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国家发改委:今年7350亿元中央预算内投资基本下达完毕
news flash· 2025-07-24 11:09
Core Viewpoint - The central government has allocated 735 billion yuan for investment this year, focusing on various key areas such as modern industrial systems, infrastructure, new urbanization, rural revitalization, regional coordinated development, openness, green development, and social welfare projects [1] Investment Focus - The allocation of central budget investments has been optimized this year, with increased support for social welfare and other key areas [1] - There is a notable increase in the proportion of investment support directed towards local governments, which helps alleviate their financial burdens [1] Implementation and Oversight - The National Development and Reform Commission (NDRC) plans to expedite the execution of investment plans and project construction to generate more tangible outcomes [1] - There will be a focus on regular monitoring and post-event supervision to ensure that funds are effectively utilized and to enhance overall benefits [1]
国家发展改革委:今年7350亿元中央预算内投资基本下达完毕
news flash· 2025-07-24 11:09
Group 1 - The central budget investment for 2025 has been largely allocated, focusing on key areas such as modern industrial systems and infrastructure [1] - The investment supports projects related to new urbanization, rural revitalization, regional coordinated development, and opening up to the outside world [1] - Additional focus areas include green development, social welfare, national security modernization, and post-disaster recovery [1]
申万宏源建筑周报:适度不过度超前推进现代基础设施体系,总量投资趋于平稳-20250713
Investment Rating - The industry investment rating is "Positive" [1] Core Viewpoints - The report indicates that the total investment in the industry is expected to stabilize, with a focus on advancing modern infrastructure systems without excessive preemption [1][3] - The National Development and Reform Commission (NDRC) has stated that all 102 major projects outlined in the "14th Five-Year Plan" are expected to be completed by the end of the year [11] - The report highlights that regional investments are likely to gain significant elasticity as national strategic layouts deepen [3] Industry Performance - The construction industry saw a weekly increase of 2.59%, outperforming major indices such as the Shanghai Composite Index (+1.09%) and the Shenzhen Component Index (+1.78%) [4][6] - The best-performing sub-industries for the week were Ecological Landscaping (+5.49%), International Engineering (+5.34%), and Design Consulting (+4.20%) [6][9] - Year-to-date, the top three sub-industries are Ecological Landscaping (+27.48%), Decorative Curtain Walls (+15.98%), and Design Consulting (+15.74%) [6][9] Key Company Developments - Anhui Construction won contracts for the S27 Hohhot to Ordos Expressway and G4212 Hefei to Anqing Expressway, totaling 8.085 billion yuan, which represents 8.38% of its 2024 revenue [13] - Zhejiang Communications won a contract for the G2531 Hangzhou to Shangrao Expressway, valued at 4.222 billion yuan, accounting for 8.84% of its 2024 revenue [13] - The report recommends low-valuation state-owned enterprises such as China Chemical, China Railway, and China Railway Construction, while also highlighting private companies like Zhite New Materials and Honglu Steel Structure [3][11]
国家发改委副主任李春临:将坚持适度超前、不过度超前的原则 推进现代化基础设施体系迈上更高台阶
news flash· 2025-07-09 02:47
Group 1 - The National Development and Reform Commission emphasizes the principle of moderate advancement without excessive overreach in infrastructure development [1] - The focus will be on solidifying foundations, enhancing advantages, addressing shortcomings, and strengthening weaknesses in the modernization of infrastructure systems [1] - The goal is to continuously elevate the infrastructure system to a higher level [1]