“十六大”报告的亮点很多,但从当前人家关心的程度来看,其中最亮的点无疑是“设立国有资产管理机构”。“设立国有资产管理机构”之所以能够引人们如此广泛的关注,有一些客观原因。比如说,在“十六大”报告中提到的所有创新中,它是惟一一个可以在技术层面进行操作的创新。另外,它涉及到总规模高达10万亿国有资产的运作,对中国社会与经济的发展必将产生重大而深远的影响。当年,曾经有人提出“股市救国论”,希望依靠股市的发展将中国历史上沉积下来的许多重大问题包括国企改制、银行呆坏账、社保体系等一举解决。然而,实践证明:股市不是神仙!它不仅没法承担上述重任,相反,自己还面临着向规范化市场过渡的战略调整。现在,国资委还没有出生,人们就已经为之编织好了许多美丽的花环。有少数人甚至认为,在成立国资委以后,中国现实中存在的一系列问题,比如调整国有经济的布局和结构、促进非公有制经济发展和促进政府职能的转变等,都将不再成为问题。面对如此现状,我们不能不提醒:对新一轮国有资产管理体制的改革必须要有一个正确的认识和恰如其分的评价。否则,国资改革有可能重蹈股市的复辙,成为隐藏在鲜花丛中的陷阱。 The highlights of the “16th National Congress” report are many, but from the current degree of people's concern, the brightest spot is undoubtedly the “establishment of a state-owned assets management institution.” There are some objective reasons why “establishing a state-owned assets management institution” can attract such widespread attention. For example, among all the innovations mentioned in the “16th National Congress” report, it is the only innovation that can be operated at a technical level. In addition, it involves the operation of state-owned assets with a total size of 10 trillion yuan and will surely have a profound and far-reaching impact on the social and economic development of China. At that time, some people once put forward the “stock market salvation theory” and hoped that by relying on the development of the stock market, many major issues that have been deposited in the history of China will be solved in one fell swoop, including the reform of state-owned enterprises, bad credit accounts of banks and the social security system. However, practice has proved that the stock market is not an immortal! It not only can not afford to undertake the above tasks, on the contrary, it also faces a strategic adjustment to the standardized market transition. Now that the SASAC has not yet been born, many beautiful garlands have already been woven. A few even think that after the establishment of the SASAC, a series of problems existing in the reality of China, such as adjusting the layout and structure of the state-owned economy, promoting the development of the non-public ownership economy and promoting the transformation of government functions, will no longer be a problem. Faced with this situation, we can not but remind ourselves that we must have a correct understanding and an appropriate assessment of the reform of the new round of state-owned assets management system. Otherwise, the state-owned assets reform may repeat the mistakes of the stock market and become a trap hidden in the flowers.