“十五五”时期大幅提升国企战新产业增加值占比

Core Viewpoint - The State-owned Assets Supervision and Administration Commission (SASAC) aims to enhance the strategic role and contribution of state-owned enterprises (SOEs) in China's economic development during the 14th Five-Year Plan period, with a focus on optimizing the layout and structure of state-owned capital and promoting emerging industries. Group 1: Economic Growth and Performance - During the 14th Five-Year Plan period, the total assets of enterprises supervised by the SASAC increased from 235 trillion yuan to 387 trillion yuan, representing an average annual growth of 10.5%, which significantly supported China's sustained economic and social development [1][2] - From January to November 2025, local state-owned enterprises achieved a value-added output of 6.9 trillion yuan and completed fixed asset investments of 5.3 trillion yuan [1] Group 2: Strategic Goals for the 15th Five-Year Plan - The SASAC aims to strengthen the strategic mission of SOEs, enhancing their roles in national security, public service, and economic contribution [2] - Key goals include improving the level of technological self-reliance, increasing the number of leading technology enterprises, and optimizing the layout of SOEs in critical industries [2][3] Group 3: Enhancing Capabilities of State-Owned Enterprises - The SASAC emphasizes the need to improve five key capabilities of SOEs: value creation, technological innovation, industrial upgrading, reform breakthroughs, and party leadership [2][3] - There is a focus on guiding enterprises to adopt a value creation orientation, improve productivity, and enhance risk management [2] Group 4: Technological Innovation and Industrial Upgrading - The SASAC plans to strengthen the role of SOEs in technological innovation by increasing investment in basic research and fostering talent [3] - Enterprises are encouraged to pursue intelligent, green, and integrated development, while also enhancing their competitive position in global industrial divisions [3][4] Group 5: Structural Adjustment and Investment Strategies - The SASAC aims to optimize the layout and structure of state-owned capital, focusing on strengthening core businesses and supporting the modernization of the industrial system [4][5] - There is an emphasis on leveraging long-term special bonds and loans to implement key projects that enhance supply chains and stimulate demand growth [4][5]