国资委发声！事关市值管理、重组整合

Core Viewpoint - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes the need for reform and vitality in state-owned enterprises (SOEs) in 2026, aiming to elevate reforms to a new level at a new starting point [1][7]. Group 1: Market Expansion and Quality Management - The primary task for SOEs in 2026 is to stabilize operations and improve efficiency, focusing on market expansion and quality management [3][10]. - Strategies include utilizing big data models to capture market demand, enhancing product and service quality, and fostering new consumption scenarios in culture, tourism, digital, and health sectors [3][10]. - Effective management practices will be implemented, including comprehensive budget management and stringent control over costs related to receivables, contract assets, inventory, and payables [3][10]. Group 2: Digital Transformation and AI Integration - A new round of digital transformation for central enterprises will be initiated, focusing on the "AI+" action plan [4][11]. - The emphasis will be on both traditional industry transformation and the development of emerging industries, particularly in sectors like renewable energy, aerospace, and quantum technology [4][11]. - The goal is to accelerate the transition from manufacturing to integrated service models and from labor-intensive to knowledge-intensive services [4][11]. Group 3: Strategic Restructuring and Mergers - There will be a strong push for strategic and professional restructuring and high-quality mergers in 2026 [5][12]. - The focus will be on balancing returns and risks, acquiring core resources, and nurturing competitive advantages [5][12]. - SOEs are encouraged to play a better platform role in capital investment and operations [5][12]. Group 4: Innovation and Value Creation - Emphasis will be placed on original innovation and tackling key core technologies, with a focus on accelerating the application of major scientific and technological achievements [6][13]. - The establishment of innovation consortia and pilot testing platforms will be prioritized to enhance productivity and facilitate data sharing and standardization [6][13]. - The value creation initiative will be deepened, with increased efforts to cultivate leading enterprises in specialized fields [6][14]. Group 5: Regional Development and Public Service - SOEs are expected to align with national regional strategies and actively participate in the construction of international and regional innovation centers [6][15]. - High-quality public service provision will be prioritized, including infrastructure for public welfare, elderly care, and affordable housing [6][15]. - Collaboration with various business entities will be emphasized to support rural revitalization and implement precise assistance strategies [6][15].