2026年是《关于进一步深化国资国企改革的方案(2026—2029年)》的启动之年，该方案已于5月印发 1。近期，多家央企及国企披露重大资产重组或新组建消息：国家数据集团于10月20日在河北雄安新区正式挂牌；中国石油化工集团有限公司与中国航空油料集团有限公司实施重组 1。国务院国资委强调持续优化国有经济布局，加强关键核心技术攻关 1。
自党的十八大以来，国务院国资委推动29组52家中央企业实施重组 1。三年来，央企累计完成战略性新兴产业投资7.4万亿元，占总投资比重从27%提升至42%；今年1月至8月，央企在战略性新兴产业领域的投资已达1.2万亿元 1。2025年，央企战略性新兴产业营收规模超过12万亿元 1。资本市场成为赋能国企并购的重要平台，截至10月28日，A股国有控股上市公司共披露1507单并购计划，其中22单涉及重大资产收购、出让、置换 1。
业内分析指出，改革正从规模扩张转向功能价值重构，重点向战略性新兴产业和未来产业集中 1。《中央企业发展“十五五”规划》提出到2030年央企战略性新兴产业增加值占比再提升5个百分点 1。“十五五”时期目标明确：中央企业资产向国民经济97个行业大类中20个重点行业集中，88%以上营业收入归集至该20个行业 1。
Recent developments highlight a significant acceleration in the restructuring of China's state-owned enterprises (SOEs), with major moves including the official establishment of the National Data Group in Xiongan New Area on October 20 and the merger between Sinopec and China Aviation Oil in early January 1. These actions underscore the emphasis by the State-owned Assets Supervision and Administration Commission of the State Council (SASAC) on optimizing the layout of the state economy and strengthening breakthroughs in key core technologies 1. The year 2026 marks the launch of further deepening reforms, following the issuance of the "Plan for Further Deepening Reform of State-owned Enterprises and Assets (2026–2029)" in May 1.
Since the 18th National Congress of the Communist Party of China, SASAC has facilitated the restructuring of 52 central enterprises through 29 groups 1. Over the past three years, central enterprises have invested 7.4 trillion yuan cumulatively in strategic emerging industries, increasing their share of total investment from 27% to 42% 1. In 2025, the revenue scale of these industries for central enterprises exceeded 12 trillion yuan, while investments in this sector reached 1.2 trillion yuan during the first eight months of this year 1. According to industry analysis, the focus of reform has shifted from scale expansion to functional value reconstruction, concentrating resources on strategic emerging and future industries 1.
The capital market serves as a vital platform for empowering SOE mergers and acquisitions 1. By October 28, A-share listed companies with state-controlled shares had disclosed 1,507 acquisition plans, 22 of which involved significant asset purchases, transfers, or swaps 1. Looking ahead, the "15th Five-Year Plan" targets aim for central enterprises to concentrate assets in 20 key industries out of the 97 major categories in the national economy, with over 88% of operating revenue consolidated within these sectors 1. Additionally, the plan proposes that by 2030, the proportion of value added from strategic emerging industries among central enterprises will increase by another 5 percentage points 1.
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