全力以赴稳增长 央企下好“先手棋”

Core Viewpoint - The commencement of major projects across the country marks a significant push in infrastructure investment, driven by state-owned enterprises (SOEs) focusing on key areas to stabilize and enhance economic growth in 2026 [1][3]. Group 1: Major Projects and Investments - SOEs are concentrating on "two heavy" and "two new" sectors, initiating significant projects to accumulate development momentum [1][3]. - In Xiong'an New Area, several SOE headquarters projects have started construction, including China Chengtong, China Agricultural Development, and China Huadian [1]. - The National Energy Group has launched a 7 billion yuan expansion project for the Wanzhou Power Plant, which will add 2 units of 1 million kilowatts capacity and is expected to generate over 20 billion kilowatt-hours annually by 2028 [1]. Group 2: New Energy and Green Initiatives - SOEs are increasingly investing in emerging industries and green low-carbon sectors, with projects like a 120MW photovoltaic power station in Fujian and a resource recycling project in Shandong [2]. - China State Construction Engineering Corporation is advancing multiple key projects across various sectors, including infrastructure and renewable energy [2]. Group 3: Infrastructure Development - In Shenzhen, 222 key projects with a total investment of approximately 157.34 billion yuan were launched, focusing on smart manufacturing and logistics [3]. - Fuzhou plans to start 185 major projects in the first quarter, with a total investment of 120.97 billion yuan, including a 3 billion yuan low-altitude economic equipment manufacturing base [3]. Group 4: Policy and Financial Support - The National Development and Reform Commission has expedited the approval of major infrastructure projects, with total investments exceeding 400 billion yuan, signaling a commitment to effective investment [5]. - A total of 5 billion yuan in new policy financial tools has been fully allocated, supporting over 2,300 projects with a total investment of around 7 trillion yuan [5]. - The anticipated growth in overall infrastructure investment is projected to rebound to around 8% year-on-year, focusing on major projects and energy transition [6].