Beginning of 2023，Multi-sector release and investment expansion、Positive signals of steady growth。As at noon on 4 January，Seventeen provinces and cities with separate plans have announced plans to issue special bonds in the first quarter or January.，The total issuance reached 786.5 billion yuan.，Among，In January, the issuance amount reached 315.1 billion yuan.。To this，Analysts pointed out，The first quarter of 2023 may be a period of more prominent economic growth pressure throughout the year.，With the strong support of new special debt，Infrastructure investment is expected to achieve off-season.“Light”。
At the same time，Listed companies have reported good news.，Centralized release of project bid-winning announcement。January 3 only，There are 18.AThe company issues announcements related to the winning projects of the company or its subsidiaries.。It is understood that，Bid-winning announcements of listed companies increased，It means that the project starts intensively.，It will stimulate effective investment.，Promote employment，Promoting steady economic growth，It is also conducive to the high-quality development of listed companies themselves.。
Promote the construction of major projects in many places
Recently，Jin Zhuanglong, Minister of Industry and Information Technology, said in an interview with the media.，Major projects identified in the plan、Major projects、Major projects，Organize local authorities and relevant parties to conduct demonstrations.，Start implementation as soon as possible；January 3，Li Xiaopeng, Minister of Transport, put forward，Efforts should be made to expand effective investment in railways.，Optimizing the layout of railway infrastructure。
“From a policy perspective，The relevant policies of the state to achieve economic growth through stable investment are continuing to develop.，Both special debt and credit are increasing.。”Hu Qimu, chief researcher of Sinosteel Economic Research Institute, told reporters.。
Recently，Centralized commencement of major projects in many places。January 1，Construction of 177 projects in Fuzhou, Fujian，The total investment is 98.3 billion yuan。January 3，A total of 423 major projects were introduced in the on-site promotion activities of major projects in Sichuan Province in the first quarter of 2023.，Total investment up to 7483.700 million yuan；Same day，At the first quarter of 2023 investment and key project promotion meeting in Anhui Province，Wuhu City Announces 79 Projects to Start in the First Quarter of 2023，The total investment is 1057.100 million yuan，Annual planned investment 284.200 million yuan。With the centralized commencement and implementation of major projects,，The opportunities for listed companies to participate in bidding for major projects have also increased.。Vice Dean, Institute of Government Management, Beijing Normal University、Song Xiangqing, director of the Industrial Economic Research Center, said.，Listed companies actively participate in project construction，It can quickly advance the process of related projects.，It will boost investment、Promote employment，It is conducive to enhancing the sustainable development momentum and efficiency of the real economy.，It also helps listed companies to improve their quality and efficiency.，Enhance the vitality of the capital market。Hu Qimu thinks，From the perspective of industry operation cycle，In 2023, the domestic manufacturing industry will usher in a big year of equipment renewal.，Therefore, manufacturing investment is expected to show significant growth.。On the one hand, listed companies can promote the high-quality development of manufacturing industry through high-quality equipment supply and services.，On the other hand, we can make full use of the relevant policy dividends of the state on equipment renewal.，Complete its own capacity upgrade。
The number of large bid-winning orders of listed companies increased
According to the announcement of listed companies，Recently, the number of large winning bids has increased.。According to the announcement of China Electric Power Construction，Jiangxi Electric Power Construction Co., Ltd. of China Power Construction Group, a wholly-owned subsidiary of the company, won the bid for a wind power base project in Tongliao, Inner Mongolia.，Total bid winning amount 109.4.7 billion yuan。
“The number of bid-winning announcements of listed companies has increased recently，This phenomenon will continue for a long time.。This is mainly because it is a major project in China at present and in the future.、Important window period for intensive start-up and accelerated implementation of major projects。”
Song Xiangqing said，Judging from the bid-winning projects disclosed by listed companies，New Energy、There are many infrastructure projects.。In the new energy project，Photovoltaic orders are in an endless stream。It is worth mentioning that，New Energy Project、New infrastructure was included in the key support areas of special debt by the Ministry of Finance in 2022.，At this point，The number of key investment areas of special debt increased to 10.，The other nine are transportation infrastructure.、Energy、Agriculture, forestry and water conservancy、Ecological environmental protection、Social undertakings、Logistics infrastructure such as urban and rural cold chain、Municipal and Industrial Park Infrastructure、Major national strategic projects、Affordable housing project。
Emphasized at the Central Economic Work Conference“Stick to the principle of stability、Make progress while maintaining stability”In the background，Infrastructure investment will remain one of the important grasps of steady growth in the first half of 2023.，High prosperity is expected to continue。Source of the article：Securities Daily
