Decisive three-year action 'delineation' of the key points of central enterprise reform in 2022
Deepen cross industry, cross field and cross enterprise professional integration
The efficiency growth of central enterprises reached the best level in history, with a net profit of 1.75 trillion yuan in the first November; 70% of the objectives and tasks of the three-year action of state-owned enterprise reform have been successfully completed, and the specialized integration of rare earth, coal and other industries has been deeply implemented.
This is the 'report card' of the opening year of the '14th five year plan' displayed at the meeting of heads of Central enterprises (hereinafter referred to as the 'meeting') held by the state owned assets supervision and Administration Commission of the State Council on the 18th.
According to the deployment of the meeting, the three-year action task of state-owned enterprise reform in 2022 should be basically completed before the 20th National Congress of the party and fully completed by the end of next year. How to ensure 'ring to hand in the paper'? SASAC has delineated a series of reform and development priorities, including deepening cross industry, cross field and cross enterprise professional integration, and strengthening the construction of collaborative platforms such as new energy vehicles; Pilot implementation of classified accounting and assessment of public welfare business of central enterprises; Accelerate the development of renewable energy and diversified energy storage industries, and accelerate the integration of iron ore resources.
At present, China's economic development is facing the triple pressure of shrinking demand, supply shock and weakening expectation. 'As the 'stabilizer' and 'ballast stone' of the national economy, central enterprises must take the initiative and act actively next year in maintaining stability and seeking progress in stability.' Hao Peng, party secretary and director of SASAC, said at the meeting.
The Party committee of SASAC has determined that in 2022, the 'two profits and four rates' index of central enterprises should strive to achieve the goal of 'two increases, one control and three improvements', that is, the growth rate of total profit and net profit is higher than that of the national economy; Control the asset liability ratio; Further improve the profit margin of operating income, total labor productivity and R & D investment.
The meeting proposed to strive to achieve a 'good start' and a stable start. Implement the requirements for cross cycle regulation and formulate measures conducive to steady growth as soon as possible. We should speed up the elimination of backward production capacity and the return of 'two capital' and 'two non', and strengthen the governance of loss making subsidiary enterprises. We should improve the quality of investment, accelerate the implementation of a number of major projects specified in the 14th five year plan, and increase investment in industries with strategic significance and spillover effects.
The high-quality development of state-owned central enterprises is inseparable from the release of reform efficiency. 'Make concerted efforts, pay close attention to reform and achieve results, and complete the three-year action task with high quality.' Hao Peng clearly requested.
The data show that at present, at the level of the central enterprise group and 98.2% of the subsidiaries have achieved what the board of directors should do, and nearly 90% of the qualified secondary and tertiary subsidiaries have achieved the majority of external directors. The tenure system of management members and contractual management system were fully established, and the signing proportion of subsidiaries reached 83.6%, an increase of 54.3 percentage points over the beginning of the year.
SASAC stressed that we should focus on key and difficult points in 2022. It will promote central enterprises to build a professional, responsible, standardized and efficient board of directors and effectively implement the functions and powers of the board of directors. Promote the deep implementation of the three system reforms in sub enterprises at all levels, fully implement the tenure system and contractual management of managers, and implement a market competitive salary incentive system for key core technical talents.
In the aspect of mixed reform, which has attracted much attention, the next step is mainly to promote the in-depth transformation of business mechanism of mixed ownership enterprises and continue to explore differentiated management and control.
In addition, the meeting also made it clear to improve the governance level and value creation ability of state-controlled listed companies. We will promote the dynamic adjustment of state-owned capital investment and operation companies and improve their functional positioning. Pilot implementation of classified accounting and assessment of public welfare business of central enterprises.
Data show that from January to November, central enterprises injected 122.15 billion yuan of high-quality assets into listed companies, and implemented 19.69 billion yuan of equity financing using the platform of listed companies, with a year-on-year increase of 17.4% and 64.7% respectively.
'Mixed reform and listing has become an important part of the combination of state-owned enterprise reform. Behind this is the promotion of state-owned asset securitization and capital management of state-owned enterprise reform policies, as well as the internal needs of state-owned enterprises for listing and financing.' Zhu Changming, head of the Research Center for mixed reform of state-owned enterprises and employee stock ownership of sunshine era law firm, believes that the reform of state-owned enterprises is gradually activating state-owned listed companies and opening up imagination space for concept stocks of state-owned enterprise reform.
The strategic reorganization and professional integration of central enterprises will also be further deepened. Since 2021, this reform action has been frequent: China Star network, China electrical equipment and China logistics group have appeared, Sinochem and China chemical industry have been restructured, Putian has been incorporated into CETC, Angang has 'hand in hand' Benxi Steel, the professional integration in rare earth, coal and other fields has been deeply implemented, and the implementation of logistics big data platform and marine equipment innovation platform has been accelerated.
At this meeting, SASAC made it clear that in 2022, it will deepen cross industry, cross field and cross enterprise professional integration, and strengthen the construction of collaborative development platforms such as marine engineering equipment, new energy vehicles, industrial Internet, logistics big data and air freight.
'Professional integration highlights the industrial chain.' Li Jin, chief researcher of China Enterprise Research Institute, said that the formulation of deepening cross industry, cross field and cross enterprise professional integration has transmitted rich information. At present, central enterprises still have scattered resources, non prominent main business, homogeneous competition and disorderly competition in a major. It is necessary to carry out large-scale, all-round and cross industry reform and reorganization, especially professional reorganization, so that the main industry is more and more obvious and the industrial definition is higher and higher.
Behind the reorganization and integration of central enterprises is the accelerated optimization of the layout structure of state-owned assets. 'Highlight the main responsibility and main business, and invest more state-owned capital in the real economy and manufacturing.' Hao Peng said.
It is revealed that in 2022, SASAC will deeply implement the action plan of modern industrial chain length. While accelerating the implementation of the first batch of chain leader enterprises, the selection of the second batch of key industrial chain leader enterprises was started. At the same time, focus on high-end equipment, new generation information technology, new materials and other fields, and cultivate a number of national advanced manufacturing clusters; Focus on key areas, build a number of digital transformation pilot enterprises, cultivate a number of digital transformation demonstration scenes, and establish a number of digital collaborative innovation platforms. Implement the special action of cultivating excellent enterprises, and create a number of science and technology leading enterprises, 'specialized and special new' enterprises and individual champions.
The green and low-carbon transformation under the 'double carbon' goal is also one of the important directions. The meeting made it clear that in 2022, we should implement the guiding opinions on the 'double carbon' work of central enterprises, pay close attention to tackling key problems of green and low-carbon technologies, and accelerate the popularization and application of advanced technologies. We will accelerate the establishment of a green low-carbon recycling industry system and promote energy conservation and carbon reduction in iron and steel, non-ferrous metals, petroleum and petrochemical, construction, transportation, building materials and other fields. Pay close attention to the clean and efficient utilization of coal, accelerate the flexible transformation of coal-fired power units, develop renewable energy and diversified energy storage industries, and increase the consumption capacity of new energy. Explore cooperation between central enterprises in the use of forestry carbon sink resources. We will resolutely curb the blind development of 'two high' projects.
It is worth noting that the central economic work conference proposed that 'we should correctly understand and grasp the carbon peak and carbon neutralization.' 'To ensure energy supply, large enterprises, especially state-owned enterprises, should take the lead in ensuring supply and stabilizing prices.'
'Central enterprises should give better play to the supporting role of self-sufficiency in the production of important energy resources.' Hao Peng said that in 2022, we should strengthen the investigation of domestic resources, promote the increase of domestic oil and gas reserves and production, strengthen the construction of oil and gas, coal and other reserve capacity, accelerate the integration of iron ore resources, improve the control of key logistics nodes and channels, and improve the supply guarantee capacity of primary products.