Beijing master plan released: focus on these sectors (attached)

(Original title: Beijing master plan released: focus on these sectors)

The Beijing Urban Master Plan (2016-2035) was officially released today. On September 29, the Beijing Municipal Government held a press conference, and the relevant persons in charge of the Municipal Planning Commission, the Municipal Development and Reform Commission, the Municipal Housing and Urban-Rural Construction Committee, the Municipal Transportation Commission, the Municipal Environmental Protection Bureau, the Municipal Water Affairs Bureau, and the Municipal Landscaping Bureau introduced Beijing Urban Master Plan (2016-2035).

Gossip less, let's take a look at the relevant person in charge of the news release at the press conference.

1 center

All work in Beijing must adhere to the strategic positioning of the city's political center, cultural center, international exchange center, and science and technology innovation center.

2 one core, one main and one pair, two axes, one point, one area

The whole process of planning runs through the key links and priorities of dissolving non-capital functions, scientifically coordinating the leading functions and development priorities of different regions, and proposes the urban spatial structure of 'one core, one main, one main, two axes, multiple points and one district'. It clarified the functional reorganization of the core area, the relief of the central city, the Beijing City Sub-center and the Xiong'an New District of Hebei, forming the new two wings of Beijing, the relief of the plain area, the support of the new city, and the ecological conservation of the mountain. Image source: "Beijing Urban Master Plan (2016-2035)"

3 Overall population size

The size of permanent residents in Beijing is controlled within 23 million in 2020, and has been stable at this level for a long time after 2020.

4 Regional synergy

A major feature of the new master plan is to jump out of Beijing to see Beijing, look at the vast space of Beijing, Tianjin and Hebei to plan the future of Beijing, and build a world-class city cluster with the capital as the core. Specifically, it is to build the Beijing City Sub-center and the Xiong'an New District of Hebei to build a new “two wings” in Beijing. Support the planning and construction of Hebei Xiong'an New District. Including the establishment of convenient and efficient transportation links, cooperation in the construction of Zhongguancun Science Park, and promotion of public service cooperation. And together with Hebei, the 2022 Beijing Winter Olympics and Winter Paralympics will be organized.

5 Balanced development of the North and South City

Beijing will develop a new round of development plan for the southern region. Based on functional areas such as Beijing Economic and Technological Development Zone (Yizhuang), New Airport Lingkong Economic Zone, Lize Financial Business District, Nanyuan-Dahongmen Area, Fangshan Innovation City, etc., promote the layout of a number of new projects in the south and enhance development. Level.

The next point is coming! Let us look at the relevant benefit sectors of the Beijing Urban Master Plan in the secondary market.

Real estate infrastructure sector

Zhang Dawei, chief analyst of Zhongyuan Real Estate, pointed out that the high specification of the population control target in the plan is conducive to the implementation of the long-term control objectives of the real estate market. After the population is stable, it will have obvious benefits for the healthy development of the Beijing real estate market.

China Merchants Securities believes that the plan will implement the strategic positioning of “one core, one main and one deputy, two axes and one point and one district”. With the reduction of the total amount of urban and rural construction land, the company has a rich project layout in the Beijing-Tianjin-Hebei region, and a company that undertakes first-level land development projects such as urban sheds and old-style renovations will become potential future beneficiaries.

Beijing Urban Construction (Jinghai 650,000 square reserve + 4.28 million square level development, Beijing accounted for about 69%)

First opening shares (Kingai 600,000 square reserve + 1 million square level development, Beijing accounted for about 30%)

Beichen Industrial (1.2 million square meters of high-quality property in the core area of ​​Jing'ao Olympics, accounting for about 25% in Beijing)

Financial Street (Kingdom 1.69 million square reserves + 540,000 square leases + 90,000 square meters, Beijing accounted for about 20%)

Changjiang Securities believes that since Beijing's urban area is still undergoing population diversion, and the proposed population has been sub-centered, the construction of the sub-center will be further accelerated, bringing direct benefits, and related stocks include China's Wuyi.

Guosen Securities believes that as the country's third-largest cement company, the company has a high market share in the Beijing-Tianjin-Hebei region and a strong market control, and will continue to benefit from regional order improvement.

Traffic sector

The Beijing Urban Master Plan (2016-2035) requires adhering to the priority of public transportation, strengthening the regulation of traffic demand, improving the urban traffic network, encouraging green travel, and tackling traffic congestion. In 2020, the mileage of rail transit will increase to about 1,000 kilometers, and in 2035, it will be no less than 2,500 kilometers. The proportion of green travel in 2035 will be no less than 80%.

Zhongtai Securities believes that China Railway Industry's subsidiary China Railway Equipment Co., Ltd. is the leader in the shield machine market, with a domestic market share of 40%. It is expected to benefit from the huge market of shield machines brought about by the rapid development of the subway.

Another highlight of the planning sector is the encouragement of shared bicycle development. According to the plan, we will vigorously promote green travel, strengthen the construction of bicycle special roads, promote the construction of slow-moving systems, and encourage the standardization of bicycle development. At present, the only share of the A-share bicycle concept stock Yongan Bank said in its prospectus that people from 2016

Beginning in the second half of the year, the company began a small number of pilot layouts without pile sharing bicycle business, and put the newly developed pile-free shared bicycles into Fuzhou, Guiyang, Beijing, Shanghai and other urban areas, and explored the original pile of public bicycles and pile-free shared bicycles. The function of sharing bicycles is combined.

Stylistic tourism section According to the relevant layout of the Cultural Center in the Beijing Urban Master Plan (2016-2035), Beijing Global Theme Park and Resort, China (Huairou) Film and Television Industry Demonstration Zone, National Cultural Industry Innovation Experimental Zone, National Foreign Cultural Trade Base Wait.

Take Universal Studios as an example. Beijing Global Theme Park will be jointly owned by Shouyi Investment and Comcast NBC Universal's Global Theme Parks and Resorts Group. The four major shareholders of Shouyi Investment are BTG Group and Beijing Cultural Investment. Development Group and Tongzhou Modern International New City Investment and Operation Co., Ltd. The relevant brokerages believe that the listed company BTG Hotels under the BTG Group is the most direct beneficiary.

Since the China (Huairou) Film and Television Industry Demonstration Zone was officially established in 2014, a number of listed companies have invested in the region. According to the data of Tianyue, many Chinese film and television listed companies such as China Film and Huayi Brothers have registered enterprises in the demonstration area. According to reports, the core area of ​​the demonstration area has completed an investment of nearly 5 billion yuan, and 16 major film and television industry projects such as the National Film and Television Digital Production Base, Xingmei Jinyu Film and Television City, and Film and Television Culture Street have been completed. Related screenshots

Another highlight of the Beijing Urban Master Plan (2016-2035) is to co-organize the 2022 Beijing Winter Olympics and Winter Paralympics with Hebei Province. Up to now, many companies have participated in the preparation process of the Winter Olympics.

In the mid-year report of the China Sports Industry, the company continued to actively serve the Chinese Olympic Committee, Beijing Winter Olympic Games Organizing Committee, individual associations and other institutions to enhance professional service capabilities, relying on years of sports marketing experience and resources to complete the 2022 Beijing Winter Olympics Organizing Committee. On the basis of professional market research work, the company will provide product shaping and marketing promotion services for enterprises participating in the 2022 Beijing Winter Olympics.

In the prospectus, the Taiwanese-listed nylon industry chain leader Taihua Technology said in its prospectus that outdoor clothing is the most important part of outdoor products to participate in ice and snow sports.

One million people each have an outdoor sportswear, each set of outdoor sportswear consumes 4 meters of fabric estimate, and the Winter Olympics will give birth to about 12

The market demand for billion meters of fabric. As the main fabric of outdoor sportswear, the finished fabric of nylon fabric will greatly promote the entire nylon industry into a new stage of development.