21世纪以来,尽管世界各国的国有经济总体上持续呈现占比下降的趋势,但其在全球的重要性和影响力不断提升。在中国之外,国有经济占比较高的国家主要集中在欧洲前社会主义国家、欧洲大陆的经济大国以及新兴经济体。世界各国的国有经济在行业布局方面呈现显著的一致性,主要集中在资源、能源、水电气、交通、电信、金融等基础性和战略性行业。受经营目标多元化以及企业发展所面临的外部环境和内在约束的复杂性等因素影响,国有企业总体上仍存在经营绩效不高的问题。经济发达国家和发展中国家在国有经济功能定位上存在明显差别。除提供公共产品、保障国家经济安全以及稳定经济社会发展等传统功能外,很多发展中国家的国有企业还在经济转轨、赶超乃至国际竞争等国家发展战略方面发挥开拓性或引领性作用。基于上述差异,金融危机不仅在一定程度上加速了新兴经济体的实力提升,也加快了其国有企业参与国际经贸合作与国际竞争的步伐。新兴经济体国家国有经济全球影响力的上升引起了经济发达国家的高度关切,并引发了国有经济发展环境的深刻变化。一方面,在欧美国家引领下,世界各国普遍在关键基础设施、核心技术、信息安全等领域加强了安全审查、提高外资准入门槛。另一方面,国有企业的海外发展将受到更为严格的竞争中性等国际规则的制约,势必对其在执行和推动国家(海外)发展战略中的作用产生重要影响。国家迫切需要根据变化了的外部发展环境,在对外发展战略和国有经济布局结构以及深化国有企业改革等方面做出相应部署和调整。
Since the 21st century,although the proportion of state-owned economy in all countries in the world continues to decline,its importance and influence in the world are becoming more prominent. In addition to China,countries with a high proportion of state-owned economy are mainly concentrated in former socialist countries in Europe,economic powers in the European continent and emerging economies. The industrial layout of state-owned economies around the world shows significant consistency,mainly focusing on basic and strategic industries such as resources,energy,water,gas and electricity,transportation,telecommunications and finance. Affected by the diversification of business objectives and the complexity of external environment and internal constraints faced by enterprise development,state-owned enterprises still have the problem of low business performance on the whole. There are obvious differences in the functional orientation of state-owned economy between economically developed countries and developing countries. In addition to the traditional functions of providing public goods,ensuring national economic security and maintaining economic and social stability,state-owned enterprises in many developing countries also play a pioneering or leading role in national development strategies such as economic transition,catching up and even international competition. Based on the above differences,the financial crisis not only accelerated the rise of the strength of emerging economies to a certain extent,but also accelerated the pace of their state-owned enterprises participating in international economic and trade cooperation and competition. The rise of the global influence of state-owned economy in emerging economies has aroused great concern in economically developed countries and triggered profound changes in the development environment of state-owned economy. On the one hand,led by European and American countries,countries around the world generally strengthen security review and raise the threshold for foreign investment access in key infrastructure,core technology,information security and other fields. On the other hand,the overseas development of state-owned enterprises will be restricted by more stringent international rules such as competition neutrality,which is bound to have an important impact on their role in implementing and promoting national (overseas) development strategies. According to the changed external development environment,the country urgently needs to make corresponding deployment and adjustment in the external development strategy,the layout structure of the state-owned economy and deepening the reform of state-owned enterprises.
Keywords: | State-owned EnterprisesInternational ComparisonFunctional OrientationOverseas Development Environment |