據報內地基建投資補短板仍有較大空間
據《經濟參考報》報道,受地方政府專項債加快發行和項目審批步伐加快影響,早前市場普遍預期今年基建投資增速將回升至名義GDP增速附近。2019年以來,盡管基建投資增速總體較2018年末有所抬升,但仍顯改善乏力,由今年首兩個月的4.3%小幅回落至首十個月的4.2%。
報道指,展望2020年,基建投資增速有望緩慢回升,托底穩增長。從政策支持層面看,2020年逆周期調節政策將進一步加碼,對基建投資支持力度加大。國務院日前印發的《關於加強固定資產投資項目資本金管理的通知》,對基建投資的資本金比例進行下調,成為2015年以來基建和固定資產投資領域的一次重要改革。
從資金來源層面看,地方政府專項債、PPP、政策性金融債、抵押補充貸款投放等自籌資金來源的支撐將加強。國務院要求專項債資金不得用於土儲和房地產相關領域,用於基建領域的比例料將提升。
從需求層面看,內地基建投資補短板空間足,新型基建潛力大,交通基礎設施、能源、生態環保、民生服務、市政和產業園區等基建補短板領域,以及5G、城市軌道交通、人工智能、工業互聯網等新型基建領域,將成為2020年的發力重點。
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