Core Insights - The National Development and Reform Commission (NDRC) has allocated over 300 billion yuan to support the third batch of "two重" construction projects for 2025, completing the annual allocation of 800 billion yuan for "two重" projects [1][2] - The "two重" projects focus on both "hard investment" and "soft construction," targeting key areas such as ecological restoration, major transportation infrastructure, and urban underground pipeline networks [1][2][3] - The 2025 government work report emphasizes a shift in infrastructure investment towards strategic and forward-looking sectors, including future industry development and low-altitude economy [2][3] Hard Investment - A total of 800 billion yuan has been allocated for 1,459 projects in 2025, covering areas like ecological restoration along the Yangtze River, high-standard farmland, and major water conservancy projects [1][2] - The "three北" project, which focuses on afforestation in the northern regions of China, is included in the "two重" construction, with a target of completing 600 million mu by 2030 [3] Soft Construction - The NDRC plans to introduce innovative reform measures in key areas, such as optimizing financing models for railways along the Yangtze River and improving urban underground pipeline management [1][2] - The government aims to enhance the adaptability of talent cultivation to meet economic and social development needs [1][2] Economic Impact - The "two重" construction is seen as a crucial driver for stabilizing economic growth amid increasing downward pressure, with significant investments expected to boost consumption and employment [3][5] - In the first five months of the year, net financing from government bonds reached 6.3 trillion yuan, indicating strong financial support for "two重" projects [5] Project Progress - Nearly 500 billion yuan of the 800 billion yuan "two重" construction projects were arranged by mid-June, with rapid progress in ecological restoration and pollution control projects [4][5] - Key infrastructure projects, such as the Huangbai Railway in the western land-sea new channel, are advancing, enhancing economic connections in the region [4] Policy Coordination - The NDRC emphasizes the need for coordinated fiscal and monetary policies to support "two重" projects, with a focus on opening competitive infrastructure sectors to private capital [5][6] - The collaboration between policy funding and market vitality is expected to drive the implementation of national strategies and enhance security capabilities [7]

截至目前，广东已储备总投资规模超3000亿元的成熟水利项目，2025年水利领域专项债券项目已入库储 备项目490宗、资金需求591亿元。对黄茅峡水库工程、雷州半岛灌区工程等一批重大水利项目，将前期 工作提级到由省水利厅牵头开展，以更大力度推动重大项目前期工作提档提速。同时，逐宗逐项开展前 期工作质量评价，强化评价结果与勘察设计招标、项目评优、信用等级评价等挂钩，倒逼前期工作质量 不断提升。 与此同时，广东水利把握机遇用好"自审自发"新政策。2024年年底，国务院办公厅印发《关于优化完善 地方政府专项债券管理机制的意见》，明确在广东等10个省份和河北雄安新区开展专项债券项目"自审 自发"试点，下放项目审核权限。省水利厅抢抓"自审自发"试点机遇，一方面加强政策宣贯和政策指 导，邀请省发展改革委、省财政厅有关负责人围绕"自审自发"试点政策进行解读，讲解广东推动试点工 作的主要做法，指导各地精准对接政策；另一方面，指导各地借助金融机构、律师事务所等专业机构的 力量，对项目申报的前置条件、收益结构及合法合规性等方面提供咨询评估等服务，分析项目融资平衡 方案问题，强化"一案两书"规范性，提升申报质量。 南方+记者 李赫 ...

2025.07. 02 本文字数：2897，阅读时长大约4分钟 做强做优做大海洋产业 作为陆海兼备的大国，中国拥有1.8万多公里大陆海岸线，约300万平方公里的主张管辖海域。今年 《政府工作报告》首次将"深海科技"列为战略性新兴产业重点领域，同时明确提出大力发展海洋经 济，建设全国海洋经济发展示范区。 据经济合作与发展组织预测，到2030年，具备巨大发展潜力的海洋产业在增加值和创造就业方面将 超过全球经济整体表现，海洋经济对全球经济增加值的贡献将翻一番，达到3万亿美元，占全球经济 增加值比重在2.5%左右。 会议从提高海洋科技自主创新能力、做强做优做大海洋产业、有序推进沿海港口群优化整合、积极推 进海域分层立体利用、深度参与全球海洋治理等多方面作出具体部署。 作者 | 第一财经 祝嫣然 不久前，《上海市海洋产业发展规划（2025—2035）（征求意见稿）》公开征求意见，提出拟制定 出台《上海市海洋经济促进条例》，探索组建海洋产业发展集团，研究建立市级海洋产业发展基金， 建设世界级船舶与海工装备产业集群。 年产值超10万亿元的海洋经济，再次迎来重磅政策利好。 不只是上海，近段时间以来，江苏、浙江、广东、福建、山 ...

2025.07. 03 "软建设"方面，在重点领域加快推出一批改革创新举措，包括优化长江沿线铁路投融资模式，建立健全城 市地下管网运行维护管理机制，完善国家物流枢纽规划布局，完善人才培养与经济社会发展需要适配机 制，探索"风电光伏+治沙"新模式等。 本文字数：2422，阅读时长大约4分钟 去年以来有关部门持续推动落实新一轮大规模设备更新和消费品以旧换新（"两新"），以及国家重大战略 实施和重点领域安全能力建设（"两重"），这也成为今年扩大内需、推动经济持续回升向好的重要政策抓 手。 作者 | 第一财经 祝嫣然 国家发展改革委近日安排超3000亿元支持2025年第三批"两重"建设项目。至此，今年8000亿元"两 重"建设项目清单已全部下达完毕。 近期，交通运输部、水利部等部门也通报了一批重大工程项目进展。前5月，交通固定资产投资1.2万亿， 水利建设投资达4089.7亿元。为提供充足的项目资金，财政政策和货币政策正协同发力，超长期特别国 债、专项债券等早发行早使用，新型政策性金融工具也在加紧谋划。 业内分析，重大项目对于投资平稳增长发挥了"压舱石"的作用。伴随项目建设专项债发行规模扩大以及项 目落地速度加快，后 ...

Group 1 - The core objective of the recent policy document is to enhance flood prevention and disaster reduction capabilities by 2035, establishing a modernized flood control system and improving water resource utilization [1][2] - The policy emphasizes the need for a comprehensive flood control engineering system, including reservoirs, river channels, and flood retention areas, to be developed and managed effectively [1][2] - The document outlines the importance of urban planning and infrastructure development that accommodates flood drainage and retention, as well as the gradual implementation of flood insurance in high-risk areas [1] Group 2 - To enhance water supply security, the policy calls for accelerated construction of key water source projects and improvements to urban water supply networks [2] - The document advocates for the integrated management of water resources, including the development of hydropower bases in the southwest and the promotion of green upgrades for small hydropower stations [2] - It emphasizes the need for ecological restoration of rivers and lakes, with specific strategies tailored to the unique challenges faced by northern and southern regions [2] Group 3 - The policy aims to reform the water industry by promoting independent operations in natural monopoly sectors and market-oriented reforms in competitive areas [3] - It highlights the importance of water rights reform and the establishment of a sound water pricing mechanism, along with the implementation of tax policies related to water resource fees [3] - The document stresses the need for improved investment mechanisms in major water projects, enhancing government investment to attract social investment, and broadening financing channels [3]

海南日报屯城7月2日电(海南日报全媒体记者 周晓梦 邵长春 通讯员 王琦)7月2日上午，随着导流洞进 口闸门缓缓落下，南渡江迈湾水利枢纽工程(以下简称迈湾工程)正式下闸蓄水，这标志着工程由建设阶段稳 步转向运营阶段。 作为国务院172项节水供水重大水利工程之一、海南省水网建设规划重点项目，迈湾工程于2020年4月13 日举行开工仪式，由海南省水利水务发展集团有限公司旗下省水利电力集团负责建设管理工作。 值得一提的是，迈湾工程在建设过程中将生态环保理念贯穿始终。为了保护南渡江水生生态系统的完整 性和水生生物多样性，减轻大坝在建设和运行中阻隔上下游鱼类种群之间种质交流的影响，项目采用升鱼机 方案进行过鱼，帮助鱼类"乘坐电梯"翻越大坝，洄游繁殖，保护南渡江上下游鱼类资源;同时，配套建设鱼类 增殖站，并在下游电站相继补建鱼道、生态鱼池等设施，最大限度减少大坝建设对鱼类的影响，助力国家生 态文明试验区建设。 七月二日，南渡江迈湾水利枢纽工程下闸蓄水。通讯员 王琦 摄 本次下闸蓄水是迈湾工程建设中重要的控制性节点之一，在建设过程中具有里程碑意义。导流洞下闸后 将拦蓄来水，根据蓄水计划，水库水位将蓄至101米高程，相应蓄水 ...

必读要闻二：SK海力士有望向英特尔AI芯片供应HBM4 必读要闻一：这类基础设施建设进展顺利，一批国家重大工程建设加速推进 据报道，今年以来，我国全力推进水利基础设施建设。1至5月，全国水利基础设施建设进展顺利，共完 成水利建设投资4089.7亿元。一批国家重大水利工程建设加速推进，同时全国还新开工11项重大工程， 包括大型灌区建设与现代化改造、大江大河治理工程等。 兴业证券指出，2025年6月26日，中办、国办发布《关于全面推进江河保护治理的意见》，提出充分挖 掘现有水源调蓄工程供水潜力，加快推进已列入国家规划的骨干水源工程建设；健全重大水利工程建 设、运行、管理机制。近年来中央预算资金、专项债资金等均向水利水电倾斜，水利水电基建投资增速 保持高增长，建筑企业水利水电、水生态保护等江河相关的建筑工程订单同样保持高增长的态势，随着 此次《意见》落地，水利水电工程高景气度预期延续，关注水利水电带来的投资机会。 7月6日上午10:30，CMG世界机器人技能大赛首场机器狗任务赛直播开启，机器狗"黑豹2.0"将在直播 间，挑战三大"不可能任务"，上演"百米人机对决"。 四足机器人是一种模仿动物肢体结构和行走方式的仿生 ...

经营范围含许可项目 : 建设工程施工（除核电站建设经营、民用机场建设）;天然水收集与分配;建设工 程施工;建设工程勘察;建设工程设计;水利工程建设监理;地质灾害治理工程施工;测绘服务;建筑劳务分包; 水产养殖;水产苗种生产。（依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项 目以相关部门批准文件或许可证件为准）一般项目 : 灌溉服务;水环境污染防治服务;土壤污染治理与修 复服务;水利相关咨询服务;水土流失防治服务;土地整治服务;市政设施管理;技术服务、技术开发、技术 咨询、技术交流、技术转让、技术推广;农业面源和重金属污染防治技术服务;工程技术服务（规划管 理、勘察、设计、监理除外）;农业机械制造;水产品零售;水产苗种销售;互联网销售（除销售需要许可 的商品）。（除许可业务外，可自主依法经营法律法规非禁止或限制的项目） 企业名称随州华禹水利工程有限公司法定代表人龚勋注册资本10000万人民币国标行业水利、环境和公 共设施管理业>水利管理业>其他水利管理业地址湖北省随州市高新区吴家老湾村2栋3层312室企业类型 有限责任公司(非自然人投资或控股的法人独资)营业期限2025-7-1至无固定期限登记 ...

Group 1 - The core viewpoint of the news is the announcement of the third batch of "two heavy" construction projects for 2025, with a total investment of 800 billion yuan allocated to support 1,459 projects across various key sectors [2] - The "hard investment" aspect includes funding for ecological restoration in the Yangtze River basin, major transportation infrastructure along the Yangtze, new western land-sea corridors, high-standard farmland, major water conservancy projects, urban underground pipelines, and hospital ward renovations [2] - The "soft construction" aspect focuses on accelerating reforms and innovations in key areas, such as optimizing railway financing models along the Yangtze, establishing maintenance mechanisms for urban underground pipelines, and exploring new models for wind and solar energy combined with desertification control [2] Group 2 - A number of key engineering projects are being accelerated across various regions, contributing to high-quality economic and social development [3] - Significant progress is being made in transportation infrastructure, including the completion of the first sinking of the anchor caisson for the Han Nan Yangtze River Bridge, which will optimize the crossing layout of the Yangtze River [4] - The completion of the main structure of the passenger inspection building at the Heixiazi Island highway port is a part of a major national project that will enhance the efficiency of personnel and cargo customs clearance [4] - The West Yan'an High-speed Railway has completed track laying, significantly reducing travel time between Xi'an and Yan'an to about one hour [4] - The second phase expansion of Fuzhou Changle International Airport is progressing, with the new terminal and core areas expected to be completed by 2026 [4] - Water conservancy and energy infrastructure projects are also advancing, such as the completion of the first phase of the Tienzi Kou irrigation project, which will irrigate 3.715 million acres and supply water to 4.51 million people [5] - The Qinghai 330 kV Yushu second circuit project is entering the final acceptance stage, expected to enhance power supply reliability for over 400,000 residents in the pastoral areas [5]

下半年，宏观政策将加大货币财政政策力度及其协同配合，推动新动能稳步成长，保持经济稳定增长和 物价处于合理水平，高质量实现既定经济增长目标。 当前外部环境更趋复杂严峻，世界经济增长动能减弱，贸易壁垒增多，主要经济体经济表现有所分化， 通胀走势和货币政策调整存在不确定性。我国经济稳中有进，各地区各部门加紧实施更加积极有为的宏 观政策，着力扩大国内需求，推进科技创新和产业创新融合，有效应对外部变化。下半年，宏观政策将 加大货币财政政策力度及其协同配合，推动新动能稳步成长，保持经济稳定增长和物价处于合理水平， 高质量实现既定经济增长目标。 展望一：新质生产力加速成长 新质生产力是中国经济高质量发展的动力源。2023年，我国战略性新兴产业增加值占国内生产总值 （GDP）超过13%，到2025年该比重有望超过17%。 上半年，我国加大力度培育新质生产力，战略性新兴产业与未来产业发展不断取得新的成果，对内需增 长做出了积极贡献。一是在政策支持和市场需求的双重驱动下，半导体产业延续了向上周期。2025年中 国半导体市场规模预计突破1800亿美元，占全球30%，国产化率有望提升至50%。二是人工智能领域发 展迅速。国产大模型表 ...