非金属类建材行业周报:资金端“加码”发力 扩投资稳增长信号明显

光大证券股份有...
Oct 20

资金端“加码”发力,为基建投资增长筑牢支撑:25 年我国财政靠前发力,在大项目的拉动下,我国基建投资增速年初高开,但在Q2 以来增速呈回落态势,1-8 月我国广义基建投资同比增速为5.4%,较去年同期下降2.5pcts。为扩大有效投资,推动经济稳步增长,9 月末以来,我国正从资金供给端加大投入力度,为实物工作量的顺利落地与基建投资的稳步增长筑牢支撑。1) 快速投放新型政策性金融工具:9 月29 日...

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