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西部基建板塊大幅高開 中央出大招力挺西部大開發
格隆匯 05-18 09:26
格隆匯5月18日丨西部基建板塊大幅高開,新疆交建、北新路橋漲停、成都路橋、青松建化、西藏天路等跟漲。5月17日,中共中央、國務院發佈了《中共中央、國務院關於新時代推進西部大開發形成新格局的指導意見》,對加快形成西部大開發新格局,推動西部地區高質量發展提出了三十六條具體措施。《意見》提出,以共建"一帶一路"為引領,加大西部開放力度。積極參與和融入"一帶一路"建設。強化開放大通道建設。構建內陸多層次開放平台。支持西部地區自由貿易試驗區在投資貿易領域依法依規開展先行先試,探索建設適應高水平開放的行政管理體制。民生證券分析師王介超表示,基建資金面改善,政策面持續釋放利好,區域性戰略升級有望帶來結構性投資機會。中長期看,2020年~2025年將成西部鐵路、公路建設快速推進期。

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