· Insufficient words to invest in infrastructure projects 2017 commercial vehicles are promising?

In the first year of the year, the investment plans for major projects in 2017 were intensively released. The investment in the proposed infrastructure construction projects ranged from 100 billion to 1 trillion yuan, and it was quite a gesture of “smashing up the sleeves and doing a big job”. In addition to stimulating economic growth, the capital investment in various provinces and cities will bring new opportunities to the development of commercial vehicles closely related to infrastructure.
Xiaobian specializes in the collection of infrastructure investment projects in major regions of the country. According to preliminary analysis, heavy, medium, light and micro-cards have market potential. The prospects for logistics vehicles and engineering vehicles are good, and new energy sources will be benefited in some areas with severe fog. Commercial vehicle development.
North China <br style="PADDING-RIGHT: 0px; PADDING-LEFT: 0px; PADDING-BOTTOM: 0px; MARGIN: 0px; PADDING-TOP: 0px"> According to preliminary statistics, the total investment in infrastructure construction in North China in 2017 The plan is more than 1.2298 trillion yuan. The key projects in Beijing are mainly concentrated in transportation, urban sub-centers, winter Olympic venues and other projects; Tianjin will have more than 20 central enterprise projects in various fields; Hebei is in airports, highways and shantytowns. Transforming efforts; Inner Mongolia plans to focus on railways, highways, airports, and urban rail transit projects.
Comments: In 2017, there are more municipal engineering construction projects in North China, which is good information for commercial vehicles, especially engineering vehicles. Large-scale projects such as land acquisition and demolition, peripheral construction and subway construction of the new airport have increased demand for special vehicles such as muck trucks and mixer trucks. In addition, air pollution in North China is serious, so it will favor clean energy and new energy vehicles in the choice of commercial vehicles and buses.
Central China <br style="PADDING-RIGHT: 0px; PADDING-LEFT: 0px; PADDING-BOTTOM: 0px; MARGIN: 0px; PADDING-TOP: 0px"> According to preliminary statistics, the total investment in infrastructure construction in Central China in 2017 The plan is more than 1,034.9 billion yuan, of which Henan's key projects are mainly concentrated in major municipal projects, transportation infrastructure, urban water supply, waterway improvement, etc.; Hubei includes industrial, ecological, and major infrastructure projects, with an annual planned investment of 190.9 billion yuan. Hunan is making efforts in the fields of highways, railways, airports and port logistics; Jiangxi is expected to focus on transportation and water conservancy projects.
Comments: There are a lot of sand and gravel transportation required for highway airport construction, which undoubtedly brings the biggest market opportunity for truck enterprises. The Central China region includes both the trucking province of Henan and the economically developed area of ​​the middle reaches of the Yangtze River, Hunan and Hubei. The strong truck industry base will be more dynamic under the new project.
South China
According to the data released, the total investment in infrastructure construction in South China in 2017 exceeded 768.8 billion yuan, of which key projects in Guangxi were concentrated on roads, railways, ports, rails, and shantytowns; Guangdong region deployed transportation, annual The planned investment is 540 billion yuan; Hainan pays attention to optimizing the investment structure, focusing on major projects with productive, continuous tax sources and long-term impact on Hainan's development.
Comments: For a long time, the heavy truck and commercial vehicle industry clusters in South China are vacant. Take trucks as an example. At present, except for Dongfeng Liuqi and Guangzhou Hino, domestic mainstream truck manufacturers are mainly located in the north of the Yangtze River; in the bus field, the domestic mainstream Bus manufacturers are mainly located in the north of the Yangtze River and coastal areas except Guangdong. In this context, Guangdong proposed in 2016 that it plans to build a heavy truck and commercial vehicle industry cluster based on “South China, nationwide, and radiation Asia Pacific” in 10 years. This year's intensive infrastructure projects will provide soil for the rise of commercial vehicles in Guangdong and throughout South China.
East China <br style="PADDING-RIGHT: 0px; PADDING-LEFT: 0px; PADDING-BOTTOM: 0px; MARGIN: 0px; PADDING-TOP: 0px"> Preliminary statistics, 2017 East China Infrastructure Construction Total Investment Plan More than 2,725.9 billion yuan, major projects are mainly concentrated in the roads, waterways, railways, aviation and transportation facilities and logistics and transportation. Among them, Anhui Province has invested more than 1,600 projects with a total investment of more than 1.6 trillion yuan.
Comments: Urbanization is the most fundamental driving force for the development of the light commercial vehicle industry. The urbanization process in the coastal areas of East China has been accelerating in recent years. In this process, the economic activities and the increase of urban population have led to the growth of medium and short-distance transportation demand, which will create a large number of car purchases. demand. In 2017, road transport and urban logistics became the top priority of infrastructure projects in East China, which will also increase the sales of animal vehicles and light passengers.
Northeast Region <br style="PADDING-RIGHT: 0px; PADDING-LEFT: 0px; PADDING-BOTTOM: 0px; MARGIN: 0px; PADDING-TOP: 0px"> According to statistics, the total investment in infrastructure construction in Northeast China in 2017 More than 5668 billion yuan, of which the revitalization of the Northeast is the main target of Liaoning's major project investment; in addition to road transportation, Jilin is also committed to shantytown renovation and municipal water conservancy projects; Heilongjiang invests 20 billion yuan for highway waterways and major infrastructure construction .
Comments: The investment in infrastructure projects can not only drive the demand for trucks, engineering vehicles and passenger vehicles. With the expansion of the Northeast road transportation network, the three northeastern provinces represented by Jilin, the birthplace of China's mini-cars, will have the opportunity to segment the market. On the big show, this may also inject new impetus into the revitalization of the old industrial bases in the Northeast and the re-development of the Northeast economy.
Northwest <br style="PADDING-RIGHT: 0px; PADDING-LEFT: 0px; PADDING-BOTTOM: 0px; MARGIN: 0px; PADDING-TOP: 0px"> According to statistics, the total investment in infrastructure construction in Northwest China exceeded 2017 3,855.5 billion yuan, of which infrastructure construction and people's livelihood projects are among the key projects in Ningxia; rural road traffic and water conservancy projects in Xinjiang, Qinghai, and Ganli County; and Shaanxi's large-scale investment, it is estimated that the annual fixed assets investment will be 2.27 trillion yuan.
Comments: The economy in the northwest region is relatively backward. In 2017, the investment direction of the region is still the construction of infrastructure such as road traffic and water conservancy projects. The comprehensive blowout of infrastructure projects has brought opportunities for the development of heavy trucks and commercial vehicles in the northwest region represented by Shaanxi Automobile. At the same time, with the strategic advantage of “One Belt, One Road”, the northwest commercial vehicle and even the entire automobile industry are expected to develop into an important pole of the regional layout of China's automobile industry by virtue of favorable conditions.
Southwest Region <br style="PADDING-RIGHT: 0px; PADDING-LEFT: 0px; PADDING-BOTTOM: 0px; MARGIN: 0px; PADDING-TOP: 0px"> According to preliminary statistics, the total investment in infrastructure construction in Southwest China in 2017 The plan is more than 125.1 billion yuan, of which Tibet is fully promoting the key areas of improving people's livelihood, infrastructure, ecological environment, social management, and characteristic industries; Guizhou insists on promoting the “5 100 Projects”, namely 100 industrial parks and 100 modern high-efficiency projects. Agricultural demonstration park, 100 tourist scenic spots, 100 demonstration small towns, 100 urban complexes; Yunnan Dali pushes traffic and tourism culture construction projects; Chongqing and Sichuan focus on roads, railways, aviation, urban access, rail transit .
Comments: Chongqing and Sichuan have attracted attention in the southwest region due to the rapid development of the industry in recent years. Various commercial vehicle companies have frequently deployed in the region to compete for the market. It is believed that with the gradual landing of infrastructure projects in the region, the advantages of commercial vehicles in the Chengdu-Chongqing Economic Zone will drive the entire southwest region, and will even face the markets of Southeast Asian countries with a new attitude.
The 45 trillion local investment explosion has greatly boosted the people's minds when the downward pressure on China's economy has increased. However, the project approval is only the first step. The next step is to find funds for the construction. Whether the project can start construction and drive the market will be the focus of the next major commercial vehicle companies.