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“6+1”方案来了 多股投资机会显现

7月8日,四川省政府第29次常务会议原则通过了《中国(四川)自由贸易试验区协同改革先行区“6 + 1”总体方案》(以下简称《方案》),明确德阳,资阳,眉山,南充,自贡,内江和温江等7个协同改革先行区的实施范围及功能定位,要求各地既聚焦投资,贸易,金融,创新创业,政府职能转变等共性制度试验,又着眼本地资源禀赋和发展潜力,紧扣“5 + 1”现代产业体系,推动产业优势互补,协调联动,错位发展。有业内人士表示,《方案》的实施将给相关产业企业带来历史性发展机遇。

德阳区域:科新机电机会较多

德阳协同改革先行区实施范围98.2平方公里其中,德阳高新区片区重点发展通用航空,智能制造,教育金融,保税检测维修,口岸配套服务等产业;德阳经济技术开发区片区重点发展高端装备,新材料,数字经济等产业;德阳国际铁路物流港片区重点发展保税仓储,多式联运,大宗物资交易集散,农产品冷链,商贸服务等现代物流产业

在改造提升装备产业方面,科新机电(300092)有较多机会。公司主要致力于三类压力容器产品的设计,制造,安装,销售以及民用核安全机械设备制造。公司生产的产品为非标特种设备,广泛应用于石油,化工,电力,冶金,清洁能源等下游企业的项目配套建设,用于完成反应,传质,传热,分离和储存等生产工艺过程,具备存储盛装带不同压力的气体或液体的能力。

XXIn the transformation and upgrading of the new chemical industry, Hongda (600331) said that the company cooperated with Sichuan University and other research institutes to promote phosphoric acid refining and production of fine phosphate projects. The company increased technical innovation and continuously introduced new products, including 100,000 tons of granular ammonium phosphate plant to produce humic acid diammonium phosphate project, 5,000 tons of water-soluble fertilizer project, and 100,000 tons of powdered ammonium phosphate plant to produce refined ammonium phosphate technical transformation project. Improve the marketing system of “agricultural technology + products + services” through multiple channels, and increase the sales scale of new products such as TE double-increased functional fertilizer, large amount of elemental water soluble fertilizer, and humic acid diammonium phosphate.

Xinjin Road (000510), which has just been renamed by Jinlu Group, also has an opportunity. The company is mainly engaged in the production, operation, warehousing and logistics of chlor-alkali chemicals, calcium carbide and PVC soft products.

Zigong area: Huaxi Energy has advantages

The implementation scope of the Zigong Synergy Reform Pilot Area is 101.18 square kilometers. Among them, the development of Zigong High-tech Zone is dominated by cultural industry, energy-saving and environmental protection equipment, new materials and electronic information industry. The bio-pharmaceutical industry and modern service industry support the industrial system, and strive to build a national cultural export base and a national new material high-tech industry. Base, national energy conservation and environmental protection equipment manufacturing demonstration base.

The southwest (Zigong) dry port area focuses on building an international logistics system, building an international trade network, promoting international production capacity cooperation, promoting international cultural exchanges, actively developing port-side trade, port-side processing, and building a Sichuan-bound cargo that connects the Beibu Gulf and the Pacific Ocean. And open ports for bulk commodity trade.

In the development of energy-saving and environmental protection equipment industry, Huaxi Energy (002630) has advantages. The “Xinjiang Hesheng (Xishan) Silicon Industry Supercritical Boiler Project” independently researched and developed by the company was successfully put into operation; the “Jilin Huadian Fengtai Thermal Power High Temperature and High Pressure Fuel Shale Semi-Coke + Small Particle CFB Project” with the largest single capacity in China Successful grid-connected power generation; “Xinxiang Huieng Yuyuan 70t/h flammaldehyde residue (CFB) biomass cogeneration project” was successfully put into operation.

xx目前公司签订了内蒙古联源热电锅炉,浙江电力设计锅炉,上海康恒环境余热锅炉,广西一安泰国KSP糖厂蔗渣锅炉等锅炉装备订单合同;新签订的江西建陶基地清洁工业燃气主体装置飞灰焚烧锅炉项目,是国内首台超高温超高压CFB飞灰焚烧炉项目。

在发展新材料产业方面,大西洋(600558)机会不少。公司坚持用数字化,自动化和信息化进行改造提升,广泛使用物联网技术,实现生产流程MES系统的集成和ERP与MES的深度融合。目前焊接产业园大部分生产线已具备批量生产能力,部分生产线MES系统已成功上线应用。

其他区域:台海核电有机可寻

除了德阳,自贡两大协同改革先行区外,《方案》同时将资阳,眉山,南充,内江,温江等确定为协同改革先行区。

眉山协同改革先行区实施范围122.8平方公里其中,天府新区视高片区重点发展电子信息,数字经济,高端服务业;重点发展装备制造,先进材料,高端服务等产业;眉山空港经济区重点发展装备制造,电子信息,空港物流等产业。

在发展装备制造产业方面,台海核电(002366)有机可寻。公司从事核电装备及材料,核废后处理系统装备及材料,石化装备材料等制造及销售;压力容器成套设备的制造及服务等业务;金属冶炼和加工及钴,镍合金精矿购销业务;其他高端装备及材料的研发和销售业务

XX紫阳协同改造试验区的实施范围为137.3平方公里。其中,资阳高新区分为“中国牙谷”,机车工业园区,汽车工业园区和电子信息配套产业园区;资阳机场经济区分为灵通高端制造集团,机场综合服务集团和文绿休闲。和都市农业集团。

内江协同改革先锋区的实施范围为132.33平方公里。其中,内江高新区白马区加快了“荣欧+”东盟国际班内内江基地建设,推进了电子商务产业园区和南南农业等物流运输业的建设。和副产品冷链物流中心;中区城南新区发展了电子商务和现代五大现代服务业,如物流,文化旅游,现代金融,健康养老等;内江经济技术开发区聚集新材料,新设备,新药,新能源和大数据产业。

南充协同改造试验区总面积为119.86平方公里。南东江东地区重点发展现代物流,保税仓储,多式联运,跨境电子商务以及金融,文化,医疗,育儿等服务;南充经济技术开发区重点发展石化,新能源,新材料等先进产业。制造业和特色产业。

此外,温江协同改革总面积277平方公里,包括成都医疗城,成都卫生服务产业集群和成都市现代农业高新技术产业园三个部门。

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