The hottest 2018 government report on the developm

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The 2018 government report looks at the development trend of manufacturing industry. The original text: "accelerate the construction of a manufacturing power. Promote the development of integrated circuits, fifth generation mobile communications, aircraft engines, new energy vehicles, new materials and other industries, implement major short board equipment special projects, develop industrial interconnection platforms, and create a" made in China 2025 "demonstration area. Significantly reduce industrial production licenses and strengthen product quality supervision. Comprehensively carry out quality improvement actions, promote the benchmarking with the international advanced level, carry forward the craftsman spirit, and create a quality revolution made in China. "

interpretation: taking integrated circuits as an example, China's integrated circuit trade deficit rose from 104.186 billion US dollars in 2007 to 165.7 billion US dollars in 2016, which has expanded for nine consecutive years. In 2016, China's imports of integrated circuits remained as high as US $227.1 billion, exceeding US $200billion for four consecutive years, ranking with crude oil as the largest imported product. The output value of China's integrated circuits is less than 7% of the world, but the market demand is close to the world. In 2017, the domestic chip production increased by 19%, while the imported chips increased by 17%. In the next year, 62 new wafer factories in the world are expected to be installed. 5. It is expected that 26 of the office2000 (Word2000, Excel2000) to be installed will be located in Chinese Mainland. China's semiconductor industry is definitely facing imports that are more expensive. There is a broad space for import substitution

2. The new energy industry is promising and will be a key investment area in the future

Original: "... Promote pollution prevention and control to achieve greater results. Consolidate the achievements of the blue sky defense war, the emissions of sulfur dioxide and nitrogen oxides will be reduced by 3% this year, and the concentration of fine particulate matter (PM2.5) in key areas will continue to decline. Promote the transformation of ultra-low emissions in steel and other industries. Raise pollution emission standards and implement the standard within a time limit. Carry out special treatment of excessive emissions from diesel trucks..."

interpretation: the report on environmental protection The development of new energy has put forward high requirements, and it is expected that it will be used as an important reference for investment in the future:

A. energy structure: in 2017, the consumption of clean energy such as natural gas, hydropower, photovoltaic, nuclear power and wind power accounted for 21% of the total energy consumption, with a year-on-year increase of +1.3pct. Considering the relatively saturated development of hydropower resources and the continuous production restriction of coal-fired thermal power

b. new energy vehicles: in 2017, China sold 780000 new energy vehicles, with a year-on-year increase of +53%, and 470000 pure electric vehicles, with a year-on-year increase of +82%. At present, the penetration rate of new energy vehicles is less than 1%. The report will extend the preferential policy of vehicle purchase tax for new energy vehicles for another three years, and comprehensively cancel the relocation restriction policy of second-hand vehicles. There is a broad space for the development of new energy vehicles in the future

3. Promote the all-round development of rural areas, and the potential of infrastructure is great, which is conducive to the comprehensive development of construction machinery and equipment. This year, another 13million people will settle in the city... Giving priority to the development of public transportation and improving the vegetable market and parking lot. The hydraulic universal testing machine is one of the first-class convenience service facilities in the industry with a large number and a wide range of products. Orderly promote the transformation of "villages in the city" and old residential areas, improve supporting facilities, and encourage conditional installation of elevators. Strengthen the construction of waterlogging drainage pipes and underground comprehensive pipe galleries. "

interpretation: in the government work report of the two sessions, it is proposed that "732 railway investment should be completed this year. The former shows significantly better oxidation resistance than the latter in the temperature zone of pest phenomenon by 0 billion yuan, and the investment in highway and water transportation is about 1.8 trillion yuan". Among them, the railway investment is -9% year-on-year, and the investment target of highway and water transportation is the same as that of 1.8 trillion yuan in 2017, but the actual amount completed in 2017 is 2.27 trillion yuan, 20% higher than the target at the beginning of the year, On the whole, the growth rate of infrastructure is expected to remain in the double digits. In addition, according to the sixth census, China's rural population is about 670million, accounting for 50% +. In 2018, we will significantly promote the comprehensive development of rural infrastructure, which is expected to bring a large number of new demand for construction machinery, but the downstream demand side may become more dispersed. Sany Heavy Industry, Hengli hydraulic, etc. are recommended. According to the report, it is proposed to actively develop the underground comprehensive pipe gallery, and it is suggested to focus on the shield machine, give priority to the development of rail transit, the reconstruction of old residential areas, encourage the installation of elevators, consider the real estate market to enter the stock market, and it is suggested to pay attention to the elevator industry chain

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