In early April, Premier Li Keqiang pointed out at the seminar on China’s equipment going global and promoting international production capacity cooperation. On the basis of efforts to promote foreign trade transformation and effective use of foreign capital, it is necessary to speed up China’s equipment going global and promote international production capacity cooperation. Important measures to improve the quality and efficiency of the economy are conducive to cultivating new advantages in opening up, promoting the formation of a new pattern of open economy with superior import and export, and deep integration of the Chinese economy and the world economy at a higher level.

　　"Going out" has become a major focus of the government's work this year. Following the deployment of the executive meeting of the State Council on January 8 this year to accelerate nuclear power and other Chinese equipment going global, the executive meeting of the State Council on April 15 decided to approve the start of construction of the "Hualong No. 1" demonstration unit in coastal areas in accordance with the mid- and long-term development plan for nuclear power. The meeting called for the implementation of demonstration projects, adopting the highest international safety standards, improving emergency plans and emergency response measures, ensuring the safety of project construction and operation, forming key equipment and core technologies with independent intellectual property rights, and developing third parties for nuclear power equipment to go global Cooperation creates favorable conditions.

　　"The'Hualong No. 1'demonstration project was approved by the State Council, which has extremely important strategic significance for nuclear power to go global." Tan Qian, a new energy industry analyst at Guohai Securities (19.59, 0.77, 4.09%), believes that the review from the National Development and Reform Commission It only took half a month to pass the approval of the State Council, which fully demonstrates that the national level clearly removes obstacles for nuclear power to go to sea. The original FCD plan in June may be advanced to the end of April.

　　On February 4 this year, "Hualong One" was exported to Argentina, and it has become a "business card" for my country's nuclear power to go global.

　　It is worth mentioning that with the upcoming release of the “Belt and Road” plan, the finalization of the AIIB’s first 57-country list, and the issuance of new power reform plans, the route for equipment to go global will gradually become clear, and the market’s response to equipment will become clearer. The manufacturing industry is paying more and more attention. According to the "Securities Daily" reporter's observation, as of April 17, the two conceptual sectors of the "Belt and Road" and railway infrastructure have achieved six consecutive rises, with the increase of 5.87% and 7.38% respectively on the day, while the oil and gas service and offshore engineering equipment The two conceptual sectors have also risen for two consecutive days. Among them, the oil and gas service sector has risen by 6.29%, while the offshore equipment sector has risen by 9.32%.

　　Lian Weiliang, deputy director of the National Development and Reform Commission, said that focusing on the implementation of the "One Belt One Road" overall strategy, promoting equipment going global, and strengthening international production capacity cooperation are an important task for this year's economic system reform. Lian Weiliang said that the "three reductions" and "three expansions" will be used to promote equipment going global. "Three reductions", one is to reduce approvals, the other is to reduce fees, and the third is to clean up and remove various unreasonable restrictions that restrict enterprises from going out and equipment going out. The "three expansions", one is to expand financing channels, the second is to expand cooperation services, and the third is to expand cooperation mechanisms.

　　"The going global of the equipment manufacturing industry is an important investment opportunity in the next few years. China's advantageous industries for going global include high-speed rail, nuclear power, construction, UHV power grids, 4G networks and other industries." Everbright Securities (33.02, 1.79, 5.73%) strategy Researcher Xue Jun said.

　　Article source: Securities Daily