Category: Money tips Release Date: 2006-01-17
â—?from the national strategic level understanding "building a new countryside"
One three consecutive three agricultural-related documents to show the central government solve the "three rural" issue is an unprecedented determination and courage, and building a new countryside is to solve the three rural issues new ideas and breakthroughs. On "building a new countryside" to understand and can not be confined to "three rural" needs to be understood from the national strategic level: on the one hand a bearing on the overall situation of national modernization, the other hand, domestic demand is expected to become a new driving China's economic breakthrough.
â—?International Perspective: South Korea, "New Village Movement" of the Enlightenment
As the background very similar to South Korea began in the early 70s, "New Village Movement" have a better experience for our inspiration. Are:
1, Village core experience - "concrete" policy through the free distribution of cement to the focus of government investment in rural infrastructure to tilt, play a very good leverage, leverage, expand domestic demand, labor input two elements.
2, roads, electricity consumption, the popularity of such so that the indirect cost reduction and improving living conditions of peasant farmers, while also changed the old habits and ways of life, stimulating rural consumption structure upgraded.
3, speed up the development of rural areas not only failed to slow down the process of industrialization, but provide more raw materials for industrial, consumer goods market, the release of more labor, and thus speed up the industrialization and urbanization process.
â—?look for "new countryside" in three main lines
Theme 1: Agricultural ---- the primary beneficiaries of the new policy. Increasing investments in agriculture, stable prices of agricultural products, will benefit from productive enterprises; agricultural development of the subsidies to make high-tech companies benefit from the means of production class, mainly including seeds, pesticides and farm machinery, etc.; concerned about the leading enterprises in the main producing areas investment opportunities.
Theme 2: The acceleration of rural infrastructure, rural infrastructure needs of history, of education, the state finance will increase investment in rural infrastructure will boost steel, cement and other needs. Eleventh Five-Year period, the state proposed by the Ministry of Communications will invest 100 billion yuan in five years, the construction of rural roads, rural roads currently underdeveloped central and western China pose a potential opportunity for the regional cement.
Theme 3: The rural consumption upgrades. With the increase in income of the farmers and rural residents in the food consumption will be gradually upgraded to the mid-range products; an increase in income has also brought the quality of life, grade promotion, the farmers demand for durable consumer goods, home appliances will be greatly increased; rural infrastructure boost rural consumption upgrade, the most typical example than the opening of rural roads will greatly stimulate farmers motorcycle consumer demand.
â—?The new portfolio of rural theme
From a large level terms, the "new countryside" construction can be seen as the launching of an important component of domestic demand; in the choice of industries and companies, then the farmers involved in all aspects of production and life, not only affect the agricultural and agricultural products the production and circulation, but also closely related with the basic needs of the farmers, therefore, choose the surface is quite extensive. That is why we recommend that the company should pay attention to the selection process and other macro-and industry background combined stresses independent innovation, circular economy and building a theme-intensive society in the "new countryside" construction of the extension and deepening, so that agricultural modernization and rural infrastructure that is shrinking broadly defined two important reference point. We construct containing the 16 stocks "new countryside" topic in the portfolio for investors. These 16 stocks are: Long Ping High-Tech, Tung Wai shares, G the Great Northern Wilderness, Xinsaigufen, Red Sun, Jan agricultural chemicals, Xinjiang Tianye, G Zongshen, Qianjiang Motorcycle, Jianghuai power, Tianshan shares, Nanshan Industrial, Conch profiles, Supor, Shuanghui development, and Erie shares.
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