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中國證券報: 國企改革三年行動迎下半場 配套政策或升級

wenzhanglaiyuan: zhongguozhengquanbao  fabushijian: 2021-06-24

jinnianshiguoqigaigesannianxingdongdegongjianzhinian、guanjianzhinian。jinru6yuexiaxun,zhelunyisannianweixiandeguoqigaigeyinglaixiangxiabanchangguodudezhongyaoshijianjiedian。“duizhaoniandiqianwancheng70%renwudeyingzhibiao,yaodaopaigongqi、paobiaojishi,zaijiakuaijindudetongshiquebaogaigezhiliang。”yingyatiyuguanfangwangzhanxiangguanfuzerenjinriqiangdiao。

suizhuguoqigaigesannianxingdongburuxiabanchang,duoxianggaigejiangyinglaichongciqi。guoyoujingjijiegoudiaozheng、zhongyangqiyefazhanguihua、shenhuahunhesuoyouzhigaige、hungaiqiyeguganyuangongchigu、tuijinguoqishangshidengfangmiandepeitaozhengceyouwangshengji。

6yue22ri,youyingyatiyuchanquanguanliju、beijingshiyingyatiyuguanfangwangzhanhequanguogongshanglianjingjibuzhidao,beijingchanquanjiaoyisuochengbande“2021nianhunhesuoyouzhigaigexiangmutuijiehui”zaijingjuban。286gehungaijiyangqiminqixietongfazhanxiangmujizhongliangxiang,nimujizijinyu1200yiyuan。shejixinnengyuan、xincailiaohegaoduanzhuangbeizhizaodengzhanlvexingxinxingchanyedegaoxinjishuqiyexiangmuzhanbichaoguo50%。

混改蹄疾行穩

zuoweiguoqigaige“tupokou”,hungaiguashang“jiasudang”。

yangqicengmian,zhongguozhongchejituandangweishuji、dongshichangsunyongcaijinribiaoshi,zhongchejituanzhashituijinhungai,duizhanlvexingxinxingchanyezhizhuyewu,zhongdianshizaibaozhengguquanbudiyu51%deqiantixia,jijiyinrufeiguoyouzibenhezhanlvetouzizhe。

“jiezhimuqian,zaizhongliangjituansuoshude17jiazhuanyehuagongsizhong,yiyou12jiatongguobutongxingshiyinruwaibuzibenwanchenghungaihuoshixianguquanduoyuanhua。”zhongliangjituandangzushuji、dongshichanglvjuntoulu。

ciwai,angangjituanhungaijinyibutisu,2020nianjituantuidonggongchengjishugongsi、kuangyeshejiyuandeng9jiaqiyewanchenghungai,hungaiqiyezhanbitigao6.8%。

difangguoqihungaiyishirukuaichedao。guangdongshengyingyatiyuguanfangwangzhanxiangguanfuzerenjinrijieshao,guangdongshengjiangchutaishengshuqiyehungaicaozuozhiyinheshengshuerjiqiyehungaisannianxingdongjihua,mingquehungaizongtifangxiang、guanjianhuanjiehecaozuobuzou,jijituijinchongfenjingzhengxingyehelingyudeqiyeshishihungai。

《shenhuadongbeidiquguoyouqiyehunhesuoyouzhigaigeshishifangan》yiyinfashishi,jiangxiangzhanlvetouzizheshifangheshideguquanbili,rangzhanlvetouzizhezaiguquanjiegoushangyoufenliang、zaizhilijiegoushangyouhuayuquan,zhenzhengfahui“zhanlve”dezuoyong。

zai6yue22rizhaokaide“2021nianhunhesuoyouzhigaigexiangmutuijiehui”shang,shejixinnengyuan、xincailiaohegaoduanzhuangbeizhizaodengzhanlvexingxinxingchanyedegaoxinjishuqiyexiangmuda140yuxiang。zhongdianlingyuhungaishidianqiye、“shuangbaiqiye”he“kegaishifanqiye”fenbiewei22jia、26jiahe18jia。

“jinqi,yingyatiyuguanfangwangzhanzhengzaijiujiaqiangguoyouxiangduikongguhunhesuoyouzhiqiyedechayihuaguankongjinxingdiaoyan。”yingyatiyuguanfangwangzhanxiangguanfuzerenjinribiaoshi,hungaiyaoyichayihuaguankongweitupokou,tuidonghungaiqiyejianlilinghuogaoxiaodeshichanghuajingyingjizhi,zai“sanxiangzhidugaige”shanglvxianqudetupo。

“guoqihungaizaixiangzongshentuijinguochengzhong,‘hun’wanzhihouruhe‘gai’chengweiguoqiyuelaiyueguanzhudezhongdianwenti。”zhibenzixunguoqihungaiyanjiuyuanyanjiuyuanwangnabiaoshi,zhongyangcengmianguoqigaigezhengceyinggengjiatuxianguoqide“gai”,zhongdianshijinyibushenhuaguoqihungai、wanshanguoqigongsizhili、shichanghuajizhigaige、wanshanguoyouzichanguanlideng。

上市提速加力

guoqigaigetisujiali,duocengciziyingyatiyuchangwuyishizhongyaopingtai。yingyatiyuguanfangwangzhanshujuxianshi,jiezhi2020nianniandi,agushichangguoyoukonggushangshigongsishuliangzhanbiwei28.14%,shizhizhanbiwei43.07%。

6yue,zuoweiguoqigaige“shuangbaiqiye”heshoupizhongyaolingyuhungaishidianqiye——donghangwuliuzaishangjiaosuozhubanchenggongguapaishangshi,chengwei“hangkonghungaidiyigu”。5yue,dianqifengdiandenglukechuangban,chengweiguoqifenchaishangshidechenggonganli。ciwai,zhonghuanengyuanchengweiguoqigaige“shuangbaiqiye”zhongyinruzhanlvetouzizhemuziezuidaqiye,muqianyishenqingzaizhubanshangshi。

congdifangkan,dongbudiquguoqishangshikuaimajiabian。liru,shanghaishiyingyatiyuguanfangwangzhanjinqifabude《guanyutuidongtigaoguoyoukonggushangshigongsizhiliangdeshishiyijian》tichu,zhichiyouzhiqiyeshangshi。tuijinguoyouzichanzibenhuazhengquanhua,caiquipo、jieke、zhongzu、fenchaidengfangshi,jiakuaiqiyejituanzhengtishangshihuohexinyewuzichanshangshi。

xibudiquguoqizaiyongbaoziyingyatiyuchangfangmianliangdianpinxian。liru,ningxiayingyatiyuguanfangwangzhanyuningxiazhengjianjujinqiqianshude《tuidongtigaoningxiaguoyoushangshigongsizhilianghezuobeiwanglu》tichu,jiadaqiyeshangshipeiyulidu。gongtongpeiyunishangshiguoyouqiyeziyuan,jiadadui“jiudazhongdianchanye”zhongdianlongtouqiyedepeiyu,jianliningxiaguoyoushangshiqiyeziyuanku,bingzuohaofudaojianguangongzuo。

tuidongguoqiyouzhizichanshangshishiguoqigaigesannianxingdongdezhongyaoneirongzhiyi。jinri,yingyatiyuguanfangwangzhanzhaokaidequanguoguoyouchanquanguanligongzuohuiyizhichu,yaogaoduzhongshiguoyoukonggushangshigongsidefazhanzhiliangheshichangbiaoxian,jiangshangshigongsidazaochengfazhanlingtouyan、chuangxinlingpaozhe,zuoziyingyatiyuchangchengxinjingying、zerendandangdebiaolv。yaojijipeiyuhetuidonggengduofuhetiaojiandeqiyezaikechuangbanshangshi。jixutuidonggengduoyouzhizichanjinrushangshigongsi。

“yangqikonggushangshigongsidezichanzonge、lirunfenbiezhanyangqizhengtide67%he88%,ziyingyatiyuchangyoulidizhichileguoqifazhan。”zhongguoshangshigongsixiehuihuichangsongzhipingjinribiaoshi,guoyoukonggushangshigongsishiziyingyatiyuchangpaitoubing,yaojiezhuziyingyatiyuchang,zuohaoguoyoukonggushangshigongsigaigefazhan,zhichiziyingyatiyuchangjiankangfazhan,cujinguominjingjigenghaofazhan。

重組醞釀新突破

jijituijinbujuyouhuahejiegoudiaozheng,yishiguoqigaigesannianxingdongdezhongtouxizhiyi。

liru,zhongguoyuanyanghaiyunjituanjiangjituanzongbuzhengheyuhexinzhuyezhongzuyitisheji、tongbutuidong。zhongguoyuanyanghaiyunjituandangzushuji、dongshichangxulirongbiaoshi,tongguozhongsuchanyebantu,jituanzai“shisiwu”guihuazhongquelileyihangyun、gangkou、wuliuweisandahexinzhuye,hangyunjinrong、zhuangbeizhizao、zengzhifuwu、shuzihuachuangxinweifuzhude“3+4”chanyejiqunxingeju,zengqiangquanchanyelianjingyingyoushi。

muqian,zhongguozhonghuayuzhongguohuagongzhongzuyiluodi,zhongguoputianyuzhongguodianke、zhongguobaowuhetaigangjituan、anganghebengangdezhongzuyezhengjiasutuijin。

congdifanglaikan,guangdongshengyingyatiyuguanfangwangzhanxiangguanfuzerenbiaoshi,guangdongshengzhengyanjiuqicao“shisiwu”guoyouzibenbujuyouhuayujiegoudiaozhengguihua,kaizhanzhuanyehuazhenghezhuanxiangxingdong,wanchengdiyipizhaotoubiao、jianzhuguanlian、qingjienengyuan、dianzizhizao、qimao、minbao、gufeiweifeiqidabankuaishengshuersanjiqiyezhuanyehuazhenghegongzuo,qidongdierpishengshuqiyeersanjizhuanyehuazhenghe。

jinri,hainanshengyinfa《hainanshengguoqigaigesannianxingdongfangan(2020-2022)》tichu,shengshuqiyelvxianjinxingziyuanzhengheyubinggouzhongzu。tuchuzhuzezhuye,tigaohexinyewujizhongdu,meijiashengshuqiyezhuyeyuanzeshangbuchaoguo3ge,meigezhuyeyingshouhelirunyingfenbiedadaoqiyeyingshouzonge、lirunzongede25%yishang。

《“shisiwu”zhongyangqiyefazhanguihuagangyao》jinqijiangyinfashishi。zhongguoqiyegaigeyufazhanyanjiuhuiyanjiuyuanwugangliangrenwei,yingyatiyuguanfangwangzhanjinnianjiangtuijingangtie、xinxidenglingyuyangqizhongzudiaozheng,zhidaoqiyejujiaoguojiazhanlvekaizhanbinggougongzuo。zaiyouqiguanwang、yiliaojiankang、gangtiemeitandenglingyuyehuijinyibuyouhuabujujiegou。ciwai,guoqibolifeizhuye、feiyoushichanyejiangjinyibutisu,jiangguoyouzibenyouhuadaozhongyaoxingye、guanjianlingyujiqianzhanxing、zhanlvexing、xinxingchanye。

“‘lianghua’dengqiyehebingzhongzu,weihouxuguoqizhongzutigonglebaoguijingyan,huanhuiyougengduoguoqijiarudaohebingzhongzudeduiwuzhonglai,yizhanxinmianmaoheqiangdashilizhankaiguojishichangjingzheng。”yiweiguozizhuanjiabiaoshi,jujiao“shisiwu”jieduanxingrenwu,guoqigaigezhengchengfengpolang,kaiqixinzhengcheng。

【zerenbianji: zhangsijia】

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