Jin Guanping
Data recently released by the National Bureau of Statistics shows that in 2021, the added value of industrial enterprises above designated size will increase by 9.6% year-on-year, with an average growth of 6.1% in the two years, slightly higher than the 5.7% in 2019.
The two-year average growth rate of key data such as export delivery value and manufacturing investment associated with it also slightly exceeded the pre-pandemic level.
In the context of the continuous spread of the global epidemic and the increase of internal and external instability and uncertainties, it is not easy to achieve this achievement.
It should also be noted that at present, many enterprises are still facing problems such as lack of cores, lack of cabinets, and lack of labor. Although the shortage of electricity has improved, the overall situation is still in a state of tight balance, and the export container freight index is still running at a high level.
From a comprehensive review, the current supply shocks to my country’s economic development are mainly reflected in three aspects: first, the global supply chain blockage, restricted personnel movement, and trade control of related medical materials brought about by the epidemic; second, the technical blockade caused by trade protection , the entity list, etc., resulting in insufficient supply of technology and capital required by some companies, and the return of manufacturing industry promoted by the United States has also impacted the supply system; third, global carbon reduction actions have led to insufficient investment in some high-carbon industries such as coal and oil. Tight supply, rising prices, and limited growth in global natural gas production have caused prices to soar.
In response to the above situation, the Central Economic Work Conference clearly stated that my country's economic development is facing triple pressures of shrinking demand, supply shocks, and weakening expectations, and for the first time incorporated the concept of "supply shock" into the macro-control policy system.
The meeting also conducted a systematic analysis of the possible long-term and uncontrollable problems of "supply shock", emphasizing that it is necessary to correctly understand and grasp the supply guarantee of primary products, the goal of carbon peaking and carbon neutrality, and effectively ensure the stability of the industrial chain and supply chain. , to take a series of targeted measures to actively respond to supply shocks, it is imperative to do a good job in the following three aspects.
First of all, it is necessary to effectively improve the domestic resource production guarantee capacity.
At present and for a period of time in the future, it is necessary to further enhance the supply capacity and level of raw materials, energy and key intermediate products of domestic enterprises, especially to enhance the dominance and influence of global resource supply, gradually realize the diversification of suppliers, reduce iron ore The dependence of important resource products such as stone and oil on suppliers.
At the same time, improve the reserve level of important products and materials, be good at using strategic reserves and other control methods, and actively respond to possible supply shocks.
Secondly, to further improve the degree of market competition.
When there is a supply shock in the market, industry monopoly and unreasonable industrial competition will significantly increase the possibility of cost pressure being transmitted downstream, resulting in rising prices and weak economic growth.
Through anti-monopoly and anti-unfair competition, the disorderly expansion and abuse of market dominance by industry giants should be restrained, so as to effectively alleviate the pressure of rising prices and promote the relative balance between supply and demand.
At the same time, it is necessary to encourage more social capital to participate in public investment, continuously enhance market vitality through "mixed ownership reform" and other methods, and improve the supply efficiency of leading enterprises in the industry.
Thirdly, we need to intensify efforts to promote technological innovation.
At present, most of the supply shocks encountered by domestic industrial enterprises are related to technical shortcomings. In addition to chips that are generally concerned by the market, many of them still rely on imports, ranging from intelligent CNC machine tools, high-end engines, to sensors and bearing beads.
In this regard, we must face up to the gap, target those "stuck neck" technologies that are related to the national economy and people's livelihood, and implement key core technologies. At the same time, we must accelerate our efforts to cultivate more and more "unique skills" in advantageous industrial fields.
It should be pointed out that people are the main body of innovation, and we must start from deepening the system and mechanism, cultivating the soil for innovation, etc., to stimulate the innovation vitality of talents, and truly realize the self-reliance and self-improvement of science and technology.