"One Belt And One Road" is the strategy of opening to the outside world in the new era. From the initial initiative to today's participation of more than 100 countries and international organizations, the "One Belt And One Road" blueprint is steadily unfolding.

Recently "One Belt And One Road" related policy measures intensive landing, "One Belt And One Road" again become the focus of market attention. From the meeting of the political bureau of the CPC central committee in December 2016, when the "One Belt And One Road" construction was put forward, to the "One Belt And One Road" international cooperation summit BBS to be held in Beijing in May this year, from the 2017 work conference of central ministries and commissions to the docking deployment of local governments, the "One Belt And One Road" strategy is being accelerated.

Relevant experts believe that this year is a golden period for the development of "One Belt And One Road". The scope of projects will continue to expand and the number of regions and countries involved will further increase. In addition, there is a large space for service trade between China and countries and regions along the "One Belt And One Road", especially the cooperation in cross-border e-commerce, service outsourcing, cultural tourism and other fields will be strengthened.

"One Belt And One Road" strategy

accelerating

Chinese companies directly invested $14.53 billion in countries along the "One Belt And One Road" route in 2016, according to the ministry of commerce. By the end of 2016, Chinese enterprises had established 56 cooperation zones in countries along the "One Belt And One Road", with a total investment of 18.55 billion us dollars. In the past three years, China's trade volume with countries along the "One Belt And One Road" has reached 3.1 trillion us dollars, accounting for 26% of the total foreign trade.

Hao hongmei, deputy director of the institute of foreign investment of the research institute of the ministry of commerce, pointed out that since the "One Belt And One Road" initiative was put forward in 2013, China's outbound investment has significantly accelerated and entered the stage of rapid development of ofdi.

Countries along the "One Belt And One Road" route have become important trading partners of China. Customs data show that China's imports and exports to India, Russia, Saudi Arabia and Pakistan increased by 23.6%, 44%, 46.9% and 26.5% respectively in January. After the new President of the United States took office, his trade policy was biased towards protectionism, and the countries along the "One Belt And One Road" route became more important to China's import and export trade.

Wei jianguo, vice chairman of the China center for international economic exchanges, pointed out that "One Belt And One Road" strategy has three major investment gateway. First, the establishment of overseas cooperation zones. At present, China has established overseas cooperation zones in 23 countries, with more than 1,200 Chinese enterprises stationed there. The annual output value has exceeded 20 billion us dollars, providing employment for 250,000 local people. Second, infrastructure connectivity. Third, help countries along the "One Belt And One Road" to accelerate their industrialization process.

"One Belt And One Road" is going to be zero

Economic growth this year

One Belt And One Road is getting bigger and stronger, so what should we expect in 2017? Experts believe that "One Belt And One Road" is in a golden period no matter from the domestic environment or the international situation. "" One Belt And One Road" "will be a big growth point for China's economy in 2017.

Zhang yansheng, secretary general of the academic committee of the national development and reform commission, pointed out that the "One Belt And One Road" strategy will promote economic development in Asia, Africa and Latin America, most of which are emerging markets and developing countries. China's free trade strategy will promote the opening-up of its neighboring countries, and it will radiate the opening-up to the "One Belt And One Road", and build a network of 11 domestic trade pilot zones. From this perspective, China is now playing an important role in promoting openness, economic globalization and world cooperation.

At the same time, industry insiders believe that the "" One Belt And One Road" "maritime silk road will be developed faster in 2017, the project areas will continue to expand, and regional and national participation will further increase. Zhang feng, a researcher in the department of international relations at the Australian national university, wrote that the changing situation in the south China sea provides an opportunity for the construction of the maritime silk road. 2017 will also be the "" china-eu blue year" ", with the two sides pushing forward cooperation in areas such as maritime management and blue economy.

"One Belt And One Road" project field will continue to expand. Chongyang, renmin university of China financial research institute researcher liu ying thinks, at present our country and the area along the way "more concentrated along the country's trade in goods, science and technology, information and education cooperation is relatively small, strengthening the cooperation of the service industry can enhance the international competitiveness of China's modern service industry, the internationalization of higher education, also can strengthen people-to-people exchanges. China should also strengthen cooperation with countries along the "One Belt And One Road" in cultural relic protection and tourism, and facilitate visa and customs declaration. E-commerce cooperation also has great potential. It can help China and countries along the "One Belt And One Road" to quickly realize complementary advantages, let more characteristic products into China, and can also expand the sales channels of Chinese enterprises.

"One Belt And One Road" investment theme highlights

As the "One Belt And One Road" strategy develops in depth, China will have closer economic exchanges and cooperation with countries along the "One Belt And One Road", which means that Chinese companies involved will benefit further. At the same time, the "One Belt And One Road" international cooperation summit BBS will be held in Beijing in May. The withdrawal of the United States from the TPP agreement will bring good news to the implementation of the strategy and further transmit to the capital market.

Specifically, the overseas engineering contracting companies have benefited the most in the short term, according to the research report of changjiang securities. As the construction enters the middle and late stage, industries with comparative advantages in China will also benefit, and in the medium and long term, "One Belt And One Road" business travel companies along the way will also benefit.

As for the investment opportunity of "One Belt And One Road", essence securities believes that two industrial chains and three regions should be grasped. One industry chain is the "One Belt And One Road" infrastructure chain, and the most important industry chain is overseas engineering, building materials, mechanical equipment and transportation. The other industry chain is the output chain of superior production capacity, such as high-speed railway, communication equipment and power equipment. The three regions are xinjiang, xiamen and xi 'an.

Economist song qinghui pointed out that "One Belt And One Road" will be the investment theme throughout the next three to five years for capital markets. In the short term, the infrastructure, high-speed rail, energy and other demands involved in "One Belt And One Road" will bring demand space to the current excess steel and other industries, and stocks in related sectors will have a lot to do.

Specifically, the overseas engineering contracting companies have benefited the most in the short term, according to the research report of changjiang securities. As the construction enters the middle and late stage, industries with comparative advantages in China will also benefit, and in the medium and long term, "One Belt And One Road" business travel companies along the way will also benefit.

As for the investment opportunity of "One Belt And One Road", essence securities believes that two industrial chains and three regions should be grasped. One industry chain is the "One Belt And One Road" infrastructure chain, and the most important industry chain is overseas engineering, building materials, mechanical equipment and transportation. The other industry chain is the output chain of superior production capacity, such as high-speed railway, communication equipment and power equipment. The three regions are xinjiang, xiamen and xi 'an.

Economist song qinghui pointed out that "One Belt And One Road" will be the investment theme throughout the next three to five years for capital markets. In the short term, the infrastructure, high-speed rail, energy and other demands involved in "One Belt And One Road" will bring demand space to the current excess steel and other industries, and stocks in related sectors will have a lot to do.