【发展之道】 央企变革正重塑中国产业基因
Zheng Quan Shi Bao·2025-09-22 21:33

Core Insights - The State-owned Assets Supervision and Administration Commission (SASAC) recently reported significant achievements of state-owned enterprises (SOEs) during the 14th Five-Year Plan, highlighting a total asset value exceeding 90 trillion yuan and annual R&D investments surpassing 1 trillion yuan for three consecutive years [1][2] - The transformation of SOEs is characterized by a shift from scale-driven growth to innovation-driven development, with strategic emerging industries projected to generate over 11 trillion yuan in revenue by 2024, reflecting an 8 percentage point increase in contribution over the past two years [1][3] Group 1: Restructuring and Integration - The restructuring of 6 groups of enterprises and the establishment of 9 new SOEs represent a strategic realignment of national resources, facilitating a collaborative approach to innovation rather than isolated efforts [2] - This integration is designed to activate the innovation ecosystem, allowing for a "chemical reaction" of resources rather than mere physical mergers, thereby enhancing the global positioning of Chinese industries [2] Group 2: Future Development and Innovation - To cultivate "new productive forces," SOEs need to establish effective connections between research and production, ensuring that research outcomes are not left unutilized [3] - Exploring "innovation enclaves" that link SOEs with local industries and research institutions is essential for fostering a fluid movement of innovative resources [3] - The ongoing restructuring aims to elevate SOEs from being mere industry giants to becoming ecological organizers, particularly in emerging fields like artificial intelligence and quantum information [3]