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【360股东】一带一路助力(2017-02-10)

360股东——索芙特股份有限公司

  At the beginning of the new year, with the issuance of the first PPP asset securitization project in China, the infrastructure investment plans of various regions in 2017 were successively implemented, and the infrastructure industry ushered in a new round of outbreak.In the context of the expected slowdown of real estate investment growth, infrastructure may become the main focus of economic development this year.基础设施产业涉及多条产业链,从钢铁、水泥原料到工程机械,从“铁公机械”到水利管道,从通信设备到建材装饰,细分领域也呈现出不同程度的复苏。证券研究人士分析,今年基础设施行业的好转不是短期现象,也不是全年的投资主题。此外,“一带一路”有望增加,这也将有利于基础设施产业的发展。
  地方基础设施投资计划将是2017年的主要方向

  今年,新疆将实现全社会固定资产投资1.5万亿元。据统计,2017年中西部十省交通投资将达万亿元。河北近期也公布了交通投资计划,投资额达到1000亿元。可见,今年的基建投资将成为地方政府的重要贡献成绩单。
   新疆:全社会固定投资超过1.5万亿

360股东——000777股票

  今年,新疆将实现社会固定资产投资总额1亿元。加快公路、铁路、机场、水利、能源、通信等工程建设,修复经济社会发展“基础设施滞后”的最大“软肋”,挖掘新疆化解产能过剩、优化经济结构、促进经济持续稳定增长的潜力。

  2017年,新疆将力争完成铁路建设投资347亿元,规划开工建设公路项目2933个,总建设里程约8.23万公里,项目总投资约7571亿元,力争完成投资2000亿元,引导和吸引社会资本进入交通领域。
   河北:计划投资1000亿元推进交通建设

360股东——鱼跃医疗股票

  2017年,河北交通将利用好京津冀协同发展、环渤海崛起等多重国家政策红利优势,继续加大交通固定资产投资,计划完成1000亿元。其中,投资335亿元建设高速公路880公里,建成通车两段64公里。到今年底,全省高速公路总里程将达到6566公里。
   中西部十省:交通投资万亿

  In 2017, the amount of transportation investment in many places of China may continue to rise, especially in the central and western regions where the task of poverty alleviation is heavy.According to incomplete statistics, in 2017, the transportation investment of ten central and western provinces, including Xinjiang, Tibet, Ningxia, Yunnan, Hubei, Henan, Sichuan, Anhui, Shaanxi and Yunnan, will reach trillion yuan.Except for Hubei and Sichuan, the investment plans of other provinces will be increased.

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   Hunan: planned investment in transportation in 2017 is 104 billion yuan
  In 2017, Hunan will further increase its investment in transportation infrastructure, with an annual planned investment of 104 billion yuan, including 80 billion yuan for roads and waterways and 24 billion yuan for railways.In terms of expressways, more than 300 kilometers have been completed and opened to traffic, and about 450 kilometers of new projects have been started; 3000 kilometers of trunk roads have been started, and 1000 kilometers have been completed.

  ”One belt, one road” and PPP help to meet the new opportunities in the development of infrastructure industry.

  At the beginning of the new year, the first domestic PPP asset securitization project was issued, and the promotion and application of PPP is expected to accelerate.Since 2016, PPP cooperation projects in the field of rail transit and expressway have been in full bloom, and many companies, such as CRRC, China Railway and tunnel Co., Ltd., have announced that they have won the bid for PPP projects in this field.Industry insiders said that the entry of social funds to vigorously promote the construction of rail and highway infrastructure.In this year’s government work reports of most provinces, the expansion of private investment has been put in an important position, and some directly propose to standardize the operation of PPP projects and expand the field of PPP projects, so as to promote the activity of private capital.
  9 one belt, one road, was directly invested by 53 countries in 2016, accounting for 8.5% of the total total, Sun Jiwen, spokesman of the Ministry of Commerce, said on the day of the day.On the day of the year, the government of the United States said that in the year of 2016, China’s direct investment in the “one belt and one road” along the line was $14 billion 530 million.The newly signed contract value of our enterprise to 61 countries is 126.03 billion US dollars, accounting for 51.6% of the newly signed contract value of foreign contracted projects in the same period, and the completed turnover is 75.97 billion US dollars, accounting for 47.7% of the total amount in the same period.A number of key projects have been started, and projects such as the Hungarian Sierra Leone railway are also progressing smoothly.这些项目对改善沿线国家的基础设施条件发挥了积极作用。

  根据早前发布的《中国交通发展》白皮书,到2020年,高铁运营里程将达到3万公里,覆盖80%以上的大城市。新改建的高速公路已通车约3万公里。到2020年,京津冀、长三角、珠三角、长江中游、中原、成渝、山东半岛城市群城际铁路网基本建成。随着城市轨道交通建设和城市轨道交通运营里程的增加,城市轨道交通运营里程增加了3000多公里。
  业内人士认为,谁受益于PPP模式和“一带一路”项目,谁就能分享铁路基础设施建设带来的巨大利润,而城际铁路发展的板块机遇和高铁确定性增长带来的高铁产业链投资机遇。

  与基础设施建设相关的产业链很多。水泥和钢铁原料行业将首先受益于基础设施项目的前期准备,工程机械行业将受益于基础设施项目的开工建设,铁路设备和通信设备将受益于配套设施的建设。
   水泥、钢材

  受益于基础设施投资的恢复,水泥和钢铁是最先受益于原材料的行业。另一方面,随着环境保护和供给侧改革的推进,相关产业的产能将进一步降低。从供需角度看,将迎来双向利好。
  关联公司:西宁特钢、天山股份、海螺水泥

   工程机械
  从2016年12月和2017年1月挖掘机销售数据来看,行业呈现强劲反弹态势,增速在50%-70%左右。作为工程机械的代表性行业,挖掘机也显示出今年基建项目的力度。

  关联公司:山推、柳工
   铁路工程设备

  作为我国基础设施建设的主要方面,“铁工机械”今年也相当集中,铁路工程装备配套设施有望得到刺激。
  关联公司:中铁,晋西车轴,晋益实业

   通信基础设施
  与铁路工程设备一样,通信设备也是基础设施项目后期的必备设备,有望受益于基础设施项目投资的爆发。

  关联公司:光纤家庭与中兴通讯
  【看好2017年基础设施建设的逻辑】(以下是证券公司和基金的综合观点)

  1、 在房地产投资受房地产市场调控的背景下,基础设施行业成为今年经济发展的主要动力,固定资产投资也可能向基础设施行业倾斜。
  2、 政策方面,加快推进PPP项目建设,基础设施项目资金“输血”。“一带一路”政策有望升温,给基础设施产业尤其是中西部基础设施产业带来新的机遇。

  3、 基础设施产业涉及多个产业链。基础设施产业的复苏将带动相关产业链的整体复苏,促进我国经济发展。
  【相关阅读】

  

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