The reform of state-owned enterprises welcomes the "mysterious pusher", and the national team rumors and merges frequently.

Recently, the three central enterprises (FAW, Dongfeng, Changan), which had been rumored to be "merged", have updated a wave of dynamics in the automobile circle.

The automobile headline APP learned from the Dongfeng official. On July 26, Dongfeng Engineering Consulting Co., Ltd. and Changan Automobile Co., Ltd. signed a procurement platform cooperation agreement in Chongqing.

The main work content is to further deepen the exchange and cooperation in procurement management and supply system construction, establish and improve the e-procurement platform, improve the procurement information sharing and resource complementation level, reduce costs and improve product competitiveness.

The cooperation of this procurement platform can be considered as a new stage for the three state-owned enterprises to implement the Strategic Cooperation Framework Agreement signed last year. According to the previous strategic cooperation agreement, the three parties will cooperate in four areas of forward-looking common technology, automobile full-value chain operation, expansion of overseas markets and exploration of new business models.

In the face of extremely heavy business segments, after the establishment of the strategic cooperation agreement, FAW, Dongfeng and Changan did not strand the matter, but instead signed a new model for strategic cooperation to build a “1+1+3” logistics enterprise. T3 logistics strategic cooperation agreement for the main purpose.

It is worth noting that the conclusion of the T3 Logistics Strategic Cooperation Agreement coincides with the deepening of the state-owned enterprise reform. In the "Regulations on Investment Management of the Automobile Industry (Draft for Comment)" published recently, it has clearly stated that "encourage enterprises to adopt equity investment, carry out mergers and acquisitions and strategic cooperation", and "form up industrial alliances and industrial complexes".

Time is a coincidence, and the content is highly coincident. Such "accidents" have become the main basis for the merger of the three major central enterprises.

Fortunately, FAW timely issued a "disambiguation" announcement, saying that the merger and reorganization of the three central enterprises is purely "false information." Although the announcement of this speech has broken people's doubts, it still reflects the strong desire for reform of state-owned enterprises inside and outside the automobile circle, as well as the urgent expectation that the "national team" will face difficulties and become stronger.

The information conveyed by the "rumors" shows that the reform of state-owned enterprises is already the direction of people. According to domestic media reports, on the day when Dongfeng and Changan further extended strategic cooperation, the first meeting of the State Council’s State-owned Enterprise Reform Leading Group was also organized to study and deploy the recent reform of state-owned enterprises as the main content, and the former Vice Premier of the State Council The new leader Liu He presided over.

In this meeting, Liu He clearly pointed out: It is necessary to reform the state-owned capital authorization management system, stratify and categorize actively and steadily to promote the reform of mixed ownership, accelerate the optimization of the layout of central enterprises and structural adjustment; we must do a good job in guiding the overall reform of state-owned enterprises and guide enterprises to do Good development of long-term planning, defining the main business and improving core competitiveness.

For the highly anticipated "national team" of automobile circles composed of FAW, Dongfeng, and Changan, after the "combination" rumor, the "new requirements" proposed by Liu He, the leader of the new leading state-owned enterprise reform, have now entered State-owned enterprise reform "deep water zone."

The integration of national resources is in an orderly manner. Liu He, as the main player of the state-owned enterprise reform, will undoubtedly give great boost to the core competitiveness of the central enterprises in the automobile circle, and also left a strong integration of the national team of the automobile industry. imagination.

At present, the domestic and international environment for the reform and development of state-owned enterprises in China has undergone dramatic changes at all times. Especially since the beginning of 2018, the foreign stocks have exerted a powerful impact on the automobile circle than the release of the policy.

From the "three-step" strategy announced by the National Development and Reform Commission on April 17, it seems that today (July 28), the restrictions on foreign-invested shares of new energy vehicles have been officially cancelled. In the end, a five-year transition period will be adopted to remove all restrictions in the automotive industry.

Since the beginning of this policy, the car circle has entered a state of emergency acceleration. With Tesla's wholly-owned construction in China, it has opened its doors for foreign car companies to “independently” enter China. Geely's shareholding in Daimler, the Great Wall joint venture BMW, is also proving that private enterprises are doing a lot of money.

It can be seen that the recent "strong anxiety" brought by the domestic and foreign car companies to the national team is no longer the same.

The challenge is just around the corner, and the task of reform still has a long way to go. Take Dongfeng Fengshen as an example, its annual sales in 2017 was only 125,000 units, which is far from the target of 200,000 annual sales. Of course, the current performance of Dongfeng Auto is lacking, and it has a direct relationship with the person in charge of the independent sector that Dongfeng has just replaced.

Policy dictation and market turmoil. For the three central enterprises of FAW, Dongfeng and Changan, they face great internal and external pressures in enhancing their independent competitiveness. At present, speeding up the reform process, strengthening and doing the main business, and promoting resource integration have become the most urgent thing.

However, there is no real hammer for the question of when the "national team" will achieve "merger". I am afraid that we will wait until the reform of state-owned enterprises is carried out to the stage of real attack, so that the "complex relationship" between the three central enterprises can be seen in the clouds.