The six most popular revitalization policy adjustm

2022-08-02
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Adjustment of revitalization policies: the "big six" will gradually replace the "big ten"

is China's economic growth "V", "W", or "U" or "L"

while there are still many disputes about the market's judgment on future economic development, China's economy has quietly passed the most difficult year of 2009 and successfully achieved the "eight" goal

in the past year, "maintaining growth and adjusting structure" has become the main line of macro policy, and the most important driving point behind this main line is that the insulation strength of the "ten major industries revitalization plan" is>3.5kv/mil

in 10 days, it will be the first anniversary of the "ten major industries revitalization plan". Since the State Council issued the revitalization plan for the automobile industry and steel industry on January 14, 2009, in more than a month, the revitalization plans for the equipment manufacturing industry, textile industry, shipbuilding industry, electronic information industry, light industry, petrochemical industry, non-ferrous metal industry and logistics industry have been successively issued

in addition to the logistics industry, the other nine industries belong to the industrial category. The added value of the above nine industries accounted for nearly 80% of the total industrial added value and 1/3 of the GDP

over the past year, the "ten major industries revitalization plan" has had an obvious pulling effect on the economy. But at the same time, the revitalization effect also has different differentiation

among the top ten industries, the automobile industry benefits the most; Light industry, electronic information industry and equipment manufacturing industry have benefited significantly; Steel, non-ferrous metals, textiles, shipbuilding and other industries "vibrate but do not thrive"; The petrochemical and logistics industries are "not revitalized enough and have little effect". Although the real estate industry is not among the top ten, its loose monetary policy and appropriate tax and mortgage preferences make it the biggest winner outside the "industrial revitalization"

while stimulating economic growth, the industrial revitalization plan is finally reflected in the capital market. In 2009, the A-share index doubled, while the overall growth of automobile stocks tripled. In addition, household appliance companies in the light industry, 3G companies in the electronic information industry and machinery and ordnance companies in the equipment manufacturing industry are all big "bull" stocks in 2009. The economic growth in 2010 still mainly depends on "industrial revitalization". However, this "revitalization" is not the other "revitalization", and the "top ten" has also become the "top six". The Ministry of industry and information technology has preliminarily considered the six major fields of information network, advanced manufacturing, producer services, new energy, new materials and biomedicine as the cultivation focus in 2010. This shows that the decision-making level began to revise the "pepper pepper" policy and put the focus on "structural adjustment" after the "ten major industries revitalization plan" was adopted to pull the economic building down

therefore, in 2010, investors should be most concerned about where the "top ten industries" will go? How will the "six major conferences" turn the tide

real estate:

2009 is "sluggish but prosperous". Although it has not been included in the top ten industrial revitalization plans in 2010, the real estate industry has achieved a dramatic reversal under the dual advantages of the economic stimulus plan and loose monetary policy in 2009

the policy east wind sounded at the end of 2008. Preferential policies such as the notice on adjusting tax policies for real estate transactions and the notice on business tax policies for individual housing transfer were intensively issued. Some reduced the deed tax rate on the purchase of ordinary housing, temporarily exempted the stamp tax and business tax on individual sales, exempted the land value-added tax on individual transfer and sale, and reduced the down payment ratio and individual loan interest rate

since then, major banks have announced a 30% discount

on may27,2009, the State Council announced the adjustment results of the capital ratio of fixed asset investment projects, which reassured the real estate developers. The proportion of the minimum capital for investment in ordinary commodity housing projects has been adjusted from 35% to 20%, which is no different from providing timely help to the real estate enterprises that are short of funds

the tide of financing and land grabbing began. According to the statistics of investor daily, during the half year period from February to August 2009 alone, the total financing amount of 11 state-owned real estate companies exceeded 83billion yuan. Since the second quarter of 2009, the property markets in Beijing, Shanghai and Guangzhou have warmed up, and real estate developers have frequently acquired land, starting a new round of land grabbing climax after 2007, with land prices hitting new highs. At the same time, the government has taken measures to increase land supply, and the large state-owned "official" real estate developers who are rich and powerful have taken the lead. (on April 31, the investor's daily rated the "top 10 real estate stocks with the most value") Poly Real Estate (600048, Guba) is the king in the country. In September and October alone, it invested 20billion yuan in land reserves. Zhu Zhongyi, Secretary General of China Real Estate Association, said a few days ago that from January to November 2009, the sales of new houses increased by 86.8% year-on-year, 7.6% higher than the growth rate in the previous 10 months. At the same time, the land reserves of real estate enterprises have increased significantly. According to longshengping, director of China real estate evaluation center, the land reserve of real estate enterprises increased a lot in the third quarter. Only the top ten enterprises invested 77.9 billion in the new land reserve. At the end of the third quarter of 2009, the top ten real estate enterprises in China had a total land reserve of 305million square meters

in 2009, the total transaction amount of second-hand commercial housing in Beijing alone reached more than 710billion, and the annual transaction volume of second-hand housing exceeded 250000 units, more than the sum of the past three years

"sluggish but prosperous". When the trend of land hoarding and plate covering by real estate developers is becoming more and more fierce, a "Snail House" has become a watershed. At the end of the year, policies such as "curbing housing prices" were introduced one after another. It seems that the "winners" in 2009 can not laugh until 2010

four major industries:

2009 benefited from revitalization. 2010 is the first year of China's automobile industry. China's automobile production and sales exceeded 10 million for the first time. In the first 11 months, the cumulative production and sales were 12.27 million and 12.23 million respectively, with a year-on-year increase of 41.2% and 42.4%. It is a foregone conclusion that the annual production and sales volume exceeded 14million. The original plan was to achieve this goal in 2020

driven by the double preferential policies of halving the consumption tax and car purchase subsidies, the sales volume of minibuses increased unprecedentedly. The first three quarters saw a year-on-year growth of nearly 80%, leading all models

in this year, domestic auto enterprises and parts enterprises went to sea smoothly, and there were breakthroughs in mergers and acquisitions. GAC acquired Changfeng and Chang'an Automobile (000625, Guba) group restructured, which is also the largest auto industry restructuring among central enterprises so far. In addition, the overseas mergers and acquisitions of automobile enterprises are also impressive. Geely's comprehensive acquisition of Volvo and BAIC's acquisition of part of Saab's intellectual property rights have been finalized

in 2009, the "famous tape stripping experimental machine reaps both benefits". China's automobile industry will continue to develop beyond normal, and new energy vehicles will become the industrial breakthrough in 2010. The short-term goal is to exchange such energy between man-made materials and their environment by 20. However, 500000 energy vehicles will be produced in 11 years

compared with the automobile industry, the electronic information industry, light industry, equipment industry and other industries have not benefited significantly, but have also achieved better results

among them, the structure of the electronic information industry shows signs of improvement, and the proportion of the domestic market, domestic enterprises and the central and western regions in the industry has further increased. In the first three quarters, the added value of the electronic manufacturing industry increased by 1.8% year-on-year, and the software industry increased by 20.3% year-on-year

under the guidance of "strategic emerging industries" such as 3G and IOT, the development space of electronic information will be huge. Zhu Zhongyi, Secretary General of China Real Estate Association, said a few days ago that the tensile testing machine is mainly used to test and discuss the mechanical performance indicators such as stopping tensile, contraction and zigzag of various metal, non-metal and composite materials. From January to November 2009, the sales of new houses increased by 86.8% year-on-year, an increase of 7.6% over the previous 10 months. At the same time, the land reserves of real estate enterprises have increased significantly. According to longshengping, director of China real estate evaluation center, the land reserve of real estate enterprises increased a lot in the third quarter. Only the top ten enterprises invested 77.9 billion in the new land reserve. At the end of the third quarter of 2009, the top ten real estate enterprises in China had a total land reserve of 305million square meters

in 2009, the total transaction amount of second-hand commercial housing in Beijing alone reached more than 710billion, and the annual transaction volume of second-hand housing exceeded 250000 units, more than the sum of the past three years

"sluggish but prosperous". When the trend of land hoarding and plate covering by real estate developers is becoming more and more fierce, a "Snail House" has become a watershed. At the end of the year, policies such as "curbing housing prices" were introduced one after another. It seems that the "winners" in 2009 can not laugh until 2010

four major industries:

2009 benefited from revitalization. 2010 is the first year of China's automobile industry. China's automobile production and sales exceeded 10 million for the first time. In the first 11 months, the cumulative production and sales were 12.27 million and 12.23 million respectively, with a year-on-year increase of 41.2% and 42.4%. It is a foregone conclusion that the annual production and sales volume exceeded 14million. The original plan was to achieve this goal in 2020

driven by the double preferential policies of halving the consumption tax and car purchase subsidies, the sales volume of minibuses increased unprecedentedly. The first three quarters saw a year-on-year growth of nearly 80%, leading all models

in this year, domestic auto enterprises and parts enterprises went to sea smoothly, and there were breakthroughs in mergers and acquisitions. GAC acquired Changfeng and Chang'an Automobile (000625, Guba) group restructured, which is also the largest auto industry restructuring among central enterprises so far. In addition, the overseas mergers and acquisitions of automobile enterprises are also impressive. Geely's comprehensive acquisition of Volvo and BAIC's acquisition of part of Saab's intellectual property rights have been finalized

in 2009, China's automobile industry will continue to develop beyond normal, and new energy vehicles will become the industrial breakthrough in 2010. The short-term goal is to form a production capacity of 500000 vehicles by 2011

compared with the automobile industry, the electronic information industry, light industry, equipment industry and other industries have not benefited significantly, but have also achieved better results

among them, the structure of the electronic information industry shows signs of improvement, and the proportion of the domestic market, domestic enterprises and the central and western regions in the industry has further increased. In the first three quarters, the added value of the electronic manufacturing industry increased by 1.8% year-on-year, and the software industry increased by 20.3% year-on-year

under the guidance of "strategic emerging industries" such as 3G and IOT, the development space of electronic information will be huge

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