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穆迪:內地今年總體固產投增速料放緩至中單位數
阿思達克 08-12 15:26
評級機構穆迪發表報告指,去年中國總體固定資產投資溫和增長,而今年在房地產市場下行等各種經濟挑戰下,預期增速將放緩至個位數中段。 穆迪副總裁/高級信用評級主任潘凱頤稱,中國政府大力推動基建來支持經濟增長和穩定,因此預計每年基建支出將以高單位數增長,雖然房地產市場疲軟、近期疫情帶來衝擊、出口需求不確定且全球經濟增長乏力,但基建支出增長預料將可提振中國的固定資產投資增長。 除電信網絡、數據中心和城鎮化項目外,穆迪預期公用事業和交通運輸亦將成爲基建支出的重要支柱。多數受評公用事業和交通運輸企業均擁有多元化的融資來源、順暢的融資渠道並獲得政府大力支持,有助於其在現今信用狀況下實施投資計劃。 由於地方政府的支出計劃規模較大,穆迪預計地方政府資金缺口將擴大至4.1萬億元人民幣,預期城投公司會在國家主導的基建投資的融資中發揮更大的作用,因爲專項債發行收益可能不足以彌補2022年的缺口。
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