The Prevailing SOEs

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  China Enterprise Confederation/China Enterprise Director Confederation published the “2012 Top 500 Enterprises of China” on September 1. The list consists of 310 state-owned enterprises(SOEs) and 190 private companies. China Petrochemical Corporation (Sinopec) defends its first place in this list for the 8th year in a row.
  Relevant data shows that SOEs greatly overpower private companies in the operating revenue, total assets volume and net profits.
   Private Companies as “Minorities”
  This is the 11th annual report about the Top 500 enterprises in China.
  The enterprise on the bottom of the list has the assets of 17.51 billion yuan, 7 times the amount in 2002. The total operating revenue of the 500 enterprises amounted to 44.9 trillion yuan, up 23.7% over the previous year. This also equaled to 95.3% of China’s GDP in 2011.
  This year 190 out of the 500 enterprises are private companies, 6 more than in the list of 2011. However, compared with the SOEs, private companies are still minorities and weak ones.
  As reported by the media, the private companies whose names are shown in the “2012 Top 500 Enterprises of China”realized the operating revenue of 8.14 trillion yuan, up 30.4% from a year before. Their assets total 13.43 trillion yuan and the profits amounted to 0.3 trillion yuan, down 8.96% year on year.
  In comparison, SOEs’ operating revenue amounted to 36.8 trillion yuan, 4.52 times as high as private companies’ and 22.21% higher than last year. Their total assets reach 11.67 trillion yuan, 8.7 times private ones. Their total profits amount to 2.1 trillion yuan, 7 times as much as private companies after seeing a 22.81% year-on-year increase.
   The Unbeatable Top 10
  The list also shows that the Top 30 are all taken by SOEs. Sinopec and its peer China National Petroleum Corporation(CNPC) have been in the first and second places for a long while. The two giants respectively earned over 2 trillion yuan last year and Sinopec’s operating revenue amounted to 2.55 trillion yuan, placing it on the first position of this list for the eighth year.
  Compared with last year’s list, apart from Sinopec, CNPC, State Grid and Industrial and Commercial Bank of China(ICBC) which still took the first four places, the names in other places have changed significantly. China Railway, China Railway Construction and China Life Insurance were driven out of the Top 10. They were replaced by Bank of China, China Construction Bank and China National Oceanic Oil Corporation (CNOOC). In addition, the Top 10 enterprises contributed to 23.42% of the Top 500’s operating revenue, slightly higher than the figure in the 2011 list.
   Banks in the List
  Among the Top 10, the four major banks of China, which are ICBC, Agricultural Bank of China, China Construction Bank and Bank of China, are all seen in the list. ICBC took the highest position with the operating revenue of 709.557 billion yuan. It was followed by, from high to low, China Construction Bank (5th), Agricultural Bank of China (7th) and Bank of China (8th). Their operating revenue accounts for 22.47% of the Top 10 enterprises.
  For this, Prof. Guo Tianyong with the Central University of Finance and Economics, said that banks in China took the dominant place in the fundraising structure. That’s why they have such high operating revenues. However, high operating revenue is not always accompanied by a high profitability and it is only one of the standards to judge enterprises’ development. Particularly, when the call for market-oriented interest rate is increasing, the banking industry in China is facing the challenge of a shrinking profit space.
   SOEs in the Dominant Place
  A comparison among several years’ lists of Top 500 enterprises in China reveals that the proportion of SOEs in this list always surmounts 60% in the number and their operating revenue never falls back to 80% of the total revenue.
  In details: in 2011, 316, or 63.2% of the Top 500 were SOEs, contributing to 30.08 trillion yuan of operating revenue and taking 82.84% of the total number.
  In 2010, there were 329 SOEs in the list with the operating revenue of 23.4 trillion yuan. The number and proportion were higher than the ones in 2009.
  This reveals the extremely dominant place of SOEs in China.
   An External Look
  According to the report from the Xinhua News Agency, the Top 500 enterprises in China have a higher growth rate in operating revenue, total assets and the least value of members than the Top 500 enterprises in the US. However, the growth of profits is still behind American companies, copying the situation in the past two years. What’s worse is that the gap became wider.
  Statistical data shows that the net profits of Top 500 enterprises in China equaled to 43.53% of profits of Top 500 American companies in 2011. However, in 2012 the figure dropped to 39.48%.
  Then, another group of data shows that the net profits of 2012 Top 500 enterprises in China was about 324.406 trillion US dollars, up 5.15% over last year, but the growth rate dropped by 33.36 percent. Meanwhile, the US Top 500 companies witnessed the growth rate of operating revenue drop from 81.4% to 15.93%, but the figure is still higher than their Chinese counterparts.
  Li Jin from the China Enterprise Institute said that the Chinese enterprises were continuously growing their operating revenue and assets and more and more of them are listed the Top 500 companies in the world. However, Chinese companies are still far behind established companies in developed countries in the profitability, capital turnover and per capita figure, meaning that Chinese companies are big but not strong. Many of them are not as healthy as they look. “Chinese companies have a long way to shift from growing big to growing strong.”
  In addition, most of these enterprises in this list are based on resources, monopolization and finance while companies of service, IT and high-end manufacturing take the dominant places of the list in developed countries. This is also a point that China needs to change.
  
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