政府采购新规强化公平竞争，对内外资一视同仁

Core Viewpoint - The recent government procurement policy changes in China signify a move towards deeper institutionalization and standardization of the procurement system, emphasizing the implementation of domestic product standards and related policies [1][4]. Group 1: Policy Implementation - The State Council meeting on September 19 highlighted the importance of establishing domestic product standards in government procurement as a key measure to improve the procurement system and ensure fair treatment for foreign enterprises [1][4]. - The Ministry of Finance plans to solicit public opinions on the draft notice regarding domestic product standards and implementation policies in government procurement by December 2024 [3]. Group 2: Market Impact - The new policies are expected to have a profound impact on the government procurement market, which exceeds 3 trillion yuan, having grown from 100.9 billion yuan in 2002 to 3.6399 trillion yuan in 2021, increasing its share of fiscal expenditure from 4.6% to 10.1% [5]. - In 2023, the national government procurement scale was reported at 3.39296 trillion yuan, indicating a slight decline in recent years [6]. Group 3: Classification and Transition - The meeting proposed a reasonable classification approach to set domestic product standards, suggesting that specific requirements for key components and processes will be established based on industry characteristics rather than a one-size-fits-all domestic production ratio [6]. - The policy emphasizes a reasonable transition period to support enterprises in preparing for industrial layout and investment plans, with different industries potentially receiving varying adjustment times [7][8]. Group 4: Fair Competition - The policy aims to ensure equal treatment for all types of enterprises, including state-owned, private, and foreign companies, as long as they meet the domestic product standards, aligning with the ongoing reforms to optimize the business environment in China [8]. - The establishment of clear domestic product standards is seen as a prerequisite for fair treatment of foreign enterprises, ensuring that all products produced within China are treated equally [8]. Group 5: International Context - The new government procurement policy reflects a significant step in China's reform and opening-up process, balancing national economic security with a commitment to expanding openness, similar to practices in developed countries like the U.S., Japan, and the EU [8]. Group 6: Future Outlook - With the implementation of these policies, the government procurement market is expected to become more standardized, transparent, and open [9].