改革增活力 转型添韧性

改革增活力 转型添韧性

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  截至今年6月,唐山港首次半年货物吞吐量突破三亿吨大关,达3.03亿吨,同比增长7.28%。这是两艘轮船在该港京唐港区集装箱码头装货。 新华社记者 杨世尧摄

写在前面的话

察形辨势,方能拨云见日。

减速而不减势,量增更显质优,兜牢民生底线,改革永不止步,活力四射,后劲十足……年初以来,面对错综复杂的国内外形势,中国经济沿着正确方向一路前行,一幅蹄疾步稳、提质增效的新图景跃然纸上。

历史的发展总是意味深长。今年是我国改革开放40周年,40年风雨砥砺,中国人民不仅收获经济的成长,更收获清醒和自信。诚然,中国经济发展不平衡不充分问题依然突出,部分需求指标增速有所波动,外部环境不确定性有增无减。但须看到,中国经济韧性强、潜力大、后劲足,稳中向好的基本面没有变。这是大国经济的底气!

风物长宜放眼量。我们坚信,新时代的征程上,只要全国人民在以习近平同志为核心的党中央坚强领导下,埋头苦干、开拓创新、砥砺奋进,必将推动中国经济巨轮向着高质量发展的彼岸破浪前行……

收入与利润“双快”增长,单月利润首破两千亿元,整体资产负债率稳中有降,抗风险能力不断增强……复杂多变的经济形势中,近日出炉的中央企业“年中考卷”含金量十足。

企业是组成经济的基本细胞,也是观察宏观经济运行的“晴雨表”。今年以来,在错综复杂的国内外形势中,我国各类型企业动能转换有序、质量效益提升、动力活力迸发,同时也折射出宏观经济在高质量发展轨道上稳健前行的轨迹。

月度利润破两千亿元,中央企业迈出坚实步伐

国务院国资委近日发布数据,今年上半年中央企业累计利润总额8877.9亿元,同比增长23%,增速比一季度加快2.1个百分点。其中,6月份利润首次突破2000亿元,达到2018.8亿元,同比增长26.4%,创下历史单月最高水平。

“中央企业上半年表现不错,红红火火。”国务院国资委新闻发言人彭华岗介绍,今年以来,中央企业运行质量效益提升、实体经济盈利能力增强、新动能加快成长、抗风险能力明显增强。在他看来,中央企业高质量发展迈出了坚实的步伐。

数据无言,却是观察经济运行情况的重要依据。中央企业上半年的一系列指标变化为上述判断提供了佐证:百元营业收入成本费用同比下降0.6元,6月末资产现金回收率提高0.2个百分点,“一降一升”间运行质量明显提升。与此同时,工业企业利润增速比央企平均水平快10.9个百分点,同期新产业新业态收入占比逐步提高。这表明,中央企业发展既固本培元,又吐故纳新,发展动力转换在有序推进。

值得一提的是,中央企业资产负债率稳中有降。统计显示,59家中央企业资产负债率比年初都有所下降,通信、军工、航空运输、机械、建筑、冶金、矿业等资产负债率较年初均有所下降。另外,中央企业抵御债务、国际化经营、安全环保等方面风险的能力也进一步提高。

数据显示,上半年中央企业利润增速的“领先优势”由去年的1.9个百分点扩大至12.9个百分点。业内人士分析,中央企业效益指标改善势头更强劲的背后,既有我国宏观经济延续稳中向好态势,一系列着眼于降低成本、释放活力的关键改革举措加快落地的原因,也有中央企业因势而谋、顺势而为,把改革不断往深处推、往实处做的因素。

以改革激发市场主体活力,发展才有源头活水

上个月,经国务院批准,武汉邮电科学研究院有限公司与电信科学技术研究院有限公司实施联合重组,两家企业将并入新设立的中国信息通信科技集团有限公司。至此,国资委监管央企户数减至96家。

“从增长更快到发展更强、更优,这充分体现出中央企业进一步深化改革创新、推动国有企业高质量发展已初见成效。”中国企业研究院首席研究员李锦如此评价我国企业上半年的表现。

而这,仅是我国以改革激发市场主体活力、推动高质量发展的缩影。年初以来,混合所有制改革、产权保护、激发和保护企业家精神三项改革联动推进,关键措施加快落地,有效改善了社会预期,显著提振了企业家谋事创业的信心,有力夯实了经济持续健康发展的微观基础和制度保障。与此同时,“放管服”改革深入推进,要素市场化配置改革持续深化,财税金融改革积极推进,货币政策和宏观审慎政策双支柱调控框架进一步健全,重要领域和关键环节改革不断深入,发展动力进一步激发。

改革文章越做越活,动力与信心不断迸发。工业产能利用率提升,减税降费政策红利显现,短板领域投入力度加大……今年以来,供给侧结构性改革深入推进,成为经济稳中向好、结构调整优化的关键力量。另外,1至5月份,全国新登记企业达265万户,同比增长12.3%,日均新登记1.76万户,改革催生新的市场主体不断涌现,让中国经济充满活力。

“事实证明,改革激发了企业等市场主体的活力,经济高质量发展才有了源头活水。”彭华岗认为,今年以来,中央企业固定资产投资一直保持增势,而且结构持续改善,无疑意味着后期运行将更具韧性和支撑力。

多举措保持良好势头,中国经济必将行稳致远

改革持续加力,既给中国经济添动力,也为世界经济增信心。中国美国商会《2018中国商务环境调查报告》显示,74%的会员企业计划于2018年扩大在华投资,这一比例为近年来最高。近期,经济合作与发展组织、亚洲开发银行将中国2018年经济增速预测分别上调0.1、0.2个百分点,国际货币基金组织、世界银行则维持经济增速预测不变。

作为观察经济运行的先行指标,最新发布的PMI数据进一步传递出积极信号:6月份中国制造业PMI为51.5%,高于上半年均值0.2个百分点,并连续保持在荣枯线之上。专家认为,年初以来我国经济稳定运行势头巩固,质量效益稳步提高,发展的稳定性、协调性、包容性、可持续性进一步增强,平稳增长的总体态势不断得到巩固。

在改革不断深化的同时,我国对外开放的文章也越做越大,格局与气度不断彰显。6月底,两份新版负面清单接连发布,外资准入负面清单由63条减至48条,自由贸易试验区负面清单由95条减至45条。随着负面清单越缩越短,开放的红利也越来越多。实践证明,以开放促改革、促发展、促创新,这是中国与国际社会互利共赢的必由之路。未来,中国将以更大力度进一步推进开放。

随着对外开放的扩大,创新驱动的引擎也不断点燃。从分拣机器人到无人机配售、面部识别支付,从平台经济到直播教学、远程医疗……年初以来,我国大力优化创新生态,不断改善创新环境,社会创新创造活力明显增强。据统计,目前,我国创新企业数量位居全球第二位,下半年的创业环境将更加火热。从目前的数据看,改革开放激发活力、新动能继续成长、内生潜力不断释放,成为向好发展的基础所在。

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