Xinhua News Agency, Shenyang, August 1st. Saudi Aramco, Evergrande, Alibaba... Since this year, a group of business giants have set out in the Northeast, and the momentum of "investment is passing through Shanhaiguan" is beginning to show. From "investing in Shanhaiguan is not possible" to "investing in Shanhaiguan", what kind of economic signal is hidden behind it?

Look at the trend: The spring river is warmer

Recently, Alibaba Chairman Jack Ma¡¯s trip to Heilongjiang has become the focus of attention in the business circle. Previously, a number of large enterprises such as Evergrande, JD.com, and Tencent had also deployed in Northeast China in advance.

¡°The duck is a prophet when the water in the spring river is warm.¡± Li Kai, deputy director of the China Northeast Revitalization Research Institute, said that after the Northeast economy stabilizes, its investment value is emerging, and the business community is taking notice.

Since 2014, the economic growth rate of the three northeastern provinces has declined significantly, and Liaoning, which accounts for half of the northeastern economy, once experienced negative growth. Since 2018, the economy of the three provinces has gradually come out of the trough. In the first half of this year, Liaoning Province's economy grew by 5.8%, and the growth rate of industrial added value above designated size exceeded the Chinese average. The trend of stability and progress is being consolidated.

Capital has the most sensitive sense of smell. In June this year, Evergrande Group announced an investment of 120 billion yuan in Shenyang, focusing on the construction of new energy vehicles and other projects. The relevant person in charge of Evergrande Group said that Shenyang is a rising modern automobile city. Evergrande chose Shenyang because it has a solid equipment manufacturing foundation, strong parts and components supporting capabilities and a complete automobile industry system.

Not just Evergrande. In March this year, the global oil giant Saudi Aramco and Chinese companies jointly invested more than 10 billion US dollars in a large-scale chemical joint venture in Panjin, Liaoning. In October last year, the BMW Group announced an investment of 3 billion euros in Shenyang...

The trend is improving, and the consumer logistics industry feels it more directly. ¡°Last year, JD.com¡¯s market order volume grew the fastest in the Northeast region.¡± Li Bin, general manager of the Northeast Regional Branch of JD Logistics Group, said that in Liaoning alone, JD.com¡¯s fixed asset investment exceeded 2.6 billion yuan. In the next three years, JD.com¡¯s total investment in Liaoning will be The investment will exceed 8.2 billion yuan.

Look at the policy: Good winds rely on strength

Dalian Changxing Island Terminal has a very intensive flow of cargo ships.

In May this year, Hengli¡¯s 20 million tons/year integrated refining and chemical project on Changxing Island was put into full operation. This will become Dalian's new economic growth engine.

This major project is one of the "three-year rolling key promotion projects for the revitalization of old industrial bases in Northeast China" determined by the National Development and Reform Commission.

Behind the "investment wind" blowing through Shanhaiguan is the continuous efforts of a series of major national policy initiatives.

Since 2016, from the "Several Opinions of the Central Committee of the Communist Party of China and the State Council on Comprehensively Revitalizing the Northeast and Other Old Industrial Bases" to the "Thirteenth Five-Year Plan for the Revitalization of Northeast China", from the "Counterpart Cooperation between Six Provinces and Eight Cities" To the "new round of three-year rolling plan for revitalizing Northeast China"...the country has successively launched policy "combination punches".

In September 2018, the State Council approved the "Construction Plan for the Shenfu Reform and Innovation Demonstration Zone". This time, the focus of Tencent's cooperation with Liaoning Province is to make Shenfu New District one of the important areas to promote the construction of "Digital Liaoning".

When talking about the underlying reasons for the layout of the Northeast, the relevant person in charge of Evergrande Group also said that it is not only to actively respond to the country¡¯s call to revitalize the Northeast, but also to see that the Northeast is promoting comprehensive revitalization through industrial transformation and upgrading.

The country will set up a special transfer payment for the revitalization of Northeast Asia; accelerate the reform of state-owned enterprises and state-owned assets to achieve breakthroughs; adopt greater opening-up measures to create an open cooperation highland focusing on Northeast Asia... The State Council held on June 6 At the meeting of the leading group for revitalizing the Northeast and other old industrial bases, a series of new deployments once again focused on the Northeast.

Policies are still intensifying, and the momentum for investment to move north will become even stronger.

Look at the structure: New peach replaces old symbol

In a plastic recycling industrial park in Kangping County Development Zone, Shenyang City, rows of gray and green Alternate factory buildings stand side by side, and machinery and equipment are gradually coming into the factory.

Teng Zengtai, secretary of the Kangping County Party Committee, said that this project with a total investment of more than 3 billion yuan was entirely invested and constructed by enterprises from Zhejiang. It is an emerging industry that uses technical means to recycle waste plastics.

"Private-owned private enterprises" and "emerging industries", just like this project, this round of investment into the Northeast has seen two significant changes:

The protagonist is changing - -

From BMW Group to Saudi Aramco, from Hengli Group to Evergrande and JD.com... Li Kai said that compared with the previous investment boom in Northeast China, the new round of investment is not The government is the leader, but the market chooses, showing the structure of "three capitals advancing simultaneously" of state-owned capital, private capital, and foreign capital, and the latter two are more powerful.

The structure is changing--

Build a new energy vehicle R&D and production base in Hunnan District, and build an in-wheel motor R&D and production base in Tiexi District and power battery super factory... Different from focusing on real estate projects in previous years, the new investment will allow Evergrande to form an industry in Liaoning based on people's livelihood real estate, with cultural tourism and health and wellness as the two wings, and new energy vehicles as the leader. pattern.

R&D center, engine factory, power battery center... In recent years, BMW's investment in Shenyang has been continuously shifting to the upper end of the industrial chain. Saudi Aramco, Hengli Petrochemical...a series of investments in Liaoning's petrochemical industry focus on fine chemicals that extend the petrochemical industry chain.

Liang Qidong, vice president of the Liaoning Academy of Social Sciences, said that "newness" is the biggest highlight of current investment in Northeast China, and it is of far-reaching and significant significance in reshaping the dynamic pattern of economic development in Northeast China. (Reporters Xu Yang, Wang Wei and Wang Bingkun)

Plastic Industry Video