Today, a high-standard meeting of heads of central enterprises was held. President Xi Jinping issued important instructions, and Premier Li Qiang arranged specific work. The release of key strategic signals has attracted great attention from the market. The meeting clarified that central enterprises need to focus on their main responsibilities and core businesses, strengthen the research on key and core technologies, promote the in-depth integration of scientific and technological innovation and industrial innovation, and inject a shot in the arm into the development of the real economy.

In the field of infrastructure construction, the meeting proposed to accelerate the digital and intelligent transformation of traditional infrastructure and carry out the construction of new infrastructure moderately in advance, bringing development opportunities to the relevant industrial chain. At the same time, in terms of the independent control of the industrial chain and supply chain, central enterprises will take the leading role, layout emerging industries and future industries in combination with their main responsibilities and core businesses, and ensure the supply of energy and resources.

At the reform level, the meeting emphasized the need to improve the modern enterprise system with Chinese characteristics, solve the in-depth problems restricting enterprise development, and help build world-class enterprises. Institutional analysis holds that this meeting has defined a clear path for the development of central enterprises in 2026, and state-owned enterprise reform concept stocks in relevant fields are expected to usher in a valuation recovery market.