SNIBE(SZ:300832) Zheng Quan Shi Bao Wang·2026-01-16 02:00Core Viewpoint - The meeting outlined the key objectives and tasks for local state-owned assets and enterprises during the "15th Five-Year Plan" period, emphasizing the enhancement of strategic missions, technological self-reliance, optimization of layout, increased enterprise vitality, and strengthened party leadership [1][2][3]. Group 1: Key Objectives - The main goals for the "15th Five-Year Plan" include a significant enhancement of strategic missions, with a focus on national security, industrial leadership, and public service, thereby increasing the contribution of state-owned enterprises to economic and social development [2][3]. - There will be a notable improvement in technological self-reliance, with rapid breakthroughs in key core technologies and a steady increase in the number of leading technology enterprises [2]. - The optimization of layout will be emphasized, particularly in critical industries related to national security and the economy, with a significant increase in the added value of strategic emerging industries [2][3]. Group 2: Key Work Areas - The meeting identified six key areas of work, including enhancing the role of state-owned enterprises in technological innovation, optimizing the layout and structure of state-owned economies, and deepening reforms in state-owned enterprises [4][5]. - There is a focus on driving demand growth through consumption and investment, with strategies to explore new consumption trends and enhance supply and service quality [4][5]. - The meeting highlighted the importance of artificial intelligence as a key variable, encouraging enterprises to participate in national AI initiatives and develop high-value scenarios [5]. Group 3: Reform and Governance - The meeting emphasized the need to deepen the reform of state-owned enterprises, improve the modern enterprise system with Chinese characteristics, and establish market-oriented operating mechanisms [6]. - There will be a focus on enhancing the dual exchange between external directors and current leaders, as well as promoting a flatter organizational structure and intelligent management [6]. - The regulatory focus will shift towards establishing a system that separates government and enterprise functions, ensuring effective oversight of state-owned enterprises [6]. Group 4: Performance Metrics - During the "14th Five-Year Plan" period, the total assets of state-owned enterprises under the supervision of the State-owned Assets Supervision and Administration Commission grew from 235 trillion to 387 trillion yuan, averaging an annual growth of 10.5% [7]. - In 2025, local state-owned enterprises achieved an added value of 6.9 trillion yuan and completed fixed asset investments of 5.3 trillion yuan, contributing to economic stability [7].