据报内地基建投资补短板仍有较大空间
据《经济参考报》报道,受地方政府专项债加快发行和项目审批步伐加快影响,早前市场普遍预期今年基建投资增速将回升至名义GDP增速附近。2019年以来,尽管基建投资增速总体较2018年末有所抬升,但仍显改善乏力,由今年首两个月的4.3%小幅回落至首十个月的4.2%。
报道指,展望2020年,基建投资增速有望缓慢回升,托底稳增长。从政策支持层面看,2020年逆周期调节政策将进一步加码,对基建投资支持力度加大。国务院日前印发的《关於加强固定资产投资项目资本金管理的通知》,对基建投资的资本金比例进行下调,成为2015年以来基建和固定资产投资领域的一次重要改革。
从资金来源层面看,地方政府专项债、PPP、政策性金融债、抵押补充贷款投放等自筹资金来源的支撑将加强。国务院要求专项债资金不得用於土储和房地产相关领域,用於基建领域的比例料将提升。
从需求层面看,内地基建投资补短板空间足,新型基建潜力大,交通基础设施、能源、生态环保、民生服务、市政和产业园区等基建补短板领域,以及5G、城市轨道交通、人工智能、工业互联网等新型基建领域,将成为2020年的发力重点。
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