The directives from the state-run companies seem so vague that it doesn't feel like security is the real motivation. Isn't this just a continuation of the CCP's on-going containment of powerful businesses? It seems like they really do not want anyone or anything accumulating enough power or influence to challenge the party. It's a shame, because it feels self-limiting.
Have in mind that these companies accumulated their position with the support and approval of the state. It's a deal with the devil, even though there aren't any real alternatives under the CCP.