事关REITs再扩围！国家发改委最新发声

REITs Expansion - The National Development and Reform Commission (NDRC) is actively promoting the expansion of infrastructure REITs to include urban renewal facilities, hotels, sports venues, and commercial office facilities [1][3] - Since the launch of public REITs in April 2020, the market has expanded to cover 12 major industries and 52 asset types, with 18 asset types from 10 industries already achieving their first issuance [2][3] "Two Heavy" Construction - The NDRC has allocated 7 trillion yuan and 8 trillion yuan in special long-term bonds for 1,465 and 1,459 "hard investment" projects in 2024 and 2025, respectively [4] - Significant improvements have been made in urban infrastructure, including the construction and renovation of urban underground pipelines, enhancing urban safety and resilience [4] Food Security and Social Welfare - Major irrigation projects are being modernized to create large-scale grain production bases, contributing to food security [5] - Support for the construction and renovation of high schools has resulted in over 1 million new ordinary high school places, improving educational access [5] Credit Repair and Policy Implementation - The NDRC has introduced a Credit Repair Management Measures effective from April 2026, addressing issues in credit repair practices [6] - The measures include categorizing credit information and streamlining the repair process through a unified platform [6] Emerging Industries Development - The NDRC emphasizes the need to balance speed and potential bubbles in the humanoid robot industry, aiming to prevent market saturation and ensure orderly development [7] - The commission plans to establish industry standards and support collaborative efforts among enterprises, universities, and research institutions to address technological challenges [7]