Beginning on April 1st, Hebei Xiong’an instantly became the hottest word in China, and the related industries were excited – not only real estate, but also the hospital project of the top three hospitals in Baiyangdian.
On April 1, the Central Committee of the Communist Party of China and the State Council issued a notice to decide on the establishment of the Xiong’an New District in Hebei.
According to the notice, this area, known as “a major historical strategic choice”, is another new nationally significant area following the Shenzhen Special Economic Zone and the Shanghai Pudong New Area.
Among them, the Xiong’an New District (Xiong County, Rongcheng, and Anxin counties) has been repeatedly mentioned as “significant practical significance” for centralizing and resolving Beijing’s non-capital functions and adjusting and optimizing the urban layout and spatial structure of Beijing-Tianjin-Hebei. .
Market analysis believes that due to the integration of Beijing-Tianjin-Hebei medical care for more than a year, the medical disintegration function of the new district has become the first part of the landing, and medical services, including drug production, circulation, equipment research and development, production and manufacturing. And private hospitals, rehabilitation institutions, etc., will become industries that benefit from radiation.
In this regard, Chen Yao, a researcher at the Institute of Industrial Economics of the Chinese Academy of Social Sciences and vice president of the China Association for Regional Economics, also expressed the same view. In an interview with the media, he said that Beijing is the high-end industry, with innovative elements and the highest concentration of resources. The place represents the highest level of national innovation, and the resources and strength of innovation are the most. These places need the transformation space of scientific and technological achievements.
He believes that according to the Beijing-Tianjin-Hebei coordinated development plan, these results will be transformed into the surrounding areas in the future, so including big data, Internet of Things, cloud computing, unmanned technology, etc., as well as aerospace, robotics and other modern international frontiers. New industries may land in the new district. Universities, hospitals, research institutions, etc. are the supporting requirements for centralized carrying sites, so relevant industries, institutions, and even departments may be able to resolve the new district.
The GF Securities Strategy Team also believes that in the future, Xiong’an New District will support the Beijing-Tianjin-Hebei integration strategy in the two dimensions of industry undertaking and optimizing spatial layout. It is recommended that investors continue to pay close attention to the theme of Beijing-Tianjin-Hebei integration, investment main line, suggestion Focus on “four dimensions” investment opportunities in transportation, environmental protection, industrial transfer and medical integration.
According to the information already disclosed, the planning and construction of Xiong’an New District is first developed with a specific area as the starting area. The starting area is about 100 square kilometers, the medium-term development area is about 200 square kilometers, and the long-term control area is about 2,000 square kilometers.
Hebei’s “advance” layout
This is not a hole in the air.
As early as April 30, 2015, the Political Bureau of the CPC Central Committee held a meeting to review and approve the “Beijing-Tianjin-Hebei Collaborative Development Plan.” The planning outline clearly states that the four types of non-capital functions will be dismantled, including: general industries, especially high-consumption industries, regional logistics bases, regional professional markets, and other tertiary industries, and some public organizations such as education, medical care, and training institutions. Service functions, some administrative, business service organizations and corporate headquarters.
In the view of Xiao Jincheng, director of the National Development and Reform Institute of the National Development and Reform Commission, the “concentration and dissolving” proposed in the planning outline implied the task of finding a “concentration and deconstruction zone”, which is the positioning of Xiong’an New District today.
As a traditional medicine province, Hebei has also begun to lay out in advance in the coordinated development of Beijing-Tianjin-Hebei.
At the end of 2015, the Beijing Economic and Information Committee and the Hebei Provincial Department of Industry and Information Technology signed a cooperation agreement for the collaborative development of the Gyeonggi Pharmaceutical Industry. The first biomedical industrial park in Beijing officially settled in Bohai New Area.
At the end of 2016, Hebei Cangzhou City officially issued the “Implementation Opinions on Promoting the Healthy and Rapid Development of the Pharmaceutical Industry”. According to the “Opinions”, by 2020, the total number of pharmaceutical enterprises in the city will reach 400, and the income from the main business of the pharmaceutical industry will reach 1,000. 100 million yuan has become a demonstration zone for regional cooperation in the Beijing-Tianjin-Hebei pharmaceutical industry.
At the provincial level, medicine is also positioned as a core industry.
In July 2016, the “Implementation Opinions of the General Office of the People’s Government of Hebei Province on Promoting the Healthy Development of the Pharmaceutical Industry of Our Province” was announced, and it is proposed that by 2020, the income of the main business of the pharmaceutical industry in the province will reach 200 billion yuan, the main business of leading enterprises. One enterprise with a revenue of over 50 billion yuan, one enterprise with over 30 billion yuan, two enterprises with over 10 billion yuan, three enterprises with over 5 billion yuan, and 10 enterprises with over one billion yuan; cultivated more than 10 annual sales of over 10 A series of “big plans” such as 100 million yuan of products.
More than drugs, medical equipment has also been included in Hebei Province as a key support program for the development of the province.
In September 2016, the Hebei Provincial Department of Industry and Information Technology issued the “Several Policy Measures to Accelerate the Development of Biomedical Industry in Our Province”, and clearly identified the major medical device innovation products for the first-class new drug certificate and the third-class medical device registration certificate. In the case of industrialization, it shall be included in the provincial strategic emerging industry special fund support plan in accordance with the relevant project management procedures, and may be funded according to 20% of the fixed assets investment quota, such as equipment purchase, up to a maximum of 15 million yuan.
In fact, the market segment with the most sensitive sense of smell has already moved.
According to media reports, on April 1st, after the news of the establishment of Xiong’an New District officially landed, a real estate team of a securities company announced that it had recently reached the three counties of Rong (City) An (Xin) Xiong (County) within the Xiong’an New District. Investigated, “In the three counties, Anxin is away from Baiyangdian recently (301 hospitals are to be built here), Rongcheng has the most convenient transportation (high speed in the south, high-speed rail to Tianjin and Baoding in the north), Xiongxian infrastructure Best, the road is the widest.”
According to the previously published information, in 2015, 301 Hospital launched a cooperation project in Baiyangdian, and 1,500 mu of land will be mainly used for old-age care and rehabilitation.