民间投资:3200余个项目超3万亿, 激发真活 力赋能发展 【10月4日消息，我国民间投资潜力大，需多措并举激发活力】当前，我国人均资本存量和发达国家比 差距较大。不过，我国在基础设施、产业升级等领域投资前景广阔。 前不久，国家发展改革委集中推 介超3万亿元民间投资项目，达3200余个。民间投资机制灵活、带动就业强、创新反应快，是释放内需 关键力量。 后续需优化营商环境，以全国统一大市场降成本，建高效工作机制，为民企纾困。多措并 举激发民间投资活力，让其愿投、敢投、会投，赋能高质量发展。 本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 和闭猎报 10.04 07:51:15 厨六 【10月4日消息,我国民间投资潜力大,需多措并举 激发活力】 当前,我国人均资本存量和发达国家比 差距较大。不过,我国在基础设施、产业升级等领 域投资前景广阔。 前不久,国家发展改革委集中推 介超3万亿元民间投资项目,达3200余个。民间投资 机制灵活、带动就业强、创新反应快,是释放内需 关键力量。后续需优化营商环境,以全国统一大市 场降成本,建高效工作机制,为民企经困。多措并 举激发民间投资活力,让其愿投、敢投、会投, ...

Group 1 - Brookfield Asset Management and Macquarie Group highlight a dual benefit from globalization retreat and strong demand in the AI sector, creating significant opportunities for infrastructure investment [1] - Macquarie's CEO emphasizes the need for self-sufficiency in critical areas like energy and defense, driven by geopolitical tensions, particularly the Russia-Ukraine conflict, which accelerates energy supply security in Europe [1] - Macquarie manages over $600 billion in assets, with a substantial portion allocated to infrastructure [1] Group 2 - Brookfield's CEO notes that the primary constraint for AI demand is not chips but electricity supply, with investment scales projected to reach $5 trillion to $10 trillion [2] - Concerns over rapid global electricity consumption growth are prompting major tech companies to act, with Alphabet beginning to invest in nuclear energy and improve transmission networks [2] - Alphabet's energy strategy includes agreements for small modular nuclear reactors and purchasing power from its first commercial nuclear fusion plant, indicating a shift towards next-generation low-emission energy [2]

据"非洲简报"网9月15日报道，加纳财政部副部长在阿克拉举行的毕马威基础设施路演上宣布，加 政府将在2025年推出雄心勃勃的"大跃进"计划，向优先基础设施项目投入139亿加纳塞地（约11亿美 元）以解决该国长期存在的发展差距并促进长期增长，预计到2028年年度投资将增至212亿加纳塞地 （约16亿美元）。 该计划将主要利用年度预算资金额（ABFA）下的石油收入和矿产使用费，加财政部将重组这些资 金，重点用于道路和交通、能源和发电、数字基础设施以及城乡发展。据估计，未来30年，加纳每年必 须获得约370亿美元的资金才能实现各行业的发展目标，而仅维护现有资产每年就将额外花费80亿美 元。加纳在全球基础设施中心指数中得分为47分（满分100分），远低于中低收入国家的平均水平，凸 显了其投资不足的问题。加纳基础设施投资基金（GIIF）预计将创建特殊目的载体来吸引私人资本、混 合融资和国际发展资金。 （原标题：加纳启动基础设施"大跃进"战略） ...

浙江交科（002061）(002061.SZ)公告，公司下属公司中标G2531杭州至上饶高速公路(杭淳开高速公路) 杭州中环至浙赣界工程(杭州段)第TJ03、TJ05、TJ06、TJ07标段。第TJ03标段中标价：人民币19.65亿 元;第TJ05标段中标价：人民币17.18亿元;第TJ06标段中标价：人民币17.47亿元;第TJ07标段中标价：人 民币17.48亿元。 ...

9月15日，国家统计局公布数据，1-8月，全国基础设施投资（不含电力、热力、燃气及水生产和供应 业）同比增长2.0%。其中，水上运输业投资增长15.9%，水利管理业投资增长7.4%，铁路运输业投资增 长4.5%。 资讯编辑：罗莹 021-26093550 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 ...

以下文章来源于LP波谱 ，作者王满华 LP波谱 . 本账号专注LP市场报道。"波浪、谱系"是识别市场的维度，也是定义市场的坐标；此外，波谱（Pop Art）也意为放低意义与史诗的执念，认同商业的日常之美。 将投中网设为"星标⭐"，第一时间收获最新推送 过去两年，包括黑石、KKR和贝莱德等在内的PE巨头都在扩大其在基础设施投资的业务规模和影响 力。 作者丨王满华 来源丨LP波谱 万亿PE巨头黑石，本周又传来重磅消息。 9月9日，黑石宣布，其最新基础设施二级份额基金Strategic Partners Infrastructure IV L.P.及相关承 诺计划基金的最终募资完成，总规模达55亿美元（约合人民币392亿元）。 据悉，该基金是目前全球规模最大的专注于基础设施领域的二级份额基金。 基础设施资产具有抗经济周期、现金流稳定、与通胀挂钩等特点，在全球经济不确定性增加的当下显 得尤为珍贵。根据麦肯锡数据预测，到2030年，全球基础设施资金缺口将高达57-67万亿美元。 过去两年，包括黑石、KKR和贝莱德等在内的PE巨头都在扩大其在基础设施投资的业务规模和影响 力。此次，黑石战略合作伙伴新基金创历史地募集到了5 ...

Group 1 - The company, Jilin Expressway Co., Ltd., through its subsidiary Jilin Kewi Transportation Engineering Co., Ltd., won a bid for the construction of two highway segments, with a total bid price of 9,591,596,886 yuan [2][3] - The project includes the G12 highway segment from Fanchuan to Hunchun, with a duration of 1,095 days, and the G1131 highway segment from Laoyeling to Wangqing, with a duration of 1,460 days [2][3] - The bidding was conducted by Jilin Provincial Highway Group Co., Ltd., and the project constitutes a related party transaction [2][3] Group 2 - The joint venture for the project includes 10 companies, with China Communications Construction Company as the lead member, and Jilin Kewi Transportation Engineering Co., Ltd. holding a 3.39% share in the joint venture [3][4] - The project is expected to enhance the company's construction performance and positively impact its future business development [7]

Group 1 - The core focus of the news is on the declining trend of fixed asset investment in China, which has dropped from a high of 4.2% in January to 1.6% in July, indicating a need for effective investment expansion strategies [1] - The "Artificial Intelligence +" initiative is expected to significantly boost investment in related industries, similar to the impact of the "Internet +" initiative a decade ago, with a notable increase in investment scale and long-term benefits for industrial transformation and consumption enhancement [2] - According to IDC, China's total investment in artificial intelligence is projected to exceed $100 billion by 2028, highlighting the potential growth in this sector [3] Group 2 - Equipment updates have shown a clear positive impact on stabilizing investment, with a 15.2% year-on-year increase in investment in equipment and tools from January to July, contributing 2.2 percentage points to overall investment growth [4] - Infrastructure investment is playing a crucial role in supporting economic stability, with a 3.2% year-on-year growth from January to July, contributing 43.0% to total investment growth, which is higher than the overall investment growth rate [5] - Major infrastructure projects, such as the Yarlung Tsangpo River hydropower project and new railway lines, are expected to further stimulate investment in related industries, indicating a cautious but optimistic outlook for fixed asset investment growth in the near future [5]

Group 1 - Fixed asset investment in China has been declining since April, with a drop from a high of 4.2% in January to 1.6% in July, indicating a need for effective investment expansion [1] - The "Artificial Intelligence +" initiative is expected to significantly boost investment in related industries, similar to the impact of the "Internet +" initiative a decade ago [1][2] - IDC predicts that China's total investment in artificial intelligence could exceed $100 billion by 2028 [3] Group 2 - Equipment updates have shown a notable impact on stabilizing investment, with a 15.2% year-on-year increase in equipment purchases from January to July, contributing 2.2 percentage points to overall investment growth [4] - The government has increased special long-term bonds for equipment updates from 150 billion to 200 billion yuan, with additional financial incentives for eligible loans [4] - Infrastructure investment has a crucial role in economic stability, with a 3.2% year-on-year growth from January to July, contributing 43% to overall investment growth [5] - Major infrastructure projects, such as the Yarlung Tsangpo River hydropower project and new railway lines, are expected to further drive investment in related industries [5]

Core Viewpoint - Zhejiang Transportation Technology Co., Ltd. has recently announced winning bids for multiple highway construction projects, which are expected to positively impact the company's performance and strengthen its market position in the Yangtze River Delta region [8][17]. Group 1: Project Overview - The company has received notification of winning bids for the Yi Long Qing Expressway and the G92 Hangzhou Bay Ring Expressway, with specific segments awarded to its subsidiaries [1][4]. - For the Yi Long Qing Expressway, the company won three segments with bid amounts of approximately RMB 1.43 billion, RMB 1.87 billion, and RMB 1.46 billion for segments TJ02, TJ04, and TJ07 respectively [3][4]. - The G92 Hangzhou Bay Ring Expressway project includes two segments with bid amounts of approximately RMB 3.92 billion for segment TJ01 and RMB 1.43 billion for segment TJ04 [6][7]. Group 2: Project Details - The project durations are set at 1,462 calendar days for segment TJ02 and 1,158 calendar days for segments TJ04 and TJ07 of the Yi Long Qing Expressway [2]. - The G92 Hangzhou Bay Ring Expressway has a project duration of 1,672 calendar days for segment TJ01 and 1,491 calendar days for segment TJ04 [5]. - Quality requirements for the projects include a minimum score of 95 for acceptance and a quality index of RQI≥95.5 for road surface quality [6][15]. Group 3: Impact on the Company - Winning these projects aligns with the company's strategic business layout and is expected to enhance its competitiveness and market share in the Yangtze River Delta region [8][17]. - Successful implementation of these projects is anticipated to have a positive effect on the company's financial performance [8][17].