旅游成战略支柱产业 Tourism into strategic pillar industry

　　根据《规划》，贵州将“全省上下一起来办大旅游”，88个县均要推出旅游项目，形成国家级重大项目10个、省级重大项目50个、省级重点项目200个，投资总额达到32479亿元。

According to《planning》，Guizhou will“Up and down the province together to do big tourism”，88 county are introduced to tourism projects，Form national major project 10、Major projects at the provincial level 50、Provincial key project 200，The total amount of investment reached 3.2479 trillion yuan。

　　贵州省旅游局称，3万亿元投资计划是未来10年全省旅游投资的需求额度，这些投资不是由财政出钱，主要是引入社会资本投资，通过招商引资等举措筹集。

Guizhou tourism administration said，3 trillion yuan investment plan is the next 10 years the tourism investment demand line，These investments not by fiscal expense，Is mainly introducing social capital investment，Through the investment promotion measures such as raising。

　　“国家非常重视文化、旅游产业的大发展，贵州又具备这样的资源优势，旅游业在贵州被定位为战略性支柱产业。因此，利用政府投资和民间资本发展旅游经济顺理成章，但未来要看政府如何推动项目与民间资本对接。”一位券商旅游行业分析师表示。

“Countries attach great importance to culture、Tourism industry's development，Guizhou and have such resources advantage，Tourism in guizhou is positioned for strategic pillar industry。therefore，With the utilization of governmental investment and the folk capital development of tourism economy logical，But in the future to see how the government to promote the project and the folk capital butt。”A securities trader tourism industry analysts said。

　　今年1月份出台的《国务院关于进一步促进贵州经济社会又好又快发展的若干意见》，提出了“文化旅游发展创新区”的战略定位，这为贵州的发展提供了新的机遇。之后，贵州省第十一次党代会再次确立“加快建设旅游大省、旅游强省”的发展目标，旅游业将承担起贵州经济发展的新引擎重任。

In January of this year on the introduction of the《The state council about further promote guizhou economic and social good and fast development certain opinions》，Puts forward the“Cultural tourism development innovation area”'s strategic positioning，This is the development of guizhou provides new opportunities。after，Guizhou province in 11 time party establishment again“Speed up the construction of a "big tourism province"、Tourism strong province”The development goal of，Tourism will take responsibility for the economic development of guizhou new engine burden。

　　数据显示，“十一五”以来，贵州旅游总收入年均增速达34.3%。2011年，贵州旅游业产值占全省GDP的7.1%。据测算，今年上半年全省旅游业规模可达240亿元左右，约占全省GDP的7.5%，旅游业在全省第三产业中占比达到17%左右。

Data display，“11th five-year plan”since，Guizhou tourism revenue growth at an average annual rate of 34.3%。In 2011,，Guizhou province tourism value accounts for 7.1% of GDP。According to the calculation，In the first half of this year the province tourism scale can reach 24 billion yuan，The province accounted for about 7.5% of GDP，Tourism in the tertiary industry in the province reached 17% or so。

　　四类公司将明显受益 Four kinds of the company will benefit significantly

　　一些机构分析师表示，贵州发展旅游产业，受益公司主要涵盖地产、白酒、医药、电力等领域。贵州龙头地产企业中天城投（000540），早在去年10月以3.3亿元现金出资与贵州省文化厅下属贵州省河滨剧场等七家单位组建贵州文化产业股份有限公司，中天城投持股比例为68.48%，谋划进军文化旅游产业。未来，公司有望继续受益政策红利，文化旅游地产业务得以进一步发展。

Some analysts said，The development of tourism industry in guizhou，Benefit from the company mainly covers real estate、liquor、medicine、Power, etc。Guizhou leading real estate enterprise zhongtian city cast（000540），As early as in October last year to 330 million yuan in cash guizhou cultural contribution and subordinate guizhou riverside theatre, seven home unit form guizhou culture industry co., LTD，Zhongtian city cast shareholding ratio is 68.48%，The plan of cultural tourism industry。The future，The company is expected to continue to benefit from the policy dividend，Cultural tourism real estate business to a further development。

　　酒文化作为贵州重要的传统文化之一，也是贵州旅游业可带动发展的相关领域。统计数据显示，今年1-5月，白酒行业对贵州省工业增长贡献率高达28.8%。贵州茅台（600519）及贵州省内的白酒类企业或将借此机遇延伸产业链，开拓新的利润增长点。

Wine culture as guizhou important one of traditional culture，Guizhou tourism also can drive the development of related fields。Statistics show，This year 1-5 months，Liquor-making industry in guizhou to industrial growth contribution rate is as high as 28.8%。Guizhou maotai（600519）And guizhou provincial liquor class enterprise or will take this opportunity extension industry chain，To open up new profit growth point。

　　随着旅游产业的发展，贵州可能会开发更多民族特色医药产品，推动贵州医药业发展。贵州百灵（002424）、益佰制药（600594）、信邦制药（002390）都将成为受益者。资料显示，贵州旗下医药上市企业贵州百灵、益佰制药、信邦制药今年第一季度分别实现营业总收入2.9亿元、4.29亿元和1.95亿元，同比分别增加29.88%、16.69%和16.40%。

With the development of the tourism industry，Guizhou may develop more national characteristics pharmaceutical products，To promote the development of guizhou medicine。Guizhou lark（002424）、Profit hundred pharmaceutical（600594）、Letter bond pharmaceutical（002390）All will be the beneficiaries。Data shows，Guizhou's medicine listed enterprise guizhou lark、Profit hundred pharmaceutical、Believe in the first quarter of this year foreign pharmaceutical respectively achieve business revenue of RMB 290 million yuan、429 million yuan and 195 million yuan，Respectively compared to the 29.88% increase、16.69% and 16.40%。

　　固定资产投资不断加速，对于电力的需求也将不断加大。黔源电力（002039）今年一季度营业总收入9431.87万元，净利润亏损8360.90万元。随着用电需求加大，有望帮助公司实现扭亏为盈，并为公司长远发展提供市场空间。

Investment in fixed assets has been accelerating，For the demand of electric power will continue to increase。Qian source power（002039）In the first quarter of this year business revenue of RMB 94.3187 million yuan，Net profit loss 83.609 million yuan。As electricity demand increase，Is expected to help the company achieve turnaround，And for the company long-term development provide market space。