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A股異動 | 基建股集體上漲 業內看好基建投資年底搶跑
格隆匯9月9日丨今天A股基建股集體上漲,西藏天路、中國化學和富煌鋼構漲停,中國交建漲超7%,勘設股份,三和管樁和中國中冶漲超5%。國家發展改革委投資司副司長、一級巡視員呂文斌在9月8日的發改委專題新聞發佈會上介紹,“十四五”規劃中的重大工程項目正陸續啟動建設。下一步,發改委將聚焦重點領域來穩投資,發揮好“十四五”規劃《綱要》102項重大工程的牽引帶動作用,還將加快已下達中央預算內投資計劃的執行進度,加大項目建設推進力度。中國宏觀經濟研究院投資研究所副研究員任榮榮認為,下半年2萬多億元專項債券將陸續發行,為基礎設施投資提供更多資金支持。首批基礎設施公募REITs上市開啟基建融資新模式,基建投融資環境將趨於改善。此外,“十四五”規劃《綱要》確定的重大工程項目的逐步落地,將推動基建投資温和增長。

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