Guotai junan expects the Internet industry is expected over the next 20 years will provide a $3 trillion GDP growth, huge market space related industries

The state council executive meeting on January 27, revisit the made in China. Conference pointed out that the implementation of the "made in China 2025" to promote manufacturing upgrading has played a positive role, this also is the important content of deepening the reform of supply side structural.

On this basis, the meeting also proposed that "made in China 2025" will be set up special funds, launch a number of major landmark projects and technical renovation project. On "made in China + Internet" at the same time as soon as possible, make a breakthrough, to achieve made toward high-end in China.

Good science and technology companies

Conference pointed out that in order to implement the made in China towards the high end, in order to promote the digital, networked, intelligent manufacture of gripper, speed up the construction of automatic control and perceptual technology, industrial cloud and intelligent service platform, industrial manufacturing, such as the Internet new foundation, cultivating new manufacturing mode, new forms and new products.

In the market, the biggest concern is about the meeting, the meeting proposed that claim additional deduction will be perfect policies, such as proper increasing financial input, set up the "made in China 2025" special funds, start a batch of major landmark projects and technical renovation project.

To relevant personage introduction, to the "securities daily" reporters claim additional deduction ', 'according to the tax law refers to on the basis of the actual amount incurred, and bonus to a certain proportion, as when calculating the taxable income amount deducted from the amount of a tax incentives. For example, suppose that tax law research and development expenses can claim additional deduction 150% policy, so if the company developed the new product research and development costs for the actual spending 100 yuan, can according to the amount of 150 yuan (100 x 150%) in pre-tax deduction, to encourage research and development policy ".

"For many current scientific research into expensive in terms of science and technology of the listed company, is a big positive. Of course, at the same time it also inspires more companies invest in research and development." The relevant personage to reporters emphasizes.

And set up a "made in China 2025" special funds, launch a number of major landmark projects and technical renovation project, was completed by the market as a "made in China 2025" effective measures, as well as more specific "made in China 2025" deployment.

Manufactured powerhouse into capital market themes

On the meeting, we need to work quickly to launch intelligent manufacturing and green manufacturing, quality brand of form a complete set of 11 implementation guidelines, a plan of action or special planning. And on the "made in China + the Internet," a breakthrough as soon as possible.

As early as in the previous, minister of the ministry MiaoWeiCeng publicly said that the Chinese government plans to use three decade from industrial powers to the change of industrial power. The "made in China 2025" planning outline is the first decade of the programme of action, goal is to transform China from third-party array of global manufacturing, ascending to the second phalanx. The ultimate goal, is among the first phalanx by 2045. , MiaoWei also said, "Internet +" is the first step in the three-step targets "made in China 2025" powerful tool that will provide support for intelligent industry, provide momentum for economic development.

For the meeting, a number of "securities journal" reporter interview, financial institutions, the listed company people said, "2025" made in China, as well as the manufacturing power in much starker choices-and graver consequences-in planning strategy, is the future for a long time, the keynote of the capital market and even the development of China.

Relevant personage thinks, "among them, the intelligent manufacturing is the top priority. Intelligent manufacturing includes the intelligent of the production process, the intelligent manufacturing equipment and products of intelligent. Intelligent control system focus on industrial automatic control system, industrial vision, to the domestic market share of 40% or more in 2020; intelligent machines emphasis on industrial robot and intelligent equipment, is expected to 2018 domestic industrial robot sales of 150000 units, compound growth of 27%, has reached 600000 units".

For now, the "made in China 2025" the most attract capital market "draught" Internet and robots for industry. Previously, guotai junan securities, said the industry the Internet represents a new direction of productivity, will lead to huge efficiency improvement for the traditional industry, the Internet industry is expected over the next 20 years will provide a $3 trillion GDP growth, huge market space related industry; And people's livelihood security layer, said over the main line, intelligent robot can layout three investment system integration ability, customer resource downstream deep extensive system integrators; A niche advantage prominent, and constantly expand the field have a certain customer base and practical experience of equipment manufacturers; Through integration of internal and external cooperation into the listed companies in the field of robots and automation, etc.

Market, however, there is another voice that swept through A shares of industrial boom Internet and robot grandiose, in the reality of our country does not grasp the industrial areas such as the Internet and the robot under the premise of the core technology, the formation of the market are just A hype. In contrast, a breakthrough of the core parts such as reducer, seem more valuable.