Under The "Point Axis Driven" Development Mode, Which Industries Will Get The Opportunity?

Experts interviewed pointed out that the construction of "one belt and one road" includes 8 important areas, namely, infrastructure, trade, industrial investment, energy resources, finance, environmental protection, humanities and marine projects.

Among them, energy cooperation will be the top priority.

Liu Jinsong, deputy director of the Department of international economic affairs of the Ministry of foreign affairs, said that cooperation in energy resources, especially clean energy cooperation, is one of the important areas of "one belt and one road".

According to its disclosure, on the green silk road, China and the countries along the border have many large projects and medium and long-term major contracts, and there are many eco city and a large number of cooperative planning of environmental protection products and environmental protection technology.

In addition, tourism economy and marine economy are also widely valued in the industry.

Liu Jinsong said that "one belt and one road" should promote the characteristic tourism of the Silk Road, and develop the marine economy in an all-round way. These two fields are all at present.

Highlights.

Taking tourism as an example, it is estimated that by 2020, the number of global tourists will reach 1 billion 400 million, and the emerging market countries, including China, will receive more passengers than developed countries. "This will be a historic change."

In fact, China and "

Trade and investment between the countries and regions along the way have shown a good trend of development.

Statistics show that over the past ten years, trade between China and the countries along the belt and road has increased by an average of 19% annually, and the average annual growth of direct investment has been 46%.

Even in the first quarter of the global trade downturn, the trade volume between China and the "along the way" countries still reached 236 billion US dollars, and exports to the countries along the border grew by 10%.

28% of the total, leading the overall export growth.

"It is estimated that trade volume between China and the countries along the border is expected to exceed US $2 trillion and 500 billion in 10 years."

Liu Jinsong said.

In terms of investment, in the first quarter of this year, the amount of foreign investment actually invested by the countries along the belt and road was 1 billion 680 million yuan, while China's direct investment in non-financial sector was 2 billion 560 million US dollars.

Experts believe that China's investment in the "one belt along the way" along the country accounts for less than 20% of China's total foreign investment, and there is still room for growth.

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Statistics show that starting from the first 10 billion fund in the bull market, as of now, the newly established fund has accumulated 31 funds over 5 billion yuan, while only four out of ten billion yuan fund, and one of them is Hong Kong and Shenzhen fund that can invest in Hong Kong stocks.

In sharp contrast, there are about 33 new development funds in the bull market between 2006 and 2007.

At the end of 2006, the Harvest Fund issued a huge fund of 41 billion 900 million.

In the three quarter of 2007, the Shanghai composite index climbed to the peak of 6124.04 in October 16th. The purchase of the Asia Pacific Fund reached 116 billion 200 million yuan in just one day, setting the highest record of the fund's purchase.

Citing a private general manager who has worked for many years in the public offering, he pointed out that the speed and scale of the fund's issuance is an important index to measure the market's heat, but it should be divided into several stages.

The market should be excited, not afraid, for the first time in the tens of billions of funds. If there is a continuous spike of tens of billions of funds, we must be careful of the sustainability of the fund.

At present, the "speed and passion" of fund issuing is still in its early stage, and it is a relatively hot stage for companies with outstanding performance.

"At present, tens of billions of dollars are not comparable with those of the same year. In 2007, the peak value of circulation market was only 10 trillion, which is now more than 20 trillion. In those days, RMB savings account was 21 trillion and 700 billion, and now it is 53 trillion and 800 billion."

The statistics of China's Fund Industry Association show that the total size of the current public fund is about 6 trillion and 200 billion. If we simply calculate the change of RMB savings deposits, the public fund will have a growth rate of 9 trillion, compared with the scale of the two financial institutions now only 1 trillion and 900 billion, with a theoretical limit of about 3 trillion.

So, according to the above data, the size of the public fund may not really return to the peak of the year. This part of the fund is expected to continue to enter the market, or partially offset the phased slowdown of leverage.

This year, the management has repeatedly raised the regulation of strengthening the entry of leveraged funds into the market. Data show that the proportion of margin trading to A shares has gradually decreased from 20% at the beginning of the year to 15%, indicating that the effect of regulation has already been reflected.

Lin Jianwen, deputy general manager of CICC's wealth research department, said recently that the whole society's capital allocation of equity assets is a major trend in the medium and long term. However, its speed and pace are affected by financial innovation tools, and the leverage effect also appears to be weakening.