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民间投资迎来政策“红包”
Shang Hai Zheng Quan Bao· 2025-09-12 15:19
民间投资将迎来又一轮政策"礼包"。 9月12日召开的国务院常务会议,部署进一步促进民间投资发展的若干措施。会议提出,民间投资对稳 就业稳经济具有重要作用。要聚焦企业关切的突出问题,在扩大准入、打通堵点、强化保障等方面实施 一批务实举措,进一步激发民间投资活力、促进民间投资发展。 对此,受访专家表示,预计出台的破除限制民间投资的各种隐性壁垒等一批务实举措,将对激发民间投 资活力起到实质性促进作用。 让民营企业敢投资有回报 记者此前从国家发展改革委了解到,进一步激发民间投资活力、促进民间投资发展,在扩大准入、打通 堵点、强化保障等方面实施一批务实举措已经在出台过程中。 "民间投资方面,抓紧研究出台促进民间投资发展的政策举措,完善民营企业参与国家重大项目建设长 效机制,对铁路、核电、油气管道等领域重大项目设定民间投资参股比例的最低要求,支持更多符合条 件的民间投资项目发行基础设施REITs。"国家发展改革委政策研究室副主任、新闻发言人李超此前透 露。 今年以来,为持续激发民间投资活力,相关部门以及各地政府都在加大向民间资本推介项目工作力度。 其中,6月中下旬,国家发展改革委组织集中向民间资本新推介项目3200余个、 ...
国务院常务会议解读|聚焦促进民间投资发展 国务院作出重要部署
Xin Hua She· 2025-09-12 15:02
"会议的系列部署直击民营企业关切,从扩大准入、打通堵点、强化保障等方面精准发力,打出了 政策'组合拳',助力民营企业稳定预期、提振信心。"国家信息中心经济预测部研究员张晓兰表示,各 地区各部门要深入贯彻落实会议部署,因地制宜深化、细化、实化举措,提高政策精准度和可操作性, 层层抓好落实,着力激发民间投资活力、促进民间投资发展。 国家发展改革委新闻发言人李超表示,国家发展改革委将会同有关部门,坚定不移实施扩大内需战 略。聚焦重点领域谋划储备一批发展所需、地方所能、群众所盼的重点项目。抓紧研究出台促进民间投 资发展的政策举措,完善民营企业参与国家重大项目建设长效机制。 要拓宽民间投资空间,支持民间资本加大新质生产力、新兴服务业、新型基础设施等领域投资;要 严格落实招标投标领域相关制度规定,保障中小企业政府采购预留份额,加大中央预算内投资等对民间 投资项目的支持力度……会议部署一系列务实举措,释放了更大力度促进民间投资发展的积极信号。 市场准入是经营主体参与经济活动的前提,公平竞争是市场经济的基本原则。会议指出,要营造公 平竞争市场环境,破除限制民间投资的各种隐性壁垒,加强创新支撑和融资支持,完善服务体系,让民 营 ...
国务院常务会议解读 | 聚焦促进民间投资发展 国务院作出重要部署
Xin Hua She· 2025-09-12 14:55
新华社北京9月12日电(记者魏玉坤)民间投资对稳就业稳经济具有重要作用。12日召开的国务院常务 会议,部署进一步促进民间投资发展的若干措施。 "会议的系列部署直击民营企业关切,从扩大准入、打通堵点、强化保障等方面精准发力,打出了政 策'组合拳',助力民营企业稳定预期、提振信心。"国家信息中心经济预测部研究员张晓兰表示,各地 区各部门要深入贯彻落实会议部署,因地制宜深化、细化、实化举措,提高政策精准度和可操作性,层 层抓好落实,着力激发民间投资活力、促进民间投资发展。 民间投资是稳增长、调结构、促就业的重要支撑力量。今年前7个月,我国民间项目投资(扣除房地产 开发民间投资)同比增长3.9%。分行业看,住宿和餐饮业民间投资增长19.6%,基础设施民间投资增长 8.8%,文化、体育和娱乐业民间投资增长8.1%,制造业民间投资增长5%。 国家发展改革委新闻发言人李超表示,国家发展改革委将会同有关部门,坚定不移实施扩大内需战略。 聚焦重点领域谋划储备一批发展所需、地方所能、群众所盼的重点项目。抓紧研究出台促进民间投资发 展的政策举措,完善民营企业参与国家重大项目建设长效机制。(完) 要拓宽民间投资空间,支持民间资本加大 ...
国务院常务会议解读|聚焦促进民间投资发展 国务院作出重要部署
Xin Hua She· 2025-09-12 14:53
市场准入是经营主体参与经济活动的前提,公平竞争是市场经济的基本原则。会议指出,要营造公平竞 争市场环境,破除限制民间投资的各种隐性壁垒,加强创新支撑和融资支持,完善服务体系,让民营企 业敢投资、有回报。 "会议的系列部署直击民营企业关切,从扩大准入、打通堵点、强化保障等方面精准发力,打出了政 策'组合拳',助力民营企业稳定预期、提振信心。"国家信息中心经济预测部研究员张晓兰表示,各地 区各部门要深入贯彻落实会议部署,因地制宜深化、细化、实化举措,提高政策精准度和可操作性,层 层抓好落实,着力激发民间投资活力、促进民间投资发展。 要拓宽民间投资空间,支持民间资本加大新质生产力、新兴服务业、新型基础设施等领域投资;要严格 落实招标投标领域相关制度规定,保障中小企业政府采购预留份额,加大中央预算内投资等对民间投资 项目的支持力度……会议部署一系列务实举措,释放了更大力度促进民间投资发展的积极信号。 新华社北京9月12日电(记者魏玉坤)民间投资对稳就业稳经济具有重要作用。12日召开的国务院常务 会议,部署进一步促进民间投资发展的若干措施。 国家发展改革委新闻发言人李超表示,国家发展改革委将会同有关部门,坚定不移实施扩 ...
李强主持召开国务院常务会议听取前期防汛救灾工作情况和提升北方地区防汛减灾能力汇报等
Xin Hua Wang· 2025-09-12 13:00
Group 1: Flood Prevention and Disaster Relief - The meeting emphasized the importance of maintaining vigilance against flood and typhoon risks, even after the peak flood season has passed, highlighting the need for effective disaster relief and recovery efforts [2][3] - It was noted that extreme rainfall has caused significant damage in some regions, necessitating a coordinated response from local authorities and departments to ensure the safety and recovery of affected populations [2][3] Group 2: Promotion of Private Investment - The meeting recognized the critical role of private investment in stabilizing employment and the economy, proposing practical measures to address key concerns of enterprises and stimulate private investment [3] - Specific strategies include expanding access for private investment, enhancing support for new productivity sectors, emerging services, and new infrastructure projects, as well as ensuring fair competition in the market [3] Group 3: Overseas Comprehensive Service System - The meeting discussed the need to strengthen the overseas comprehensive service system to support domestic enterprises in international cooperation and competition [3] - This includes improving coordination across legal, financial, and logistical services, and establishing service platforms to assist companies venturing abroad [3] Group 4: Biomedical Technology Regulation - The meeting approved a draft regulation aimed at managing clinical research and the application of new biomedical technologies, focusing on innovation and safety [4] - The goal is to enhance the quality and safety of clinical applications while effectively mitigating various risks associated with biomedical innovations [4]
浦东建设:参股公司定位于为客户提供智算设施的部署及运维服务,公司尚未对其出资
Xin Lang Cai Jing· 2025-08-25 10:42
Core Viewpoint - The company has announced its participation in a new venture related to computing power and infrastructure, specifically through a significant investment in a new technology service company [1] Group 1: Investment Details - The company has approved an investment of 66 million yuan, representing a 30% stake, in the establishment of "Shanghai Pusuan Cloud Intelligence Technology Service Co., Ltd." [1] - The new company aims to provide deployment and operational services for intelligent computing facilities [1] - The investment amount is relatively small compared to the company's net assets and is not expected to significantly impact the company's annual operating performance [1] Group 2: Operational Status - The new subsidiary has not yet completed its business registration, and related operational activities have not commenced [1] - The investment will not alter the existing business structure or status of the company [1]
浦东建设:参股公司定位于为客户提供智算设施的部署及运维服务 公司尚未对其出资
Mei Ri Jing Ji Xin Wen· 2025-08-25 10:41
Core Viewpoint - Pudong Construction (600284) has announced its entry into the new infrastructure sector, specifically in computing power, through a recent investment in a joint venture company [1] Investment Details - The company has committed to invest 66 million yuan, holding a 30% stake in the newly established "Shanghai Pusuan Cloud Intelligence Technology Service Co., Ltd." [1] - The investment was approved during the fourth meeting of the company's ninth board of directors on May 22, 2025 [1] - The joint venture aims to provide deployment and operation services for intelligent computing facilities [1] Current Status - The joint venture company has not yet completed its business registration, and no operational activities have commenced [1] - The investment amount represents a small proportion of the company's net assets [1] - This investment is not expected to alter the company's existing business structure or significantly impact its annual operating performance [1]
深市REITs体系进一步扩容增类 首单数据中心REIT成功上市
Zheng Quan Ri Bao Wang· 2025-08-08 11:49
Core Viewpoint - The successful listing of the Southern Runze Technology Data Center REIT marks a significant expansion of China's REITs asset landscape into new infrastructure supporting the digital economy, injecting new momentum into the capital market's service for new productive forces [1][2]. Group 1: Listing and Market Response - The Southern Runze Technology REIT was officially listed on August 8, 2023, and has attracted significant market attention since its inception [1]. - During the inquiry phase, the REIT received bids from 131 institutional investors for a total of 350.82 billion shares, which was 167.06 times the available shares for offline issuance [1]. - The public offering was sold out in one day, with effective subscriptions reaching 286.16 billion shares, 317.96 times the public offering amount [1][2]. Group 2: Performance and Investor Interest - On its first trading day, the REIT opened at 5.60 yuan per share, with an opening increase of 24.44%, closing at 5.85 yuan and achieving a turnover rate of 26.46%, indicating strong investor interest [2]. - The REIT's performance reflects high market recognition of the data center REIT category and the strong appeal of new infrastructure assets in the digital economy era [2]. Group 3: Underlying Assets and Management - The underlying asset of the Southern Runze Technology REIT is the Runze (Langfang) International Information Port A-18 Data Center, which is included in the 2023 National Green Data Center list and is located in Langfang Economic Development Zone, Hebei Province [2]. - The data center has 5,897 cabinets with a total power exceeding 42 MW and a cabinet utilization rate of over 99% [2]. - The fund manager is Southern Fund Management Co., Ltd., and the net proceeds will be used for the construction of the Chongqing Runze (Southwest) International Information Port project, creating a virtuous cycle of investment and operation [2]. Group 4: Market Expansion and Future Outlook - As of August 8, 2023, there are 24 REITs listed on the Shenzhen Stock Exchange, with a total fundraising scale of 639 billion yuan and a total market value of 751 billion yuan [2]. - The Shenzhen Stock Exchange has made significant progress in expanding asset types for REITs, including the introduction of consumption infrastructure REITs and water conservancy REITs in 2024 [3]. - The exchange aims to continue expanding the types of underlying assets and improve the fundraising system to support the stable and healthy development of China's REITs market [3].
广东印发方案促进经济持续向好服务做强国内大循环 大力支持外贸转内销 筹划内贸版“广交会”
Nan Fang Ri Bao Wang Luo Ban· 2025-06-25 08:17
Group 1: Economic Support Measures - The Guangdong Province has officially issued a work plan to promote sustained economic improvement, focusing on precise support for enterprises, stabilizing employment, boosting consumption, expanding effective investment, and ensuring the safety of industrial and supply chains [1][2][3] - Specific measures include supporting e-commerce companies to establish export-to-domestic sales zones and facilitating the participation of new export enterprises in trade fairs [2][3] Group 2: Employment Stabilization - The plan emphasizes stabilizing the workforce through various methods such as salary negotiations, job rotation, and on-the-job training, with specific support for businesses hiring recent graduates and unemployed youth [4][5] - It encourages local governments to provide housing subsidies and increase housing fund loan limits to support first-time homebuyers and families with multiple children [4] Group 3: Investment Expansion - The plan aims to enhance effective investment by leveraging a coordinated project management mechanism to accelerate investment in ongoing projects and expedite the commencement of new projects [5][6] - It includes initiatives to promote the issuance and utilization of special bonds, focusing on projects with high investment efficiency and potential [6] Group 4: Resource Allocation and Innovation - The plan proposes the implementation of the "Million Talents Gather in South Guangdong" initiative to improve the market-oriented allocation of resources, enhancing the efficiency of talent, capital, technology, and data [7] - It also emphasizes the need for technological and industrial innovation, aiming to create new economic growth points through major technology projects and brand innovation [6][7]
【私募调研记录】裕晋投资调研明阳电气
Zheng Quan Zhi Xing· 2025-06-09 00:07
Group 1: Company Overview - Mingyang Electric primarily engages in the research, production, and sales of power distribution and control equipment for renewable energy and new infrastructure sectors [1] - The company achieved a revenue of 6.444 billion in 2024, representing a year-on-year growth of 29.62%, and a net profit of 663 million, with a year-on-year increase of 33.80% [1] - In the first quarter of 2025, Mingyang Electric reported a revenue of 1.306 billion, showing a year-on-year growth of 26.21% [1] Group 2: Competitive Advantages - Mingyang Electric has competitive advantages in wind energy, photovoltaics, and energy storage, particularly excelling in offshore wind power booster systems and prefabricated low-energy consumption power modules for data centers [1] - The company is implementing a strategy of "indirect overseas expansion + global layout," focusing on markets in Europe, North America, and Southeast Asia, and has established connections with leading wind turbine manufacturers in Europe [1] Group 3: Market Outlook - The order expectations for Mingyang Electric are positive, especially in the renewable energy, grid, and industrial automation sectors, indicating a favorable development outlook [1]