美国单方面宣布退出TPP后,要么继续主导对TPP的重新谈判并确定协议新名称,要么主导签订多个双边贸易协议。国有企业相关条款仍将是未来谈判的焦点和难点,且TPP协议中涉及国有企业的相关条款会以更加严苛的要求在其替代协议中出现。这将对我国国有企业在相关国家的投资、并购、运营带来较大冲击。为此,必须以国企改革的继续深化来主动应对TPP替代协议影响,提前布局继而争得更多主动权和话语权。要转变思维,从政府主导资源配置向市场决定资源配置转变、从管国有企业理念向管国有资本理念转变、从重规模扩张向重结构优化和提质增效转变、从重事后追责惩罚向重风险防控转变。具体而言,宏观上要以“负面清单”思维着力推进混合所有制经济改革和国有资本布局结构调整;微观上要着眼于国有资本活力释放而加快落实混合所有制企业改革和公司治理改革、市场化用人机制改革等各项企业改革。同时,国有企业境外投资并购要积极对接国家发展战略,重点布局“一带一路”沿线国家,提前谋划与相关自贸区成员国的投资、并购事宜,力争在TPP替代协议谈判中争得主动,为BIT谈判的推进增加筹码。 After the United States unilaterally announced its withdrawal from the TPP, it either continued to dominate the renegotiation of the TPP and determined the new name of the agreement, or led a number of bilateral trade agreements. The relevant provisions of state-owned enterprises will remain the focus and difficulty of future negotiations and the relevant provisions of the TPP involving SOEs will appear in their alternative agreements with more stringent requirements. This will have a great impact on the investment, mergers and acquisitions and operations of state-owned enterprises in the relevant countries. To this end, we must take the initiative to respond to the impact of the TPP alternative agreement, continue to deepen the reform of state-owned enterprises, advance layout and gain more initiative and voice. It is necessary to change thinking, change the allocation of resources from the government-led allocation of resources to the market, change from the concept of managing state-owned enterprises to the concept of managing state capital, change from heavy-scale expansion to restructuring of heavy structures and improvement of quality and efficiency, Prevention and control changes. Specifically speaking, we should make great efforts to push forward the economic restructuring of mixed ownership and the structural adjustment of the state-owned capital with the thinking of “negative list” on the macro level. At the micro level, we should focus on the release of the vitality of state-owned capital and accelerate the reform of mixed ownership enterprises and the reform of corporate governance. The reform of the employment system and other corporate reforms. At the same time, state-owned enterprises overseas investment M & A should actively pave the way for national development strategies, focusing on the layout of the countries along the “Belt and Road”, planning investment and M & A matters with relevant FTA members in advance and striving to gain the initiative in the negotiation of the TPP alternative agreement , For the BIT negotiations to increase the bargaining chip.