近十年来,中国国有资本布局变化特点鲜明,行业分布逐渐从基础性产业向商贸服务行业调整,区域分布依托于地方经济,逐渐向西部倾斜,发展重心以利润为基准,兼顾企业和就业,工业国有资本集中于重化工行业,开始关注战略性新兴产业。目前中国国有资本布局的主要问题包括国有资本产业布局与加快构建新发展格局要求还存在差距;国有资本区域布局与区域协调发展战略不够匹配;国有资本规模布局与资本效益增长率不同步;国有资本企业布局与研发创新需求不够接轨。面对新发展格局对中国国有资本布局提出的新要求,建议从总体布局、区域布局、产业布局和创新布局四方面着手对中国国有资本布局进行战略性调整。
Over the past decade,China’s state-owned capital layout has distinctive characteristics. The industry distribution has gradually adjusted from basic industries to commercial service industries. The regional distribution relies on the local economy and gradually tilts to the West. The development focus is based on profits and takes into account enterprises and employment. The industrial state-owned capital focuses on the heavy chemical industry and begins to pay attention to strategic emerging industries. At present,the main problems of China’s state-owned capital layout include the gap between the industrial layout of state-owned capital and the “Double Cycle” development strategy;the regional distribution of state-owned capital does not match the regional coordinated development strategy;The scale distribution of state-owned capital is not synchronized with the growth rate of capital efficiency;the layout of state-owned capital enterprises is not in line with the needs of R & D and innovation. Facing the new requirements of the “Double Cycle” development strategy for the layout of China’s state-owned capital,it is suggested to make strategic adjustments to the layout of China’s state-owned capital from four aspects:overall layout,regional layout,industrial layout and innovation layout.