Beijing Tianjin Hebei Integration Continues To Heat Up Investment Opportunities Highlighted In Many Fields

　　 Beiing-Tianin-Hebei integration Coordinated development has attracted close attention from various institutions. Recently, a number of research institutes published by several securities companies in China said that the acceleration of the integration of Beijing, Tianjin and Hebei will bring a rare investment theme to the stock market, and investment opportunities in many fields such as real estate, urban construction, transportation and environmental protection will be highlighted.

　　 Need clear positioning and industrial focus

The coordinated development of Beijing, Tianjin and Hebei rose to national strategy. The Guoxin Securities Institute of economics invited Xiao Jin, director of the Institute of land and regional economics of the national development and Reform Commission's Macroeconomic Research Institute as an investor to introduce the strategic layout of Beijing Tianjin Hebei collaborative development, as well as the relevant situation of the non capital core function easing plan.

Xiao Jincheng said Beijing Tianjin Hebei collaborative development strategy is the first time as an item. national strategy Put forward. Although Beijing, Tianjin and Hebei cooperation has been proposed for many years, the road of cooperation is not smooth. One of the main reasons is that planning is rather complicated. Two, it is difficult to coordinate effectively among provinces and municipalities. Therefore, the coordinated development of Beijing, Tianjin and Hebei needs a top-level design to clarify the urban positioning and industrial priorities in the future, which requires a coordination mechanism.

Xiao Jincheng believes that the future development of Beijing, Tianjin and Hebei will focus on four aspects: first, the interconnection and interconnection of infrastructure transportation systems; two, the clear positioning of cities, the complementarity of functions and the interoperability of industries; three, the sustainable development of eco-environmental co protection; and four, the equalization of public services. From a regional perspective, the "one axis two zones" model is more reasonable. In addition to the axis of Beijing Tianjin Tangshan development, the South should focus on Shijiazhuang and the North should focus on Qinhuangdao. As Baoding and Tangshan are too close to Beijing and Tianjin, Beijing will gradually expand to Baoding with the development of "pie style" in the future.

　　 Xiao Jin Cheng Analysis said that from the order of development, the coordinated development of Beijing, Tianjin and Hebei first is to solve the development of Hebei. At present, the development of Hebei is lagging behind, mainly relying on low-end industries such as steel and energy. In the future, the focus is on how to develop manufacturing in every city in Hebei to replace the steel and energy industries and other low-end industries. The second step is the relocation of manufacturing industries in Beijing and Tianjin, mainly from the manufacturing sector in Beijing and Tianjin to Hebei. The third step is functional easing. The transfer of non core functions of the capital requires more market dominance.

In terms of key industrial layout, Xiao Jincheng said that under the coordinated development strategy of Beijing, Tianjin and Beijing, the benefiting industries in Tianjin are mainly modern service industries, such as financial services and some R & D industries. The outward transfer of manufacturing industry will give more room to these industries. The growth of Tianjin is mainly international shipping and international logistics, and the main development directions in the future will be shipping, logistics and some production services. Beijing will mainly achieve industrial upgrading by receiving Beijing and Tianjin's manufacturing industry.

　　 New urbanization starts the first shot

Many securities firms think that China's economy is in a downward stage both in the long run and in the short term, especially in the current economic growth and employment situation. Constrained by high debt and high leverage, large-scale investment stimulus policies are impossible, and external demand fluctuates greatly, making domestic demand a steady growth hope.

The new urbanization emphasizes "new type", emphasizing the core of human being, which will be different from the previous urbanization. It will cooperate with the economic structural adjustment to ensure the quality of the future economic growth. Huatai Securities said that the launch of the new urbanization is at the right time and will ensure the future growth of the economy.

"From the overall perspective, Beijing Tianjin Hebei as an important urban carrier for the new urbanization in the Middle East, the integration process will be a demonstration of regional development, an important opening of new urbanization, and only success is not allowed to fail." Huatai Securities Research Report said that the integration of Beijing, Tianjin and Hebei fired the first shot of new urbanization.

The new urbanization plan emphasizes the optimization and upgrading of the eastern urban agglomerations, while the Beijing Tianjin Hebei, Yangtze River Delta and Pearl River Delta urban agglomerations are the most dynamic, open, highly innovative and most populous regions in China, and they need to participate in international cooperation and competition at a higher level. It will play an important supporting and leading role in the economic and social development of the whole country, and scientifically locate the functions of every city, enhance the population economic agglomeration ability of small and medium-sized cities and small towns in the urban agglomeration, and guide the population and industry to evacuate and transfer from the megacities to the surrounding areas and other towns.

It is understood that in the three major urban agglomerations, the integration degree of Beijing, Tianjin and Hebei three is low, and the difference in development between Hebei and Beijing and Tianjin has led to the regional economic growth potential not fully released. Judging from the urbanization rate at the end of 2012, Hebei 46.8% is much lower than Beijing 86.2% and Tianjin 81.55%, corresponding to resources for land, Beijing and Tianjin per capita land area is 8 square meters, and Hebei is 25.76 square meters. There is a serious imbalance between the three areas, and the two major municipalities are expanding their population, traffic congestion and environmental overload to clamp down on their long-term development.

Huatai Securities said that the future development of the capital economic circle lies in regional integration, especially the utilization of resources in Hebei, so as to improve the overall efficiency of resource allocation, thereby releasing the economic vitality of the region. Therefore, Beijing, Tianjin and Hebei need to enhance the optimization in the three eastern urban agglomerations. The coordinated development of the three areas will be a new engine for the optimization of the regional economic development.

　　 First choice of real estate

For the coordinated development of Beijing, Tianjin and Hebei, the research institutes of domestic securities companies are almost equally optimistic, and think that they will bring investment opportunities to many industries in the stock market. Among them, the real estate industry is more concerned. In the report, the securities, Shenyin, Huatai Securities and other special recommendations are particularly concerned about the relevant real estate plate stocks.

A researcher from Dongfang securities went to Beijing, Tianjin and Hebei to see such a thing. The researcher just arrived in Baoding and heard the taxi driver say that in the first two weeks, the Baoding house price rose from 6000 yuan to 8000 yuan, and two hours later, the price of some buildings was close to ten thousand yuan.

The real estate industry is the most direct impact on the integration of Beijing, Tianjin and Hebei, and it is also the most optimistic industry. Shenyang Wanguo Securities Analysis said that the integration of Beijing, Tianjin and Hebei will bring about 50 million square meters of new housing demand annually. Shenyang Wanguo Securities Analysis said that the urbanization rate of Beijing Tianjin Hebei metropolitan area is only 58.9%, far below the 67% and 67.4% of the Yangtze River Delta metropolitan area and the Pearl River Delta metropolitan area.

Compared with the development experience of the Yangtze River Delta and the Pearl River Delta region, the urbanization rate has increased by about 1.1% annually in the rapid formation stage of the metropolitan area. Assuming that the regional population growth rate remains stable 1.5%, according to the per capita housing area of 33 square meters, it is estimated that by 2025, 10 years will create about 491 million square meters of new housing demand, an average of 49 million square meters per year, accounting for 53% of the current residential sales volume in Beijing, Tianjin and Hebei.

XinDa securities also said that the real estate industry will benefit directly from the migration of population and industry. Specifically, the real estate industry benefits from the driving factors of the integration of Beijing, Tianjin and Hebei, mainly including two aspects: first, the overall development of the real estate market in Hebei is relatively backward; the demand for housing in Beijing transferring to the population is relatively sensitive to the real estate market in Hebei related cities; the two is to promote local economic growth through industrial transfer, speed up the process of urbanization, and promote the release of real estate demand.

Bohai Securities said that the development of the city circle is extremely important for the integrated construction. The logic of real estate enterprises is based on the migration of industries. The increase of population and the continuous improvement of urbanization rate bring new demands to the industry, drive the rise of housing prices and land prices in the region, and bring more profit margins to the companies that have allocated the region and resources in advance. Therefore, under the guidance of policies, some Real Estate Company are expected to benefit from the integration of Beijing, Tianjin and Hebei.

　　 Spawning opportunities for eco environmental protection

In addition to generally optimistic about the real estate industry, building materials construction industry, transportation industry, retail trade, steel and machinery manufacturing industries have also been favored by various institutions, and think that the coordinated development of Beijing Tianjin Hebei integration will bring investment opportunities to these fields.

In recent years, the construction of ecological civilization has been highlighted by the policy, focusing on the construction of beautiful China, accelerating the construction of ecological civilization, and promoting the transformation of extensive development mode to green cycle and low-carbon development mode. This is particularly important and urgent in the process of integration of Beijing, Tianjin and Hebei. According to the sixth national census data, the population density of Beijing Tianjin Hebei region is as high as 484 people / square kilometers, nearly 4 times the national average population density, and is one of the highest population density areas in China.

Ping An Securities Research Institute said that the integration of Beijing, Tianjin and Hebei first saw environmental integration. Since the beginning of 2013, haze weather has frequently ravaged Beijing. According to the research results of the Chinese Academy of Sciences and the Ministry of environmental protection, coal-fired power plants, vehicle exhaust and building dust are the main causes of haze pollution. In 2013, Hebei accounted for seven seats in the top 10 cities with the worst air quality in the country.

Haze pollution has strong mobility. To achieve the control effect, regional joint defense must be jointly controlled. Many problems still need to be straightened out in the integration of Beijing, Tianjin and Hebei, but the integration of environmental protection has taken the lead. In September 2013, the Ministry of environmental protection and the Ministry of industry and Commerce jointly issued the implementation rules for implementing the plan of action for prevention and control of air pollution in Beijing, Tianjin and its surrounding areas, as a guiding plan for implementing the action plan for air pollution control.

Ping An Securities said the integration of environmental protection is the original intention of the integration of Beijing, Tianjin and Hebei. Regional pollution control has put forward higher requirements for relevant departments, and has also brought opportunities for related industries. At present, many companies have achieved business layout in Beijing, Tianjin and Hebei, and pollution integrated management will be beneficial to companies with project basis. Investors can be concerned about the corresponding stocks.

XinDa Securities said that in addition to the haze control policy already issued in Beijing, Tianjin and Hebei, the Beijing Tianjin Hebei region will improve the cooperation mechanism in the field of shelter forest construction, water resources protection, water environment governance and clean energy utilization, thus leading to the rapid development of local air, water and soil pollution control projects, as well as the vigorous development of ecological rehabilitation projects such as windbreak, sand fixation, farmland and urban gardens. Three. This is an internal unity with the country's previous efforts to advocate the construction of an ecological civilization demonstration area, which will give new impetus to the ecological construction in the region. In particular, the national policy will be vigorously tilted in regard to the overall arrangement of funds involved in a series of trans regional ecological construction.