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专项债收地已发行超1500亿元,广东省发行金额居首
证券时报·2025-08-22 08:55

Core Viewpoint - The article discusses the progress of using special bonds to acquire idle land, highlighting the amount of land and financial resources involved in this initiative [2][4][5]. Group 1: Special Bonds for Idle Land Acquisition - As of August 18, over 4,300 cases of proposed land acquisition using special bonds have been publicly announced, covering an area of over 220 million square meters and totaling over 55 billion yuan [2][4]. - Among the 31 provinces and cities, 26 have reported plans to use special bonds for land acquisition, with Guangdong province leading with a proposed total amount of nearly 79 billion yuan [4]. - Approximately 50% of the proposed acquisition prices are between 0.8 and 1.0 times the original transaction price, indicating a decrease in the ratio of acquisition prices compared to previous data [4]. Group 2: Issuance of Special Bonds - The total amount of special bonds issued or to be issued for acquiring idle land has exceeded 150 billion yuan, accounting for 27% of the total proposed acquisition amount [5][6]. - Guangdong province has issued 37.7 billion yuan, the highest among provinces, followed by Hunan with a total of 30.7 billion yuan from five issuances [6]. - The actual issuance of special bonds for land acquisition remains low and is concentrated in "self-examination and self-initiated" pilot areas, with other provinces needing to accelerate their issuance [6][7]. Group 3: Overall Special Bond Issuance - Cumulatively, about 2.88 trillion yuan of new special bonds have been issued, with those for idle land acquisition making up only about 5.2% of the total [7]. - The total quota for new special bonds for local governments this year is set at 4.4 trillion yuan, with nearly 70% already issued, suggesting that around 800 billion yuan may be allocated for idle land acquisition in the future [7].