深化国企改革开启“增长第二曲线”

Core Insights - The deepening reform of state-owned enterprises (SOEs) has led to significant achievements in local state-owned assets and enterprises, with an average completion rate of over 90% for key tasks by mid-year [1] - Local regulatory enterprises contributed 3.7 trillion yuan in value added and completed fixed asset investments of 2.7 trillion yuan in the first half of the year, playing a crucial role in stabilizing the macroeconomic environment [1] - R&D expenditure by local regulatory enterprises reached 265.55 billion yuan, supporting the construction of a strong technological nation [1] Group 1: Development of New Productive Forces - Local SOEs are actively cultivating and expanding new productive forces by developing emerging industries and transforming traditional industries [2] - Various regions, such as Shanghai and Shenzhen, are establishing investment funds to support sectors like integrated circuits and artificial intelligence [2] - 28 localities are implementing digital transformation actions, resulting in the construction of 61 smart factories and 905 typical scenarios [2] Group 2: Focus on Technological Innovation - The emphasis on technological innovation is seen as the primary driving force for developing new productive forces, with a focus on tackling key core technologies and enhancing innovation capabilities [3] - Local SOEs are encouraged to explore effective ways to promote technological and industrial innovation, fostering an environment that encourages innovation and tolerates failure [3] Group 3: Reform and Governance - Continuous reform of local SOEs is crucial, with a focus on enhancing market-oriented operational mechanisms and improving governance structures [3] - The State-owned Assets Supervision and Administration Commission (SASAC) aims to ensure high-quality completion of SOE reform actions and resist "involution" competition [3]