After the State Grid Corporation of China made up its mind to withdraw from the traditional manufacturing industry and real estate business and included the disposal of non core businesses in the key working document of the 2020 reform, the state Household Appliance Co., Ltd. made a rare public statement on the separation of main and auxiliary businesses: it made up its mind to withdraw from the traditional manufacturing industry and real estate business. This statement appeared in the "CPC National Household Appliance Co., Ltd. Party group close" released by the Central Commission for Discipline Inspection and the State Supervision Commission on March 22. After the disposal of non core businesses was included in the key work document of 2020 reform, the state Household Appliance Co., Ltd. rarely made a public statement on the separation of main and auxiliary businesses: it is determined to withdraw from the traditional manufacturing industry and real estate business. This statement appeared in the statement released by the Central Commission for Discipline Inspection and the State Supervision Commission on March 22 In the notice of the Party group of the State Grid Corporation of the Communist Party of China on the progress of the third round of inspection and rectification of the 19th Central Committee (hereinafter referred to as the "notice")
the State Grid Corporation of China said in the "Circular" that "we should adhere to the main business of electricity with a higher political position, be determined to withdraw from the traditional manufacturing industry and real estate business, and resolutely complete the task of deepening the reform of collective enterprises on schedule." In addition, "The implementation plan for deepening the reform of the company's collective enterprises was approved by the state owned assets supervision and Administration Commission, formulated working opinions, strengthened the work guidance of all units, and ensured that it was completed in June 2020. We strengthened the supervision and rectification of the reform of hotels and hotels, and actively studied the reform mode of market-oriented hotels and hotels. By the end of 2019, of the 33 hotels and hotels that had not completed the reform and separation, 12 had completed the closure, cancellation or separation, and the other 21 were accelerating the rectification. The company trained recuperation machines The structural reform implementation plan has been submitted to the state owned assets supervision and Administration Commission, and the preparatory work before the reform has been done. The reform will be fully implemented after the plan is approved. "
the above statement is the response of the State Grid Corporation of China to the problem that the company "is not strong enough to implement the national development strategy and adhere to its main responsibilities and businesses" fed back by the 11th inspection team of the Central Committee in August last year. After the reform of the power system in 2002, the State Power Corporation, established on the basis of some enterprises and institutions of the former State Power Corporation, is the largest public utility enterprise in the world and the largest power enterprise in China. Its business area covers 26 provinces (autonomous regions and municipalities directly under the central government), covering more than 88% of the land area, serving more than 1.1 billion people with total assets of 3.93 trillion yuan. In addition to domestic power business and overseas power investment, Guodian is also widely involved in electrical equipment manufacturing, information and communication, e-commerce and other industrial sectors. It has 16 industrial companies and 6 listed companies, and is close to the full license of Jiqi finance
among them, the electrical equipment manufacturing business of Guodian is mainly undertaken by its NARI Group, XJ Group, Pinggao group, Shandong electric group and guoxintong industrial group. The real estate business is undertaken by Luneng group and guozhongxing company, holding a listed company Tianjin Guangyu Development Co., Ltd., whose business scope covers residential product development, commercial real estate project development and operation, and property management services. The hotels to be rectified mentioned in the above notification are mostly the internal hotels of the third industry of the power company, which are used to receive internal employees' business trips, meetings, training, etc
"separation of main and auxiliary" is the goal of power industry reform established since the power reform in 2002. The notice of the State Council on printing and distributing the reform plan of electric power system issued in 2002 determines the reform direction of separation of power plants, separation of main and auxiliary, separation of main and multiple, and separation of transmission and distribution. In accordance with the spirit of "separation of main and auxiliary", state-owned companies should divest all non electric assets, including secondary units engaged in power design, equipment manufacturing, power construction and other businesses. The reason for doing so is to clarify the real operation cost of electricity and promote the marketization of electricity on this basis. However, after the first step of "separation of power plants" in the power reform in 2002, the following 4 When the total elongation of the maximum force FM (the "separation of main and auxiliary" of Ag) is measured by manual method Several times stranded
in 2010, with the approval of the state owned assets supervision and Administration Commission, the state-owned company officially reorganized and integrated the domestic electrical equipment leader XJ Group and hepinggao group. The behavior of electric power companies advancing into the upstream equipment industry to build a directly subordinate equipment manufacturing system is regarded as contrary to the original intention of electric power reform in the industry, which has aroused widespread doubts. Opponents, including the China Machinery Industry Federation, believe that the "separation of main and auxiliary" direction of the power reform is contrary to the "separation of main and auxiliary" direction of the national general Xuji and Pinggao income bag. The birth of a giant power enterprise integrating multiple roles such as standard setting, equipment manufacturing, bidding and procurement is not conducive to a fair and just competition mechanism, which will make it more difficult for electrical manufacturing enterprises outside the national system to obtain orders
most collective enterprises that remain in the system have related party transactions with state grid, but many names do not contain the word "state". A person from the China electric power planning and Design Association once pointed out that the State Power Corporation rebuilt the planning and design system through its Economic Research Institute, and some power companies forcibly assigned design teams when the power supply was connected, resulting in market chaos. Some people in the power industry told pengpai that the long-term main and auxiliary are tied together, creating a huge gray space, and power users are forced to use the third industry company under the power company for construction, resulting in the falsely high cost of power projects
in 2014, there was news that Luneng, Nari, CLP equipment and other companies would be separated from China next year, and Luneng would be taken over by poly. Nari and CLP equipment would be merged to nengjian or PowerChina, and then there would be no more news, and the separation of main and auxiliary equipment would stagnate. The new round of power system reform launched in March 2015 continues the previous thinking, requiring to follow the laws of market economy and the characteristics of power technology to position the functions of power enterprises and "continue to improve the separation of main and auxiliary"
since China has decided to withdraw from the traditional manufacturing industry, will Xuji, Pinggao and other upstream equipment manufacturing assets be stripped off? It has attracted much attention from the outside world. In addition, it is worth noting that the notice of the state owned assets supervision and Administration Commission of the State Council of the Communist Party of China on the progress of the third round of inspection and rectification of the 19th Central Committee, released on March 20, mentioned that "we should vigorously promote the strategic reorganization and professional integration of central enterprises,... We should promote the manufacturing of transmission and distribution equipment and the integration of marine equipment resources."
Luneng Group, another wholly-owned subsidiary of Guodian with complex historical origins, has undergone many restructuring. Its predecessor can be traced back to the "three industries and multiple economic" enterprise under Guodian Shandong Power Group Company (the general term for the tertiary industry and diversified business companies within the power industry), which was once a collective enterprise with employee stock ownership. The collective enterprise subordinate to the electric power company is a product of a special historical period that requires fundamental transformation not only from the plastic granulator process. After the reform and opening up, the practical needs of settling the families of unemployed workers and the children of unemployed workers in the power system, such as adopting the single arm and double column structure and diverting redundant workers, have spawned a large number of collectively owned enterprises. The collective enterprises of the state-owned company system mainly focus on the main business of electricity, and their businesses include electricity construction, electrical equipment manufacturing, electricity design, and even related auxiliary industries such as real estate and property management. Among them, electricity construction (including design, construction, engineering supervision, etc.) and electrical product manufacturing account for the largest shareAccording to the official data, Luneng Group has 29 years of experience in urban development, with 23 provinces and urban areas across the country, and a total developed construction area of 13million square meters. According to the 21st Century Business Herald, in the industry's view, Luneng land reserve has a large scale and abundant resources. Although it is not a leading real estate enterprise, it has always been a potential "Big Mac". Luneng is one of the 21 central enterprises holding real estate "licenses" directly under the SASAC. In 2010, in order to regulate the large-scale entry of central enterprises into the real estate industry, the SASAC issued a "check-out order", requiring central enterprises to withdraw from real estate completely, and only 16 central enterprises to retain their real estate qualifications. This year, another five central enterprises were approved to retain this qualification, including Luneng
in response to the withdrawal from the real estate business, Guodian said in the notice, "actively report and communicate the main ideas with the SASAC, and urge the SASAC to clarify the direction of rectification work. Further improve the withdrawal and transformation plan according to the opinions of the SASAC, and accelerate the rectification work." In terms of the combination of industry and finance, "strictly control the scope of business, avoid shifting from reality to falsehood, formulate and issue a list of financial businesses, and implement classified control and dynamic adjustment."
according to the surging understanding, in the "2023.1 effective journey 0-year reform key work arrangement" issued internally by the State Grid Corporation of China in early February, a timetable was put forward for the divestiture of non main businesses: in September, the reform tasks of "collective ownership" enterprise reduction, property right relationship construction, standardized operation of industrial management companies and so on were completed, and the disposal of non core businesses was basically completed by the end of the year. Vigorously promote the reform of mixed ownership of "provincial industrial units" and implement market-oriented operation. In October, the socialized management of retirees was basically completed. We will deepen the reform of medical institutions and complete the reform of convalescent institutions within the year. Orderly withdraw from traditional equipment manufacturing, real estate, hotels and other businesses. Basically complete the reform of production and business institutions
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