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昔日報告:
  09-12-2019 (星期一) 《長三角一體化發展規劃綱要》發布 至2025年實現多項發展目標
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《長三角一體化發展規劃綱要》發布 至2025年實現多項發展目標

中共中央、國務院於12月1日印發了《長江三角洲區域一體化發展規劃綱要》(下簡稱《綱要》),《綱要》寫道,2018年11月5日,中共總書記、國家主席習近平在首屆中國國際進口博覽會上宣布,支持長江三角洲區域一體化發展並上升為國家戰略,著力落實新發展理念,構建現代化經濟體系,推進更高起點的深化改革和更高層次的對外開放,同「一帶一路」建設、京津冀協同發展、長江經濟帶發展、粵港澳大灣區建設相互配合,完善中國改革開放空間佈局。該綱要確定了長三角區域一體化發展的五大戰略定位,分別是全國發展強勁活躍增長極;全國高質量發展樣板區;率先基本實現現代化引領區;區域一體化發展示範區;新時代改革開放新高地。規劃期至2025年,展望到2035年。

《綱要》提出,到2025年,長三角一體化發展取得實質性進展。跨界區域、城市鄉村等區域板塊一體化發展達到較高水準,在科創產業、基礎設施、生態環境、公共服務等領域基本實現一體化發展,全面建立一體化發展的體制機制。到2035年,長三角一體化發展達到較高水準。現代化經濟體系基本建成,成為最具影響力和帶動力的強勁活躍增長極。

《綱要》指出,要推動形成區域協調發展新格局。圍繞電子資訊、生物醫藥等十大領域,強化區域優勢產業協作。推動中心區重化工業和工程機械、輕工食品、紡織服裝等傳統產業向具備承接能力的中心區以外城市和部分沿海地區升級轉移。加強大數據、雲計算、區塊鏈、物聯網、人工智能、衛星導航等新技術研發應用。統籌推進跨區域基礎設施建設。合力打造世界級機場群,規劃建設南通新機場,成為上海國際航空樞紐的重要組成部分。共同打造數碼長三角,加快量子通信產業發展。要強化生態環境共保聯治,加快公共服務便利共用。我們相信上述板塊將會受益於長三角區域的統籌發展,建議重點關注人工智能、工業互聯網、物聯網、大數據、集成電路、5G等領域,個股包括福萊特(601865.SH)、嘉化能源(600273.SH)、神州信息(000555.SH)等。

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