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China's "Marshall Plan" hit the overseas infrastructure boom.
Recently, the Ministry of Foreign Affairs announced that the Dialogue on Strengthening Interconnection Partnership will be held in Beijing on June 8, 165438+. In addition, an important theme of this year's APEC meeting is to strengthen all-round infrastructure and interconnection. Analysts pointed out that due to the high overlap between APEC economies and the Belt and Road Economic Belt, the Belt and Road policy is no longer an independent domestic policy, but a policy focusing on the Asia-Pacific region.
From high-speed rail and nuclear power to "One Belt, One Road", China's national strategy has changed from keeping a low profile to a responsible big country strategy of going abroad. The Asian Infrastructure Investment Bank is an important guarantee for the implementation of the Marshall Plan in China. The Belt and Road Initiative is the strategic carrier of China's capital export plan, which digests excess capacity through capital export and drives global growth by stimulating infrastructure construction in emerging market countries and underdeveloped countries. Analysts believe that under the above-mentioned top-level strategic objectives, China's overseas infrastructure business will be the first to benefit and usher in the opportunity of explosive growth, similar to the "Marshall Plan" of that year.
Marshall Plan
Marshall Plan is a plan for the United States to provide economic assistance and reconstruction to western European countries destroyed by the war after the end of World War II, which has had a far-reaching impact on the development of European countries and the world political structure. The plan was officially launched in July 1947 and lasted for four fiscal years. During this period, Western European countries obtained various forms of assistance from the United States through their participation in the Organization for Economic Cooperation and Development (OECD), including funds, technology and equipment, totaling $654.38+0.3 billion.
"Marshall Plan" means that the United States lends two-thirds of its gold reserves (about13 billion US dollars) to recipient countries to buy American things. That is, the excess capacity of the United States is converted into the creditor's rights of the US government to the recipient countries. The United States will use all kinds of forces to ensure that these countries that borrow money do not dare to default. At the same time, under the leadership of the United States, the Bretton Woods system was established, which stipulated that thirty-five dollars should be exchanged for one ounce of gold, and if the recipient country did not have dollars, it would pay its debts with gold. Capacity output, national debt and Bretton Woods system make the United States the biggest beneficiary of Marshall Plan.
Asian infrastructure investment bank established
The finance ministers and authorized representatives of the first batch of 2 1 countries, such as China, India and Singapore, signed a contract in Beijing on October 24th, and decided to establish the Asian Infrastructure Investment Bank.
It is reported that AIIB will be an intergovernmental multilateral development agency in Asia, focusing on supporting infrastructure construction and headquartered in Beijing. The legal capital of AIIB is $654.38+000 billion.
Analysts pointed out that the establishment of AIIB, which specializes in providing investment for infrastructure construction in Asia, will help improve the infrastructure financing demand in Asia; Moreover, under the background that emerging market countries in Asia are generally facing growth pressure, infrastructure investment may become a new growth point to stimulate economic growth. The establishment of AIIB will help to solve the "two surpluses" in China's economy, namely, excess foreign exchange reserves and overcapacity. China's foreign exchange reserves reach nearly $4 trillion. If foreign exchange reserves can be used for overseas infrastructure construction, it can stimulate the export of domestic surplus infrastructure construction materials and achieve the effect of killing two birds with one stone.
The market is flocking to overseas infrastructure stocks.
China Stock Exchange, which involves China's investment in overseas infrastructure, has been greatly sought after recently, and the "China Marshall Plan" has been hotly speculated by the market, so related stocks still deserve long-term attention.
Hechuang: the company's market development has been further solidly promoted, and overseas markets have blossomed in major regions such as Southeast Asia, America, Australia, the Middle East, Russia, Hong Kong and Macao. The company successfully won the bid for the curtain wall design contract of Kingdom Center Building, the world's tallest building, and further established the leading position of curtain wall technology in the world. Signing a design contract alone has also realized the internationalization of the company's curtain wall business oriented by technology output, which is of great significance to the reform of overseas curtain wall business model.
China Power Construction Co., Ltd. is one of the comprehensive construction groups in China and even the world. As a super-large comprehensive engineering construction enterprise group, it has built more than 65% of large and medium-sized hydropower stations and water control projects in China since the 1950s. It is the backbone and leading construction enterprise of river regulation and hydropower development in China and has long been in the leading position in water conservancy and hydropower construction. According to the ranking of ENR 20 13, the company's total operating income ranks 14 among the 250 largest engineering contractors in the world, which is the same as last year, and ranks 7th among the listed China enterprises. The company's overseas operating income ranks 20th among the 250 largest international engineering contractors in the world, up 3 places from last year, and ranks 2nd among the listed China enterprises.
Jianlong Co., Ltd.: The company has the highest qualification grade of highway construction enterprises in China, such as general contracting of highway engineering construction and design of highway industry, general contracting of municipal public works, professional contracting of highway subgrade engineering, professional contracting of highway pavement engineering and professional contracting of bridge engineering. , and has the qualification of foreign business and Grade A qualification of foreign aid complete projects. 20 13 annual report shows that the Ethiopian railway project in cooperation with China Railway 13th Bureau and Chaozhou Bridge in cooperation with Shen Jian Group, a subsidiary of Evergrande Group, have all entered the construction stage. Under the impetus of the government, we actively carried out extensive exchanges with local governments in Russia and other countries, and reached an important understanding on project cooperation.
China Railway: The company is the largest multi-functional comprehensive construction group in China and Asia, and the annual general contracting income is the third largest construction contractor in the world. Since 1980s, the company has undertaken more than 230 overseas projects in more than 55 countries and regions, and won more than 200 national top awards in engineering, architecture, research and design. 20 13 Fortune Global 500 Company Ranking, Company Ranking 102.
Xugong Machinery: The company's total export volume and export volume of leading products continue to be among the best in the same industry in China, and breakthroughs have been made in some overseas hot regional markets. The company accelerates the promotion of overseas markets and the layout of overseas service spare parts outlets, and accelerates the development of adaptive products and various certifications in various regions of the world; Brazil's comprehensive base has achieved trial production, and the company's internationalization has taken substantial steps. The company said that it will continue to implement the development strategy of "100 billion, international and world-class", promote innovation, layout adjustment and international development, and fully enter the world-class enterprises.
Sany Heavy Industry: The quality of the company's products has reached the international advanced level, and it has become the strongest supplier of complete sets of concrete equipment in the industry. Is the world's largest manufacturer of long-arm frames and large-displacement pump trucks, ranking the top three in the global industry. At present, it is in an absolute dominant position in the field of concrete machinery manufacturing in China, and its product categories include 22 series and more than 1 10 varieties, enjoying the reputation of "China Pump King" in the field of concrete pumping. Four types of towed pumps and five types of pump trucks have obtained CE certification, which represents the highest level of concrete pumping products in China industry and fully opens the door to the European market; In addition, the new product crawler crane has formed the scale of 50T—400T series products, and the 400T crawler crane with the largest tonnage in China has also been successfully rolled off the production line. 20 12 annual report revealed that the company merged with CITIC Industrial Fund to acquire 0/00% equity of Putzmeister Company, the world's first brand of concrete machinery, and further consolidated its leading position as "the world's largest concrete machinery manufacturer".
Gezhouba: The company is the second largest central enterprise in the water conservancy and hydropower construction industry and is known as the main force in the construction of the Three Gorges Project. Taking construction project contracting as its core business, it has developed cement, civil blasting, hydropower generation, expressway, real estate and other related industries, and built an industrial pattern integrating upstream and downstream. In 20 13, the ranking of international contractors of the company continued to rise, from 62 in 20 12 to 56, ranking 42 in the "Top 250 Global Contractors" and entering the "Top 500 China" for the first time. Recently, the company announced that the newly signed international engineering contracts amounted to RMB 46,543.8+0.76 billion, accounting for 42,654.38+0% of the newly signed contracts, with a year-on-year increase of 65,438+0.3%. The newly signed contract value of domestic and foreign hydropower projects is 23.93 billion yuan, accounting for 24.42% of the newly signed contract value.