Strategic Emerging Industries Plan To Form &Nbsp In August; Ocean Engineering Will Be Selected.

Reporters recently learned from authoritative channels that the "12th Five-Year plan" for the development of strategic emerging industries is expected to complete the first draft in August.

It is reported that in the first draft, the direction of strategic emerging industries will be refined to 11 industries.

The national development and Reform Commission has commissioned experts from academicians of Chinese Academy of engineering and academician of Chinese Academy of Sciences to carry out consultative research on the development priorities of strategic emerging industries in 12th Five-Year.

In early April, the research work was officially launched.

The Chinese Academy of Engineering said, "we plan to report the findings to the NDRC in August. After that, the Drafting Committee of the strategic emerging industries will be examined by the NDRC, the Ministry of industry and the Ministry of finance, so as to finally form the draft" 12th Five-Year plan "for the development of strategic emerging industries.

According to the task plan issued by the NDRC, the two presidents took the lead in organizing 11 research groups: information industry, marine engineering, biology, equipment manufacturing, new energy vehicles, Internet of things, and new energy.

The long rumored offshore project will also be selected this time.

This means that enterprises investing in offshore engineering will also be blessed with the new policy.

The central enterprises will be the biggest beneficiaries of this policy.

At present, China offshore oil group has formed a technical system in marine engineering.

The company has entered the deepwater area and has carried out operations at the depth of 1500 meters and is actively preparing to move towards the 3000 meters deep water.

In addition, China Shipbuilding Heavy Industry Group and China shipbuilding industry group have also pferred the ship's bow, positioning marine engineering as a strategic business.

In the 11 areas, we will make specific suggestions on key industries and key projects that should be carried out by specific industries, and which key areas should be technically breakthroughs.

For example, in the area of Internet of things, the research group will make recommendations on specific applications.

In an interview, academician Wu Hequan once said, "smart grid is one of the important applications of the Internet of things."

At present, the State Grid has set up the national power grid information center. It is studying the application of the Internet of things technology to pform the power grid, and by installing sensors on wires to avoid the power grid paralysis caused by natural disasters such as freezing and snowstorm.

The NDRC said that planning is in the preliminary stage of study, and it is not yet certain whether it will be officially announced in August.

At the same time, the decision to accelerate the development of strategic emerging industries is also in the process of making strenthen.

On the battlefront of strategic emerging industries, state-owned capital has launched a "charge".

According to an interview with Shanghai securities news, the authority of the Ministry of industry and Commerce expressed support for industrial enterprises with financial strength to invest in strategic emerging industries.

And reporters found in the interview, under the guidance of the SASAC EVA assessment, the central enterprises have already laid out in this field.

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Investment in information network field in three years 550 billion

Not long ago, China Mobile will invest 39 billion 800 million yuan through Guangdong mobile to subscribe 2 billion 200 million new shares issued by Shanghai Pudong Development Bank, which will account for 20% of the total share capital of the Shanghai Pudong Development Bank and become the second largest shareholder of Pudong Development Bank.

On the other hand, it is the state capital that allows central enterprises to withdraw from the real estate business and engage in "separation of main and subsidiary businesses".

Ju Jinwen, a researcher at the Chinese Academy of Social Sciences, believes that this "one retreat and one progress" reflects the implementation of the strategic intentions of the SASAC for the central government to "change the way, adjust the structure", support high technology, and develop new industries.

China Mobile chairman and CEO Wang Jianzhou also said that China Mobile's move is mainly to develop mobile payment business.

The company will continue to explore M & A targets in the future, but will focus on the telecommunications industry.

In this year's government work report, the information network has been identified as a strategic emerging industry.

The State Council also requested that substantive progress be made in the convergence of the "three networks" in 2010.

An authoritative reporter from the Ministry of industry and Commerce said in an interview with reporters that we support the investment oriented emerging industries of industrial enterprises with financial strength.

Shortly after China Mobile announced its stake in Pudong Development Bank, the Ministry of industry and Commerce coordinated several ministries and commissions jointly issued the "opinions on promoting the construction of optical fiber broadband network" and "opinions on advancing the construction of the third generation mobile communication network".

The above opinion requires that by 2011, the investment in optical fiber broadband network construction will exceed 150 billion yuan, and the total investment in 3G construction will reach 400 billion yuan, a total of 550 billion.

Although the relevant investment is defined as "having important strategic significance for expanding domestic demand, ensuring growth, promoting employment and even enhancing the long-term competitiveness of the country", the authoritative person told reporters that the central government would not participate in the competitive field.

The company refers to the three major telecom operators of China Mobile, China Unicom and China Telecom.

Mao Qian, director of the Optical Communications Committee of the China Communications Society, said, "the annual input of optical telecommunication of the three telecom operators is about 20 billion."

This means that with only one broadband optical fiber, the investment of the three major carriers will more than double in the next three years.

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Central enterprises in the marine engineering industry "seize the opportunity"

In the preliminary research of strategic emerging industries planning, the marine engineering was identified as one of the key industries during the "12th Five-Year" period.

Before that, some central enterprises have made preparations.

Of course, the leading group of offshore engineering is China offshore oil group.

According to Fu Chengyu, general manager of the group, the group has formed a system in marine engineering technology.

The necessity of developing marine engineering lies in the scarcity of oil resources.

When Fu Chengyu made a report to the Chinese Academy of Engineering in April, he said that the ocean is rich in oil and gas resources, which accounts for about 1/3 of the total oil and gas resources of the earth. At the same time, the sea is also the main source of world oil and gas production growth.

In addition, the two major shipping giants, China shipbuilding industry group and China shipbuilding industry group, have also speeded up the progress of structural adjustment.

The manufacturing base of Shanghai's Waigaoqiao, Qingdao Haixi Bay and Dalian heavy industries, such as the two major groups, has built 100 thousand ton FPSO and 3000 meters deep submersible drilling platforms.

In April 2nd, the China shipbuilding industry group held a symposium on offshore engineering, and put forward that "marine industry as a strategic business of China Shipping Group Company should be positioned at a high starting point."

The meeting also put forward "to consider increasing investment in project consultation, information construction and special tooling equipment according to the specific needs of future projects."

Wu Qiang, deputy general manager of China Shipbuilding Heavy Industry, also put forward at the beginning of the year's internal meeting that every unit should take the marine equipment industry as the key direction of structural adjustment, dare to "sword" and push forward the sustainable development of the marine equipment industry of the group company.

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EVA examination forces enterprises to change their thinking

Like the China shipbuilding industry group, China Shipbuilding Industry Group has actively deployed in the field of marine engineering, and has also been forging ahead with the new energy industry through strong alliances.

In January 15th, China Shipbuilding Heavy Industry Group signed a strategic cooperation agreement with China Huadian Corporation in Beijing. The two sides will intensify cooperation in the fields of wind power, new energy development, pmission and distribution equipment, etc. in March 30th, China Shipbuilding Heavy Industry Group signed a strategic cooperation agreement with China Huaneng Group.

The two sides will further intensify industrial cooperation and product cooperation and deepen cooperation in hydropower, thermal power and new energy fields.

Behind this series of alliances is the change in the development of central enterprises.

At present, China Huadian Group and other energy giants have recognized the necessity of developing new energy sources.

Reporters in the interview found that the enthusiasm of the central enterprises to invest in strategic emerging industries has been fully mobilized, and the SASAC pushing EVA assessment is one of the driving forces.

At the beginning of this year, the central enterprises will push the EVA examination in an all-round way.

At an internal meeting in April, Li Rongrong, director of the SASAC, once again stressed that the EVA examination will be the capital management mode with the lowest operating cost, the most cost saving and the best value chain, and will play a positive role in restraining the expansion of some central enterprises and increasing investment in science and technology.

Taking iron and steel industry as an example, although the competent departments have warned many times of overcapacity, it seems that enterprises can win customers if their own cost is lower than other companies, and the best way to reduce costs is to increase investment so as to achieve scale effect.

However, this will aggravate the overcapacity of the industry as a whole and form a vicious circle.

And after implementing the EVA examination, unless the enterprise can fully recover the cost of capital, the scale is no longer worth showing off.

According to authoritative sources of the Ministry of industry and commerce, the contradiction between overcapacity in some industries is still outstanding, and the government will further intensify its efforts to eliminate backward production capacity.

He believes that in the current situation of excess capacity of many traditional industries, creating value in strategic emerging industries will become the best way for enterprises to adapt to EVA assessment.

With the government's "overweight" regulation of the real estate industry this year, it is becoming more and more important to cultivate another new pillar industry.

In this regard, the industry believes that the information industry may breed more opportunities than the real estate industry ten years ago.

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Three limitations of the real estate industry

From 13 to 14 May, Wen Jiabao, premier of the State Council, emphasized in Tianjin that housing prices must rise too fast in some cities.

In this regard, Li Qi, a finance researcher, said that the limitations of the real estate industry led to this year's regulation.

First of all, the economic structure of a country can not be overly dependent on an industry, otherwise it will increase the concentration of national risk and risk diversification.

Secondly, real estate can not reflect the core competitiveness of the country, and can not promote China's integration into the globalization process.

If the third, first economies want to go up to a new level, they must "go out", and real estate does not have the character of "going out".

The information industry has been strongly supported.

Now that reinforced concrete growth is no longer sustainable, who will become the supporting industry of China's economy in the next ten years and longer?

Li Qi believes that the information industry is most likely.

He said that the economic growth of an economy is mainly determined by three factors: capital, labor, technology, capital and labor, which already have a good advantage for our country, and the only thing missing is science and technology.

The frequent upgrading of information network industry and the characteristics of knowledge intensive determine that its high technology content and strong externality decide that it can infiltrate into all fields of the economy.

In his report on the work of the government, Premier Wen Jiabao also stressed the lack of internal forces in economic growth and the weak ability of independent innovation.

According to the insiders, this shows that the government attaches great importance to enhancing the capability of independent innovation in China. In 2010, it will certainly increase its support for the information industry.

In fact, the guidelines issued by the SFC on "further improving the gem recommendation" have clearly pointed out that sponsors should focus on enterprises that are in line with the development direction of the country's strategic emerging industries, especially in the information industry and other fields.

The acceleration of the expansion process of GEM has widened the financing channels of strategic emerging industries represented by the information industry, greatly relieving the pressure of capital demand.

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Favored capital market

In this year's government work report, the Internet of things, triple play and 3G have been clearly mentioned.

This means that in the most complex economic situation in China in 2010, the information industry will play a decisive role in changing the mode of economic growth, developing new industries and expanding domestic demand.

And only one item of the Internet of things will bring enormous space.

Contrary to people's general perception, the Internet of things is not an unreachable and untouchable concept. It has quietly sneaked into our daily life. When we spend money in checkout in supermarkets, we will enjoy radio frequency identification (RFID) service. This is the Internet of things. When we use the car navigator, we will enjoy the service of the global positioning system, which is also the Internet of things.

In short, the Internet of things is an Internet of things, and the Internet of things will increase geometrically compared to the Internet of "all connected".

It is worth noting that the Internet of things has a long industrial chain. Cloud computing, triple play and Beidou technologies can be integrated into the Internet of things.

Guangzhou securities Lin Suilin believes that in today's science and technology era, with the improvement of residents' consumption level, new information needs will continue to emerge, and information technology products will accelerate upgrading and upgrading. The information industry will continue to play an "engine" role in promoting industrial upgrading and moving towards the information society.

With the improvement of the economic structure, the capital market has also been reflected in advance.

At present, the IT operation and maintenance management leader - Shenzhou Tai Yue replaced Moutai Guizhou as the first capital stock in the capital market.

According to the Ministry of industry and information technology, the growth of fixed assets investment in the electronic information industry in 2010 will be faster than in 2009, with an estimated growth rate of around 20%.

As the name suggests, the positioning of "strategic emerging industries" has determined that state-owned capital must do something in this field.

Peng Jianguo, deputy director of the State Council's SASAC Research Center, told the Shanghai Securities Daily that the competition between the state and the state is, to some extent, a competition among enterprises, especially the competition of large enterprises representing the interests and will of the state.

In the competition of strategic emerging industries, central enterprises are duty bound to do so.

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State capital capital and scientific and technological strength are outstanding.

Wei Jie, Professor of economics and management at Tsinghua University, thinks that both "strategic" and "emerging" are the attributes of "industry".

"Emerging" means that the technology of relevant industries is not perfect enough, and the market is not mature enough.

Only one "information network" can invest at least 550 billion yuan in three years. Most private enterprises can not have such a handwriting.

So who can play the role of investment?

Data show that in 2009, the macro economy achieved V reversal, and two sectors "revenue" maintained a high growth momentum, one is financial revenue, the other is the central enterprises profit.

The fiscal revenue in 2009 was 6 trillion and 800 billion, an increase of 11.7% over the same period last year, and the total profit of central enterprises in 2009 was nearly 800 billion, an increase of 14.6% over the same period last year.

The central enterprises have not only strong capital strength, but also advanced technology of innovation.

Peng Jianguo said that for a long time, the SASAC has guided the central enterprises to increase R & D investment and strive to break through the key technologies that restrict the development of enterprises and seize the commanding heights of market competition.

At the 2009 National Science and Technology Awards Conference, 41 central enterprises received a total of 104 awards.

Among them, the national science and technology progress prize is 3, accounting for 100%; the national technological invention two and other awards 10, accounting for 27%; the national science and technology progress award 9, accounting for 62.5%; National Science and technology progress two prize, 81, accounting for 29.9%.

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Strategic positioning requires state capital to enter.

If "emerging" is more to describe the current situation of the industry, then the strategy is more to describe the importance of this industry.

Liu Tianzhi, chief researcher of Expo finance, believes that the importance of related industries is mainly reflected in two aspects.

The first is the main carrier and platform for China's future economic restructuring.

It is easy to see that "the market is already very mature" is the real estate industry and the current overcapacity industry.

Both are the key areas of regulation and control by the State Council.

At least in the short term, there will be no possibility of high growth.

However, the central enterprises can withdraw from the "market is already very mature field", and the bottom line of maintaining and increasing the value of state-owned assets can not be retreated.

The profit driven nature of capital also determines that the withdrawal of state-owned surplus capital is bound to find new opportunities.

Even if the industry is still "immature", until the huge influx of state capital will create a new benign cycle for the Chinese economy.

Liu Tianzhi said that these industries are of great value to the "national economy and people's livelihood", especially at the "national level" level, that is, the importance of these industries is no less than that of the basic production factors such as petroleum, petrochemical and finance.

In other words, they will be the core pillars and pillars of the economic system and development mode supporting the Chinese characteristics after the socialist market economy develops to a higher level in the future.

Li Yizhong, Minister of the Ministry of industry and information, also said repeatedly at the internal working conference that after the financial crisis, the developed countries were actively laying out in the emerging industries, which requires us to "cultivate strategic emerging industries."

Recently, the A share market, which fell continuously, made the asset management department of the securities company feel helpless.

Many industry sources said that the spread of panic is an important reason for the weakness of the stock index.

"In the first two days, it was well above the 3000 point and fell to the present position in a twinkling."

Inadvertently, the Shanghai Composite Index has fallen by more than 20% in the year. What causes the stock market to drop?

Industry insiders rethink that the stock market crash is caused by the "resonance" inside and outside the market.

Dan Yuliang, general manager of Shenyin Wanguo asset management department, believes that the internal negative factors are mainly derived from the market's inadequate understanding of the real estate control policy.

In fact, since the end of last year, the industry is expected to control housing prices for the departments concerned. The real estate stocks, despite their good performance, are also slowly falling down.

"But as time goes on, we find that the government's regulation of housing prices far exceeds expectations, and the stock price of real estate is no longer able to resist."

Dan Yuliang said that after the real estate unit led the bank shares to fall, it has become an important internal reason for the collapse of A shares, and the external reason is the Greek crisis.

"Greece's GDP accounts for only 2% of the European Union. Even if there is a crisis, it will not be able to lift any waves. But because of the global financial tsunami caused by the US subprime mortgage crisis in 2008, the panic of investors has begun to expand.

Inside and outside the air and panic resonance, A shares finally went out of the market.

For future trends,

"It can be expected that the A share will soon build up around 2600-2700 shocks, and it will be very difficult to climb 3000 points in the year."

Dan Wei Liang predicts that even if the market will rebound steadily in the future, the big cap stocks will not be able to get out of the big market. Instead, they will be small and medium capitalization stocks in big consumption and new economic sectors. After the fall, the valuation risks will be released and there will still be higher investment value.