投资增速放缓不意味着投资空间收缩。从上半年多方面投资数据看，有效投资规模仍在持续扩大。 根据国家统计局数据，上半年，设备工器具购置投资同比增长17.3%，增速比全部投资高14.5个百分 点，对全部投资增长的贡献率为86.0%。 上半年充换电基础设施完成投资额同比增长近70%、今年中央预算内投资基本下达完毕、上半年设备工 器具购置投资同比增长17.3%……最近，国家发展改革委等多部门接连公布上半年投资情况。专家分 析，上半年，各地区各部门统筹用好中央预算内投资、超长期特别国债、地方政府专项债等政策工具， 加快推进"两重"建设和"两新"工作，聚焦关键领域和薄弱环节积极扩大有效投资，推动固定资产投资平 稳增长。 投资实际增速基本稳定 上半年，全国固定资产投资(不含农户)248654亿元，同比增长2.8%。怎么看这一增速？ 一看名义增速。上半年，全国固定资产投资(不含农户)同比增长2.8%，这是名义增长速度，较前5个月 有所回落。分产业看，第一产业投资4816亿元，同比增长6.5%；第二产业投资88294亿元，增长 10.2%；第三产业投资155543亿元，下降1.1%。 二看实际增速。扣除价格因素影响，上半年固定资 ...

在重庆，一辆辆国产汽车通过铁海联运新模式，经西部陆海新通道至广西钦州港换乘，最终直抵中东枢 纽港口，进入全球市场。 近日，国家发展改革委安排超3000亿元支持2025年第三批"两重"建设(国家重大战略实施和重点领域安 全能力建设)项目。至此，今年8000亿元"两重"建设项目清单全部下达完毕。一大批"硬投资"项目有序 实施，与之相应的规划编制、体制机制创新等"软建设"也在同步推进，正成为推动高质量发展的重要支 撑。 "硬投资""软建设"结合 伴随着"两重"建设不断推进，西部陆海新通道加快建设完善。上半年，重庆经西部陆海新通道完成货物 运输量达15.46万标箱，货值283.32亿元，同比分别增长28%和22%，实现了货量与货值的双提升。 在总量层面，"两重"建设深入推进，将有效增强投资对经济增长的实质拉动力。"8000亿元超长期特别 国债与地方配套资金叠加，预计直接拉动固定资产投资1.6万亿元左右甚至更高，可对冲房地产投资下 行带来的缺口，使基建投资全年增速稳定在6%至7%区间，为国内生产总值实现预期目标提供0.7个至 0.9个百分点的正向贡献。"蓝庆新分析。 在结构层面，"两重"建设将助力投资方向与区域布局不断 ...

Core Viewpoint - The National Development and Reform Commission has allocated over 300 billion yuan to support the third batch of "two major" construction projects for 2025, completing the annual allocation of 800 billion yuan for such projects, which are crucial for promoting high-quality development [1][4]. Group 1: Investment and Economic Impact - The "two major" construction projects are expected to directly drive effective investment and promote economic growth, with an estimated direct impact of around 1.6 trillion yuan on fixed asset investment, helping to offset declines in real estate investment [4][5]. - The projects focus on key areas such as ecological restoration, major transportation infrastructure, and urban underground pipelines, which enhance both immediate physical workload and long-term asset quality [4][6]. Group 2: Project Implementation and Coordination - The successful implementation of the "two major" projects requires a focus on key organizational aspects and addressing bottlenecks, with suggestions for weekly scheduling and monthly reporting to ensure progress [7][8]. - There is a need for a technical guideline and performance evaluation system for the projects, emphasizing safety, resilience, and sustainability [8]. Group 3: Long-term Development and Structural Optimization - The "two major" projects are seen as a foundation for long-term national development and security, promoting industrial structure optimization and enhancing overall productivity [6][8]. - The projects are designed to balance demand management and supply-side reform, contributing to regional coordination and optimizing investment direction [4][5].