The opinion points out that since the 18th National Congress of the Communist Party of China, great historical achievements have been made in the economic and social development of the western region, but the unbalanced and inadequate development of the western region is still prominent, the task of consolidating poverty alleviation is still arduous, and the development gap with the eastern region is still large.
Insiders believe that it is of great practical and historical significance to continue to do a good job in the development of the western region in the new era. First of all, the development of the west is an important measure to balance the gap between the East and the West in China, which is of great significance to the balanced development of all regions in China. Second, in the decisive year of building a moderately prosperous society in an all-round way, the success or failure of the construction of the West determines the success or failure of the final decisive battle. Finally, in the process of economic recovery after the epidemic, the development of the West has greatly expanded the strategic swing space of national development u3002
The opinion puts forward the overall goal of covering the short-term and medium-term development of the western region: to ensure that by 2020 the ecological environment, business environment, open environment and innovation environment in the western region will be significantly improved, and a moderately prosperous society will be built in an all-round way with the whole country; by 2035, the western region will basically realize socialist modernization, basic public services, infrastructure access and peoples living standards It is roughly the same as the eastern region, striving to realize the complementary development of different types of regions, the two-way opening and coordination between the East and the west, the prosperity, security and stability of ethnic border areas, and the harmonious coexistence of human and nature.
Since last year, the central government has investigated Shaanxi, Gansu, Chongqing and other western regions, especially in Shaanxi Province, where the economic, peoples livelihood, poverty alleviation, environment and other aspects have been investigated. In addition to the continuous attention paid to the ecological environment protection issues such as Qinling Mountains, peoples livelihood poverty alleviation issues, and the fight against the epidemic, it also focused on the investigation of new infrastructure investment in the province, such as high-end manufacturing industry, 5g, the Internet of things, artificial intelligence, industrial Internet, etc., and emphasized that the innovation chain should be deployed around the industrial chain, and the industrial chain should be arranged around the innovation chain, so as to promote the high-quality development of the economy.
Securities times, data treasure, based on in-depth understanding, sort out the simplification of content, a map to bring you to understand the essence of opinion.
Infrastructure sector benefits first
Many measures in the opinions are related to the requirements of infrastructure construction. On the one hand, the level of infrastructure in the western region is relatively backward compared with that in the eastern region. In some regions, even the infrastructure such as traffic, water and electricity has not been fully solved, so there is a great demand for infrastructure construction. One belt, one road, opening up strategy is a strategic opportunity for the rapid development of the western region. The infrastructure level is very large, which involves port, logistics, transportation, transmission and distribution, warehousing and other aspects, and has contributed a lot to the incremental demand for infrastructure.
In the process of economic recovery after the outbreak, the export is not strong due to the impact of the overseas epidemic, so consumption and investment have become two powerful weapons to stimulate economic growth. In terms of consumption, there are preferential policies, while in terms of investment, the market voice is more concerned with infrastructure (including new and old infrastructure). In April, the growth rate of industrial added value recovered to 3.9%, pointing to the continuous recovery of industrial production. Haitong Securities believes that behind the improvement of industrial production, it is inseparable from the pull of demand recovery represented by real estate and infrastructure construction.
The western region covers a vast area, accounting for more than half of the countrys total area, and the infrastructure level of most provinces is seriously behind the national average. The one belt, one road strategy that superimposed on infrastructure construction in 2020 is likely to be a big force. The backwardness of the infrastructure in the West has made great room for policy formulation.
One belt, one road, is the most important in the opinion. The most relevant infrastructure is the construction of the Xian hub city in Chengdu, the construction of the transportation corridor, the construction of the Chongqing Tibet railway, the construction of the one belt along the road, and the construction of the West East electricity transmission project. This is a step to make up for the shortcomings in the development of the western region. Only when the infrastructure is improved can a series of great plans such as the development of high-tech, the improvement of peoples livelihood, and the protection of ecological environment be truly supported.
Guangfa Securities believes that for infrastructure construction, traditional infrastructure still dominates (from January to April, the proportion of special bonds invested in traditional infrastructure is about 63%), which can play a role in stable growth. Generally speaking, the infrastructure unit located in the west is most closely related to the development of the west, because the infrastructure shows certain regional characteristics, such as cement, construction and other industries with a certain business radius.
The west is the one key area of one belt, one road strategy.
One belt, one road is a great strategy for China to go out and win mutual benefit with all countries in the world. Western China is the key area of the land Silk Road and is undertaking important tasks for the countries along the Central Asian and European borders.
The Silk Road Economic Belt covers one belt, one road, one is Xinjiang, the other is Chongqing, Shaanxi, Gansu, Ningxia, Qinghai, Inner Mongolia, Heilongjiang, Jilin, Liaoning, Liaoning, Liaoning, and so on. 13 of them are located in the western part of the country. 10 of them are located in the West.
One belt, one road and one belt, one road, will be developed simultaneously. With the rapid development of the western region, the economic volume will develop to a large scale, and the further improvement of production, logistics, storage and exchange will also make the foundation of one belt and one road cooperation more stable and influential. Besides, China cannot do without globalization after one of the epidemic. One belt, one road, will also bring the global economy back to growth faster.
Attention paid to the protection of ecological environment
There is a special chapter in the opinions for the protection of ecological environment
On the one hand, we will continue to promote the conversion of farmland to forests and grass, the construction of shelter forest system, and pollution control. On the other hand, we should take the initiative to implement water-saving actions, joint prevention and control of regional air pollution, ecological protection and comprehensive treatment, key ecological projects, construction and transformation of urban sewage pipe network and other multi governance.
Promote the development of big data, artificial intelligence and other strategic emerging industries
Compared with the advantages of the overall balance of the East, the West presents the situation of rapid development of regional central cities. Chongqing, Chengdu, Xian and other three cities have more layout in big data, artificial intelligence, chips and other emerging industries, and even the development level is higher than that of many eastern cities. The three cities also have comparative advantages in scientific research, education, talents, in addition to the relatively low cost of human resources, water and electricity, which makes the western region also have considerable space for the development of strategic emerging industries.
Xian and Chengdu occupy a very important position in Chinas high-tech industry. Universities, research institutions, enterprise R & D departments are intensive, and there are many national defense research institutes, making the level of semiconductor, communication, electronics and other research in the two places among the best in the country. However, the brain drain is serious, which is attracted by the superior industrial policies and large enterprises in the East. With the preferential policies and financial support, the west is expected to catch up with some high-tech industries in the future. Besides, the western region has abundant tourism resources, and the educational and medical resources of some cities are not weaker than those of the eastern cities. Through the Internet plus way, the advantages will be industrialized, and the important pillar industries of the city will be built according to local conditions, and the scale will be formed. This may be the citys future leader in the global competition. Statement: all information content of data treasure does not constitute investment advice. The stock market is risky and investment should be cautious. Source: Dabao editor in charge: Wang Xiaowu NF
Xian and Chengdu occupy a very important position in Chinas high-tech industry. Universities, research institutions, enterprise R & D departments are intensive, and there are many national defense research institutes, making the level of semiconductor, communication, electronics and other research in the two places among the best in the country. However, the brain drain is serious, which is attracted by the superior industrial policies and large enterprises in the East. With the preferential policies and financial support, the west is expected to catch up with some high-tech industries in the future.
Besides, the western region has abundant tourism resources, and the educational and medical resources of some cities are not weaker than those of the eastern cities. Through the Internet plus way, the advantages will be industrialized, and the important pillar industries of the city will be built according to local conditions, and the scale will be formed. This may be the citys future leader in the global competition.
Statement: all information content of data treasure does not constitute investment advice. The stock market is risky and investment should be cautious.