On the evening of February 18th, the market's eagerly awaited “Guangdong, Hong Kong and Macao Dawan District Development Plan†(hereinafter referred to as “Planningâ€) was officially introduced. This document is a programmatic document guiding the future cooperation and development of Guangdong, Hong Kong and Macao Dawan District. The "Planning" points out that the plan will be in the near future until 2022 and the long-term outlook will be in 2035.
The contents of the "Plan" clearly indicate that Guangdong, Hong Kong, Macao and Dawan District should build a modern industrial system with international competitiveness, focus on cultivating new industries, new formats and new models, and support the upgrading and upgrading of traditional industries, and accelerate the development of advanced manufacturing and modern services. Industry, fostering several world-class industrial clusters. In addition, the Plan also mentions the need to promote the deep integration of the Internet, big data, artificial intelligence and the real economy. Affected by this, on February 19, Guangdong, Hong Kong and Macao Dawan District concept stocks opened higher, and listed companies such as transportation and infrastructure led the gains, followed by real estate and manufacturing.
For the development plan of the manufacturing industry in the "Planning", Li Chao, the chief macro analyst of Huatai Securities, believes that high-end manufacturing is an important direction of the country. The Central Economic Work Conference clearly pointed out that in 2019, it is necessary to focus on promoting the high-quality development of manufacturing. "Guangdong, Hong Kong and Macao Dawan District has a good industrial base and complete types. The Pearl River Delta urban agglomeration has a high degree of industrial coupling coordination. Computers, communications and other electronic equipment industries occupy the leading position in the manufacturing industry in the Bay Area."
Manufacturing has always been a traditional advantage in the Pearl River Delta. He Minyi, an analyst at Dongguan Securities, said that the traditional manufacturing industries in Dongguan, Foshan and other cities, combined with the strong innovation and R&D capabilities of Hong Kong, Macao, Guangzhou and Shenzhen, and the intensive operation headquarters, are expected to accelerate the transformation and upgrading of Guangdong, Hong Kong and Macau. And strengthen the industrial docking of Guangdong, Hong Kong and Macao Dawan District to improve the level of collaborative development.
Huang Wentao, an analyst at CITIC Construction Investment, stressed that high-end manufacturing, modern service industry and new economy will be the industrial opportunities contained in the Greater Bay Area of ​​Guangdong, Hong Kong and Macau. Huang Wentao said that Guangdong, Hong Kong and Macau have a wide industrial structure. In addition to a large number of high-tech industries, there are many different traditional manufacturing industries, namely artificial intelligence, intelligent manufacturing, robotics, new materials, cloud computing, and industrial internet. The combination of advanced technologies such as next-generation information technology and traditional industries laid the foundation.
A stone hit a thousand layers of waves, and many listed companies in the manufacturing industry also expressed great enthusiasm for the introduction of the "Planning".
As a global leader in the manufacture of smart products for many years, TCL said in an interview with Securities Daily: "At present, while consolidating the competitive advantages of the existing display business, the company is actively deploying the next generation of new display technologies and applications. Great efforts have been made in the research and development of QLED and OLED materials and made breakthroughs. The “Planning†theme plan is highly consistent with the company's development strategy. At the same time, “Planning†will promote the further development of the upstream industry, which will largely Promote the company's business innovation and development."
"The company supports the national strategic planning of Guangdong, Hong Kong and Macao Dawan District, taking advantage of the big country's east wind, enjoying historical opportunities and seeking rapid development." For the newly introduced "Planning", Zhongjing Electronic Secretary-General Yu Xiangbin believes that with the orderly advancement of relevant plans, this will bring long-term dividends to the company. According to Yu Xiangbin, as the leading high-tech enterprise in the circuit board industry of Guangdong, Hong Kong and Macao, the company's main business and development strategy are in line with the contents of the “Planningâ€. The company has manufacturing bases and investment layouts in Huizhou and Zhuhai, with location advantages.
In addition, Zhiguang Electric is a leading company in the field of electrical control and automation in Guangdong, Hong Kong and Macau, and also conducts technical research in the field of new energy. "Development and construction of Guangdong, Hong Kong, Macao and Dawan District is an opportunity for the entire industry," said Cao Chengfeng, director of Zhiguang Electric. "The company will keep a close eye on the relevant contents of the "Planning"."
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