据中指研究院监测，截至8月18日，各地公示拟使用专项债券收回收购存量闲置土地的数量已超4300 宗，拟收储用地面积超2.2亿平方米，其中多省市已发或将要发行相应专项债券合计超1500亿元，占拟 收储总金额的27%。广东省发行金额377亿元，居首位。 专项债收回收购存量闲置土地取得新进展。 业内人士认为，用于收购存量闲置土地的专项债实际发行仍集中于"自审自发"试点地区，其余省市专项 债发行有待提速。若接下来非"自审自发"地区能实现新的突破，预计也将进一步提振市场预期，更好的 改善市场供求关系。 各地公示拟用专项债收地金额超5500亿元 其中，广东省发行377亿元，居首位；湖南省发行5次，合计307亿元，位居第二。各城市中，长沙发行 专项债金额超90亿元，位居各城市首位，一二线城市合计发行约320亿元，约占总发行金额的21%。 中指研究院政策研究总监陈文静指出，用于收购存量闲置土地的专项债实际发行规模占比低，仍集中 于"自审自发"试点地区，其余省市专项债发行有待提速。2月末以来，各地陆续发行专项债券用于收回 收购存量闲置土地，已发行的地区均为专项债"自审自发"试点地区，非"自审自发"试点地区尚未发行相 关专项债， ...

Group 1 - The core issue faced by many water conservancy projects in Guangdong when applying for special bonds is the prominence of public welfare over insufficient revenue [1] - From 2021 to 2024, Guangdong's water conservancy construction is expected to complete an investment of 364.3 billion yuan, with 87.9 billion yuan from local government special bonds, accounting for 24.1% [1] - Guangdong's water conservancy department has implemented various strategies to increase the number of projects eligible for special bond applications, including packaging similar small projects together and linking public welfare projects with revenue-generating ones [1] Group 2 - Guangdong has established special command centers for major water conservancy projects and a parallel approval mechanism to enhance project review efficiency [2] - Currently, Guangdong has over 300 billion yuan in mature water conservancy projects in reserve, with 490 projects requiring 59.1 billion yuan in funding for special bonds by 2025 [2] - Major projects like the Huangmaoxia Reservoir and the Leizhou Peninsula Irrigation Project have been prioritized for expedited preliminary work by the provincial water conservancy department [2] Group 3 - Guangdong is leveraging the new "self-review and self-initiation" policy introduced by the State Council to enhance project approval processes [3] - The provincial water conservancy department is actively promoting the "self-review and self-initiation" pilot program, providing guidance and support to local governments [3] - Local authorities are encouraged to collaborate with financial institutions and legal firms to ensure compliance and improve the quality of project applications [3]

今年以来，多地按照国务院办公厅去年底印发的《关于优化完善地方政府专项债券管理机制的意见》要 求开展专项债券项目"自审自发"试点。截至目前，"自审自发"试点地区新增专项债券发行进度较快，专 项债券投向领域和用作项目资本金范围进一步扩大，资金使用效益提升。 专家认为，随着各地优化完善专项债券管理机制，下半年新增专项债券发行有望提速，将更好发挥扩投 资、稳增长作用。 试点地区发债进度较快 根据《意见》，北京、上海等10个省份及河北雄安新区被纳入地方政府专项债券项目"自审自发"试点地 区名单。 《意见》明确，试点地区滚动组织筛选形成本地区项目清单，报经省级政府审核批准后不再报国家发展 改革委、财政部审核，可立即组织发行专项债券，项目清单同步报国家发展改革委、财政部备案。 多位专家认为，"自审自发"试点赋予地方更多的灵活性和自主性，有助于提高债券资金发行使用进度和 配置效率。 中国证券报记者注意到，今年以来，"自审自发"试点地区发债进度较快。企业预警通数据显示，今年上 半年，各地共发行新增专项债券2.16万亿元，（下转A02版） ● 本报记者 欧阳剑环 资金使用效益提升 在加快债券发行进度的同时，多地还扩大了专项债券投 ...

Investment Scale - The province has over 1,500 ongoing water conservancy projects with a total investment scale of approximately 250 billion yuan, aiming to complete over 70 billion yuan in water conservancy investments this year [2][3] - There are over 4,400 water conservancy projects in reserve, with a total investment scale exceeding 870 billion yuan [2] Project Construction - This year, the construction of 55 medium and large-scale ongoing projects, including the first phase of the Xiangjiaba Irrigation District and the Mi City Reservoir in Liangshan Prefecture, will be accelerated [2][9] - Major projects such as the modernization of the Dujiangyan Irrigation District and the flood control project for the Yellow River in Sichuan will commence, along with the construction of eight medium-sized reservoirs [2][9] Project Progress - The Bai Jing Canal project is reported to be the longest water diversion tunnel under construction in Southwest China, with a total length of approximately 15 kilometers, expected to be fully connected by August, three months ahead of schedule [3][4] - The first phase of the Tingzikou Irrigation District project has opened 346 work faces, with over 5,000 construction workers involved, and significant progress has been made in tunnel and channel construction [5] Economic Impact - In the first quarter, the province completed various water conservancy investments totaling 10.3 billion yuan, which is estimated to drive GDP growth by over 20 billion yuan [6] Future Planning - The province is actively preparing for the "14th Five-Year Plan" with a focus on major water conservancy projects, including the Changzheng Canal water diversion project, which is expected to start construction during this period [10][11] - The water conservancy investment in Sichuan has shown unprecedented growth, with investments reaching 66.6 billion yuan last year, and plans are in place to significantly increase investment in the upcoming "15th Five-Year Plan" [13]