Where Is The Market Opportunity For "Xiong An Gap"?

At present, China's economy is at an important juncture of structural pformation, and Xiong an new district has been born at this time. This is a millennium plan and a national event.

Affected by this major positive event, the first trading day after April, the major indexes rarely jumped out of the air.

However, after a brief bustle, in the long run, the Xiong an concept stock will be differentiated.

What are the new characteristics of the construction of Xiong an new area? What are the implications for the stock market? What are the true concepts of "Xiong an" and which are false "Xiong an"? These questions deserve our careful study.

First of all, Xiong an new district is planned first and then built. This will avoid the drawbacks of the development of Chinese cities in the past.

Xiong an new area is a piece of white paper. If we plan properly, we can draw the most beautiful picture. This is its unique advantage.

In this case, the Xiong an new area can introduce the world's leading urban construction concept, planning and design, and its development starting point is naturally much higher than other cities.

In terms of body size, the initial 100 square kilometers, the middle 200 square kilometers, and the forward 2000 square kilometers, the final planning area is similar to the present Shenzhen.

According to Morgan Stanley's research report, within 10 years, Xiong an's population will reach 6 million 700 thousand, and investment will reach 2 trillion and 400 billion, which will lead GDP growth by 0.63 percentage points a year.

There is no doubt that the construction of Xiong an new area is huge, and the pulling effect on the economy is enormous.

Second, the construction of Xiong an new area should be underground first and then on the ground. First, we should make full use of the construction of underground pipe corridors and lay a solid foundation for planning the development on the ground.

In the history of urban construction in China, many cities are faced with great difficulties in urban development due to their lack of planning for the underground. This is a lesson that Xiong an should learn.

Third, traffic planning in Xiong an new area may be mainly rail pportation.

This plan embodies the idea of efficient, fast and scientific traffic management.

Fourth,

It is possible to introduce smart city management and planning.

For urban development, the planning and construction of smart city is a new attempt and breakthrough.

Fifth, Xiong an new district may adopt a new real estate management system.

This property policy may attract more capital and talents for innovation and entrepreneurship. The problems in real estate development may be idealized in Xiong an.

Sixth, Xiong an new area may go down the road of carbonization.

The extensive use of new energy and unprecedented intensification of environmental protection may become an important feature of the new area's future development.

Take history as a mirror: which enterprises really benefit from the construction of Xiong an new area, first, has the global

First class leading enterprises and truly powerful enterprises can win the bid and benefit from the development of Xiong an.

Small enterprises, three or four generation enterprises, enterprises without core competitiveness and geopolitical relations are actually hard to benefit for a long time, and may even be forced to move away.

Second, from the process of Shenzhen's development, we can probably see that local

The degree of benefit.

The first enterprise, from Shenzhen to the national layout, was very successful, of course, later changed its name.

The second enterprises, gradually moving from Shenzhen to the whole country, have become national large enterprises.

The third enterprise is gone.

(business name will not be mentioned, ha, you should also guess).

This phenomenon shows that not all local enterprises can benefit from the development of Shenzhen, and some may even fall down in fierce competition.

History is always similar. The story of Shenzhen may happen again in Xiong an.

Third, the trend of Pudong concept also gives us a lot of inspiration.

Looking back, what is the concept of Pudong flying in the air?

Therefore, when we pay attention to the development of the Xiong an concept, we believe that the enterprises that really benefit will continue to rise. The enterprises that are hyped up by false concepts may revisit the old path of some pseudo concept stocks in Shenzhen and Shanghai.

When we invest in Xiong an concept stock, we must be cautious and careful. The capital market must follow the status of not adding chaos, and stick to value investing, rational investors can be even longer.

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