Next 4 trillion: emerging industry planning August

Author: Zhou Limin, Li Hui is considered the equivalent of the next 4 trillion yuan investment planning-"strategic emerging Industry Development Plan" (hereinafter referred to as "new business planning") surfaced more and more near, this plan is considered to promote China's economic growth patterns and structural adjustment of a major move. The reliable news from the China Business News reporter is that the National Development and Reform Commission has been brewing a long time of the "new industry planning" will be introduced in August this year, and the previous "Dystocia" of the "renewable energy planning" is in fact, "emerging industries planning," a business, in addition, "emerging industries planning" has tentatively delineated 9 major areas,　　There are still uncertainties about the delineation of the 9 major areas, and there has been a disagreement among the industry over ocean engineering and new energy vehicles, according to people with the NDRC.　　NDRC officials believe that, with the top ten industrial revitalization plans issued by different sources of funding, "new industry planning" will rely more on government investment.　　Stimulated by this positive news, capital investment has been brilliant, investors analysis, the 2010-year venture investment and private equity investment in strategic emerging industries will amount to about 5 billion dollars, which will involve the information industry, new energy industry, materials industry, medicine/health products, bioengineering and so on.　　"New industry planning" or after the introduction of real estate, but also a large influx of capital into the "poly-gold." "At present, the National Development and Reform Commission and the Ministry of Industry, Ministry of Finance and other departments of the drafting of the State Council on speeding up the development of strategic emerging industries," the draft of the study is nearing the end, we strive to be submitted to the State Council in the first half　　April 22, the NDRC high Technology department official told the China Business newspaper reporter. Earlier, Zhang, deputy director of the National Development and Reform Commission, said in a media interview that "new industry planning" should be introduced during the year.　　"According to the Senior High Technology department officials, if the progress is smooth, August will be the introduction of new industries have been designated as the revitalization of the planning of a single revitalization plan." November 3, 2009, Premier Wen Jiabao in the Capital Science and technology conference, through a 12,000-word speech, for strategic emerging industries made a detailed explanation.　　According to Premier Wen's speech, the strategic emerging industries will include new energy, energy conservation and environmental protection, electric vehicles, new materials, medicine, bio-breeding and information industry seven major industries.　　In the new energy sector, Wen said the new energy development should focus on clean and renewable energies, including hydropower, nuclear power, wind power, solar power, biogas generation, geothermal use, and clean use of coal. For the "new industry planning" which area may be the first to come out, has been a high degree of attention, especially in the planning of renewable energy.　　The new energy plan, which the NDRC planned earlier, has been in childbirth. "Not the new energy planning" dystocia, but this program is included in the "emerging industry planning" one of the revitalization of the new energy planning may be the first to be introduced, and all the earlier plans on new energy development have a considerable scale of the increase.Said the NDRC official. "In fact, there are now 9 major industries, marine engineering and civil aviation are included, but for now, there is still uncertainty about ocean engineering and electric cars, and there is some controversy about the inclusion of both," the official said.　　The official said.　　The two are still controversial or linked to the situation in the intensive research conducted by the NDRC's officials. It is reported that in early April, the strategic emerging industry overall thinking research inter-ministerial Coordination Group (hereinafter referred to as the "inter-ministerial Coordination Group") on the south of Guangzhou research, before the completion of Hunan, Zhejiang, Liaoning and other areas of regional research. The inter-ministerial group was established by the NDRC in conjunction with the Ministry of Science and Technology, Ministry of Industry, Ministry of Finance and 20 departments and units.　　At the same time, the new industry planning document drafting group has been set up, by the Development and Reform Commission deputy director Zhang as the leader, responsible for the study of the drafting of the State Council on speeding up the cultivation of strategic emerging industries decision and "strategic emerging Industries Development" Twelve-Five "planning."　　A research expert told the China Business newspaper reporter, the National Development and Reform Commission in the survey at the same time, the NDRC is also in the National Development and Reform Commission to submit their own way of thinking, the National development and Reform Commission will also be based on the investigation of the situation and the development of all parts submitted to adjust the industry More reliance on government investment and the previous ten industrial revitalization planning, "new industry planning" more sources of funding will rely more on the financial input at all levels.　　And the top ten industrial revitalization plans are funded by the Government to take the lead to inhale more social capital. "We are in the development of new industries in Hebei province, the future will be in support of the direction and link focus, such as the previous investment and support, most of the procurement in medicine some support and encouragement, the next step will be to increase research and development and innovation support."　　"An official of Hebei Development and Reform Commission said to reporters.　　In the opinion of the official, it is the encouragement and support of research and development and innovation that will increase the need for direct government funding.　　However, an expert close to the NDRC does not fully agree with this view, "the capital channels of emerging industries need to be integrated at a new level, but also require a large number of social capital to enter, only rely on financial funds to the body thin, difficult to achieve the original intention of the new economic revitalization measures."　　"China Business newspaper," the reporter learned that the local government has shouted vigorously revitalize the new industry planning slogan and specific financing ideas, Beijing has said to finance 30 billion yuan to develop their own region of emerging industries, Hunan, Guangdong and other local governments have also expressed strong financing impulse. In fact, the "new industry planning" is also a government input to guide, to attract the participation of social capital, which can be considered as the next 4 trillion yuan initiative, it is the transformation of China's economic structure development mode of the engine.　　said the expert to the reporter. In April, the National new Office press conference, Zhang bluntly: "The country's 4 trillion yuan investment, a considerable part of the infrastructure construction, start a large number of heavy industry projects, so that steel, cement and other overcapacity, the originalThe economic structure is more unbalanced. It is urgent to change the economic structure at present. Li Qingyun, a professor of economics at Peking University and State Council counselor, said in a media interview that the development of emerging industries is a long-term problem that needs to address three aspects of capital, technology and labor. and the improvement of technology is long-term, as a successor, how do we surpass other advanced countries? First of all must rely on the original, followed by investment and consumption, the new technology can only be applied to real life, will produce the effect of industrialization.　　　　Emerging strategic industries, we must have, this is the root of the national industrial upgrading, but the central and local governments in the process of investment, must pay attention to the way to invest, can not but consider the cost of investment. The capital is looking forward to the development of the country's strategic positioning of emerging industries, investment and private equity investments are booming.　　According to media information, the data from the research center of the Qing branch that 2009 years of venture capital and private equity investment in strategic emerging industries investment amount of up to 1.88 billion U.S. dollars, involving the information industry, new energy industry, materials industry, medicine/health products, bioengineering and so on.　　One industry investor, however, believes that the capital's pursuit of emerging industries in 2010 will be at least $5 billion trillion.　　In fact, the capital market has reacted to this, looking at the market since last year, new energy, materials, biomedicine, energy conservation and environmental protection, as well as information networks and other industries representing the development of strategic emerging industries have been the market funds took turns digging again, the related shares rose alarmingly. "Blue chips have no hope, the future will be the new economy, strategic emerging industries era." "The original Chinese Fund Star fund manager, the current Bo investment general manager told reporters that the state has also been aware of the urgency of economic restructuring, is now squeezing the traditional industry bubble, support the emerging strategic industries of the policy is worth looking forward to," I firmly optimistic about low-carbon economy, Internet of Things, 3G. "One fund manager, looking back on the market this year, pointed out that the sectors related to macroeconomic and fixed assets investment are more of a trading opportunity, while the pharmaceutical, consumer, TMT, low-carbon economy and other sectors are unusually active and record new highs." "Such differentiation represents the market's judgment of the future economy, that is, ' growth and restructuring ', in 2009, with ' growth ', and ' adjustment ' in 2010. Therefore, the industry representing the traditional mode of economic development is neglected, and the industry and stocks representing the direction of the new economic development are sought after by the market. "Chang Yongtao Fund investment director," he told reporters that they set up a dedicated TMT research group, in accordance with the relevant policies of the industry and stocks carried out in-depth tracking and research, and has achieved considerable results. "We look at investment to see trends, economic restructuring is the main line in the next few years, and investment must seize this." "But there is no denying that the so-called emerging strategic industry concept of the stock price has been suspected of overdraft." Chen Su, research director of the National Security Fund, told reporters that on the one hand, everyone lookedTo this is the general trend, on the other hand the market is underfunded, more willing to use a variety of concepts hype these subject stocks. "In another perspective, in the early stages of the development of new industries, a large influx of capital is also necessary, like the American network concept, although a large number of enterprises were eliminated, but there are great enterprises out." "Strategic emerging industry-related stocks" solar Tianwei Conservation (600550), Leshan Power (600644), the new Energy (002218), Jin Jing Technology (600586) wind energy Goldwind (002202), Oriental Electric (600875), Shanghai Electric (601727), Hunan Electric shares (600416) nuclear power Oriental Electric, Harbin air Conditioner (600202), Shanghai Electric (601727), Ott Xun (002227), nuclear technology (000777) biological Energy Fengyuan Biochemical, Beihai National Hair (600538), Days Mao Group (000627), Hainan coconut (　　600238 Clean coal-burning China Shenhua, Huaguang shares (600475), Keda electromechanical (600499), Days Branch shares (600378) New Medicine Kang Mei Medicine (600518), St Medium Source (600645), Southwest Medicine (600666), the Heavy Medicine industry (600479) The New World of Things (000997), Yuan Yuan (002161), Xiamen Xinda (000701), Shanghai Bay Ridge (600171) China Business newspaper Micro-blog: http://t.sina.com.cn/chinabusinessjournal