Excellent little farmer

"Hmph! Just understand. There are countless traps and hidden arrows lurking on this road. If you don't pay attention, you will pay the price. Fortunately, you are wearing thick enough armor this time, otherwise this fall will make you injured. Move your bones." Huang Wenhan snorted.

"Wen Han, I think the country is planning some big moves this year. How about it? Can you tell us about any new trends?" Liu Xianlin asked casually while hanging the bait.

"The General Secretary proposed at the symposium on enterprise reform and development in the four provinces and cities of Shanghai, Jiangsu, Zhejiang and Shandong in May that we should further deepen the reform of state-owned enterprises, establish a modern enterprise system, encourage exploration, allow experimentation, and adhere to three benefits, but In terms of specific policies, the central leadership is still somewhat vacillating.

There have been some opinions within the central government since last year, which is to create a group of star companies that can enter the world's top 500. The central and local governments, as well as the financial sector, must actively provide support to promote the rapid growth of these companies and shoulder the responsibility of ZTE state-owned enterprises. heavy responsibility. "

"Fortune 500 company?"

I frowned slightly. The tone of Huang Wenhan's words clearly showed some disapproval. The attitudes of Hao Liqun and Huang Wenhan have always advocated further liberalizing the market economy and encouraging state-owned enterprises to enter the market economy. Fighting together with foreign-funded enterprises and private enterprises, only in this way can we truly establish a socialist market economy, and do not agree with the government giving too much support and support to state-owned enterprises.

In their view, the reason why state-owned enterprises have low viability and difficulty in surviving in the market economy is because the government has too many restrictions and too many responsibilities. If they continue to return to the old path, they will go back.

"Isn't it clear from above which industries it should be in? Or should we build leading state-owned enterprises in each industry?" Liu Xianlin also frowned and asked.

"The current thinking above is confusing and contradictory. On the one hand, it advocates the gradual withdrawal from competitive fields, but on the other hand, it also states that it should provide strong support to some of the leading companies that already have certain international competitiveness, so as to encourage them to become the leading companies in this industry. A huge ship, shouldering the heavy responsibility of ZTE state-owned enterprises.

For example, the state seems to be interested in providing policy support to Haier, Changhong, North China Pharmaceuticals, and Jiangnan Shipyard. Huang Wenhan said with a gloomy face and solemn eyes.

"Brother Huang, are you influenced by the Japanese and Korean consortium models, so you hope that these companies can also become bigger and stronger, and be the first to break through the encirclement and break into the world's top 500?"

I shook my head repeatedly and said: "Brother Huang, don't think that the glory of the big conglomerates in Japan and South Korea is dazzling for a moment. You can't see the depth of the wind and the water. The strong wind knows the strong grass, the rough waves know the loyal ministers, and the big waves wash away the sand. They are like this The consortium model supported by the government also has great systemic risks, especially when these consortium-style institutions diversify too far and gain financial financing power, which is quite dangerous."

"Oh?" Huang Wenhan and Liu Xianlin were both shocked. Liu Xianlin asked, "Why do you think so?"

"Actually, the Japanese and Korean consortium models are somewhat similar to our country's state-owned enterprises, except that they adopted the modern enterprise system earlier, but in essence, they are still greatly influenced by the government. This method can concentrate resources to a large extent. Rapid development and growth, but due to the lack of deep and profound accumulation, the corporate culture system has not penetrated to that level. Take our ancient Chinese saying, that is, the tail is too big to fall off. Once a storm hits, it will suddenly freeze due to insufficient blood supply. stiff."

I mused: "The Japanese and Korean consortium model is not suitable for our country. The consortium model is more suitable for countries with scarce resources, relatively concentrated industries, but a high degree of development, especially a big country like us with all-round comprehensive strength." , it is not suitable.”

Huang Wenhan nodded thoughtfully, while Liu Xianlin was lost in thought. It was obvious that although both of them did not agree with the consortium model to build the Fortune 500, they still had some differences on how to develop it.

Although Liu Xianlin came from the organizational system, his views on reform and opening up are somewhat different from others. In the past two years, he has become very close to Su Juehua, and he was able to join the neighboring province as a member of the Standing Committee of the Provincial Committee and the Provincial Capital. The title of Secretary of the Municipal Party Committee also marks that he has officially entered the circle of moderates, otherwise he would not have been able to take such a big step so easily.

"Now the restructuring of state-owned enterprises seems to have encountered a bottleneck. In March and April, the Vice Premier led a team to inspect the restructuring of state-owned small and medium-sized enterprises in Shandong and Jiangzhou. Zhucheng's experience and Yuzhou's experience have been reported in the Economic Daily and Published in Workers Daily.

Among them, they strongly agree with the Yuzhou experience in establishing a relatively sound asset evaluation system, which should not only speed up the pace of enterprise restructuring, but also ensure that state-owned assets are not lost. It should be said that the pilot reform of small and medium-sized enterprises will have a guiding role in the future restructuring of 300,000 small and medium-sized enterprises across the country. It can also provide a path for exploration for the reform of large state-owned enterprises. "

Liu Xianlin swung out the fishing hook and mused: "In recent years, various places have adopted listing quotas to raise funds from the stock market to achieve the purpose of improving the equity structure and operating conditions of large state-owned enterprises.

But now it seems that the effect is not good. People all over the country have regarded this as a life-saving magic weapon. The more poorly managed the company is and the more it suffers huge losses, they will try every means to package it and whitewash it to make it appear on the market. However, after one or two years on the market, it becomes a life-saving weapon. It became a dead stock, which greatly dampened the enthusiasm of investors, but the operating conditions of the company did not improve at all. "

"The top officials of the central government also seem to be full of uncertainty about their views on the reform of state-owned enterprises. Perhaps, like us, they are still groping forward. Now the call for grasping the big and letting go of the small is gradually rising. The question is what is the specific content of seizing the big and letting go of the small? Which ones are big and which are small? Are we going to catch all the big ones and let go the small ones regardless of the industry category, or are they divided into different categories and treated differently?

After the voice of the state supporting the creation of the world's top 500 companies came out, various places are now following suit. The term "China's Top 500" has come out, and various provinces and cities have listed some seed players from each province as reserve targets for entering the China's Top 500. With support, funds and policies will be tilted towards it, then the prefecture and city level will naturally introduce a plan to build the province's top 100 companies. To become bigger and stronger, it is not easy to rely only on a single industry. It seems that it is also so diversified. A choice was made. "

"Qingquan also said just now that Japanese and Korean consortiums basically adopt a mixed business model and diversify their development, and the government has also given these consortiums the privilege of engaging in the financial industry. With the support of financial capital, the speed of development and growth will naturally increase. Not a problem.

But I’m thinking that if our large state-owned enterprises also imitate the Japanese and Korean consortium models to develop diversification and grant financial operating franchises, there may be no problem in becoming bigger, but what about becoming stronger? Are there any risks involved, and is success guaranteed? I think this point is still worthy of discussion. "

Liu Xianlin speaks slowly, but for a role from the organizational department, he has a good grasp of the order of things analysis. It is obvious that Liu Xianlin has completed the role transformation from a prefectural-level leader to a provincial-level leader, and can stand on the side of one country and one province. Let’s consider the problem from an overall perspective.

Huang Wenhan also had a pensive look on his face. When he reached the position of deputy director of the State Economic and Trade Commission, he was exposed to more things at the macro level. Even when it came to specific enterprises, they were all large and very large state-owned enterprise groups, not to mention A decision, even a simple opinion, can have considerable consequences.

Diversification is now also a focus of debate, and there are also differences within the central government. The benefits of diversification are obvious, and some companies have also come to the forefront, such as Zhao Xinxian's Sanjiu Group, which indeed makes people see exciting and encouraging highlights.

Shougang seems to have revealed its grand blueprint to the world, but it is difficult to see whether there are hidden worries behind the light.

At this point, people from several parties with different attitudes on other points of view seem a little unsure. Whether it is good or not, perhaps only practice can truly test it, but if you stand the test, you may have to pay a price.

"Qingquan, what do you think?" Huang Wenhan did not respond to Liu Xianlin's question and turned to me.

"I think there is no need to argue whether specialization or diversification is more suitable for China. The question is, when you want to diversify your development, have you achieved the maximum in your professional industry? The strongest, or at least the top three in the industry.

If you say that this industry has great development prospects and you can concentrate on doing better, more refined, and more professionally, then you are wrong to diversify.

And if it is an industry that is declining, or if you have done well in this industry and you can achieve better development in other industries, then diversification is also a way out. You are just evaluating whether to enter other industries. At times, leadership decision-making bodies need to conduct a rational and calm review and not be carried away by temporary enthusiasm. "

Neither Huang Wenhan nor Liu Xianlin commented on my words. What is better between specialization and diversification will be a long-term topic of debate. At different times, in different fields, in different countries, in different industries, and even in different companies, specialization and diversification seem to list a large number of successful people, and it is difficult for you to judge them in one sentence.