The Report is produced in Chinese only.
粵港澳大灣區 珠三角發展新一頁 國務院總理李克強於第十二屆全國人大會議上中的工作報告推出粵港澳大灣區發展戰略,粵港澳大灣區由香港,澳門,深圳,廣州,佛山,東莞,惠州,肇慶,江門,珠海,中山等11個城市組成,面積達56,000平方公里,覆蓋人口達6600萬人,為全世界人口最大,面積最大,經濟產量遜於紐約都會區和遠遜於東京灣的大灣區城市群。 粵港澳大灣區城市各有所長,互補長短,如深圳著重初創企業,香港則著重金融,法律和專業領域等。各城市之間以深圳灣大橋,港珠澳大橋,和深中通道,配以廣深港高鐵組成一小時生活圈,以配合大灣區發展戰略。工作報告亦明確要求廣州、深圳,香港,澳門共同建設粵港澳大灣區,建設成全國經濟發展的重要引擎,在核心城市深圳及香港的帶動下,配以深圳灣大橋,港珠澳大橋,深中通道,和廣深港高鐵,預期大灣區內珠海、中山及佛山將成為大灣區重要的交通樞紐城市。 我們建議關注龍光地產(3380.HK) 和時代地產(1233.HK),它們皆為聚焦粵港澳大灣區地帶的房地產發展商,它們約超過50%的土地儲備被大灣區覆蓋,預料將成為大灣區的主要得益者。 |
|
|
This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on http://www.phillip.com.hk. Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.