The 14th Five-Year Plan is of great significance to link the past and the future, and the construction progress of major projects in various regions has continued to advance. Facing the triple pressure of demand contraction, supply shock, and weakening expectations that China's economic development will still face in 2022, investment stabilization will undoubtedly be placed in a more prominent position. And state-owned enterprises, the main force of investment, will play an important role.

The reporter noticed that with the annual work conference of the state-owned assets system held successively in many places, some provinces have "spoiled" the annual investment plan of 100 billion yuan.

Zhang Lichao, a senior researcher at Guosen Securities, said in an interview with reporters that state-owned enterprises, as the "pillars" and "ballast stones" of China's economic development, are also "regulators" to stabilize economic development. In the context of the current triple pressure on China's economy, many SASACs have clarified their 100-billion-level investment plans. The starting point is to better promote the optimization and structural adjustment of state-owned capital, and to enhance and magnify the resource agglomeration effect of state-owned capital.

For example, Anhui Province proposed to implement the "2215" investment action in depth, put investment work in a more prominent position, and strive to complete the annual investment of more than 200 billion yuan, deepen cooperation with central enterprises and increase investment of more than 200 billion yuan, and provincial industrial enterprises will complete the investment. The investment is more than 100 billion yuan, and provincial enterprises have completed investment of more than 50 billion yuan in emerging industries; Zhejiang Province proposes to complete fixed asset investment of 120 billion yuan in 2022, an increase of about 15%; Jiangxi Province adheres to the concept of "project is king", Big projects, big projects, good projects. In 2022, the total annual investment plan of provincial state-owned enterprises will reach 100 billion yuan; the reporter learned from the Guangdong Provincial State-owned Assets Supervision and Administration Commission that in the annual planned investment in key infrastructure projects in Guangdong Province in 2022, only Provincial state-owned enterprises have undertaken 76 key infrastructure projects, with an annual planned investment of about 100 billion yuan.

In other words, the annual investment amount of provincial state-owned enterprises in these four provinces alone in 2022 has reached 870 billion yuan. In addition, the State-owned Assets Supervision and Administration Commission of Hebei Province, Liaoning Province, Shaanxi Province and other places did not mention specific annual investment quantitative indicators, but also emphasized the need to focus on stabilizing growth and expanding investment.

Liu Xingguo, a researcher at the Research Department of the China Enterprise Confederation, told reporters that in 2022, China's economic growth will be under great pressure, and there is an urgent need for state-owned enterprises to play more roles. On the one hand, accelerating investment in large projects can bring substantial economic output and make outstanding contributions to stabilizing growth; on the other hand, it will produce spillover effects and amplify the effect of economic output.

The SASACs in many places have clarified annual investment plans of 100 billion yuan in order to better promote the optimization of the layout and structural adjustment of state-owned capital. This is particularly evident in emerging industries.

Specifically, Anhui Province specifically pointed out that it is necessary to plan and promote the layout of emerging industries, accelerate digital transformation and the development of the industrial Internet, implement a strong foundation for the new material industry, improve the quality of the new energy vehicle and intelligent connected vehicle industries, upgrade the high-end equipment manufacturing industry, Projects such as digital economy industry cultivation and green environmental protection industry expansion. Zhejiang Province also stated that the next step is to strengthen strategic emerging industries and future industrial layouts such as digital economy, life and health, new materials, energy conservation and environmental protection. In terms of promoting the development of key industries, Shanghai also proposed to continue to promote major industrial projects such as integrated circuits, biomedicine, and artificial intelligence. Actively develop new energy vehicles, new materials and other emerging industries.

"From the perspective of investment, state-owned enterprises should closely follow the trend of industrial development and aim at the direction of structural adjustment and upgrading." Liu Xingguo said that accelerating the development of emerging industries is not only the reform and development of state-owned assets and state-owned enterprises proposed by the State-owned Assets Supervision and Administration Commission of the State Council in the "14th Five-Year Plan" plan The important task is also the key work of the state-owned assets and state-owned enterprises in 2022, which was clarified at the meeting of the heads of the local SASACs held by the SASAC. Editor / Xu Shengpeng