Regional revitalization or a new engine of China's economy

January 18, the Hainan plate continued its strong trend to become the main hunt of the first goal, including the development of the Dayton, Hainan High-speed, Hyde shares, Luonishan, including 4 stock trading, led the plate a share of the whole floating red. In recent time, by the regional revitalization planning and other news, following the Shanghai, Chongqing and other regional plates, the theme-rich Anhui, Xinjiang, Hainan, Tibet and other plates appear hot wheel dynamic trend, to bring the market vitality and new bright spots.　　Analysts believe regional revitalization could be a new and important engine for boosting China's economy to continue to rebound this year.　　Hainan PLATE: The concept of "international tourism Island" the State Council on the promotion of Hainan International Tourism Island to promote the construction and development of a number of views, January 4 announced that Hainan construction of international tourism island to rise as a national strategy. Views raised, Hainan International Tourism Island construction and development of the six strategic positioning, that is, China's tourism reform and innovation of the test area, the world's first-class island leisure tourism destination, the National ecological Civilization Construction Demonstration Zone, international economic cooperation and cultural exchange of important platforms, the South China Sea Resources development and service base, the national tropical modern agricultural base　　By this favorable impact, the recent Hainan plate has become a few popular plate. Analysts said that the future of Hainan international Tourism Island has three main points: first, zero tariffs, will come to Hainan to buy imported goods, the highest may be 40% cheaper than now; second, the gambling industry, Hainan may issue new lottery tickets, and the current lottery and lottery different;　　In the future, more tourists from other countries will come to Hainan to implement visa-free travel. From the market investment point of view, the Yangtze River Securities Release research report that the Hainan International Tourism Island planning will make real estate, tourism lottery, transportation, business and other four industries to benefit.　　Among them, the real estate industry will directly benefit from Hainan Island planning and construction, including commercial real estate, tourism real estate and ordinary residential real estate investment will get faster growth. Anhui PLATE: The strategic achievement of the rise of the central region there is a news that "the Yangtze River City belt to undertake industrial transfer demonstration Zone planning" is about to be introduced.　　February 2009, the State Council approved the establishment of Anhui province Wanjiang City Belt to undertake industrial transfer demonstration zone, the state has given a high degree of attention. Huatai Securities said that this is the first in Anhui province to enter the national level of planning, marking the development of the Anhui Plate to the national strategic level.　　With the advance of the work, the plan is expected to be introduced before the Spring Festival. Anhui is the eastern part of the central region, and it is the best place to accept the international industrial transfer or to meet the industrial gradient transfer in the eastern coastal developed areas. The demonstration zone of carrying out industrial transfer in Wanjiang City will build the Yangtze River as the axis, Hefei and Wuhu for the dual-core, Xuancheng and Chuzhou for the two wings of the industrial layout, including Hefei, Ma On Shan, Wuhu, Tongling, Anqing, Chaohu, Chizhou, Xuancheng, Chuzhou and other 9 cities, and "Yangtze River Delta" first to achieve "seamless docking."　　This will promote Anhui's economic development and promote the rise of the central region. Huatai Securities said that the Anhui plate ushered in a historic opportunity for development, and the country, the landThe government is also very supportive of the use of mergers and acquisitions in all aspects of the integration of resources, it is expected that the future merger and reorganization of Anhui Plate will continue to increase the strength of the process will be accelerated.　　Anhui Plate currently has 60 listed companies, the reorganization of the subject of stocks at least 18, of which there are potential mergers and acquisitions are expected to have at least 10, restructuring bulletin stocks 8. Xinjiang PLATE: Policy "dividend" to give birth to opportunities for Xinjiang region, its unique geographical, resource advantages and more complex ethnic issues, the Government may introduce more policies to support.　　Said Li June, the Zhongyuan Securities Research Institute. According to the Central Plains securities judgment, in the coming period of time, the policy of Xinjiang's support efforts are expected to strengthen. There are two reasons: first, from the current point of view, infrastructure construction is weak, the resources are not reasonable use of the Xinjiang plate is the biggest problem.　　Secondly, at the time of the 10 anniversary of the development strategy of the West, the central government will further deepen the reform and opening-up in the west and will introduce a series of supporting policies. For Xinjiang, the implementation of market-oriented advantages of resource development strategy, the implementation of strengthening the weak link of the basic capacity-building strategy has been put on the agenda. From the current point of view, the country's investment in Xinjiang has been significantly strengthened.　　2010, with the help of the central government to further deepen the reform and opening-up in the west, the construction of infrastructure will speed up the development of Xinjiang, a new round of "Tiegangki" construction climax is expected to lift. Zhongyuan Securities proposed to capture four investment opportunities: first, from a policy-oriented perspective, the relevant positive policies are mainly concentrated in the area of infrastructure construction and energy. Investors are advised to focus on regional leading companies, such as steel and cement, which benefit from infrastructure construction. Secondly, from the point of view of resources advantage, Xinjiang is rich in mineral resources, with the gradual improvement of infrastructure facilities, the market will continue to expand, the relevant listed companies profitability is expected to improve. Third, from the point of view of industrial advantage, with the introduction of the National strategic Industrial Planning, the new energy and material stocks which benefit from the later policy support and the fund will be expected to be displayed.　　Finally, from the point of view of annexation and reorganization, the quality assets of Xinjiang plate, especially the resources assets, are injected into listed companies, which accords with the direction of industrial integration, industrial upgrading and the adjustment of state-owned economy layout. Tibet Plate: Tourism and resources highlight the trend of the Tibet Plate, Golden Lark Investment Analysts think that is mainly because of two factors, one is hot money for a variety of factors, gradually from the gem, a stream, such as a lot of subject stock exit. But these funds unwilling to quickly exit the two-tier market, so still around the theme of investment to find strong stocks.　　The second is that the Tibet Plate is facing the policy support expectation shared by the regional plate at present. After the opening of the Qinghai-Tibet Railway, the economic development of Tibet has a strong impetus. At the same time, the Sichuan-Tibet Railway and many other infrastructure projects are also in the course of argumentation, thus opening up the optimistic outlook for the economic development of Tibet. Therefore, the optimistic anticipation of infrastructure construction in Xinjiang will guide the hot money to the construction of Tibet's infrastructure to be optimisticExpected, thus bringing a long subject to the catalyst. At the same time, the Tibet plate itself also has certain industrial structure adjustment impetus. In recent years, the development of the Tibet Autonomous Region has been the "Chinese characteristics, Tibet characteristics," tourism, mining, building materials, Tibetan medicine and other characteristics of the advantages of the industry has become a pillar industry to promote economic development.　　In order to realize the leap-forward development, the autonomous state-owned Capital Committee has been actively promoting the agglomeration of the characteristic advantage industries with strong economic development. The question now is whether the Tibetan plate can carry out the main wave of ascension in a vivid way. In this respect, the gold Lark Investment Judgment is, at present, this directly sees two factors, one is the industrial policy support strength as well as the policy reflects the industrial intention behind. The second is the active degree of the Hainan Plate and Xinjiang plate, because only the regional plate is active, can bring the strong trend of Tibet plate.