Author Ma Yao

Unlike the past 30 years, China's economy has been successfully upgraded to a global super aircraft carrier, and stabilizing the growth rate is expected to be the top priority of China's economic macro-control.In the first three quarters of 2013, China's GDP growth rate was 7.7%, the inflation rate was 2.5%, and both the official and HSBC PMI indexes were back above the parched line of 50%. ...... All of the above data are in line with the economic slowdown task set by the government at the beginning of the year, and also meet the macro-control objectives of "not lower than the lower limit" and "not higher than the upper limit".
According to Ma Yao, a macroeconomic researcher at CIC Consulting, 2013 is a typical "policy year" and "meeting year", as the new government has held a number of major meetings since coming to power, and has made clear instructions for the work of the whole country, and the decision to deepen reform in all aspects has been highly recognized by all walks of life. The decision to deepen reform on all fronts has been highly recognized by all sectors of society, and core work such as livelihood projects, political system reform, and transformation of the economic development mode has been rolled out one after another, with improvements in some areas, and the work of building a socialist market economy has also achieved great results. Among them, the economic adjustment policy is more worthy of attention, the deep-seated optimization and upgrading of industrial structure will explode more opportunities, the 2014 "two sessions" will be a key period for the implementation of industrial policy, industrial hot spots will gradually emerge.
Energy power industry:Reform of the energy and power industry is increasingly called for, breaking up monopolies, enhance the market's decisive role in resource allocation is the general trend, oil, natural gas, coal, coal-fired power and other areas of the reform will continue to deepen, state-owned enterprises and centralized enterprises will vacate part of the space to private enterprises and foreign enterprises. The decline in industry concentration, policy changes will give rise to more investment hotspots, especially natural gas, coal gas, shale gas field will be the first to break out, private enterprises can enjoy the investment feast, the traditional use of energy will not be small adjustments.
Agriculture:Eco-agriculture, green agriculture, seed industry will become the hot plate of agriculture in 2014, food security and land reform concerns will be carried out throughout 2014, the first document is expected to lock the agriculture again, the traditional agricultural upgrading of the road has become increasingly broad, the community will also scramble for idle funds into the agricultural sector. At the same time, the relevant state departments, local governments will continue to increase support for agriculture, agricultural subsidies, pesticide norms, seed safety and other key work will be more secure, the sales channels of agricultural products will also join the e-commerce and more smooth.
The development prospects of dairy products can not be ignored, two children after the release of infant milk powder safety issues will heat up again, the dairy industry is about to be staged a major overhaul of the leading enterprises in the industry will be more prominent, the domestic capital and foreign well-known enterprises will appear for the first time in a head-to-head competition between. The gross profit margin of milk powder will be adjusted downward, but the huge market capacity will be gradually released, and the safety issue will be gradually resolved due to market competition and strict regulation.
Information Industry:Triple play is the trend, the telecommunications industry, Internet industry, television broadcasting industry will usher in a period of rapid development, the investment opportunities in all segments will be revealed, upstream equipment manufacturing, midstream construction and operation, terminal sales and service margins will rise sharply. Especially in the 4G bidding process will give rise to more investment opportunities, equipment manufacturers, operators, service providers will jointly share the market share. And e-commerce, Internet finance will also usher in a concentrated outbreak in 2014, after the logistics system is perfected, after the increase in the number of financial products, the Internet industry and the real economy to achieve seamless docking, the intermediate links of the investment opportunities are gradually increasing, in addition to the existing industry giants, small and medium-sized private enterprises are expected to get a slice of the pie.
As for the television broadcasting industry to face the structural adjustment work, media and entertainment in 2012, 2013 will slow down after a small peak, but the platform integration, corporate restructuring, business adjustment will certainly drive the whole industry optimization and upgrading, the domestic media and entertainment industry market competition pattern will gradually take shape, the focus of the competition, competition, the change in the way of the competition will give rise to more sub-industry, the corresponding investment opportunities will also be more.