1994, Wu Jiawei, the first president of the Hong Kong University of Science and Technology, first proposed to establish the Hong Kong Bay Area with Hong Kong as the center.
In 2008, Guangdong-Hong Kong-Macao Greater Bay Area proposed for the first time that a series of policies to strengthen inter-city transactions and cooperation between Guangdong, Hong Kong and Macao were introduced one after another.
After 20 15, the concept of Guangdong, Hong Kong, Macao, Taiwan and Greater Bay Area was completely put forward in the documents such as Vision and Action of Building the Belt and Road, Overall Development Plan of China (Guangdong) Pilot Free Trade Zone and Outline of Pan-Pearl River Delta Regional Cooperation and Development Plan.
On 20 17, Ma proposed to give full play to the advantages of cooperation and innovation and establish a world-class science and technology bay area in Guangdong, Hong Kong and Macao, which became a national topic.
From 2065438 to 2008, Greater Bay Area, Guangdong, Hong Kong, Macau and Greater Bay Area wrote in the Government Work Report, clearly stating that Guangdong-Hong Kong-Macao Greater Bay Area's development plan will be implemented as soon as possible.
On February 2019 18, the State Council officially released the outline of Guangdong-Hong Kong-Macao Greater Bay Area's development plan.
After more than 20 years, the long-cherished wish of building a world-class Bay Area and the dream of becoming the fourth Greater Bay Area in the world have thus embarked on the road!
How do ordinary people in Guangdong-Hong Kong-Macao Greater Bay Area invest?
one
Behind the introduction of any strategy and plan, there must be profound macro considerations.
Unlike new york Bay Area, San Francisco Bay Area, and Tokyo Bay Area, which are the world's financial bay area and the world's science and technology bay area, Guangdong-Hong Kong-Macao Greater Bay Area is obviously more ambitious!
Judging from the clear planning of urban agglomeration in the Bay Area, China is striving to build a Bay Area economy integrating finance and trade, scientific and technological innovation, advanced technology and high-end manufacturing.
There is a saying that how fast a city can go depends on its own efforts; How far a city can go depends on the overall positioning of the country.
Why did China choose to push Guangdong, Hong Kong and Greater Bay Area to the foreground? The reason is actually mentioned in the plan outline.
At present, global economic uncertainty and instability are increasing, and protectionism is on the rise. There are still prominent contradictions and problems in Greater Bay Area's economic operation, such as overcapacity and imbalance of supply and demand structure, and the endogenous power of economic growth needs to be strengthened.
Since the reform and opening up, China's economy has been relying on global dividends.
Now, anti-globalization requires China's export-driven economy to face changes. The low-end manufacturing industry began to face the competition from low-cost countries such as Southeast Asia, while the high-end manufacturing industry encountered bottlenecks in the process of catching up with the West and began to be incredibly oppressed.
On the other hand, with the change of population structure and the continuous concentration of population areas in China, highly urbanized regional cities will have mutually beneficial cooperation and win-win results.
To put it bluntly, Greater Bay Area is a microcosm of the world trade situation and China's internal economic development. It is Greater Bay Area's unshirkable mission to overcome trade protectionism, improve China's economic strength and emerge with a more open attitude.
In the plan, it is also mentioned
Since the reform and opening up, especially after the return of Hong Kong and Macao to the motherland, the cooperation between Guangdong, Hong Kong and Macao has been deepened, and Guangdong-Hong Kong-Macao Greater Bay Area's economic strength and regional competitiveness have been significantly enhanced, which has the basic conditions for building a world-class Bay Area and a world-class urban agglomeration.
Before the release of the Greater Bay Area Plan, Guangdong, Hong Kong and Greater Bay Area were actually fighting on their own.
The competition between Shenzhen and Hong Kong, the infighting between the provincial capital and the SAR, and the constant relationship between Guangfo and Shenzhen and Dongguan are really headaches.
Unfortunately, Greater Bay Area, Guangdong, Hong Kong and Macao are important areas for China to transform from traditional manufacturing to high-end manufacturing, and complete the transformation of old and new kinetic energy.
We should know that the fate of mankind is not who is stronger than who, but the ability to allocate resources to achieve the optimal solution.
Therefore, it is inevitable to coordinate and operate the Bay Area cities from the national level.
How do ordinary people in Guangdong-Hong Kong-Macao Greater Bay Area invest?
2
Now the biggest bottleneck for Guangdong-Hong Kong-Macao Greater Bay Area to form real cooperation is transportation.
Food guides don't have to compare Tokyo, where the traffic network is abnormal, with the Yangtze River Delta in China. Compared with Hangzhou Bay, the traffic construction in Greater Bay Area, Hong Kong, Macao and Guangdong is completely out of touch with their economic volume.
Dense Tokyo Bay Rail Transit Network
At present, around the core city of Shanghai, the Yangtze River Delta has formed an economic circle of 30 minutes, 65 hours, 438+0 hours, 2 hours and 3 hours, a high-speed railway network extending in all directions and a highly mature expressway system, making the whole Yangtze River Delta truly a rope.
The traffic planning in the Yangtze River Delta is progressing so smoothly because all the cities in the Yangtze River Delta urban agglomeration are neck and neck with Shanghai Big Brother, breaking their own one acre and three points, and achieving win-win cooperation.
On the contrary, looking at the Pearl River Delta, politics, market segmentation and internal friction in the region are serious. In the past, more people focused on their own business abacus. How can we become stronger together?
The traffic in the Pearl River Delta is very backward. As long as they move out of Humen Bridge, the old drivers can start the crazy spit mode.
1983 1983 The imaginary Zhuhai Bridge between Hong Kong and Macao was put forward, but it was completed more than 30 years late due to the intrigue of regional interests, and finally it was completed, but there is still no Shenzhen separated from Hong Kong by a sea.
Until last year, Guangzhou and Shenzhen were still arguing about the scheme of the Shenzhen-Hong Kong Corridor?
The good news is that in the planning of Greater Bay Area, it is necessary to consolidate Hong Kong's position as an international aviation hub, take Guangzhou and Shenzhen as the main hub of traffic construction, and realize 1 hour access between major cities in Greater Bay Area.
Including subways, airports, bridges, highways and other infrastructure projects have been launched one after another.
How do ordinary people in Guangdong-Hong Kong-Macao Greater Bay Area invest?
three
So, for ordinary people, what will happen to Guangdong-Hong Kong-Macao Greater Bay Area?
The first is financial investment.
Greater Bay Area has three major arrangements in financial investment policy: building an international financial center, vigorously developing characteristic financial industries, and promoting the interconnection of financial markets in an orderly manner.
International finance centre's leading position has been consolidated and improved, and it has taken the lead in establishing an investment and financing platform to serve the Belt and Road construction. Guangzhou, Shenzhen and Macao give full play to their respective advantages to help build a world-class financial center.
Vigorously developing characteristic financial industry is mainly based on green finance, and the most important thing in investment asset management is the connection between financial markets.
The measures in this regard are mainly to expand the scale and scope of cross-border use of RMB in the Bay Area, expand the space and channels for cross-border investment by Hong Kong and mainland residents and institutions, and promote cross-border transactions of financial products such as funds and insurance in Greater Bay Area. Greater Bay Area enterprises can issue RMB bonds across borders according to regulations.
Therefore, the cross-border use of RMB is more convenient, the domestic and foreign capital flows are smoother, and the overseas asset management products and related investment channels that domestic residents can buy are also more abundant.
It is worth noting that the plan supports Guangdong, Hong Kong and Macao insurance institutions to jointly develop innovative cross-border auto insurance and cross-border medical insurance products, and provide convenient insurance, survey and claim settlement services for cross-border insurance customers.
Support qualified Hong Kong and Macao banks and insurance institutions to set up operating institutions in Qianhai, Shenzhen, Nansha, Guangzhou and Hengqin, Zhuhai.
This is inconsistent with the news that life insurance has been established in Hong Kong so far.
Mainland consumers can directly insure Hong Kong insurance in China and handle follow-up claims. Insurance products designed by mainland consumers are also of great benefit to mainland consumers who like Hong Kong insurance.
However, it should be noted that overseas products are not necessarily good. Make more judgments before buying and see the risks.
How do ordinary people in Guangdong-Hong Kong-Macao Greater Bay Area invest?
full tear
Then the stock market and funds.
After the announcement of Greater Bay Area Plan, many related concept stocks rose yesterday.
The top gainers are Yuetai, Zhujiang Industry, Xiangjiang Holdings, gree real estate, and related listed companies in Hong Kong, such as Yantian Port, Guangzhou Port and Zhuhai Port.
Therefore, Greater Bay Area, Hong Kong, Macao and Guangdong are positioned as scientific engines, but in fact, the development of science and technology can be achieved overnight, and the most certain thing at present is the interest in housing prices.
I don't know any friends from Greater Bay Area, Hong Kong, Macao and Guangdong. Did the excited real estate agents brush the screen in the circle of friends these two days?
Friends who often read food guide articles know that food guides do not recommend stock trading, but some food friends believe that their hearts itch when they see the related concept stocks crazy.
For those who want to seek gold directly in the stock market, the cooking director wants more people to believe that ordinary people can't play these Greater Bay Area concept stocks now.
Why can't ordinary people play with these concept stocks?
How this destroys the concept! After the general big concept broke out, the experiences of listed companies were all related to this concept.
After the concept of 1. exploded, the time for chickens and dogs to ascend to heaven was very short. Regardless of the strength of listed companies, as long as it is related to this concept, there is the possibility of ups and downs. 2. When the concept enters the implementation stage, only the companies involved can maintain the stability and rise of the stock price. If there is no company that drinks soup, the stock price will have to go back to where it rose. 3. In the process of implementing the concept, only the company that really makes money can keep the expectation of this company. if
Therefore, there are 62 listed companies related to the concept of Greater Bay Area in Guangdong, Hong Kong and Macao. As a white man, are you really sure to bet on the final winner?
How do ordinary people in Guangdong-Hong Kong-Macao Greater Bay Area invest?
five
In the last part, the dish directors briefly talked about the most concerned topic: the trend of Greater Bay Area urban property market (except Hong Kong and Macao).
In order to save everyone's time, let's classify the conclusions directly.
1. Have a good look. Shenzhen
The reason for Shenzhen is simple: the urban area is limited and the urban economy is large &; Amp has a good prospect, strong urban population inflow and excellent age structure.
Some people say that Shenzhen's housing prices will target Hong Kong in the future, but food guides are not so sure, but at least Shenzhen's luxury homes will definitely target Hong Kong in the long run!
2. Most of them are Guangzhou, Zhuhai, Foshan, Dongguan and Zhongshan.
The main problem that Guangzhou pays more attention to is the differentiation between big cities and suburbs, and not all places can win inflation. Specific analysis can be seen in the previous article on vegetable guidance.
Zhuhai, Foshan, Dongguan and Zhongshan have obviously benefited from the Guangdong-Hong Kong-Macao Greater Bay Area process, and the property market has a good long-term prospect.
After reading the plan, you will know that the future of Foshan must be combined with Guangzhou. The future of Zhongshan and Dongguan depends on Shenzhen, and Zhuhai, driven by the two major interests of the Hong Kong-Zhuhai-Macao Bridge and the Shenzhen-China Passage, will have sufficient confidence in development.
However, the tour guide also suggested that this second-tier city in the Bay Area should try not to buy the wrong place.
3. Cautious suggestions: Zhaoqing, Huizhou and Jiangmen.
So far, housing prices in Greater Bay Area, Hong Kong, Macao and Guangdong have started from at least 30,000 yuan.
Regardless of whether the analyst is a magic stick or not, Greater Bay Area's plan will hardly have any substantial impact on the properties in Zhaoqing, Huizhou and Jiangmen in the short term.
If so, it is also the concept of speculation by developers and intermediaries, so be careful!
Of course, the cooking leaders once again stressed that although there are various interests, the purchase restriction policy has not been significantly loosened in the short term, so the analysis of the property market is just needed, real estate investment and so on. So let's look at the future trend first.