主题：振兴东北装备制造业最值得期待

国务院日前印发《关于近期支持东北振兴若干重大政策举措的意见》强调，以简政放权为突破口，促进各类市场主体竞相迸发发展活力。一方面，拟进一步简政放权，依法将用地预审等相关前置审批事项下放地方；将列入石化产业规划布局方案的大连长兴岛石化产业基地等相关项目核准，及用地预审等前置审批委托省级政府负责。鼓励辽宁省开展投资领域简政放权改革试点，减少前置审批事项；在东北地区重点装备制造企业中试点境外并购外汇管理。另一方面，促进非公有制经济大发展。如，在东北开展民营经济发展改革试点，壮大民营企业集团；放宽民间资本进入的行业和领域，在基础设施、基础产业等领域推出一批鼓励社会资本参与的地方重大项目；鼓励民间资本、外资以及各类新型社会资本，以出资入股等方式参与国有企业改制重组等

方正证券show_quote("601901","sh","方正证券","stock");认为，《意见》进一步表明，加快推进市场作为资源配置的基础，符合新一届政府的政策导向。2013年7月，习近平在武汉召开部分省市负责人座谈会时强调，要把更好发挥市场在资源配置中的基础性作用，作为下一步深化改革的重要取向，加快形成统一开放、竞争有序的市场体系，着力清除市场壁垒，提高资源配置效率

东北振兴作为新一届政府加快东北发展，解决区域经济发展均衡，并作为当前微刺激政策的重要补充。主要看好东北装备制造业创新发展、国企改革、新材料工业发展及农业等方面投资机会

1、装备制造业振兴。看好重大装备制造业，智能制造和军工产业等，如奥普光电show_quote("002338","sz","奥普光电","stock");、机器人show_quote("300024","sz","机器人","stock");、哈空调show_quote("600202","sh","哈空调","stock");、九洲电气show_quote("300040","sz","九洲电气","stock");、中国一重show_quote("601106","sh","中国一重","stock");、博实股份show_quote("002698","sz","博实股份","stock");、利源精制show_quote("002501","sz","利源精制","stock");、沈阳机床show_quote("000410","sz","沈阳机床","stock");、东北电气show_quote("000585","sz","东北电气","stock");、大冷股份show_quote("000530","sz","大冷股份","stock");、大连重工show_quote("002204","sz","大连重工","stock");、蓝英装备show_quote("300293","sz","蓝英装备","stock");、智云股份show_quote("300097","sz","智云股份","stock");、聚龙股份show_quote("300202","sz","聚龙股份","stock");、佳电股份show_quote("000922","sz","佳电股份","stock");等

2、国企改革方面。东北作为新中国工业的摇篮，国企众多，发展基础较好，未来在政策和制度配合下，改善空间大。如哈飞股份show_quote("600038","sh","哈飞股份","stock");、哈药股份show_quote("600664","sh","哈药股份","stock");、富奥股份show_quote("000030","sz","富奥股份","stock");、一汽富维show_quote("600742","sh","一汽富维","stock");、启明信息show_quote("002232","sz","启明信息","stock");、长春一东show_quote("600148","sh","长春一东","stock");、一汽轿车show_quote("000800","sz","一汽轿车","stock");、出版传媒show_quote("601999","sh","出版传媒","stock");、吉视传媒show_quote("601929","sh","吉视传媒","stock");等

3、新材料新技术方面。东北科研基础好，具有一定的新材料研发和产业化基础，看好烯碳新材show_quote("000511","sz","烯碳新材","stock");、大连电瓷show_quote("002606","sz","大连电瓷","stock");、抚顺特钢show_quote("600399","sh","抚顺特钢","stock");、东软集团show_quote("600718","sh","东软集团","stock");、新华龙show_quote("603399","sh","新华龙","stock");和深圳惠程show_quote("002168","sz","深圳惠程","stock

4、农业方面。东北是我国的粮仓和重要林木产品、中药材基地，看好万向德农show_quote("600371","sh","万向德农","stock");、北大荒show_quote("600598","sh","北大荒","stock");、东方集团show_quote("600811","sh","东方集团","stock");、獐子岛show_quote("002069","sz","獐子岛","stock");、壹桥苗业show_quote("002447","sz","壹桥苗业","stock");、紫鑫药业show_quote("002118","sz","紫鑫药业","stock");、益盛药业show_quote("002566","sz","益盛药业","stock");等

5、社会发展方面。东北振兴有利于相关消费产业和基础产业发展，看好华电能源show_quote("600726","sh","华电能源","stock");、龙建股份show_quote("600853","sh","龙建股份","stock");、长春高新show_quote("000661","sz","长春高新","stock");、吉林敖东show_quote("000623","sz","吉林敖东","stock");、欧亚集团show_quote("600697","sh","欧亚集团","stock");、营口港show_quote("600317","sh","营口港","stock");、大商股份show_quote("600694","sh","大商股份","stock");、铁龙物流show_quote("600125","sh","铁龙物流","stock");等

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