Regional construction policy continues to escalate Guangdong, Hong Kong, Macao and Dawan District into an outbreak

Guangdong, Hong Kong and Macau Bay refers to the “9+2”, the urban group formed by the “Guangzhou, Foshan, Zhaoqing, Shenzhen, Dongguan, Huizhou, Zhuhai, Zhongshan and Jiangmen” cities and two special administrative regions of Hong Kong and Macao. Positioned as: world-class city group.

At the Fifth Session of the 12th National People's Congress held on March 5, 2017, Premier Li Keqiang proposed in the government work report that it is necessary to promote the deepening cooperation between the mainland and Hong Kong and Macao, and study and formulate the urban agglomeration development plan of Guangdong, Hong Kong and Macao. Hong Kong and Macao's unique advantages enhance their status and function in the country's economic development and opening up.

The Financial Investment News reporter learned that the "Dawan District Urban Agglomeration" proposal is essentially an upgraded version of the Pearl River Delta urban integration development, including Hong Kong and Macao, and has risen to a national strategy. According to 2016 data, the economic aggregate of the Guangdong, Hong Kong and Macau Bay Area urban agglomeration has reached 1.24 trillion US dollars, surpassing the San Francisco Bay Area, between Russia and Spain. With the strong support of the country in the future, the prospect of “Guangdong, Hong Kong and Macau Bay Area” is immeasurable! In this regard, Guojin Securities Investment recommends that investors focus on three main lines of investment, such as real estate, local advanced manufacturing, and modern service industries.

1 Dawan District will become a world-class city local real estate enterprise land value enhancement

Like the Tongxiong New District, the real estate sector is the industry that was first mentioned as being expected to benefit from the concept of “Guangdong, Hong Kong and Macau”.

The analysis pointed out that the Guangdong, Hong Kong and Macau Bay Area has become a world-class urban agglomeration and is expected to become the fourth largest bay area in the world. It is reported that Guangdong, Hong Kong and Macau Bay Area covers 9 cities in Guangdong and 2 special administrative regions of Hong Kong and Macao, covering an area of ​​56,000 square kilometers, with a resident population of more than 60 million people and a total regional GDP of more than 1.24 trillion US dollars. With the speeding up of the construction of the Guangdong, Hong Kong and Macau Bay Area, it is expected to become the fourth largest Bay Area in the world after the New York Bay Area, the San Francisco Bay Area and the Tokyo Bay Area.

In the capital market, real estate enterprises that are considered to benefit from the development of the Bay Area in the short term include Gree Real Estate, Shirong Zhaoye, Yuetai Shares, and Zhujiang Industrial.

Yang Wei, an analyst at Ping An Securities, believes that following the report on the construction of the government work in Guangdong, Hong Kong and Macao, the management once again emphasized the study and formulation of regional development plans, all of which highlighted the importance of the country at the Guangdong-Hong Kong-Macau Bay Area. “Although compared with Xiong’an New District, the urban construction and real estate development in Guangdong, Hong Kong and Macao are relatively mature, and the land appreciation or the new Xi’an New District is not obvious. However, as a globally leading Bay Area, its strategic significance cannot be ignored. We judge that Guangdong, Hong Kong and Macau's Dawan District is expected to become another important hot spot in the market after the Xiong'an New District."

From the perspective of the beneficiary target, Yang Lan proposed to focus on two types of companies: first, housing enterprises with a high proportion of regional land reserves, such as China Merchants, Huafa, OCT, Tianjian, etc.; second, the region is rich in potential land resources. China Merchants and Nanshan Holdings, which continue to have high-quality resource acquisition capabilities.

Chen Guo, an analyst at Essence Securities, pointed out that the three main lines of investment recommendations for the “Guangdong, Hong Kong and Macau Bay Area” first included the relevant real estate companies in Guangdong, Hong Kong and Macau, such as Gree Real Estate, Shirong Zhaoye, Xiangjiang Holdings, Huafa, Tianjian Group, World Bank, Shenfang A, Zhujiang Industry, etc.

Potential stock selection

Gree Real Estate

In 2016, won the "land king" of Zhuhai

Northeast Securities analyst Wang Xiaoyong said that in 2016, the company won a total of two land kings, including residential land in Tangjiawan, Zhuhai High-tech Zone, covering an area of ​​14,300 square meters, planning the middle and deep passages and the Hong Kong-Zhuhai-Macao Bridge. The completion will drive the development of transportation, employment, urban support and human settlements in the region. The company's in-house project reserves cover more than 2 million square meters, and are located in the core area. The land value is scarce. Not only will sales be guaranteed in the next 2-3 years, but the company's valuation is expected to further increase as the land value further appreciates.

Tianjian Group

Benefiting from the construction of Guangdong, Hong Kong and Macau

Ping An Securities analyst Yang Wei believes that the company's unresolved land reserves in Shenzhen, Guangzhou and Huizhou are close to one million square meters, and the total value of goods is estimated to exceed 40 billion. It is expected to benefit from the increase in the strategic position of the region. At the same time, the company won several bids for Shenzhen EPC projects, and actively deployed new business areas such as reclamation, sponge city, integrated pipe gallery and river management. The construction of Guangdong, Hong Kong and Macao Dawan District is expected to bring more municipal construction business opportunities to the company.

Overseas Chinese Town A

Focus on promoting the Shenzhen headquarters project

Lu Yinfeng, an analyst at BOC International Securities, said that OCT A’s project reserves exceeded 9 million square meters, and multiple channels were used to locate the first and second lines. In terms of land reserve, in 2016, the company successively acquired core plots of second-tier cities such as Wuhan, Nanjing and Nanchang, and jointly acquired large-scale projects in first-tier cities such as Beijing, Shanghai and Shenzhen with central enterprises such as China Railway, China Resources and China Merchants. The company's new annual equity land reserve is 1.06 million square meters, with a construction area of ​​1.98 million square meters. It is rich in available resources. In 2017, it will focus on Shenzhen headquarters, Nanjing, Ningbo, Wuhan, Chengdu, Chongqing and other projects.

Shi Rong Zhaoye

Layout Zhuhai and Weihai Real Estate Project

Hu Huaru, an analyst at Guojin Securities, said that Shirong Zhaoye’s real estate development projects are mainly distributed in Zhuhai and Weihai, with Zhuhai’s inventory accounting for 96%. The largest project in Zhuhai, the Riviera, started construction in 2005. It covers an area of ​​about 2.1 million square meters, with a total construction area of ​​about 3.8 million square meters and an unfinished construction of more than 3.2 million square meters. At the same time, the Hengshen Development Zone, where the company participates in the International Life Science Center project, covers an area of ​​about 100 square kilometers. In 2020, the resident population will reach 280,000. The regional orientation is the Guangdong-Hong Kong-Macao cooperation pilot zone, which is directly oriented to the Hong Kong and Macao market and has institutional Superiority.

2 Hong Kong-Zhuhai-Macao Bridge is benefiting from the opening of the advanced manufacturing industry

Recently, Hong Kong-Zhuhai-Macao-Australia's concept stocks have taken over the concept stocks of Xiong'an New District and become the new favorite of the market.

Guangzhou Guangzheng Hang Seng Securities pointed out that Guangdong, Hong Kong and Macao Dawan District is a further upgrade of the Pearl River Delta urban growth group, and it is also a re-upgrading of the economic and trade pattern and industry in the Pearl River Delta region over the past 30 years since the reform and opening up, with the aim of creating an advanced region in South China. A key demonstration area for the organic integration of manufacturing and modern service industries. With the new chief executive's appointment and the more than one-year top-level design, it is expected that the construction of the Guangdong, Hong Kong, Macao and Dawan District will be a key task for the economic development of the three sides of the Taiwan Straits this year, which deserves sustained attention. Dawan District is located in the economically active Guangdong, Hong Kong and Macao region. In 2016, the total GDP exceeded 8 trillion, of which the tertiary industry accounted for 57.5%. Therefore, regional construction and industrial upgrading have a good economic foundation and future certainty. higher.

With the construction of the Hong Kong-Zhuhai-Macao Bridge, Zhuhai will benefit first as a special economic zone, especially in advanced manufacturing. In the past, Zhuhai has focused on the six pillar industries of home appliance electrical, petrochemical, electric energy, biomedicine, electronic information and precision machinery, and has certain foundations and advantages in advanced manufacturing and equipment manufacturing.

Zhuhai's goal is very clear for building an advanced manufacturing cluster. In August 2014, the Ministry of Industry and Information Technology and Guangdong Province signed an agreement to jointly promote the development of the advanced equipment manufacturing industry belt in the West Bank of the Pearl River. The agreement proposes the development goal of the advanced equipment manufacturing industry belt in the west bank of the Pearl River. That is, by 2017, the advanced equipment manufacturing industry belt in the west bank of the Pearl River will initially form key industrial chains such as intelligent manufacturing equipment, ship and marine engineering equipment, rail transit equipment and general aviation equipment, forming 10 An advanced equipment manufacturing cluster with an output value of more than 10 billion yuan; by 2020, the equipment manufacturing industry chain will be further improved to create 2-3 advanced equipment manufacturing industrial clusters with an output value of more than 100 billion yuan at home and abroad. Intelligent manufacturing equipment, marine and marine engineering equipment, energy-saving and environmental protection equipment, rail transit equipment, general aviation equipment, new energy equipment, automobile manufacturing, satellite and application, and basic raw materials have become the nine key development industries in the industry.

With the opening of the Hong Kong-Zhuhai-Macao Bridge, it will be more conducive to the goal of building advanced manufacturing on the west coast of Zhuhai, and the related concept stocks will obviously benefit.

Potential stock selection

Gree Electric

Cut into the field of new energy vehicles

In February, Gree Electric cooperated with Zhuhai Yinlong to cut into new energy vehicles, energy storage and battery manufacturing equipment to create new industrial growth points. The core technology of Zhuhai Yinlong is a lithium-ion battery composed of nanometer lithium titanate as a negative electrode material. The battery has significant advantages in wide temperature resistance, safety, cycle life and fast charge and fast release. The energy density is low. Shen Wanhongyuan pointed out that the cooperation with Yinlong to promote the company's automotive air-conditioning business will open up new growth points for the company's business.

Eastcompeace

Smart card field leader

Eastcompeace is located in Zhuhai City, Guangdong Province. As a leading company in the field of smart cards, the company has rich experience and platform resources in the field of social security PSAM cards. With the coverage of medical insurance designated institutions and the expansion of fund scale, the need for stable and efficient information monitoring methods by regulatory agencies is becoming more and more urgent. The company independently developed the MPSP platform, which can realize the positioning management of social security PSAM card. Northeast Securities pointed out that the company's MPSP project has been developed for many years, and has been successfully piloted for three years in Zhuhai and Guangzhou, and obtained local regulatory authorities and designated medical institutions. It is highly praised and has the advantage of mass popularization in the future.

Apex

Domestic alternative beneficiary shares

Apex's full name is Zhuhai Apex Technology Co., Ltd., which is currently the only manufacturer of laser printing machines in China. Most of the printing equipments of the party, government, military, enterprises and institutions in China still use foreign brands, and there are security risks in office information. In the process of printer work, storage, chips and networks may cause information leakage. GF Securities pointed out that after Apex's acquisition of lexmark, lexmark will become a Chinese company. China will not lack the mid-to-high-end printing product line. After lexmark enters the government procurement list through auditing, it will be accompanied by the trend of localization substitution. The trend is expected to be replicated at lexmark. The company will be able to enter a field with higher gross profit and higher net worth. In addition, the company can also focus more on other brands of compatible consumables to further expand market share.

Lihe shares

Industrial sector began to force

Lihe has formed a two-wheel drive business layout with industry and investment. The subsidiary Huaguan Electronics is currently engaged in the manufacture of lithium battery equipment and capacitor production equipment. The supply customers include first-line power lithium batteries such as Coslight, Lishen and BAK. Manufacturer. The controlling shareholder of the company is Zhuhai Financial Control, and the actual controller is Zhuhai SASAC. Huatai Securities pointed out that Zhuhai Financial Control is an important collective of financial assets in Zhuhai, and is the core platform for operating state-owned financial assets and industrial investment. The task of integrating and developing the local economy. Zhuhai is in line with Hong Kong and Macao and is at the forefront of economic development. There are many small and medium-sized science and technology enterprises, and economic development depends on more financial support.

3 Modern service rises and transports tourism to usher in historical development opportunities

Undoubtedly, the strategic position of Guangdong, Hong Kong and Macau Bay Area is very important. Chen Guo, an analyst at Essence Securities, believes that the construction of the Guangdong, Hong Kong and Macao Dawan District is an important part of the “One Belt, One Road” strategy – the strong hinterland and the external ASEAN, reshaping the surrounding economy. On the other hand, it also promotes the transformation of production industry transformation technology through its own synergistic amplification effect, reshapes the economic space structure, and builds a model of China's big city group.

Liu Fengming, an analyst at Tianfeng Securities, is optimistic about the investment opportunities in the leisure service industry brought about by the construction of Guangdong, Hong Kong and Macau. Liu Zhangming said that Guangdong Province is located south of Nanling, on the coast of the South China Sea, facing the South China Sea across the sea, and bordering Hong Kong and Macao. Hong Kong is an important financial, service and shipping center in Asia. It is also known as Newport Harbor in New York and London. Macau is an international free port. Its famous gaming, light industry, tourism, hospitality and casinos have brought prosperity to Macau. Such a geographical advantage and urban culture naturally provide a unique first-mover advantage for the development of convention and exhibition industry, coastal tourism, and the creation of a world-class tourist area in Guangdong, Hong Kong and Macau.

From the perspective of investment opportunities, Liu Zhangming believes that the construction of the economic group of Guangdong, Hong Kong and Macao's Dawan District has risen to the national strategic level. Regardless of the number of people radiating or the total amount of the economy, the future will become the economic engine of the entire South China region. At the same time, under the general trend of consumption upgrading, industrial integration and resource integration in Guangdong, Hong Kong and Macao, the tourism industry in Dawan District will surely usher in historical development opportunities. It is recommended to focus on Lingnan Holdings, OCT and Tenbon International.

In Chen Guo's view, the modern service industry that Dawan District will focus on in the future is one of the main lines of investment that should be grasped. Specifically include: technology entrepreneurship, delivery logistics, financial services, leisure tourism and other industries.

Potential stock selection

Guangdong Expressway A

Create a "highway + investment" model

The commercial development and operation of the expressway and extra-large bridges of Guangdong Expressway A is one of the main institutions for the development of expressways and extra-large bridges in Guangdong Province. Guo Bao Securities analyst Su Baoliang said that Guangdong Expressway A Company will increase the introduction of Fosun Group, Poly Real Estate and GF Securities strategic investors. It is expected that the company will use the capabilities and resources of the above investment companies to explore relevant diversified industries and plan to build “ Highway + investment" two-wheel drive mode. The investment direction will give priority to the transportation industry chain, land development along the line, and financial services industry.

GF Securities

Have internet financial advantage

GF Securities is the first comprehensive securities company in China, and its registered place is located in Tianhe District, Guangzhou. Wei Tao, an analyst at Pacific Securities, said that with the development of the national economy, the rise of private enterprises and the increase in private wealth, GF Securities benefited from this strategic positioning. In 2016, the company's revenue and net profit all entered the top three in the industry, an increase from 2015. At the same time, the company is the first in the industry to launch a robotic investment advisory system with Internet financial advantages. The company took the lead in launching the robot investment advisory system in the industry and applied for 6 patents.

Tenbon International

Implement the "Travel × Internet × Finance" strategy

Through the global service network, Tengbang International continues to implement the strategy of “Tourism × Internet × Finance” and build a large tourism ecosystem. The company will deepen the construction of air tickets as the core, tourism as the core and finance as the wings. The industrial ecosystem of the Internet as a means to consolidate the entire industrial chain of tourism. On the one hand, it will further consolidate its leading position in the field of ticket distribution, and promote the development of tourism business by digging deep into the market and customer needs; on the other hand, further strengthen the integration of various business segments of the financial and tourism ecosystem, and dig deep into the industrial chain. Customer needs, integrate business platforms and industry resources, actively innovate tourism and financial products, and increase revenue space.

Lingnan Holdings

Leap-forward development of tourism industry

Lingnan Holdings' main business is concentrated in South China. Its main business includes catering, guest rooms, hotel management and retail leasing. Zhang Yi, an analyst at Dongguan Securities, said that the company has completed the transfer of assets for restructuring and is in the process of issuing new shares. After the reorganization, Garden Hotel and China Grand Hotel will bring stable income and cash flow to the company. Guangzhi Journey is expected to achieve rapid growth through more diversified financing and M&A channels, and promote the leap-forward development of the company's tourism industry.

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