国企实施"二次改革"的思路与方向

Thoughts on the Second Reform and Target of the State-owned Enterprises

文章将国企改革区分为二次:第一次,国企为适应市场化生存而被迫进行的以扩大经营自主权为主线的改革;第二次,以国有经济的合理布局和功能定位为目标,以产权结构调整为核心主动推进的改革。两次改革的根本指向不同。"二次改革"之后,国企是更加深度地介入没有领域限制的市场竞争,还是回归国有资本的本质属性,仅在特定领域发挥不同于其他非国有企业的特定功能,不同的后继改革思路与方向的选择将决定"二次改革"的成效与最终能否到位。

This paper divides the reform of China's SOEs into two stages. The first stage is a passive one that enlarges the scope of SOEs' decision-making power of management in order to survive the market competition, and the second an active one aimed at forming a reasonable structure and functional orientation of the state-owned economy, with the adjustment of property right as its main theme. The two stages have radically different targets, of which the choice will determine the prospect of the SOEs' reform.