Central Political Bureau meeting, held today.

Simply combed, there are several key points:

Macro policy, domestic demand release, deepening reform, opening up to the outside world, people's livelihood protection.

The meeting also emphasized that the second half of the year to keep the policy unchanged, stabilize employment, enterprises, the market and everyone's expectations, so that the domestic and international double cycle turn up.

Coinciding with the national economic half-yearly report has been released, and the report card of each province and city has basically been announced.

Next, we will combine the tone of this important meeting, analyze the economic situation of the representative region, to help you read the differences and find the direction of the second half of the force.

01 "superior students" how not to fall behind

Overall, the total amount of Guangdong, Suzhou and Lu is at the forefront, Tibet, Gansu and Ezhou the fastest growth rate: Tibet 7.2%, Gansu 6.3%, Hubei 6.2%.

This hides a lot of investment doorway, let's break open the rubbing said.

Look at Tibet first.

One is to eat the dividends of domestic transfer payments (9 times the local revenue);

The second is the Sichuan-Tibet Railway, Yajiang Hydropower Station, the two mega-projects, not only is the "taxpayers", but also able to realize the "infrastructure with industry, industry and promote employment "

But this mode of pulling on strategic projects is difficult for other places to copy directly. This part will not be expanded, we focus on analyzing the next few provinces.

Looking at Gansu again, making new patterns out of its resources.

In the first half of the year, Gansu's industrial growth rate of 10.2% . Only two provinces in the country, reached double digits. The key lies in tearing open the mouth of the transformation of resource-based areas.

They talk about battery recycling enterprises, while docking battery assembly plant, the formation of "nickel and cobalt raw materials - cathode materials - battery recycling" closed loop, but also to the resource plus a technical "buff "

This is the first time I've seen a battery recycling company in the world.

Previously sold nickel ore, gold ore, now changed to engage in new energy battery materials, gold jewelry processing, added value went up;

Nickel ore is not directly sold, used to do new energy battery materials, but also lithium iron phosphate cathode materials such as these enterprises recruited to the Lanzhou New Area, the formation of the "resource-primary processing-terminal product The chain of "resources - primary processing - end products.

This is a wake-up call to other resource-based areas, investment is not simply the introduction of projects, but to accurately select partners.

The investment stares at two types of companies, one with ore purification technology;

The other, companies that can dock into a large supply chain. If the company is cooperating with Ningde Times, BYD and other big enterprises in the industry, so that local resources directly into the big market.

These are important helpers to get out of the predicament of "just selling raw materials". To the resources with technology, ride the road to market, so that the traditional resources have new development.

And Hubei, the county industry has made great achievements.

For example, Xiantao's nonwoven fabrics accounted for 35% of the national market, Qianjiang's crayfish whole industrial chain output value of more than 60 billion, Zhijiang's new chemical materials, caprolactam can produce 800,000 tons a year.

Currently, in the central six provinces, Hubei has the largest number of top 100 counties, and "one county, one product" distinctive features.

Data from the Hubei Provincial Department of Economics and Information Technology shows that there are 14 national small and medium-sized industrial clusters in Hubei, and 123 provincial-level key growth clusters, with more than 40% of them located in various counties and cities.

What's more, the division of labor between counties and provinces is well done here.

Wuhan focuses on recruiting intelligent cockpit operating system enterprises; Xiantao, Qianjiang supporting to engage in automotive wiring harnesses, seals, these niche parts, to keep up with the pace of millet car production capacity expansion.

The idea is to grasp the local characteristics of the relevant enterprises into clusters, and then link up with the province's large industries, you can form a synergy.

It is worth mentioning that the first half of Henan also support prism up, growth rate of 5.7%, played a turnaround battle. Relying on that, the industrial chain twisted into a rope.

They put forward the "7+28+N" system, the first seven large industrial clusters, the following subdivided into 28 key industrial chain, each chain is staring to fill the gap.

The key industry chain a force, new energy vehicles, electronic information industry to take the lead forward, pulling the whole industry to go up.

The investment must focus on the industrial chain to find "partners".

Either local resources to dig deeper, such as Henan's aluminum processing advantages, to the new energy automobile aluminum parts on the extension.

Or let the upstream and downstream enterprises into a group, like Zhengzhou auto parts factory, followed by Yutong, SAIC passenger car Zhengzhou base.

Orders are stable, the development is also stable. Follow the big project, the big market, in order to run faster.

02 "catching up" how to accelerate the run

As the first half of the economy of the largest province of Guangdong, the growth rate of 4.2%, is not too ideal, the problem lies in the "two legs did not step on the steady".

Foshan's home appliances, ceramics and other industries, a large part of the business with real estate tied together. Now the real estate investment is less, the industry orders also follow the reduction.

Dongguan, Shenzhen's consumer electronics foundry more obvious, into the business rely on exports, but the orders were Southeast Asia grabbed a lot of light cell phone exports fell a lot.

Previously, it was okay to earn some processing fees, and now the road is getting narrower and narrower.

Breakthrough can not just think of more than a few companies, expanding the scale, we have to think differently, to the industry, "raise the price".

Foshan don't just do ordinary refrigerators, washing machines, pulling the smart home, Internet of Things chip companies partnering to change the refrigerator into a reminder of the expiration date of the ingredients of the smart models, so that the old product has a new selling point.

Shenzhen, Dongguan have to encourage enterprises to shift from OEM to engage in R & D, the local R & D subsidies, allowing the use of patents to mortgage loans, to attract consumer electronics companies to put the R & D center here.

For example, find a way to get Huawei's supply chain companies to put chip design over.

Guangzhou and Foshan should break down administrative barriers and consider building a new energy auto parts industrial park together.

Guangzhou concentrate on battery R & D, Foshan specializes in motor production, division of labor.

Simply put, to make the industry "upgrade" rather than only "expansion", so that the development of the step will be more stable.

Looking at Shanxi again, the growth rate of 3.8%, mainly because the price of coal has fallen, non-coal industry accounts for only more than 30%.

To develop new industries, there are two hurdles to overcome: one is to spend money to cultivate new momentum, the other is the coal companies to engage in technological transformation must also be a large investment.

The neighboring provinces are in the field of new energy layout, Shanxi if followed by photovoltaic, wind power, easy to fall into the homogenization of competition.

How about borrowing coal resources, out of a different way.

To engage in coal hydrogen, the cost is 40% lower than the electrolysis of water hydrogen, you can specialize in recruiting hydrogen fuel cell vehicle enterprises, the hydrogen energy car industry chain to do up.

At the same time, supporting the construction of hydrogen refueling stations, the government gives each station a certain amount of subsidies to help enterprises reduce costs.

In addition, Shanxi coal power generation is stable, and electricity prices have an advantage.

You can create a "coal - electricity - data center" industry chain, to attract Aliyun, Tencent, these companies to build disaster recovery centers, the price of electricity calculated at 0.35 yuan / degree, to help enterprises save money.

It is also necessary to look for "new opportunities outside of coal", coal to hydrogen field docking national energy group to engage in demonstration projects;

In the field of data, to fight for national supercomputing centers to land;

At the same time, you can also take advantage of the local cool climate to reduce energy consumption of the machine room.

Summary in one sentence, like Shanxi such resource-based areas, investment has to be around the coal industry chain upgrading articles, the resource advantage into the competitiveness of emerging industries.

The Political Bureau of the Central Committee meeting, mentioned to promote the integration of science and technology and industrial innovation, mobilize the enthusiasm of all parties.

The first half of the GDP growth rate is not the same everywhere, in the final analysis is "what local resources - choose what industry - policy how to help", can not be integrated into a piece.

Tibet rely on strategic resources to eat, Gansu rely on technology value-added to make money, Hubei win in the county to give strength, Henan rely on the industrial chain, and Guangdong, Shanxi is mainly the old road is not good to go.

Development stalled in the region, the core of the investment breakthrough is to upgrade existing industries, relying on their own unique resources, dig out new value.

For the front-line investment people, the second half of the year to calculate three accounts:

○ endowment account: what local in the end to get out of the way, such as Tibet's high plateau infrastructure needs;

○ shortfall account: the lack of which links in the industry chain, such as Hubei lack of intelligent cockpit system, Gansu lack of battery recycling;

○ tool account: what policy can provide support, such as the cross-border e-commerce policy in Guangdong, Shanxi demonstration The cross-border e-commerce policy in Guangdong and the demonstration projects in Shanxi are all supportive.

These three accounts to understand, in order to find their own breakthrough in the local competition.

This is also in line with the Central Politburo meeting emphasized in the standardization of investment behavior, to promote the general direction of industrial development.