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基建板块大涨背后:15省市年度计划投资规模超6万亿,医卫领域成补短板新发力方向
Mei Ri Jing Ji Xin Wen· 2025-11-24 08:07
每经记者|张钟尹 每经编辑|陈旭 进入3月后的第一个交易日,沪深股市强势上涨,而大基建板块更是掀起了涨停潮。 在28个申万一级行业指数中,周期行业建筑材料、建筑装饰大涨超8%,机械设备、钢铁、房地产也涨幅居前。中字头个股表现优异,其中,中国建筑涨 8.57%,中国铁建与中国中铁涨停。 近一段时期,各地复工复产的进度较前期明显加快,一些重大工程也紧锣密鼓启动起来。为了确保实现全年目标任务,在确保疫情防控到位的前提下,多个 地方密集推出了2020年重大项目投资计划。 《每日经济新闻》记者梳理全国多个省份重大项目名单后,发现有15个地区公布了明确规划,2020年度计划投资规模总计超过6万亿元,而其中同步公布项 目总投资规模的9个省份,总额更是超过24万亿元。 各地列出的2020年重大项目投资计划清单中,基建投资仍是重要部分,项目涵盖高速公路、高铁、能源等领域,如云南省在实施"四个一百"重点项目和"补 短板、增动力"省级重点前期项目计划的基础上,提出实施基础设施"双十"重大工程,总投资约3.6万亿元。除此之外,医疗、养老领域也成为基建投资布局 的重点。 部分省份今年重点项目计划投资规模(单位:亿元) 六省年度计划投资 ...
四川全力以赴做实项目服务保障 发挥投资“压舱石”作用
Huan Qiu Wang· 2025-08-22 12:38
Core Insights - The meeting highlighted the effectiveness of the provincial major project scheduling mechanism in addressing implementation challenges and accelerating project construction [1][2] - Emphasis was placed on infrastructure construction as a key method for stabilizing economic growth, with a focus on expanding effective investment [2] Group 1: Project Implementation - The provincial major project scheduling mechanism has played a positive role this year, effectively resolving bottlenecks in project implementation and significantly speeding up major project construction [1] - The pilot mechanism for local government special bond projects has shown notable results, improving project review quality and implementation efficiency [1] Group 2: Economic Strategy - The meeting underscored the need to accurately grasp the current economic situation and enhance the role of investment as a stabilizing force [2] - Major engineering projects are to be leveraged to drive growth, with a focus on accelerating the construction of highways, high-speed rail, freight rail, aviation hubs, and energy projects [2] Group 3: Project Quality and Support - There is a call to enhance project tracking, supervision, and service levels from provincial departments, ensuring comprehensive management from approval to production [2] - The meeting advocated for increasing project quality and optimizing project structure, with a focus on planning and implementing large-scale, high-quality projects to support high-quality development [2]