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【400003基金今天净值】2017年国企改革迎实质突破(2017-01-03)

400003基金今天净值——参股券商的股票

  重点大型国有企业监事会主席纪晓南表示,2017年国企重要领域实质性改革步伐将大于2016年。加快推进混合所有制改革、混合改制企业职工持股改革和国有资本投资运营公司的设立。要加强重组兼并。要积极探索经理人员市场化选拔,为资本市场注入新的活力和动力。
  瞄准重点难点,争取新突破

  中国证券报:中央经济工作会议把国有企业改革放在2017年重点改革的首位。如何评价2016年国企改革进展?还有哪些证明文件将很快出台?
  纪晓南:根据国务院国企改革领导小组的具体部署和安排,2016年国企改革主要从完善文件制度、重点领域试点、总体推进三个方面进行。可以说,2016年是国企改革文件制度出台和完善之年,是重点领域改革试点之年,是全面改革调整之年。

400003基金今天净值——科创板基金

  围绕《关于深化国有企业改革的指导意见》,先后制定出台了7个专项文件,国资委和有关部门出台了36个配套文件,形成了深化国有企业改革的框架体系。目前,加强和改进境外派出监事会工作、完善国有企业法人治理结构、以市场化方式聘用管理人员等多项文件仍在执行中。各地根据实际情况下发落地文件696份。深化施工图和国有企业施工图改革。

  作为全面推行国企改革文件制度的开局之年,2016年国企改革主要集中在综合试点。国企改革涉及的许多重点难点尚未解决,影响国企活力和竞争力的许多制度性障碍仍需消除。新的一年,国企改革要转向攻坚,争取新的突破。
  中国证券报:中央经济工作会议对国有企业改革进行了深入细致的阐述。如何把握中央经济工作会议关于国有企业改革的总体部署并贯彻落实?

400003基金今天净值——股指期货持仓分析

  季晓南:国有企业改革是一个系统工程,包括国有产权制度改革、建立现代企业制度、国有资产管理体制改革。这些方面的改革相互影响、相互制约。Only through systematic arrangement and supporting promotion can the reform of state-owned enterprises achieve substantial breakthroughs.The deployment of the central economic work conference on the reform of state-owned enterprises not only reflects the system and supporting, but also highlights the key points and difficulties, which has a strong integrity and pertinence.The key now is to strive for substantive breakthroughs in these important areas and key links of the reform of state-owned enterprises.At present and in the future, the focus of state-owned enterprise reform is to implement the document system.
  2017 is the year of deepening the supply side structural reform.As an important content and driving force of the supply side structural reform, the reform of state-owned enterprises must also make substantive breakthroughs.At present, the principle and direction of the reform of state-owned enterprises have been established, and the main tasks have been made clear.What we need to focus on is the effective ways and methods to implement the reform documents of state-owned enterprises: first, we need to solve the problem of motivation to deepen the reform of state-owned enterprises, so that the managers and employees of state-owned enterprises have the motivation and pressure to reform; second, we need to solve the problem of authorization to deepen the reform of state-owned enterprises, so that those willing to reform The state-owned enterprises, the persons in charge of the state-owned enterprises and the local governments have the corresponding power; third, we should pay close attention to formulating the power list and negative list of the reform of the state-owned enterprises, so as to make the responsibility subjects of promoting the reform of the state-owned enterprises clear; fourth, we should solve the problem of the fault tolerance mechanism of the reform, and encourage the local governments and the state-owned enterprises to make positive progress and have the courage to break out in accordance with the spirit of the central government and their own reality We should reform boldly.

  The central economic work conference established “seeking progress while maintaining stability” as the general tone of the whole economic work in 2017, and emphasized the importance of “seeking progress while maintaining stability”.Promoting the reform of state-owned enterprises must also follow this general tone, and actively seek ways and means to break through the problems of state-owned enterprise reform while maintaining the stability of enterprises and society.按照推动作用和实施难度推进国有企业改革:一是对下岗职工不多的国有企业改革的重要领域和关键环节,如国有企业法人制度改革,落实董事会职权,实行经理人员市场化选拔,建立国有资本投资运营公司,在一些重要领域进行混合所有制改革,解决混合所有制企业职工问题;二是解决一些制度性和结构性问题直接影响国有企业活力和国有资本效率的矛盾和障碍,要抓紧解决社会职能过重、历史遗留问题过多、分配结构不合理等问题。同时,要加快国有企业兼并重组步伐,大力压缩管理层次和法人数量;三是要积极探索解决国有企业矛盾多、问题多、困难大的途径和方法,如建立以市场为导向的用人机制,特别是员工出入境机制,解决现有大量企业和“一股独大”。

400003基金今天净值——广发证券金管家至强版

  中央企业重组整合的四种方式
  中国证券报:从改革进展来看,2016年中央企业重组整合进展迅速。随着中国国家储备棉并入中国国家储备粮,央企数量近百家。国资委有关负责人提出,2017年中央企业数量将降至两位数。中央企业重组整合思路如何?

  季晓南:加强中央企业集团层面的重组整合,有利于提高国有资本的整体功能和运营效率,打造一批具有较强竞争力的跨国公司。2017年,要围绕“巩固壮大一批、创新发展一批、重组整合一批、清理退出一批”的“四批”调整思路,进一步推进中央企业重组整合。

  从近两年国资委对央企的重组整合来看,主要沿着四条路径推进:一是强强联合、横向重组。可以选择装备制造、建筑工程、电力、有色金属等领域进行推广;二是优势互补和纵向兼并。可以选择煤炭、电力、冶金等产业链上下游的央企进行重组;三是注重资源、专业整合。可以推动通信、电力、汽车、新材料、新能源、油气管道、海洋工程装备、航空货运等领域的相关中央企业共同投资建立股份制专业平台,加大新技术的联合开发力度,新产品、新市场,提高资源配置效率;四是内部整合和外部并购。可以鼓励中央企业依托资本市场加快内部整合,重点收购并购的关键技术、核心资源、知名品牌和市场渠道,促进质量和品牌提升。
  截至2016年底,中央企业102家。2017年,中央企业重组整合将继续推进,中央企业数量将减少到100家以下,但这并不是中央企业的最终目标。中央企业的数量要按照做强做优做大的目标来确定。中央企业不仅在重组,而且没有整合。其实,国资委成立以来,主要是同时做“减法”和“加法”。如成立了中国商飞、中国航空发动机公司、中国铁塔公司等,未来推进网运分离改革后,有可能成立油气管网集团公司。

  中央企业重组整合是布局和结构调整的重要举措,也是深化国有企业改革的重要内容。央企重组整合不能简单理解为减少户数或简单做大做强。The purpose of reorganization and integration of central enterprises is to strengthen the quality of enterprises internally and optimize the market performance externally, to adjust, optimize, transform and upgrade industries, and to improve the quality of state-owned enterprises In order to effectively cope with the severe challenges of global market competition and industry adjustment, we should improve the allocation efficiency and build a world-class enterprise.Therefore, reorganization and integration should be combined with deepening reform: first, speed up the reform of monopoly industries, such as oil and gas pipeline network, power grid and communication network.These natural monopoly pipeline networks should be gradually independent; second, promote the combination of the strong and the strong.Under the condition of not affecting the full competition in the domestic market, the relevant enterprises should be reorganized in a problem-oriented and targeted way Third, divest the insolvent loss making enterprises to improve their efficiency and enhance their vitality and competitiveness; fourth, gradually withdraw from the fully competitive fields where some state-owned enterprises are not competitive, and let state-owned enterprise executives hold shares or private capital participate in shares.It should be noted that the restructuring and integration in 2017 should ensure social and enterprise stability, and try to avoid large-scale bankruptcy of enterprises and large-scale layoffs of employees.At the same time, we should strengthen the party’s leadership over the reform of state-owned enterprises.
  Civil aviation Telecom and military industry mixed reform will speed up

  China Securities News: the central economic work conference pointed out that mixed ownership reform is an important breakthrough in the reform of state-owned enterprises.How to understand mixed ownership reform as a “breakthrough”?What are the expectations of the mixed reform in the fields of electric power, oil, natural gas, railway, civil aviation, telecommunications and military industry in 2017?
  Ji Xiaonan: to establish the mixed ownership reform as an important breakthrough in the reform of state-owned enterprises is a new formulation of the reform of state-owned enterprises and a new orientation of the mixed ownership reform, which makes the mixed ownership reform have an unprecedented prominent position and important mission.The so-called breakthrough in the reform of state-owned enterprises can be understood as the reform that has a breakthrough and leading role in the reform of the whole state-owned enterprises.In 2016, the pilot project of mixed reform was mainly carried out, and in 2017, the general promotion should be strengthened.

  推进国有企业混合改革至少有三个结合点:一是混合改革要与完善现代企业制度相结合。要努力体现完善治理、强化激励、突出主业、提高效益的要求。二是混合改革要与垄断行业改革相结合。垄断行业改革一直是国企改革的难点,也是混合改革的硬骨头。目前,国内投资在民营经济中的比重大幅下降,不少民营企业纷纷到海外投资。如何增强民营企业家信心,调动民营企业内资积极性,是稳定增长需要解决的问题。进一步向民营企业开放垄断行业,拿出优质资产进行混业改革,对尽快扭转民营企业内资锐减的局面起到重要作用。根据中央经济工作会议精神,2017年电力、石油、天然气、铁路、民航、电信、军工等七大领域改革必须迈出实质性步伐。国资委提出,民航、电信、军工等行业应成为垄断改革的重点。相信这三个行业的改革将会加快。除了这三大垄断行业的混合改革外,近日,中国石油天然气集团公司网站发布了《混合改革指导意见》,明确了混合所有制改革的基本思路。可以相信,其他领域和行业的国企混业改革也值得期待。三是混合改革要与解决历史遗留问题和国有企业的社会智力相结合。帮助实施混合改革的国有企业尽快解决社会功能和历史问题,使国有企业和民营企业都愿意进行混合改革。
  除此之外,推进国有企业整体所有制改革的重点应该是混合所有制。从近年来国企改革的实践来看,如果一个集团公司的全部或大部分资产都能进入一个上市公司,就应该尽量进入,尽量不要离开“幸存企业”;如果一个集团公司有多个主营业务,它可以加载到不同的上市公司,以获得最大的“市场红利”和资产增值。

  然而,在推进混合改革的同时,整体上市,特别是大型企业集团层面的改制上市,也面临着许多复杂的制度性矛盾和问题,如如何处理大量低效无效资产,如何安排大量富余员工等国有股主体如何确定。同时,“一股独大”问题的解决还涉及到资本市场的承受能力。这些矛盾和问题的有效解决需要时间。
  商业性中央企业可以重组为国有资本投资公司

  中国证券报:作为实现资本经营的重要途径和重要组织形式,国有投资经营公司的设立正在进一步加快。未来国有资本投资运营公司将形成怎样的规模?
  纪晓南:贯彻落实中央经济工作会议要求,2017年要加快推进国有资本投资运营公司改革试点。目前,大多数中央企业对建立国有资本投资公司试点表现出很高的积极性,要加快改革步伐。同时,进一步转变国有资本投资委员会的职能。同时,积极开展政府直接授权国有资本投资运营公司履行出资人职责的试点。

  目前,国资委监管的企业大多从事实体经济活动,且多为商业企业。除了诚通集团、中国国信等少数央企所在的国有资本运营公司外,大部分商业央企都可以重组为国有资本投资公司。当然,央企主导的各类资金,如国有资本创业投资基金、国有企业结构调整基金等,广义上也应定位于国有资本运营公司。为适应加大资本运营的需要,未来国有资本主导的资金将不断增加,国有资本运营公司的家族成员也将不断增加。
  作为改革国有资本授权管理体制的一项重要举措,设立国有资本投资运营公司至少应把握以下三点:一是设立国有资本投资运营公司不是一般的重组整合关键是转变资本经营新体制、市场化经营管理新机制、国有资本投资经营新模式,国有资本投资运营公司的设立并不是一般的重组整合。2、并非所有的国有企业都需要重组为国有资本投资运营公司。例如,大多数列为公益性企业的国有企业,可能不需要重组为国有资本投资或运营公司。目前,少数中央企业实行事业单位制,如中国冶金地质总局、中国煤炭碳素地质总局,难以改组为国有资本投资公司的所有国有企业必须并入投资或经营公司。《关于深化国有企业改革的指导意见》明确,国有资产监督管理机构依法对国有资本投资、经营性公司和其他直接监管企业履行出资人职责。显然,在未来的国有资产监管体系中,会有一些企业直接接受国资委的监管。总之,国有资本投资运营公司重组既要加快步伐,又要根据企业实际情况调整措施。

  “加减乘除”推进供给侧结构性改革
  中国证券报:中央经济工作会议提出,深化供给侧结构性改革将成为2017年经济工作的主旋律。下一步,中央企业将如何着力去产能、去杠杆?

  纪晓南:推进供给侧结构性改革,中央企业必须多措并举,全面落实政策,精准发力,综合运用“加减乘除”四项原则,尽快提质增效,扭转利润总额增长缓慢的局面。积极做好“加法”工作,主要是立足关系国家安全和国民经济命脉的重点产业和重要领域,加快发展新技术、新产品、新业态,做大做强战略性新兴产业,积极培育增长新动力,拓展中央企业发展新空间,抓住全球布局有利机遇。主动做好“减法”,主要是支持和促进中央企业兼并重组,优胜劣汰,加大亏损企业治理力度,积极盘活存量;压缩过剩产能,稳步化解产能过剩风险;处置极差企业和僵尸企业,处置非主要低效资产;降低管理和法人水平,实现瘦身健身;国资委对中央企业的具体投资和管理可以进一步激发国资委的活力。做好“倍增”,要加强国有企业改革,大力实施创新驱动发展战略,全面推进体制、机制、科技、管理、市场、商业模式创新,尽快在国企改革的重要领域和关键环节取得新成效,培育中央企业持续增长的“倍增因子”。做好“分工”,要推动中央企业进一步降本增效,提高经营质量和效益,降低资产负债率,降低财务费用,打造盈利业务和高回报率的特色优势项目,高附加值和高技术含量,提高劳动生产率和资本回报率。
  在去产能方面,根据要求,从2016年起,中央企业钢铁、煤炭现有产能将用5年时间削减15%左右,力争用2年时间将现有产能削减10%左右。在此基础上,做大做强专业钢铁、煤炭企业,优化动力煤综合企业资源配置,其他涉煤央企原则上退出煤炭行业。同时,要加大僵尸企业清理退出力度,力争用3年时间基本完成“僵尸企业”处置任务,重点完成345家符合“僵尸企业”标准的大中型中央企业。

  In terms of deleveraging, in the past two years, central enterprises have reduced the scale of accounts receivable by more than 15%, the scale of inventory by 8%, and the capital concentration from 57% to more than 70%.At the same time, efforts should be made to reduce costs and increase efficiency by more than 100 billion yuan.Through efforts, the losses of the enterprises with special difficulties of the central enterprises should be reduced by 20% every year, and the loss area should be reduced by 50%.
  It can be believed that by comprehensively applying the “addition, subtraction, multiplication and division” method to deepen the supply side structural reform of central enterprises, the vitality, competitiveness and ability to resist market risks of central enterprises will be significantly improved, and the quality and efficiency will be significantly improved.

  Bring new opportunities to the capital market
  China Securities News: the capital market is very concerned about the reform of state-owned enterprises.Some major trends in the reform of state-owned enterprises often become stimulants in the capital market.What new opportunities will be brought to the capital market by deepening the reform of state-owned enterprises in 2017?

  Ji Xiaonan: the pace of substantive reform in important areas of state-owned enterprises in 2017 will be greater than that in 2016, which will bring many new opportunities to the capital market.Merger and acquisition, reorganization and integration, mixed reform, employee stock ownership and supply side structural reform of state-owned enterprises all contain great business opportunities, which can provide new momentum for the development of China’s capital market.In 2017, the profits of state-owned enterprises, especially the central enterprises, are expected to rebound significantly, and the benefits of state-owned holding listed companies are also expected to be improved, so as to provide strong support for the development of China’s capital market.
  At present, China’s economic development is in an important moment of climbing, transformation and upgrading.China’s capital market is in the stage of strengthening supervision and improving the system, showing the characteristics of solid foundation and steady development.If the reform measures of state-owned enterprises can be implemented and substantial breakthroughs can be made in important areas, it will play an important basic role in accelerating the transformation of China’s economy and better developing the capital market.Through the benign interaction and coordinated development between the reform of state-owned enterprises and the capital market, we should further lay the foundation for China’s economy to maintain a medium high speed and step up to the middle and high end.

  [related news]
  

400003基金今天净值

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