The reform tasks such as mixed reform and listing, reorganization and integration, and the implementation of the tenure system of managers of state-owned enterprises and contractual management have been completed ahead of schedule. In the first year of the 14th five year plan, the three-year action of state-owned enterprise reform has made every effort to tackle tough problems, and new achievements have been made in the high-quality development of the state-owned economy. Looking forward to 2022, the central economic work conference requires to complete the three-year action task of state-owned enterprise reform and steadily promote the reform of natural monopoly industries such as power grid and railway. The Party committee of SASAC held an expanded meeting on December 11 to study and introduce policies and measures conducive to the stable growth of central enterprises, and decide to win the three-year action of state-owned enterprise reform, so as to ensure that the main task of the three-year action of state-owned enterprise reform is completed before the 20th National Congress of the Communist Party of China, so as to stimulate the vitality and endogenous driving force of enterprise development. Industry experts pointed out that in the future, the market access of natural monopoly industries is expected to be further liberalized, and the implementation of mixed reform will also be accelerated. State owned enterprise reform three-year action sprint "big test" On the vast sea, drilling platforms are stepping up horsepower exploitation, adding "oil" and "gas" to China's economic and social development. "Take the assessment of excess production, excess sales and excess profits as a strong starting point, strengthen positive incentives and fully stimulate the momentum of innovation and efficiency transmission." Li Yong, deputy secretary of the Party group and general manager of CNOOC, has a deep understanding of the reform results over the past year. According to the data, from January to October 2021, the company's crude oil increment accounted for 80% of the national crude oil increment, and its operating revenue, total profit and net profit all hit a record high, with total assets of more than 1300 billion yuan. This is not an example. This year is a crucial year for the three-year action of state-owned enterprise reform. How to ensure that 70% of the reform objectives and tasks are completed by the end of the year is undoubtedly the top priority of the work of central enterprises and local state-owned enterprises. According to the latest data released by the state owned enterprise reform leading group office of the State Council, as of the end of October, The list of major operation and management matters discussed by the party committees (Party groups) of central enterprise groups and local state-owned enterprises has been nearly fully completed; the board of directors has basically completed the work that should be done; the majority of external directors, the implementation of the tenure system and contractual management of management members of state-owned enterprises, and the "two non" of local state-owned enterprises The reform tasks such as stripping special treatment have completed the annual task objectives ahead of schedule. By pressing the "fast forward" key one by one, a number of system and mechanism problems have been effectively solved, and the development quality and efficiency of state-owned enterprises have been improved. According to the data of the Ministry of finance, from January to October 2021, the total operating revenue of national state-owned and state holding enterprises increased by 22.1% year-on-year, with an average increase of 9.7% in two years; The total profit increased by 47.6% year-on-year, with an average increase of 14.1% in the two years. At present, the state-owned enterprise reform in 2021 has entered the countdown stage, and all central enterprises and localities are making the final breakthrough in accordance with the annual target of 70%. The reporter of economic information daily learned from SASAC that 70% of the three-year action tasks of state-owned enterprise reform will be completed before the end of the year. According to the deployment, we will strive to basically complete the three-year action goal of state-owned enterprise reform by July next year. Restructuring drama "spawning" new central enterprises The three-year action of state-owned enterprise reform sprint the annual "big test", and the great drama of restructuring and integration, which has attracted much attention, continues to give birth to "new central enterprises". On December 6, with the approval of the State Council, China Logistics Group Co., Ltd. was officially established. It is a new central enterprise with comprehensive logistics as the first main business in China, and will be committed to building a world-class comprehensive modern logistics enterprise group with global competitiveness. It is understood that the group is based on the integration of the former China Railway Materials Group Co., Ltd., China material storage and Transportation Group Co., Ltd., Huamao International Logistics Co., Ltd., China Logistics Co., Ltd. and China Packaging Co., Ltd. in the logistics section of China Chengtong Holding Group Co., Ltd., and introduces China Eastern Airlines Group Co., Ltd As strategic investors, China Ocean Shipping Group Co., Ltd. and China Merchants Group Co., Ltd. have formed close strategic coordination. Since the beginning of this year, the optimization of state-owned capital distribution structure has been accelerated, and the reorganization and integration have been vigorously promoted. For example, Sinochem Group has merged with Sinochem, China power technology has reorganized China Putian, Angang Benxi Iron and steel has joined forces, and China XD Group has implemented integration with some subsidiaries of the State Grid. Liu Xingguo, researcher of the research department of the China Enterprise Federation, said that there is still much room for the optimization and adjustment of the layout structure of state-owned enterprises in the future. M & A will continue to be deepened, and professional integration may still be the main way of M & A of state-owned enterprises. From November 27 to 29, the Party committee of SASAC held a collective study of the theoretical learning center group and a seminar for department and bureau level cadres. Everyone agreed that we should focus on strengthening the main industry, industry and industry, accelerate the optimization and structural adjustment of the layout of the state-owned economy, deepen the strategic reorganization and professional integration in key areas, and consolidate and expand the foundation of the real economy. The Party committee of SASAC held an enlarged meeting on December 11, which made it clear that next year, we should accelerate the optimization of the layout and structural adjustment of state-owned capital, focus on the main responsibility and main industry, focus on the transformation and upgrading of traditional industries and the development and growth of strategic emerging industries, and constantly enhance the security, stability and reliability of the industrial chain supply chain. The implementation of mixed reform in power grid, railway and other fields will be accelerated Actively and steadily deepening the reform of mixed ownership is also the key task of the three-year action focus of state-owned enterprise reform. On December 7, the capital increase and war introduction project of Huadian Fu new energy development Co., Ltd., a subsidiary of Huadian, was officially signed. A total of 13 strategic investors including China Life Insurance, China Guoxin, the national green development fund and China Southern Power Grid were introduced, with a fund-raising amount of 15 billion yuan. Previously, on November 26, CGN wind power company also introduced 14 strategic investors, with a total equity capital of 30.53 billion yuan, which is the largest project of mixed reform of central enterprises since the dual carbon goal was put forward. According to the data of the national development and Reform Commission, in the first half of 2021, central enterprises implemented more than 150 mixed reforms through the property right market and stock market. All localities have introduced more than 90 billion yuan of social capital through mixed reform. "Mixed reform and listing has become an important part of the combination of state-owned enterprise reform. Behind this is the promotion of state-owned asset securitization and capital management of state-owned enterprise reform policies, as well as the internal needs of state-owned enterprises for listing and financing." Zhu Changming, head of the Research Center for mixed reform of state-owned enterprises and employee stock ownership of sunshine times law firm, said. Next year, the mixed reform of power grid, railway and other fields is expected to accelerate the implementation. The central economic work conference called for steadily promoting the reform of natural monopoly industries such as power grid and railway. Zhou Lisa, research director of China Modern State-Owned Enterprise Research Institute of Tsinghua University, said that during the "14th five year plan", China will strengthen the supporting and leading role of infrastructure and accelerate the development of modern industrial system. Energy and power development faces the dual challenges of ensuring sustainable and stable supply and accelerating clean and low-carbon transformation. The requirement of power grid upgrading is more urgent. At the same time, the railway is an important link in accelerating the formation of a safe and efficient logistics network with internal and external connectivity. In this context, the power and railway industries need to further promote reform. For competitive business, monopoly enterprises can actively promote the reform of mixed ownership and improve the degree of marketization. In Liu Xingguo's view, the reform in the field of natural monopoly mainly involves the further liberalization of market access, so that private enterprises can more widely enter the field of natural monopoly for investment and development. At the same time, vigorously promote the mixed reform and introduce private capital to jointly participate in the operation. According to his analysis, a large number of mixed reform projects with mature conditions are expected to be launched in 2022, showing a rapid growth trend of "quantity". Xu Shanchang, director of the structural reform department of the national development and Reform Commission, previously revealed that the next step will be to carry out incremental mixed reform in the fields of new energy and energy storage facilities around the major national strategies. At the same time, we are studying and formulating opinions on deepening the implementation of the mixed reform of state-owned enterprises, promoting the continuous deepening of the mixed reform of state-owned enterprises, achieving greater results, and cultivating more mixed ownership enterprises with diversified property rights, modern governance, effective incentives and vitality. (outlook new era)