According to the "Thirteen-Five" planning are focused on industry and five major themes

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18 plenary meeting will be held in late October, "Thirteen-Five plan" important issues will be discussed in this plenary, CICC, China International Capital Corp, a strategist, managing director Wang Hanfeng, CICC analysts search summary is concerned about Lee's four major industry, five major themes, allowing you to step back to seize the investment opportunities: Have put words to build Nicaragua Canal of China

The upcoming plenary session will focus on the "Thirteen-Five" plan

18 plenary meeting will be held in late October, "Thirteen-Five plan" important issues will be discussed in this plenary. This will be the Government taking over after the first five-year plan, and also implements the first hundred years of the party's objectives (complete the building of well-off society goal) the last five-year plan. Combined currently of progress and previously times five years planning of experience, planning recommends draft by v plenary discussion Hou about half months around announced; 2015 late held of central economic workshop, may also will involved discussion Thirteen-Five planning of direction and implementation; March 2016 two during, Thirteen-Five planning master (draft) will submitted to national two, by national people's Congress considered Hou, may by Xinhua, officer media official released; 2016 also will is ministries, and industry, and Intensive introduction of local Thirteen-Five planning of the time. Capital market's concern on the five-year plan which lasted from October to at least around the second year of the two sessions.

Thirteen-Five planning prospects: conforming to the trend of China's most basic

Government's five-year plan ultimately must strictly follow China's own practice and conform to the trend. Given China's current social and economic characteristics and problems, we believe that the Thirteen-Five plan will be adhering to the basic spirit of 18 since the previous plenary session, may embody the following principles and areas of focus:

(1) development of "quality" and "quantity", change the mode of development, promote economic restructuring;

(2) to promote comprehensive reform is the core, established and adapted to the modern economic governance system and management skills;

(3) to foster industrial competitiveness, and encouraging independent innovation;

(4) the point of advancing novel town, promote balanced regional development;

(5) building a eco-friendly society, strengthen environmental protection and resources conservation;

(6) the establishment of more open and flexible economy.

Is worthy of note, the previous five-year plan just about direction and generally just "soft restraints", quantitative indicators normally have some leeway, rather than quantitative indicators to monitor (such as institutional reform, etc), so planning effectiveness ultimately depends on the specific implementation and follow-up.

Review Twelve-Five plans and compare and ultimately achieve results, Twelve-Five planning emphasized the transformation of development mode, more emphasis on Science and technology education, resources and environment and people's livelihood, pay special attention to the development of emerging industries of strategic; promoting cultural industry has become a pillar industry of the national economy. Twelve-Five planning quantitative core index as GDP growth, and services increased value share, and town of rate, and town rural residents per capita income, in 2014 years will has reached; but part education, and environmental and livelihood index yet reached planning target, and some lack quantitative index of field, as change government functions, and State-owned enterprises reform, and tax reform and financial markets open,, actual results and planning direction may has must of gap. Differentiation of the stock market is basically reflect the economic trend of the last five years, with Twelve-Five plan also show some consistency.

Thirteen-Five planning: focus on industry, five major themes

Thirteen-Five programming covers a wide range of aspects, and involves almost every aspect of the economy. Based on current market conditions and the spirit of Thirteen-Five planning may focus, we propose to focus on industries and five major themes:

(1) four sectors: the media and the Internet, medicine, military, environmental protection and new energy;

(2) five major themes: State-owned enterprise reform, population policy adjustments, 2025, civil-military integration, deepening opening made in China. Some of these topics may overlap, is reflected in the Thirteen-Five programming as a whole during China's economic structural adjustment, new and old economy transition, reform continued to deepen the background.