● Our reporter Liu Liliang
Formulation and implementation PetroChina "7+3" development plan for strategic emerging industries CRCC Establish and prepare for the establishment of a major project office for the utilization of deep underground space in the future industry China Unicom Network security industry fund... PetroChina, China Railway Construction, China Unicom and other central enterprises have recently disclosed new progress in the layout of strategic emerging industries.
The reporter of China Securities News recently learned that state-owned enterprises will make greater efforts to accelerate the layout of strategic emerging industries, strive to significantly increase the proportion of revenue of strategic emerging industries by 2025, drive the formation of a new batch of 10 billion level industries, and achieve asset doubling of strategic emerging industries by 2030. A group of pilot enterprises or state-owned capital investment companies will be allowed to propose one or two main businesses to be cultivated, providing 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 reform, and are the key areas for the country to cultivate new drivers of development and win new competitive advantages in the future. In recent years, central enterprises have been stepping up the development war New industry And improve the core competitiveness of enterprises.
Establish Kunlun Manufacturing Company and settle down in Xiong'an, acquire Putian New Energy Project and establish Kunlun Power Grid Company, and steadily increase the proportion of business revenue in new industries... China's oil war new industry development has achieved "acceleration". "The Group has formulated and implemented the '7+3' development plan for China's oil war new industry, and actively deployed unconventional oil and gas, associated mineral resources, new energy, new materials war new industries, as well as deep sea energy and other future industries." The relevant person in charge of PetroChina introduced that the Group's investment in the war new industry in 2023 reached 101.1 billion yuan, and the new clean power grid connection index was 26.2 million kilowatts, The development and utilization capacity of new energy reached 11.5 million tons of standard coal/year, the production of new materials reached 1.37 million tons, and the output increased by 60%.
CRCC started from the top-level design, set up a leading group for CRCC's cultivation and development of new industries, and formulated work plans and implementation plans. The relevant person in charge of CRCC introduced that the Group, as the responsible unit, participated in three new industries, including industrial software, artificial intelligence and industrial machine tools, and formulated action plans 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 cultivating and fighting new industries.
"The annual incremental investment of China Unicom gives priority to new areas of war, prepares to set up China Unicom's network security industry fund, and creates a high-quality network security industry ecological chain. Increase targeted authorization, encourage and guide subsidiaries to undertake new tasks and invest in new areas of war." The relevant person in charge of China Unicom introduced that in 2023, China Unicom has completed equity investment of 4 billion yuan in the new field, and plans to continue to invest 10 billion yuan of special funds in the next three years to accelerate the development and cultivation of new industries.
According to the goal of the State owned Assets Supervision and Administration Commission of the State Council, by 2025, the revenue share of central enterprises and new industries will reach 35%, and the layout of brain like intelligence, quantum information, controllable nuclear fusion and other aspects will be advanced.
The relevant person in charge of CIIC Management Consulting Co., Ltd. said that state-owned enterprises should actively respond to the restructuring of the global industrial chain, deeply participate in the division of labor in the international industrial chain, play a leading role in information communication, new energy, high-end equipment manufacturing and other fields, and increase the investment and proportion of state-owned capital.
Layout in the field of new energy vehicles
At the 5th FAW Science and Technology Conference held recently, FAW and China Chengtong signed a cooperation agreement on new industries. The two sides will jointly promote the strong chain extension of the core industrial chain of new energy vehicles, continuously deepen the cooperation in the coordinated development of industry and finance, the promotion of new energy markets and travel formats, accelerate the layout of the next generation of advanced technologies and emerging industries, and continue to improve the core competitiveness of new energy vehicles, state-owned capital operation and industrial empowerment capabilities.
Chang'an Automobile The new energy strategy accelerated. "Chang'an Automobile will rapidly promote the construction of three major plans and three new energy brands, and transform itself into an intelligent low-carbon travel technology company at full speed, making it a world-class brand," said Zhu Huarong, chairman of Chang'an Automobile.
This year, Chang'an Automobile will launch a number of new and modified products, including 8 new energy and new products. By 2030, Chang'an Automobile will strive to sell 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 accelerate the control of key core technologies, and plans to invest 44 new energy vehicles to accelerate its entry into the new energy vehicle arena.
Gou Ping, deputy director of the State owned Assets Supervision and Administration Commission of the State Council, said at the forum of the China Electric Vehicle Hundred Talents Association that new energy vehicles should be regarded as an important part of central enterprises to enhance their core functions, the new energy vehicle business of the three central enterprises should be assessed separately, and full consideration should be given to the operational losses of new energy vehicles in the strategic investment period.
China Securities Journal learned from the industry that, according to the new requirements, by 2025, the proportion of new energy self owned brands of central enterprises will exceed 40%, and at least one central enterprise of complete vehicles will produce more than one million new energy vehicles annually, reaching the international first-class level of competitiveness.
State owned funds actively invest
Focusing on the track of strategic emerging industries, Guotou Fund is increasing its investment. According to ZERONE data, up to now, there have been 221 capital contributions from 81 central enterprises to 107 funds, involving 64 investment institutions.
From the perspective of state-owned capital operation companies, the latest data of China Guoxin Fund shows that by the end of March 2024, China Guoxin Fund has invested 266 projects with an amount of more than 115 billion yuan, including 244 new industry projects with an amount of more than 90 billion yuan, accounting for nearly 80% of the total investment amount, and has achieved full coverage of nine sub areas.
China Chengtong has used two national funds, namely, the structural adjustment fund for China's state-owned enterprises and the mixed ownership reform fund for China's state-owned enterprises, to promote the forward-looking layout of central enterprises in new industries such as integrated circuits, new energy vehicles and biomedicine; Accelerate the layout of Lishen battery industry and create the banner of new energy industry for central enterprises.
Some industrial groups of central enterprises also further support new industries through the way of "fund+direct investment". For example, China Unicom, with the Unicom 5G Master Fund as the hub, cooperated with local governments, industrial capital, etc. to set up four market-oriented funds, participated in the management of eight market-oriented funds, and leveraged more than 20 billion yuan of social capital. By the end of 2023, China Unicom's funds had invested in more than 80 projects, with fund income of nearly 1.2 billion yuan. China Mobile A 26 billion yuan long chain fund was set up to promote the "joint chain action" and build a cooperation platform for the financing and development of large, small and medium-sized enterprises, with more than 1300 enterprises on the chain.
Industry insiders said that accelerating the deployment of new industries through national level funds can effectively enhance enterprises' independent innovation ability, enhance the elasticity and resilience of the supply chain of enterprises' industrial chain, and form the continuity and competitiveness of promoting industrial gradient development.
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