84号文发布一个月后，PPP咨询业务又热了

Core Viewpoint - The issuance of Document No. 84 serves as a "strong heart injection" for the existing 16 trillion yuan PPP projects, acting as a new action guide and restoring confidence among all parties involved [3]. Group 1: Changes in the PPP Market - Since the release of Document No. 84 on August 16, the PPP consulting market has begun to show signs of change, with increased inquiries from both local governments and social capital parties regarding existing PPP projects [2]. - The peak period saw the total investment in the PPP management database exceed 16 trillion yuan, covering nearly all public service sectors, with most projects now classified as existing PPP projects [2]. Group 2: Implementation and Local Responses - Document No. 84 proposes solutions for issues faced by existing PPP projects, emphasizing the need for construction preservation, stable operations, fiscal support, and policy inclination, while requiring local governments to collaborate with relevant departments and financial institutions to implement targeted measures [5]. - Following the issuance of Document No. 84, Gansu Province approved the first provincial-level implementation plan, which reiterates key points from Document No. 84, including the obligation of governments to fulfill payment duties and the support of financial institutions for PPP project financing needs [5][6]. Group 3: Legal and Consulting Services Demand - The implementation of Document No. 84 has led to a resurgence in the demand for legal services related to existing PPP projects, with a notable increase in consultation requests for legal due diligence and renegotiation under changing circumstances [8][10]. - The changes in the market have resulted in new business opportunities for legal consulting, including assisting investors with legal due diligence and negotiating with financial institutions [10]. Group 4: Project Improvement and Efficiency - The document encourages social capital parties to adopt innovative operational models and advanced technologies to enhance the professional level of project operations and reduce costs [10]. - Existing PPP projects are expected to improve their quality and efficiency through renegotiation and other means, capitalizing on the opportunities presented by the issuance of Document No. 84 [11].