West Development Twelve-Five Planning start

Core tip: The national "Twelve-Five" period, the development of regional economy has been put on an important agenda, especially in the Midwest regional economic development.　　Food and beverage tourism, Xi ' an tourism, Xi ' an diet, Tibet tourism, agriculture, forestry and animal husbandry, Dayu water saving, Cofco River, new Middle base, Tong-Wei shares, such as the commercial trade of Chongqing department stores, Cheng Shang Group, Jiffeng Agricultural machinery, friendship Group, Lanzhou people Hundred, Xi ' an Minsheng, Kaiyuan Holdings and other shares worthy of investor attention. Morning News reporter Miaoshari National "Twelve-Five" period, the development of regional economy has been put on an important agenda, especially the Midwest regional economic development.　　The latest news shows that the development of the "Twelve-Five" planning of the western region has already started, and will carry out specific planning for the key tasks such as infrastructure, ecological environment construction, characteristic advantage industry development, scientific and technological innovation talent development, social development, regional development and reform and opening-up. Take the opportunity of the Western development, a A-share listed companies have been sensitive to start, yesterday, Tibet Road, Ningxia Heng Li, Yun-Qing, xi ' an diet, West instrument shares, such as stock trading, Yun-dimensional shares, Qinghai gelatin and so on outstanding performance.　　Under the historical opportunity of "Twelve-Five" to promote the development of the West, how to "gold" in the West, this is a long-term topic, starting from four aspects, to provide investors with operational ideas. Thinking one: Infrastructure first "to get rich, to build a road", the development of the central and western regions in the first embodiment of transport and other infrastructure development, which will be the future "Twelve-Five" development in the key investment direction. Data show that the Tibet "Twelve-Five" plan to invest 50 billion yuan for transport construction, Xinjiang transportation investment at least 120 billion yuan, Yungui Chuan area will also be a large amount of investment for transportation.　　In the past ten years, the total investment of waterway transportation construction of the West Development road has reached 1.67 trillion yuan, and its investment is expected to be greater in the next five years.　　In addition to the development of the delivery industry, the infrastructure is expected to rush, "Twelve-Five" during the central government in major infrastructure projects will continue to tilt to the west, the initial calculation to the current annual growth rate of 20%, five years will double, the central budget for capital construction investment in 2020 is expected to reach 3.6 trillion yuan. The above investment scale figures show that the next 5-10 years, the West will be pregnant with significant development opportunities, the corresponding listed companies will also benefit from it. such as the cement industry in the horse racing industry, Tianshan shares, Sichuan double horse, pine construction and so on; Construction of building materials industry in Xinjiang, the construction of the west, the national stock, Sichuan Road and Bridge, Guodong Construction, Tibet, and so on, as well as the transport industry in Chongqing Luqiao, Sichuan Chengdu-Chongqing, Southern Huitong, the civil explosion industry, the development of long-Xinghua shares, such as stocks,　　are expected to maintain a higher rate of growth over the next few years. Second: The rich mineral resources in the western region of the energy base has become the treasure of our country's economic development. The development of the "Twelve-Five" planning of the western region in the next 10 years will be played as an important energy base for the country, resources Deep-processing base, China will gradually form Shanxi, Ordos Basin, southwest and Inner Mongolia, Xinjiang fiveIntegrated energy base, it is expected that by 2030, five integrated energy base in the west of the primary energy supply capacity will account for the new capacity of 85%, constitute the basic framework of China's energy and structure. On the listed western resources companies, the Non-ferrous Metals Company about 19, coal mining companies 6, there are 34 chemical companies, these companies are expected to become the western development of the resource integration platform, in the process of Western development will be an extension of the development opportunities.　　However, in the course of the rally, non-ferrous Metals and coal have become the "vanguard" of the rise, the chemical industry stocks also obviously started. Western energy companies, on the one hand, benefited from inflation expectations, on the one hand, and the development of emerging strategic industries inseparable, such as main inorganic salts and manganese salt Red Star Development also involved in two times the power battery industry, although the company said its revenue and profit accounted for a small, but at least the direction of development　　At the end of August this year, the tin Qi industry mainly manufactures and sells industrial lithium carbonate, lithium carbonate and lithium products, although the company is relatively small, but also indicates that the company has great potential for development.　　In addition, in the field of resources, in addition to ore, Tibetan medicine, Traditional Chinese medicines will also become an important part of the western economy, such as Yunnan white powder, Tibetan medicine, Qi Zheng Pharmaceutical, alone and so on, not only in inflation through price gains, will also benefit from the in-depth development of the West. Three: The process of upgrading the Western development of consumption, in addition to building, is the increase in people's income. Data show that by the end of 2009, in the western 12 province, the total retail sales accounted for more than 18%, the population accounted for 27%, while the West 12 province total retail sales growth exceeded the national average level, showed the rapid growth trend, at the same time, the Chengdu-Chongqing Economic Zone "modern logistics port" mature, more consumer services industry inserted "wings.　　With the deepening of the development of the West, the gradual improvement of the trade logistics, the increasing integration of urban and rural areas, the rapid growth of income, consumer services industry will face huge development space, agriculture, retail, hotel catering, medicine, home appliances and automobiles and other large consumer industries will directly benefit from it.　　Food and beverage tourism, Xi ' an tourism, Xi ' an diet, Tibet tourism, agriculture, forestry and animal husbandry, Dayu water saving, Cofco River, new Middle base, Tong-Wei shares, such as the commercial trade of Chongqing department stores, Cheng Shang Group, Jiffeng Agricultural machinery, friendship Group, Lanzhou people Hundred, Xi ' an Minsheng, Kaiyuan Holdings and other shares worthy of investor attention. Thinking four: Equipment manufacturing base in the next ten years, the development of the West will not only become an important energy base of the country, resources deep-processing base and strategic new industries base, will also be the equipment manufacturing base. Wind information shows that the western region of machinery and equipment listed companies more than 30, of which Shaanxi Province has 9, including aerospace power, standard shares, Powerleader shares and other special equipment, the West Fly International, aviation power and other military equipment, China's electricity, such as shares of light electric equipment. Sichuan province's equipment manufacturing industry is also quite strong, is the output value, the largest value-added industry, accounting for more than one-fifth of the total industrial output of the province; Meanwhile, a new round of western developmentTo speed up the construction of "four bases", the equipment manufacturing industry is the key field of the construction of "modern manufacturing base", the Oriental Electric, the second heavy loading, the integration of flying into the fly, and Xu Light shares are worthy of attention.　　Inner Mongolia, Xinjiang, etc. are also actively promoting the development of equipment manufacturing industry, such as Xinjiang's wind power equipment. Some analysts pointed out that, in the context of the country's strong advocacy, Western equipment manufacturing, especially high-end equipment manufacturing will appear high-speed growth, some military-backed enterprises, the future will face restructuring bigger and stronger opportunities.