Pudong, no more suburbs.

Editor’s note: This article is from Really called Lu Jun (ID: zhenjiaolujun0426), author Really called Lu Jun team, authorized to reprint

Yesterday, Lingang and other long-awaited free trade zone official announcement, but unexpectedly, in addition to a bunch of free trade zone policy package, which is also mixed Involving the property market policy, the main points are basically these: After the Lingang Free Trade Zone, Pudong has no suburbs since then

You also know that the Shanghai property market has not had a substantive policy operation for a long time, so the market reaction is naturally beyond imagination, and I have seen a lot of interpretations, but almost Both are on the policy port.

Therefore, I don’t want to talk to you about policy logic, but I can have one more dimension to help you find a more hidden value chain.

If I let this evaluation of the Lingang Free Trade Zone, it is, “Pudong, there will be no more suburbs from then on”

01

First talk about the place of Lingang with everyone.

What is porting, that is, even in the impression of the people of Pudong, as far as going to Longyang Road, it is called “into the city.”
Pudong has no suburbs since then.

In fact, the easternmost plate of Pudong is about 75 kilometers from the center of Shanghai, 32 kilometers from Yangshan deep-water port in the south and 25 kilometers from Pudong International Airport in the north.

Because it is too far away from the main city, plus the previous population introduction is not too successful. Everyone who comes to Hong Kong will sigh, except for the younger brother in the university town, Miss Sister, here. It is really one of the few places in Shanghai that is sparsely populated.

Behind this is not to say how much the port has failed, but rather the development of the Shanghai New Town plate in the same period as he did. The development is indeed relatively slow, or, to some extent, Lingang is Pudong. After successfully rolling development for so many years, the last piece of suburbs.
But everything is afraidWe changed from this free trade zone.
Let’s take a look at the combination of the Free Trade Zone policy, Lingang, what gift packs have been received.
First of all, remind everyone that the free trade zone is not a rainy dew in Lingang. According to the official definition, “Lingang New Area” consists of three groups: After the Lingang Free Trade Zone  Since then, Pudong has no suburbs and even in the core area of ​​Lingang, it is only the following range. Pudong has no suburbs since then.

In fact, we are not unfamiliar with the way of drawing new circles and playing new games, that is, “starting Nanhui New City, Lingang Equipment Industrial Zone, Xiaoyangshan Island, South Side of Pudong Airport, etc.”, meaning These fulcrums will definitely be polished in the future.

And these are the highlights we want to focus on.

02

Okay, the market is set, see the important details.

After the Lingang Free Trade Zone, Pudong has no suburbs since then

“Key enterprises levy corporate income tax at a rate of 15%”. To put it bluntly, if the port is activated, it is necessary to activate the port industry. With the rise of the industry, there will be people and supporting facilities for regional development.

At this point, although there is no Hong Kong, Hainan’s free port is a great stimulus, but it is also the greatest sincerity that Shanghai has come up with in the framework of the Free Trade Zone.

Below, according to the “Liangang New Area Comprehensive Plan”, the new section of the Shanghai Pilot Free Trade Zone will implement a cross-border financial management system that facilitates the collection and payment of funds.

There are two main levels here.

First, the settlement port, “will learn from the internationally accepted financial regulatory rules to further simplify the cross-border RMB business processing process for high-quality enterprises”

Second, financing port, “providing cross-border bond issuance, cross-border investment mergers and cross-border assets for companies and non-residents in the new areaCross-border financial services such as centralized operations.

I used to share with you that the essence of finance is the distribution of money, and the financial center is divided into two types. One is called the domestic financial center, which manages the distribution of domestic capital flows. This is regrettable, Shanghai. I am afraid that competition is not in Beijing.

There is also an international financial center. This kind of city is where all kinds of money can come from, free to go, in line with the law, how to play and how to play.

Understanding these, you can understand that the international financial center is the mission of Shanghai, and every step of the micro-operations carefully accumulates potential energy in this vision.

For Lingang, this circle not only welcomes domestic money, but also welcomes foreign money to play. In other words, in the pool of funds for the port, to help the port to operate the industry and development.

As for the future of the port, it has been clearly described in the “Overall Plan”.

“By 2025, the new district will establish a relatively mature investment and trade liberalization and facilitation system, create a number of more open functional platforms, regional creativity and competitiveness will be significantly enhanced, economic strength And the economic aggregate has jumped sharply.

By 2035, a special economic function zone with strong international market influence and competitiveness will be built, and a more mature and stereotyped system result will be formed, and the core function of global high-end resource element allocation will be built, which will become China’s deep integration into the economy. An important carrier of globalization.

After the Lingang Free Trade Zone, Pudong has no suburbs since then

And this is the port of the future.

03

So, can you make it?

Preaching this, I want to talk to you about the bottom of Shanghai.

I don’t know if you have observed that Pudong has started from the Waigaoqiao Free Trade Zone, and after experiencing a expansion, there is basically no substantial benefit to Pudong.

In recent years, the words of the highest frequency of the Shanghai property market are basically the “Dahongqiao” in the west.

And in the true sense of Dahongqiao, from a big concept to the finalization, the development cycle of the five-sixth, Dahongqiao has been supporting the entire Qingpu, and finally completely activated the Qingpu and Qingpu property market.

Looking a little further, with the success of Dahongqiao, ShanghaiThere is one more focus center inside, and the boundary of the city has been successfully pushed westward. Even if it runs to a place like Dianshan Lake, it will not feel very suburban.

This shows two points. Shanghai has put a concept of strategic level on it, and has a mature style of play. Also, Shanghai is destroying the suburbs.

In essence, decentralization has always been the idea of ​​Shanghai’s operation at the space level. The subway introduces traffic, the industry gathers popularity, supports the life, and develops outward.

In fact, this style of play is very successful and effective, and the population and urban boundaries are also advancing.

After the Lingang Free Trade Zone, Pudong has no suburbs since then

But faced with two problems, first, the rolling development cycle is too long. Second, it is difficult to work like a “lone city” like Lingang.

So, if the geographical advantage is not enough, then the “day time” is enough, nothing can drive the rise of the plate more than the injection of a big plan.

In fact, for the port, for Pudong, it is too lacking.

Especially in the port, for a long time, not to mention any energy injection, they are almost forgotten.

In September 2013, the Shanghai Pilot Free Trade Zone was listed in an area of ​​28.78 square kilometers in Pudong.

In 2015, the free trade zone expanded to an area of ​​120 square kilometers, including the comprehensive bonded zone, Lujiazui financial district, Zhangjiang high-tech zone, Jinqiao development zone, and the Expo area. In addition, Quanpudong is involved.

However, I don’t know what the consideration was. The port that was originally born for the Yangshan deep-water port was not included.

So, this time either don’t give it, or one step at a time.

Shanghai, in the future, there will be no shortcomings in things.

04

And one of them, there is a layer of Pudong considerations.

Just last year, Pudong’s GDP exceeded trillions. According to the current growth rate, it takes only seven years, and Pudong’s GDP can exceed 2 trillion.

What is this concept?

Last year, Hong Kong’s GDP was 2.4 trillion yuan through exchange rate conversion. According to Hong Kong’s annual economic growth rate of 3%, about a decade or so, Pudong’s economy can stand on the same gradient as Hong Kong. Got up.

Shortly before the official announcement of the Free Trade Zone, Shanghai issued a number of “Opinions on Supporting the Reform and Opening up of the Pudong New Area and Re-starting to Achieve High-Quality Development in the New Era”. One stone stirred up waves. After the Lingang Free Trade Zone, Pudong has no suburbs since then After the Lingang Free Trade Zone, Pudong has no suburbs since thenAfter the Lingang Free Trade Zone, Pudong has no suburbs since then

should Said that the positioning of Pudong is very high, and the decentralization of Pudong is also thorough enough. This “20 Pudong” is actually the blueprint for the latest version of Pudong. Simply put, an energy is no less than the economy of Hong Kong.

The logic of Pudong’s operation. Lujiazui first rose strongly at a single point, successfully brought out the rise of Jinqiao, Zhangjiang, Waigaoqiao and other sectors. To a certain extent, you can regard them as the four engines of Pudong.

After the Lingang Free Trade Zone, Pudong has no suburbs since then

Pudong’s development system also has no declining mode of Puxi’s loop, reaching a very stable and good mode.

However, the port is absent.

Really, I want to join in playing with the strength of the port before, but I almost changed my mind. Fortunately, the environment has changed.

Pudong’s upgrade is not to mention the introduction of city-level talents and the right to settle in. It plans to double the existing 1 trillion yuan of GDP to 2 trillion in seven years.

Pudong has no suburbs since then.

But if you really want to achieve this goal, Pudong can expand and pick up the main, mainly Zhangjiang and Lingang.

Therefore, it is better to assign such a free trade zone to Lingang than to benefit from it.

05

In this case, it depends on whether the port can be accommodated, or what is there in Lingang?

Let’s just say that, for many years of development, the industrial base of Lingang is actually not weak.

Since 2003, the Lingang Industrial Zone has formed six major new energy equipment, key ship components, marine engineering, complete vehicles and parts, large-scale logistics and engineering machinery, civil aviation equipment and key components. Industrial manufacturing clusters.

Pudong has no suburbs since then.

Among them, we are familiar with the C919 engine project, the Chinese Academy of Sciences high-efficiency low-carbon gas turbine project, China CRRC, Huada Semiconductor, Xinyi Semiconductor, Cambrian, Keda Xunfei, “Rainbow Fish”, etc. of.

and key nodes in these two years.

It is now on January 7, 2019, the Tesla Super Factory, which plans to produce 500,000 pure electric vehicles per year, officially started in the Lingang area. This is the largest foreign-invested manufacturing project in Shanghai’s history.

The status of Tesla River and Lakes will not be said. The back of 500,000 production capacity means that a large number of supporting supply chain clusters are located, so that the linkage effect brought to Lingang is very considerable.

In order to meet such a goal, we have also seen that the university town of Lingang is not necessarily transformed, but in the long run, it is already storing water for the port.

Also, a piece of white paper is good for painting, and Pudong’s earliest planning experience is based on the drip lake. The whole version is planned throughout Shanghai and is also outstanding.

After the Lingang Free Trade Zone, Pudong has no suburbs since then

Although it is a short-selling smog, but it is not good enough to hold the gene, this is very important.

Therefore, similar to the supporting projects such as Xintiandi, the government is also a prophetic layout.

After the Lingang Free Trade Zone, Pudong has no suburbs since then Finally, there is also a planetarium, the Ocean Polar Park, which complements the side of an independent city life. Pudong has no suburbs since then.

Chong this point, the port can counterattack to what extent does not play any ticket, but because the foundation is good, there are Dongfeng, expected, really good.

Finally, I hope you don’t forget that the property market policy in the new district of Lingang is not to let go, but to let the money and people’s resources in the Shanghai system be market-oriented. Naturally flow to the new cycle of port and cycle.

So, you ask me which step I can take in Hong Kong. I think that on a high probability, time will not be long. There is no “suburban” label in Lingang.

06

Since August 6, 2019, Pudong has no suburbs.