blackjackdealer| Central enterprises are ready to increase their incremental support policies for strategic emerging industries

Liu Liliang, reporter of this newspaper, ●

Formulate and implement the "73rd" development plan for PetroChina's strategic emerging industries, set up a major project office for the use of deep underground space in future industries, and prepare for the establishment of China Unicom Network Security Industry Fund. A number of central enterprises, such as PetroChina, China Railway Construction and China Unicom, have recently disclosed new progress in the layout of strategic emerging industries.

A reporter from China Securities News recently learned thatBlackjackdealerState-owned central enterprises will make greater efforts to speed up the layout of strategic emerging industries, strive to significantly increase the revenue share of strategic emerging industries by 2025, lead to the formation of a new batch of 10 billion-level industries, and double their assets by 2030. A group of pilot enterprises for board reform or state-owned capital investment companies will be allowed to propose one or two proposed main industries to provide space for the development of strategic emerging industries.

Improve the core competitiveness of enterprises

Strategic emerging industries represent the direction of a new round of scientific and technological revolution and industrial change, and are the key areas for the country to cultivate new momentum for development and win new competitive advantages in the future. In recent years, central enterprises continue to increase the size of the development of new industries, improve the core competitiveness of enterprises.

The establishment of Kunlun Manufacturing Company and the establishment of Xiongan, the acquisition of Putian New Energy Project, the establishment of Kunlun Network and Power Company, and the steady increase in the proportion of revenue of war new industry business. The development of the new industry of China's oil war has achieved an "acceleration". "the Group formulates and implements the development plan of China's new oil and gas war industry, and actively distributes future industries such as unconventional oil and gas, associated mineral resources, new energy, new materials and new industries, as well as deep-sea energy." According to a person in charge of PetroChina, the group's investment in new industries in 2023 reached 101.1 billion yuan, the newly obtained clean power grid connection target of 26.2 million kilowatts, the development and utilization capacity of new energy reached 11.5 million tons of standard coal per year, the production of new materials reached 1.37 million tons, and the output increased by 60%.

Starting with the top-level design, China Railway Construction has set up a new industry leading group for the cultivation and development of China Railway Construction, and formulated a work plan and implementation plan. According to the person in charge of China Railway Construction, the Group, as a responsible unit, participates in three new industries, such as industrial software, artificial intelligence, and industrial mother machine, and formulates an action plan to ensure the coordinated promotion of work related to the development of new industries. In addition, the Group has also established a basic platform for nurturing and fighting new industries.

"China Unicom's annual incremental investment will give priority to new areas of war, prepare for the establishment of China Unicom's network security industry fund, and build an ecological chain of high-quality network security industry. We will increase targeted authorization and encourage and guide investment in subsidiaries undertaking new tasks and in new areas of Canada and Canada. " According to a relevant official of China Unicom, in 2023, China Unicom has completed 4 billion yuan of equity investment in new areas, and plans to continue to invest 10 billion yuan in special funds in the next three years to speed up the development of new industries and the cultivation of future industries.

According to the goal of SASAC of the State Council, by 2025, central enterprises and new industries will account for 35% of the revenue, and brain-like intelligence, quantum information, and controllable nuclear fusion should be laid out in advance.

A relevant person in charge of China Intelligence Management Consulting Co., Ltd. said that state-owned enterprises should take the initiative to reorganize the global industrial chain, deeply participate in the division of labor in the international industrial chain, and play a leading and leading role in the fields of information and communications, new energy, and high-end equipment manufacturing, and increase the investment and share of state-owned capital.

Layout the field of new energy vehicles

At the Fifth China FAW Science and Technology Conference held a few days ago, China FAW and China Chengtong signed a cooperation agreement on the war of new industries. The two sides will jointly promote the strong extension of the core industrial chain of new energy vehicles, constantly deepen cooperation in the coordinated development of industry and finance, the promotion of new energy markets and travel formats, and accelerate the layout of the next generation of advanced technologies and emerging industries. we will continue to enhance the core competitiveness of new energy vehicles, state-owned capital operation and industrial empowerment.

The new energy strategy of Changan Automobile is accelerated. "Changan Automobile will rapidly promote the construction of three major plans and three new energy brands, transform into an intelligent low-carbon travel technology company at full speed, and move forward to a world-class brand." Zhu Huarong, chairman of Changan Automobile, said a few days ago.

This year, Changan Automobile will launch a number of new and modified products, including 8 new energy products. In 2030, Changan Automobile will strive to achieve sales of 5 million vehicles, including 3 million to 3.5 million new energy vehicles.

In addition, Dongfeng Group recently announced that it will invest 60 billion yuan to speed up the control of key core technologies, and plans to launch 44 new energy vehicles to accelerate its entry into the field of new energy vehicles.

Gou Ping, deputy director of the State-owned assets Supervision and Administration Commission of the State Council, said at the China Electric vehicle 100 Forum that new energy vehicles should be regarded as an important content for central enterprises to enhance their core functions, and the new energy vehicle business of the three central enterprises should be assessed separately. fully consider the operating losses during the strategic investment period of new energy vehicles.

The China Securities News learned from the industry that according to the new requirements, the proportion of new energy independent brands of central enterprises will exceed 40% by 2025, and at least one central enterprise will produce more than 1 million new energy vehicles a year, and its competitiveness will reach the world-class level.

National headline fund actively invests

Focusing on the strategic emerging industries track, the national headline fund is increasing its investment efforts. According to ZERONE data, so far, a total of 81 central enterprises have contributed 221 funds to 107 funds, involving 64 investment institutions.

According to the state-owned capital operation company, the latest data from China Guoxin Fund showed that by the end of March 2024, the Guoxin Fund had invested in a total of 266 projects with a total amount of more than 115 billion yuan, including 244 investment projects and new industrial projects with a total amount of more than 90 billion yuan. accounting for nearly 80% of the total investment, achieving full coverage of nine sub-areas.

China Chengtong uses the two state-level funds managed by China State-owned Enterprise structure Adjustment Fund and China State-owned Enterprise mixed ownership Reform Fund to promote the forward-looking layout of integrated circuits, new energy vehicles, biomedicine and other new industries in central enterprises; speed up the layout of Lishen battery industry and build the banner of new energy industry in central enterprises.

Some state-owned enterprise industrial groups have also used the "fund + direct investment" approach to further increase their investment in new industries. For example, China Unicom uses China Unicom's 5G parent fund as a hub, cooperated with local governments, industrial capital, etc. to establish 4 market-oriented funds, participated in the management of 8 market-oriented funds, and leveraged social capital to exceed 20 billion yuan. As of the end of 2023, China Unicom's funds have invested in more than 80 projects, with fund income of nearly 1.2 billion yuan. China Mobile has established a 26 billion yuan chain chief fund to promote the "co-chain action" and create a cooperation platform for the integration and development of large and medium-sized enterprises, with more than 1300 listed companies.

Industry insiders said that accelerating the layout of new industries through national-level funds can effectively enhance enterprises 'independent innovation capabilities, enhance the flexibility and resilience of enterprises' industrial and supply chains, and form a continuity and competitiveness that enhances industrial gradient development.