8000亿“两重”项目清单全部下达，下半年稳投资如何发力

Core Viewpoint - Major projects are playing a stabilizing role in investment growth, with infrastructure investment expected to accelerate due to the expansion of special bond issuance and faster project implementation [1][4][9]. Infrastructure Investment - Infrastructure construction investment growth is projected to expand to 6% for the year, continuing to support economic stability [1][10]. - The National Development and Reform Commission (NDRC) has allocated over 300 billion yuan to support the third batch of "Two Major" construction projects for 2025, completing the annual plan of 800 billion yuan [2][5]. Project Progress and Funding - As of May, fixed asset investment in transportation reached 1.2 trillion yuan, while water conservancy investment was 408.97 billion yuan [4][6]. - The government is implementing fiscal and monetary policies to ensure sufficient funding for major projects, including the early issuance of special bonds and long-term treasury bonds [6][7]. Economic Impact - Major projects are crucial for stabilizing economic operations, optimizing industrial structures, and enhancing public services in urban areas [4][5]. - From January to May, investment in projects with planned total investments of over 100 million yuan grew by 6.5%, outpacing overall investment growth [4][9]. Policy Support - The government is focusing on expanding effective investment through various financial tools and encouraging private investment in high-quality projects [10][11]. - New policy-oriented financial tools are being established to support infrastructure, technology innovation, and consumption [8][9].