The hottest made in China 2025 plan was reviewed,

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Made in China 2025 plan passed the review, and ten industries ushered in investment opportunities

for China's large-scale manufacturing enterprises with overcapacity, the most helpless thing is that in the capital market with all kinds of outlets, they found that they had no story to tell; For the government departments, what is more sad is that when they want to lead China's manufacturing industry to make a magnificent transformation, they find that many manufacturing enterprises have become even more difficult

on April 28, Wang Liming, chief engineer of the Ministry of industry and information technology, revealed at the first quarter information conference that the overall plan of "made in China 2025" has been reviewed by the executive meeting of the State Council and will be released soon. This is a sign that made in China has entered the national strategy. For most traditional manufacturing industries, this will be a painful and difficult challenge; But for 10 industries that have long been blown up by the strong wind of the stock market, it will be the beginning of another outlet

investment opportunities in 10 industries

it is understood that the overall plan of "made in China 2025" referred to by Wang Liming is tentatively named "made in China 2025" planning outline. The top 10 industries included in the list are: new generation information technology industry, high-end CNC machine tools and robots, aerospace equipment, marine engineering equipment and high-tech ships, advanced rail transit equipment, energy-saving and new energy vehicles, power equipment, new materials, biomedicine and high-performance medical equipment, and agricultural machinery and equipment

officials from relevant departments and bureaus of the Ministry of industry and information technology told the economic observer that the above 10 industries have been confirmed to be included in "made in China 2025", and they are the top 10 key areas that China will strive to promote and achieve breakthrough development in the future. Enterprises in these industries, especially those leading enterprises, will receive a package of financial support from the Ministry of industry and information technology, including technical transformation funds and special development funds, as well as relevant ministries and commissions. At the same time, projects in these fields will also receive support policies in terms of project approval, approval, promotion, etc

agricultural machinery and equipment were not among the industries that were clearly proposed to be promoted in "made in China 2025", but at a State Council executive meeting on March 25, 2015, some leaders proposed that agricultural machinery and equipment were also very important. Therefore, the drafting group of the Ministry of industry and information technology added agricultural machinery and equipment. In this way, "made in China 2025" has gathered "ten key areas". According to the assumption of the Ministry of industry and information technology, at least at the policy level, they will be the first step China will take when taking the lead from an industrial power to an industrial power

according to an official of the Ministry of industry and information technology, the formulation of the "made in China 2025" planning outline took nearly three years. First, more than 150 academicians and experts of the Chinese Academy of Engineering spent a year and a half on the strategic demonstration, and then the Ministry of industry and information technology spent more than a year on the final formation. The final implementation will take about three decades. For the specific industries involved, this will be an out and out medium and long-term strategy

it is worth noting that the overall policy framework of "made in China 2025" will be "1 + 10", that is, a comprehensive medium - and long-term plan of the overall strategy, plus specific promotion plans in 10 key industry areas. These 10 industries will become the key areas of industrial investment and policy support in China in the future

Ministry of industry and information technology officials told the economic observer that robots and intelligent manufacturing will be the main direction and entry point. The Ministry of industry and information technology plans to spend about three years from this year to select key areas, select some regions and industries to do some pilot and demonstration exploration, and promote the development of intelligent manufacturing

as early as the end of 2013, the Ministry of industry and information technology issued the guiding opinions on promoting the development of industrial robot industry, and proposed to cultivate 3-5 leading enterprises with international competitiveness and 8-10 supporting industrial clusters by 2020, and domestic robots account for about 45% of the market share in high-end robots

local governments and capital parties have begun to layout. At present, many provinces have incorporated industrial concepts such as robots and industrial intelligence into their industries that give priority to attracting investment, and have given favorable policies and preferential conditions

the combination of policy and capital has jointly pushed the top 10 key industries, including robots, to a hot spot. It can be expected that with the recent release of the "made in China 2025" planning outline, these industry concepts that have erupted in advance will continue to be a hot favorite in China's capital market; The related fixed asset investment will further explode as the top 10 industries rise to the national strategic level

this is an investment scenario with Chinese characteristics. It is very similar to the upsurge of photovoltaic, wind power and other new energy investment in China in 2010. It is also similar to the rise of concepts such as coal chemical industry and small and micro finance in recent years - it soon blooms everywhere, but investment risks and government concerns also follow

according to the assumption of the officials of the Ministry of industry and information technology, they hope that these 10 industries can become the advance force for the transformation and upgrading of China's manufacturing industry. In the short term, investment in these areas will also play a role in stabilizing growth for China's economy, which shows signs of slowdown

from the industry cycle of the past decade, many emerging industries are easy to become industries with overcapacity and low-end competition after a crazy investment boom. This time, made in China 2025 proposed 10 key industries. Whether we can get rid of this strange circle will become the key to measure the transformation and upgrading of China's manufacturing industry

9 adversity and vitality in major fields

when the "made in China 2025" strategy was implemented, it coincided with the difficulties of the superposition of three phases of China's economy and the slowdown of growth. In this turning period, the phased characteristics of China's manufacturing industry are very obvious. China has become a leading manufacturing country in the world as early as five years ago. However, the competitiveness is not strong, overcapacity, and repeated investment is almost accompanied by most industries. According to the data of the Ministry of industry and information technology, in 2014, the output of crude steel, automobiles, cement, power generation equipment, torque motors and pilot valves, chemical fiber,, computers, and color TV sets accounted for more than 50% of the global output

an official of the Ministry of industry and information technology concluded that "excess products will be a common phenomenon, and China's industrial added value of 7% - 8% will become the norm in the future". In, the added value of China's industries above designated size increased by 15.4% annually. The nearly halved data is both the reality of China's manufacturing industry and the future environment of China's manufacturing industry

in the first quarter of 2015, China's GDP hit a new low for seven years, PPI increased negatively for 37 consecutive months, and the added value of industries above designated size increased by only 6.4% year-on-year, the lowest since the first quarter of 2009, and the profit of industrial enterprises fell by 2.7%

on April 28, Wang Liming said at the first quarter information conference that it is true that the growth rate of industrial production is slowing, and the downward pressure on some regions, industries and enterprises is increasing. Some raw material manufacturing industries, including steel, cement, flat glass and so on, have serious overcapacity, resulting in a large year-on-year decline in our production. From a regional perspective, for example, some provinces and cities in the northeast and western regions with heavy industrial structure, the production growth rate has fallen significantly, and there are still many difficulties in production and operation at the enterprise level. The downward pressure on industry has increased, and arduous efforts are still needed to maintain the smooth operation of the industrial economy

the decline in industrial growth and overcapacity are the situation that "made in China 2025" must face. It is reported that the outline of the "made in China 2025" plan will put forward nine strategic priorities and tasks, including: promoting the structural adjustment of the manufacturing industry, comprehensively promoting green manufacturing, strengthening the basic industrial capacity, promoting the breakthrough development of key areas, developing service-oriented manufacturing and productivity, which can match the service industry with the different materials tested, improving the internationalization level of the manufacturing industry, promoting the deep integration of industrialization and industrialization Improve the innovation capacity of the national manufacturing industry, and strengthen quality and brand building

these nine key strategies and tasks will be the link between the transformation and upgrading of China's traditional manufacturing industry and the breakthrough development of new manufacturing industry. They are also the transition that China's manufacturing industry must experience when it crosses from 2.0 to 3.0 or even 4.0. Among them, there are many investment opportunities, but also many difficulties

Huang Libin, deputy director of the operation monitoring and Coordination Bureau of the Ministry of industry and information technology, said that the current traditional industries such as steel, cement, flat glass and electrolytic aluminum are even more difficult. The Ministry of industry and information technology in these industries has made progress in resolving overcapacity, but it is also difficult. In recent years, great achievements have been made in resolving overcapacity, but it is really difficult. It is reported that the Ministry of industry and information technology will follow the "made in China 202 everyone should fully understand the product before applying any one experimental machine. 5" the overall sample size is small to the diameter φ The 0.005mm gold wire department will accelerate the launch of a number of major projects and projects with great market potential, strong driving capacity and good industrial foundation, increase support for investment in technological transformation of enterprises, and increase the transformation and upgrading of traditional enterprises. Huang Libin said, "structural adjustment is a long-term and arduous work. For example, resolving overcapacity is not achieved overnight. It should be perseverance and long-term success."

from the top 10 key industries to the top 9 strategic priorities and tasks, the upcoming "made in China 2025" plan outlines a national strategic plan for the future of China's manufacturing industry. Their subsequent implementation will provide the market with opportunities for short-term capital intervention and add another fire to this seemingly incredible bull market

on April 18, at the China and world economic forum at Tsinghua University, Wu Xiaoqiu, director of the Institute of Finance and securities at Renmin University of China, said that China's gem now has an average p/E ratio of 90 times, which is not available in the world. I don't believe this will continue; The risk of small and medium-sized board also began to increase. In general, there are only a few types of obvious investment values at the beginning. One is related to our current system reform, and the other is related to transformation, including new energy, and of course, some mergers and acquisitions

but in the long run, the "made in China 2025" planning outline is an opportunity for China's manufacturing industry to get rid of difficulties and transform and upgrade. The premise is that China's manufacturing industry needs to get out of a new round of historical strange circle of repeated investment, overcapacity and inefficient competition

global glass () Department

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