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2025年三季度刊:国资国企,热点政策分析
KPMG·2025-10-16 08:50

Group 1: Policy Highlights - The State-owned Assets Supervision and Administration Commission (SASAC) emphasized the need to address "involution" competition and enhance the value of state-owned enterprises (SOEs) through reforms and innovation[9] - Central enterprises are encouraged to shift from "sweat-based growth" to "intelligent growth" by focusing on supply upgrades, accelerating technology transformation, improving industry quality, and enhancing reform efficiency[19] - The report outlines the importance of developing new quality productivity and leveraging market mechanisms to optimize resource allocation and technology routes[14] Group 2: Strategic Recommendations - Enterprises should establish a competitive advantage by focusing on technological innovation and creating a "technology-patent-standard" innovation barrier[12] - A shift from "product export" to "technology localization" is recommended to deepen market penetration and build a competitive overseas operational ecosystem[12] - The report suggests a tailored approach to management, implementing differentiated control models to stimulate operational vitality and enhance market responsiveness[20] Group 3: Future Directions - The next steps include increasing investment in emerging industries, deepening AI initiatives, and enhancing the technology innovation and results transformation processes[26] - Emphasis is placed on urban development strategies that align with corporate growth, focusing on resource optimization and operational efficiency[27] - The report advocates for a market-oriented capital operation system to broaden financing channels and explore equity financing tools[27]