国常会锚定“两重”建设 为“十五五”开局立梁架柱

Core Viewpoint - The State Council meeting, chaired by Premier Li Qiang, emphasizes the importance of the "Two Major" construction as a cornerstone for economic development, focusing on both immediate needs and long-term growth strategies [1][4]. Group 1: Strategic Implementation - The meeting outlines the strategic, forward-looking, and holistic requirements for the "Two Major" construction, aiming to expand effective demand, enhance industrial structure, and improve national security resilience [2][4]. - The 2024 Government Work Report will introduce the issuance of special ultra-long-term bonds to support the "Two Major" construction, with an estimated scale of approximately 1 trillion yuan [2][3]. Group 2: Financial Support and Project Management - As of the third quarter, a total of 752 billion yuan in ultra-long-term special bonds has been issued, with stable interest rates, fully allocated to "Two Major" projects to bolster effective investment [3][4]. - The National Development and Reform Commission is actively planning and reserving significant projects for the "Two Major" construction, focusing on both hard investments and soft construction to enhance project efficiency [5]. Group 3: Policy Effects and Future Outlook - The "Two Major" construction is a significant decision by the Central Committee, impacting national security and public welfare, with efficient fund allocation being crucial for its implementation [4][5]. - The approach of "funds following projects" has been adopted to ensure effective management and promote cross-regional and cross-sectoral flagship projects, enhancing the demonstration effect of investments [4][5].