modern service industries in the Guangdong-Hong Kong-Macao Greater Bay Area, promote the layout of the state-owned economy in the central region of advanced manufacturing, and increase the investment of the state-owned economy in the Yangtze River Economic Belt and the Yellow River Basin in ecological protection and environmental governance. We will increase the support of the state-owned economy for the transportation infrastructure, energy supply, and ecological and environmental protection in the western region.

6. Actively integrate into the domestic and international dual circulation, and openly promote the optimization of the layout and structural adjustment of the state-owned economy.

The state-owned economy should make good use of the two markets and two resources, deeply integrate into the domestic and international dual circulation system, and attract global high-end factors, advanced technologies and various resources for our use based on the competitive advantages accumulated in the domestic circulation, and promote the optimization of the layout and structural adjustment of the state-owned economy in an open manner.

The first is to deepen and expand industrial and technical cooperation and exchanges with foreign countries, deeply participate in the global supply chain, continuously improve the control and leading ability of the global industrial chain, and shape an international production system with Made in China and Created in China as the key technology pedigree.

The second is to actively promote the construction and development of key infrastructure such as railways, ports and logistics hubs along the "Belt and Road", accelerate the layout of the "self-oriented" regional industrial chain system based on the "Belt and Road", and drive China's equipment, technology, standards and services to go global.

The third is to more actively participate in the formulation and promotion of international standards and trade rules, rely on technological advantages and innovative practices, strengthen the integration with domestic and foreign market rules, break the restrictions of technical barriers, further promote the mutual recognition, docking and cooperation of industry standards and trade rules with the "Belt and Road" countries, actively participate in the work of international organizations, deepen international exchanges and cooperation, and enhance the voice and influence of the state-owned economy in the global economy.

6. Promote the optimization and adjustment of the layout and structure at the capital and enterprise levels

(1) Improve the rational flow mechanism of state-owned capital, promote strategic restructuring and professional integration as a whole, accelerate the adjustment of stock structure, optimize incremental investment, and implement the "three concentrations" of state-owned capital: concentrate on important industries and key areas related to national security and the lifeline of the national economy, concentrate on public services, emergency response capabilities, and public welfare fields related to the national economy and people's livelihood, and concentrate on forward-looking strategic emerging industries. We will continue to increase the divestment of "two nons" (non-main business and non-advantage) and the liquidation of "two capitals" (inefficient assets and ineffective assets).

(2) Improve the dynamic management system and investment management system of the main responsibility and main business of state-owned enterprises, promote the strategic reorganization and professional integration of state-owned enterprises in accordance with the principle of highlighting the main business and professional management, promote the continuous concentration of resources in the main business enterprises, advantageous enterprises and "chain length" enterprises, and accelerate the construction of world-class enterprises and professional leading enterprises.