设备投资，能否“持续高增”？文| 赵伟、屠强联系人 |屠强、耿佩璇摘要一问：设备投资高增的“认知误区”？并非源于“两新”政策与制造业朱格拉周期。误区一：“设备投资强”源于“朱格拉周期”；但实际上源于广义基建、服务业投资走强。2024年建筑业（65.5%）、狭义基建（46.1%）、公用事业（16.5%）、服务业（13.9%）设备购置投资增速均明显高于制造业（6.5%），额外贡献整体设备投资8.1个...
Source Link设备投资，能否“持续高增”？文| 赵伟、屠强联系人 |屠强、耿佩璇摘要一问：设备投资高增的“认知误区”？并非源于“两新”政策与制造业朱格拉周期。误区一：“设备投资强”源于“朱格拉周期”；但实际上源于广义基建、服务业投资走强。2024年建筑业（65.5%）、狭义基建（46.1%）、公用事业（16.5%）、服务业（13.9%）设备购置投资增速均明显高于制造业（6.5%），额外贡献整体设备投资8.1个...
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