今天（12月19日），山东省政府新闻办举行新闻发布会，介绍山东省属国资国企深化改革推动高质 量发展情况。记者在发布会上获悉，年内山东新增三家省属控股上市公司。目前，山东省属控股上市公 司总数提升至53户，上市公司总市值超1.2万亿元，其中3户市值超千亿元。 近年来，省国资委指导省属企业不断优化产业结构，组织开展战新产业培育发展三年行动，大力推 动战新产业发展壮大。2025年前三季度，省属企业战新产业营收达4796.56亿元，同比增长42.26%；战 新产业营收占比、投资占比分别达25.1%、24.4%，较上年末分别提升6.2、1.3个百分点。 山东坚持高标准打好国企改革深化提升行动收官战，截至目前，省级层面主体改革任务已基本完 成。推动"控机构、控岗位、控总量、控总额、控招录"要求向权属企业延伸，二级权属企业的管理机构 总数、管理人员职数、人员编制总数整体压减率均超8%。 在专业化整合方面，省国资委以解决省属企业内部资源不集中、同质化经营、"小散乱"等问题为目 标，以市场化为手段，突出主业，聚焦实业，深入推进省属企业内部业务板块相近、产业链上联系紧密 的企业开展专业化整合，推动国有资本合理流动和优化配置。截至 ...

在国企改革深化提升行动攻坚收官的关键阶段，国有资本布局优化与结构调整正加速破局。数据显示， 2025年1至11月，全国国企并购重组事件累计达265件，同比增长14.22%。从中央到地方，随着一系列 指向明确、措施精准的政策接连出台，一批重大项目密集签约落地，一场以专业化整合为主线、 向"新"而行的国资深度变革正向纵深推进，持续为构建新发展格局汇聚新动能。（中证报） ...

来源：市场资讯 针对上述提问，佛慈制药回应称："您好。公司深入贯彻落实关于实施国企改革深化提升行动要求，主 要围绕加强党的领导、完善治理结构、优化产业布局、加强内控管理、推进降本增效和治亏扭亏等方面 推进改革任务，较好地完成了各项重点任务，推动公司经营质效不断提升。感谢您的关注。" 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 有投资者在互动平台向佛慈制药提问："甘肃国资旗下读者传媒近期走势抢眼，请问作为甘肃国资旗下 的企业，近期公司国资委有什么国企改革新动向，谢谢。" ...

Core Insights - The report presented by the Beijing Municipal Government highlights significant progress and achievements in the management of state-owned assets for the year 2024 [1][2] Group 1: State-Owned Asset Scale - The total assets of state-owned enterprises (excluding financial enterprises) in Beijing reached 9.59 trillion yuan, a year-on-year increase of 2.99% [1] - The total assets of financial enterprises in the city amounted to 10.62 trillion yuan, reflecting a year-on-year growth of 6.79% [1] - The total assets of administrative and public institutions reached 1.53 trillion yuan, with an increase of 8.33% year-on-year [1] - The total area of state-owned land is 355,000 hectares, with 129 types of mineral resources discovered [1] - Forest resources cover a total area of 864,000 hectares, and the total volume of water resources is 5.29 billion cubic meters [1] Group 2: Management Efficiency and Reforms - The efficiency of state-owned asset management in Beijing has significantly improved, with over 70% of the tasks in the new round of "deepening and enhancing state-owned enterprise reform" completed [1][2] - The restructuring of state-owned capital continues to optimize its layout, focusing on strategic emerging industries such as integrated circuits [1] - The management of state-owned financial capital has strengthened, effectively supporting the development of the real economy [1] Group 3: Future Directions - The city plans to enhance the management and governance of state-owned assets, aiming to boost the high-quality development of state-owned enterprises [2] - There will be a focus on improving financial services for the real economy and refining the management of administrative and public assets [2] - Efforts will be made to promote the integration of natural resource protection and urban development, ensuring that state-owned assets contribute to the qualitative and quantitative growth of the capital's economy [2]

Core Insights - The Xinjiang Tacheng region's State-owned Assets Supervision and Administration Commission (SASAC) has significantly enhanced the operational efficiency and core competitiveness of state-owned enterprises (SOEs) through reform initiatives [1][2] Group 1: Financial Performance - As of the end of October, the total assets of state-owned enterprises in the Tacheng region reached 81.794 billion yuan, a year-on-year increase of 0.6% [1] - The operating revenue for the same period was 11.389 billion yuan, reflecting a year-on-year growth of 33.3% [1] - Tax contributions amounted to 576 million yuan, showing a substantial year-on-year increase of 132.6% [1] Group 2: Reform and Structural Optimization - The region has completed 197 reform measures with a completion rate of 97.9%, ranking third in the entire Xinjiang region [1] - A modern industrial system comprising "5+2" sectors, including modern agriculture, clean energy, port logistics, mineral development, cultural tourism integration, and urban services, has been established [2][5] - The SASAC has implemented six special governance actions to optimize enterprise structure, resulting in the reduction of 17 redundant legal entities and the adjustment of nine underperforming management personnel [5] Group 3: Strategic Initiatives and Future Plans - The region aims to transform resource endowments into tangible development advantages by engaging in comprehensive cooperation with central enterprises, regional enterprises, and high-quality market players from outside Xinjiang [2] - Future plans include the cultivation of 3 to 5 state-owned enterprises with core competitiveness, referred to as "Tacheng State-owned Enterprise Benchmarks" [5] - The SASAC emphasizes the importance of modern enterprise systems and talent retention to enhance the role of SOEs in economic growth, industrial innovation, and social welfare [5]

Core Insights - The Yantai government held a press conference to report on the economic performance and reform progress of state-owned enterprises (SOEs) in the first three quarters of 2025, emphasizing high-quality development through reform and innovation [1] Group 1: SOE Reform and Development - Yantai has implemented a high-standard reform action since 2023, with 97 tasks largely completed, leading to significant achievements, including two enterprises' reform experiences being promoted nationally [2] - The city has optimized capital layout by categorizing 129 enterprises into 19, reducing management levels to within four tiers, and directing 90% of state capital towards advanced manufacturing and strategic emerging industries [2] - The overall labor productivity of municipal enterprises reached 770,000 CNY per person, ranking first in the province [2] Group 2: Industry Upgrading and Innovation - SOEs are leading transformations towards high-end, digital, and green industries, with emerging sectors like green chemicals and aerospace showing robust growth [3] - R&D investment by municipal enterprises totaled 15.2 billion CNY, with 77 provincial-level innovation platforms established, contributing to breakthroughs in key technologies [3] - Governance improvements include integrating party leadership into corporate governance and establishing a comprehensive management system for the board and executive levels [3] Group 3: Economic Performance of Regulated Enterprises - From January to September, regulated enterprises achieved revenues of 165.85 billion CNY and net profits of 9.77 billion CNY, ranking second and first in the province, respectively [4] - Total assets reached 619.73 billion CNY, with a year-on-year growth of 5.5%, and a stable asset-liability ratio of 62% [4] - The investment in key projects amounted to 29 billion CNY, with R&D expenditures of 4.3 billion CNY, also leading the province [4] Group 4: Talent Development Initiatives - The Yantai government has prioritized talent acquisition, recruiting 7,982 individuals since 2024, including 1,923 master's, doctoral, and overseas talents [5] - A "1+N" school-enterprise cooperation model has been established to attract graduates through scholarships and tailored training programs [5] - Over 3,000 training sessions have been organized, and various incentives have been implemented to retain talent, including housing support and enhanced employee benefits [5]

齐鲁晚报.齐鲁壹点闫丽君 11月26日上午，烟台市人民政府新闻办公室举行"抓改革创新促高质量发展"主题系列第四场新闻发布会。会上，烟台市委常 委、副市长包华，烟台市国资委党委书记、主任纪寿冕，烟台市国资委党委副书记、副主任周红梅通报了2025年烟台国资国企 改革发展有关情况以及市国资委监管企业前三季度经济运行情况，并回答记者提问。发布会由烟台市委宣传部分管日常工作的 副部长宫海涛主持。 支持国资国企引领产业高质量发展，瞄准高端化、数字化、绿色化方向，推动传统产业设备更新、数字赋能、工艺升级，促进 绿色化工、新材料和航空航天等新兴产业集群蓬勃起势。目前，"东方慧眼"星座计划正式落户，东方航天港累计完成20次发射 任务、入轨130颗卫星，东方电子（000682）数字化虚拟电厂入选全国示范项目，战略性新兴产业营收占比始终保持在50%以 上。持续完善评价考核与激励约束机制，为国有资本投资运营公司高质量发展注入强劲动力。国丰、蓝天与交通集团均取得国 内顶级的AAA信用评级，其中国丰和蓝天集团更成功获得3B+国际信用评级，且债券发行利率屡创全省乃至全国同类别最低纪 录。 科技创新多点突破 建成省级以上创新平台77个 深入 ...

Core Insights - Central state-owned enterprises (SOEs) are crucial to national strategy and play a key role in maintaining the stability of the capital market, accounting for approximately 30% of the total market capitalization of A-shares [1] - The "value management" strategy has become a core focus for SOEs, transitioning from a marginal topic to a central strategy, with the National New SOE Composite Index rising over 20% in 2024 [1][2] - Experts emphasize that SOE value management is a systematic project aimed at aligning intrinsic value with market value, rather than merely short-term stock price management [1][2] Value Creation and Performance - The fundamental aspect of value management is enhancing intrinsic value, with over 220 SOEs reporting year-on-year growth in net profit in the first three quarters of 2025, and 19 companies doubling their net profits [2] - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes the need for SOEs to focus on improving the quality of development through mergers, share buybacks, and cash dividends [2] Case Study: China Mobile - China Mobile serves as a leading example of effective value management among SOEs, achieving an A-grade in SASAC's annual assessment and focusing on strategic emerging industries like artificial intelligence for growth [3] - SOEs are increasingly using market-oriented methods such as mergers and acquisitions to concentrate resources in core and strategic emerging sectors, enhancing asset securitization and capital operation efficiency [3] Value Transmission - Effective communication of created value to the market is critical for successful value management, with cash dividends being a direct method for SOEs to convey value to investors [4] - Over 310 SOEs distributed dividends totaling over 408 billion yuan in 2024, with several companies making their first-ever dividend payments [4][5] - Stock buybacks and increases in shareholding are also important tools for maintaining investor confidence, with over 60 SOEs announcing buyback or increase plans in 2024 [5] Long-term Strategy and Institutionalization - The SASAC has incorporated value management into the performance assessment of SOE leaders, enhancing its importance and prompting SOEs to develop specific value management systems [6] - More than 120 SOEs have disclosed dedicated value management systems, with over 45 companies creating targeted valuation enhancement plans [6] - The shift towards institutionalized value management aims to transform it from a short-term action into a long-term strategy, focusing on sustainable value creation [7]

Core Insights - The report highlights the positive performance of state-owned enterprises (SOEs) in terms of asset preservation and appreciation during the 14th Five-Year Plan period, with significant growth in total assets and equity [2] - The progress of SOE reform is on track, with confidence in achieving high-quality completion of key tasks by the end of 2025 [3] - There is a focus on optimizing the layout and structure of state-owned economy to enhance its strategic functions and improve resource allocation [4] - SOEs have made notable advancements in technological innovation, contributing to high-quality development and national security [6] Group 1: State-Owned Capital Performance - The total assets of national SOEs increased from 268.5 trillion yuan at the end of the 13th Five-Year Plan to 401.7 trillion yuan by the end of 2024, while owners' equity rose from 97 trillion yuan to 141 trillion yuan [2] - National SOE capital equity grew from 76 trillion yuan to 109.4 trillion yuan, with total operating revenue consistently above 80 trillion yuan in recent years [2] - Overall, the preservation and appreciation of state capital during the 14th Five-Year Plan period is deemed satisfactory, with improved asset quality and financial strength [2] Group 2: SOE Reform Progress - The State-owned Assets Supervision and Administration Commission (SASAC) has been actively implementing reform measures to enhance the core functions and competitiveness of SOEs, with progress aligning with expectations [3] - Key achievements include promoting the rational flow and optimization of state capital, activating the development potential of SOEs, and improving the overall effectiveness of state asset supervision [3] Group 3: Economic Layout Optimization - The optimization of the state-owned economy's layout and structure is essential for strengthening and expanding state capital and enterprises [4] - The focus is on concentrating state capital in critical industries related to national security and public services, as well as in strategic emerging industries [4] - Significant progress has been made in optimizing industrial and regional layouts, with ongoing efforts to enhance the mechanisms for layout optimization and structural adjustment [4] Group 4: Technological Innovation in SOEs - The government has introduced various policies to support technological innovation in SOEs, leading to significant improvements in their innovation capabilities and core competitiveness [6] - SOEs have successfully tackled key technologies and contributed to the national innovation system, supporting high-quality development and security [6] - Future initiatives will focus on integrating innovation, industry, and talent chains, enhancing resource allocation, and addressing critical technology challenges [6]

Core Insights - The 18th meeting of the 14th National People's Congress Standing Committee reviewed the State Council's special report on the management of state-owned assets for 2024, addressing the preservation and appreciation of state capital and the progress of state-owned enterprise reforms [1] Group 1: State-Owned Capital Preservation and Appreciation - The total assets of state-owned enterprises increased from 268.5 trillion yuan at the end of the 13th Five-Year Plan to 401.7 trillion yuan by the end of 2024, with owners' equity rising from 97 trillion yuan to 141 trillion yuan and state capital equity from 76 trillion yuan to 109.4 trillion yuan [2] - The total operating revenue of state-owned enterprises has consistently remained above 8 trillion yuan in the last three years, with stable total profits [2] - Overall, the preservation and appreciation of state capital during the 14th Five-Year Plan period is considered good, with improved asset quality and a stronger financial foundation for state-owned enterprises [2] Group 2: Progress in State-Owned Enterprise Reform - The deepening reform of state-owned enterprises is expected to conclude in 2025, with the State-owned Assets Supervision and Administration Commission (SASAC) reporting that the progress of key tasks is in line with expectations [3] - The main achievements include enhancing the strategic functions of state-owned capital, promoting the reasonable flow and optimization of state capital, and improving the overall effectiveness of state asset supervision [3] Group 3: Optimization of State-Owned Economic Layout and Structural Adjustment - The optimization of the state-owned economic layout and structural adjustment is essential for advancing the reform of state-owned assets and enterprises [4] - The focus is on adjusting the existing structure and optimizing new investments, with a strategy to concentrate state capital in key industries related to national security and public services [4] - Significant progress has been made in optimizing the industrial layout and restructuring state-owned enterprises since the 18th National Congress [4] Group 4: Technological Innovation in State-Owned Enterprises - The government has implemented various policies to support technological innovation in state-owned enterprises, leading to significant advancements in their innovation capabilities and core competitiveness [6] - State-owned enterprises have made breakthroughs in key technologies and have become a vital part of the national innovation system, supporting high-quality development and security [6] - The focus for the 15th Five-Year Plan period will be on enhancing the role of state-owned enterprises in stabilizing and strengthening industrial supply chains [6]