印度放风考虑取消中企竞标限制，专家：中企对于有关消息应保持高度谨慎。 路透社8日援引两名印度政府消息人士的话报道称，印度财政部计划取消已实施5年之久、 针对中企参与政府合同项目竞标的限制，但最终决定权在印度总理办公室。印媒认为，这 一消息表明印度在寻求加速经济增长、扩大基础设施建设以及处理与其重要贸易伙伴之间 复杂关系时，正努力在安全考量与经济务实主义之间寻求平衡。 但此举预计不会彻底清 除印度对中企参与该国经济的防御机制。 据报道，2020年中印边境冲突后，印度限制中企竞标印度政府项目，要求其必须在印度 政府部门登记，通过安全和政治审核。这一措施令中企在印中标合同金额大幅下降，同时 导致印度国内相关物资短缺和项目进度滞后。比如，限制从中国进口电力设备阻碍印度未 来10年将热电装机容量提高至307吉瓦的计划，有多个印度政府部门提议放宽对中国竞标 者的限制。报道同时提到美印关系恶化这一背景，美方去年对印度商品征收惩罚性关税， 并在贸易协定问题上持续发出模棱两可的信号，令印度考虑加强与中方的经济联系。 《新印度快报》称，中国企业过去曾是印度设备供应和大中型项目承建的重要参与者，特 别是在输电和可再生能源等行业。取 ...

据报道，2020年中印边境冲突后，印度限制中企竞标印度政府项目，要求其必须在印度政府部门登记，通过安全和政 治审核。这一措施令中企在印中标合同金额大幅下降，同时导致印度国内相关物资短缺和项目进度滞后。比如，限制 从中国进口电力设备阻碍印度未来10年将热电装机容量提高至307吉瓦的计划，有多个印度政府部门提议放宽对中国 竞标者的限制。报道同时提到美印关系恶化这一背景，美方去年对印度商品征收惩罚性关税，并在贸易协定问题上持 续发出模棱两可的信号，令印度考虑加强与中方的经济联系。 《新印度快报》称，中国企业过去曾是印度设备供应和大中型项目承建的重要参与者，特别是在输电和可再生能源等 行业。取消对中企竞标限制的举措旨在恢复政府合同领域的竞争，并加快公共项目的执行进度。该报认为，这一政策 变化反映印中关系正逐步回暖。印度官员认为，放宽限制是支持印度国内经济优先事项的务实举措。不过，这家印媒 也指出，印度在敏感行业对中国投资的限制可能仍将保留，在战略项目上针对中资的安全审查预计也将继续。印度官 员强调，国家安全考量仍将指导有关外国公司进入关键基础设施和公共合同领域的决策。 路透社8日援引两名印度政府消息人士的话报道称，印 ...

《新印度快报》称，中国企业过去曾是印度设备供应和大中型项目承建的重要参与者，特别是在输电和 可再生能源等行业。取消对中企竞标限制的举措旨在恢复政府合同领域的竞争，并加快公共项目的执行 进度。该报认为，这一政策变化反映印中关系正逐步回暖。印度官员认为，放宽限制是支持印度国内经 济优先事项的务实举措。不过，这家印媒也指出，印度在敏感行业对中国投资的限制可能仍将保留，在 战略项目上针对中资的安全审查预计也将继续。印度官员强调，国家安全考量仍将指导有关外国公司进 入关键基础设施和公共合同领域的决策。 上海国际问题研究院南亚研究中心主任刘宗义9日在接受《环球时报》记者采访时认为，中国企业对于 有关消息应保持高度谨慎。印度过去几年对中国企业采取的单方面限制措施，阻碍了自身经济社会的发 展。若真正希望发展"印度制造"，最佳路径是开放市场、欢迎中国投资和中国企业进入，以借助中国资 本和技术推动其制造业升级。若要切实加强中印合作，印度必须真正开放市场，对中国资本、投资和企 业采取公正、公平、友好的态度，为中国企业在印经营提供安全、稳定的投资环境。 据报道，2020年中印边境冲突后，印度限制中企竞标印度政府项目，要求其必须在印度 ...

Group 1 - The article emphasizes the active promotion of market expansion and capacity enhancement, focusing on increasing the submission and recommendation of mature asset types and facilitating the listing of new asset types to gradually include various assets suitable for issuance, thereby promoting steady market growth [1] - It highlights the importance of strengthening specialized coordination services, guiding localities to establish a sound REITs coordination service mechanism for private investment projects, and accelerating the resolution of difficulties and issues in the cultivation of private investment projects [1] - The article discusses the continuous improvement of work efficiency, promoting the institutionalization, standardization, and normalization of project recommendation and issuance, while ensuring the quality of underlying assets [1] Group 2 - The document outlines measures to encourage private capital participation in specific projects requiring national approval, such as railways, nuclear power, and water supply, emphasizing the need for specialized feasibility studies to assess the viability of private investment [2] - It encourages and supports private capital involvement, suggesting that the specific shareholding ratio for private enterprises can exceed 10% for eligible projects, thereby signaling a strong commitment to promoting private investment [2] - The article stresses the importance of early-stage research and demonstration regarding the introduction of private capital, providing more opportunities for private investment participation [2]

Group 1 - The Chinese government will implement multiple measures to promote private investment development [1] - Central budget investment will be utilized to actively support eligible private investment projects [1] - A national investment and financing comprehensive service platform will be established to enhance connectivity with national financing credit service platforms, ensuring more precise credit resource allocation to private enterprises [1] Group 2 - Policies will be enhanced to attract private capital into the energy sector, including nuclear power, hydropower, and cross-regional direct current transmission projects [3] - Continuous deepening of energy market reform will be pursued to accelerate the establishment of a unified national energy market system, improving mechanisms and regulatory frameworks for private enterprise participation in energy investments [3] Group 3 - Digital transformation will be leveraged to further promote private investment, with the construction of a comprehensive digital empowerment platform [5] - The collaborative transformation of the industrial chain will drive small and medium-sized enterprises into the transformation ecosystem, expanding new effective investment spaces [5]

Core Viewpoint - The National Development and Reform Commission (NDRC) has introduced measures to encourage private investment in key sectors, allowing private capital to hold more than 10% in specific projects, signaling a strong push for private sector involvement in infrastructure development [1][2]. Summary by Relevant Sections Key Areas of Focus - The policy emphasizes participation in key sectors such as railways, nuclear power, hydropower, and oil and gas pipelines, which require national approval [1][2]. Profitability Considerations - The targeted projects are primarily foundational, public welfare, and long-term in nature, with some expected to yield returns, thus attracting private investment [2]. Special Feasibility Studies - There is a requirement for special feasibility studies to assess the viability of private capital participation in these key projects, which must be detailed in feasibility reports or project applications [2]. Practical Considerations - The policy acknowledges the diversity of projects and the varying willingness and capability of private enterprises, suggesting that the specific shareholding ratio should be determined based on actual project conditions and private sector interest [2]. Increased Shareholding Support - For projects that meet certain conditions, the shareholding ratio for private capital can exceed 10%, with examples indicating that some nuclear power projects have seen private participation rates as high as 20% [2]. Inclusive Support for Various Economic Entities - The NDRC aims to support all types of economic entities in project construction, promoting complementary advantages among different ownership structures for mutual development [3].

Core Viewpoint - The National Development and Reform Commission (NDRC) has introduced measures to encourage private capital participation in key sectors, allowing for a shareholding ratio of over 10% in certain projects [1][2]. Group 1: Key Areas of Focus - The policy specifically targets projects requiring national approval in sectors such as railways, nuclear power, hydropower, and oil and gas pipelines, emphasizing the importance of these areas [1]. - Projects in these sectors are primarily foundational, public welfare-oriented, and long-term, with some expected to yield certain returns, making them attractive for private investment [2]. Group 2: Implementation Requirements - There is a requirement for specialized feasibility studies to assess the viability of private capital participation in these key projects, which must be detailed in feasibility reports or project applications [2]. - The determination of specific shareholding ratios should consider the actual circumstances of each project, the willingness and capability of private enterprises, and relevant policy requirements [2]. Group 3: Future Directions - The NDRC plans to work with industry authorities and local governments to refine the specific requirements for private capital participation in project construction, ensuring effective policy implementation [3].

Core Viewpoint - The National Development and Reform Commission (NDRC) has introduced measures to promote private investment in various sectors, emphasizing the need for early-stage feasibility studies to include private capital participation [1] Group 1: Policy Measures - The newly released measures require special feasibility studies for projects needing national approval, particularly in sectors like railways, nuclear power, hydropower, and oil and gas pipelines, to assess the viability of private capital involvement [1] - The measures encourage private capital participation and suggest determining specific equity ratios based on project specifics, private enterprise willingness, and relevant policy requirements [1] Group 2: Investment Opportunities - For eligible projects, private capital can hold more than 10% equity, with some nuclear power projects allowing private participation up to 20% [1] - The NDRC aims to foster collaboration among various ownership types to leverage their respective advantages and promote mutual development in key project areas [1]

Core Viewpoint - The Indonesia Investment Authority (INA) has signed a memorandum of understanding with the Japan International Cooperation Agency (JICA) to jointly fund renewable energy and transmission projects in Indonesia [1] Group 1: Company Initiatives - The partnership aims to enhance Indonesia's renewable energy sector through collaborative funding efforts [1] - JICA's involvement signifies a commitment to support Indonesia's transition towards sustainable energy solutions [1] Group 2: Industry Impact - This collaboration is expected to boost investment in Indonesia's renewable energy infrastructure, aligning with global trends towards sustainable energy [1] - The initiative reflects a growing interest from international entities in financing renewable energy projects in Southeast Asia [1]