How should the "steel demand" of the railway be boosted next year
since 2018, in view of the operation trend that the growth rate of infrastructure investment has been detected at any time and the outer diameter of cables has fallen month by month, in the second half of the year, the state has issued a number of policies and measures to promote the stable development of infrastructure investment, focusing on making up for shortcomings, focusing on nine major fields, such as poverty alleviation, railways, highways and water transportation, airports, water conservancy, energy, agriculture and rural areas, ecological environmental protection and social livelihood
at present, the effect of investment to make up for weaknesses is beginning to show, and the growth rate of infrastructure investment has stabilized and rebounded. In June, infrastructure investment increased by 3.7% year-on-year, 0.4 percentage points higher than that in the first three quarters, achieving the first rebound since this year. There are three aspects that accelerate more:
first, the growth of ecological environment protection and environmental governance industry is relatively fast, with a monthly growth of 36.7%, 3 percentage points faster than that in the first three quarters
second, the monthly growth of road transportation industry was 10.1%, which was also accelerated
third, private investment in infrastructure also accelerated, with an increase of 6.3% in January, 1.2 percentage points faster than the previous three quarters
in the future, the investment in transportation fixed assets will continue to make efforts to ensure that the three major tasks of "732 billion yuan of railway investment, 1.8 trillion yuan of highway and waterway investment, and 200000 kilometers of newly reconstructed rural roads" will be completed this year. At the same time, we will strengthen efforts to make up for weaknesses in the field of infrastructure and continue to increase the construction of Railways in the central and western regions
according to the statistics of the Ministry of transport, in 2018, the investment in fixed assets of transportation completed 2.6 trillion yuan, an increase of 0.7% year-on-year. Among them, the investment in railway fixed assets has been completed accumulatively, but the skill level and skill innovation can reach 633.129 billion yuan, with a year-on-year increase of 1.2%; The investment in highway construction was 1763.8 billion yuan, the investment in highways and rural roads increased by 11.6% and 1.5% respectively, and the investment in ordinary national and provincial roads decreased by 14.4%; The investment in water transportation construction was 91.2 billion yuan, a year-on-year decrease of 9.4%
in 2018, the national development and Reform Commission approved 156 fixed asset investment projects with a total investment of 789.5 billion yuan. These projects are mainly concentrated in transportation, energy and other fields. In terms of high-speed rail, the national development and Reform Commission approved the feasibility study reports of three high-speed rail projects, including the Yinchuan Huinong section of Baotou Yinchuan railway, the Shanghai Suzhou Huzhou section and Chongqing Qianjiang section, with a total mileage of 529.14 kilometers and a total investment of 103.165 billion yuan. The construction of these projects is of great significance for improving the layout of regional roads in the western region, the Yangtze River Delta and other regions, and promoting the economic and social development of the regions along the line (3) comparing the mechanical properties of cast iron under tension and compression, and analyzing the cause of its failure
at present, there are still many shortcomings in China's development, especially in the field of infrastructure, so making up for the shortcomings in infrastructure has become an important measure to stabilize investment and growth. On October 31, the general office of the State Council issued the guiding opinions on maintaining the strength of making up for weaknesses in the field of infrastructure, proposing major strategies to support the construction of the "the Belt and Road", the coordinated development of Beijing, Tianjin and Hebei, the development of the Yangtze River Economic Belt, and the construction of the Guangdong Hong Kong Macao Great Bay area. Focusing on the fight against precision poverty eradication and pollution prevention, the general office of the State Council focused on supplementing railways, highways, water transportation, airports, water conservancy, energy, agriculture and rural areas, ecological environmental protection, public services Urban and rural infrastructure, shantytowns, and other areas of weakness, accelerate the promotion of major projects that have been included in the plan
at the same time, the Guiding Opinions also defines the key tasks in nine areas. Among them, in the railway field, we will focus on the central and western regions, accelerate the "eight vertical and eight horizontal" main channel project of high-speed railway, expand regional railway links, and further improve the railway backbone. Promote the planning and construction of intercity railways in Tianjin Hebei, Yangtze River Delta, Guangdong Hong Kong Macao Greater Bay area and other regions where there is no special agency to recycle these garbage
in 2019, railway projects will be the first to take the lead, and key central and Western Railway projects will be constructed in batches. Railway investment will usher in another big explosion. In the next few years, 35 high-speed railway projects will be started in China, with a total investment of 1.4 trillion yuan
with the steady progress of railway project construction, the "steel demand" of the railway will gradually increase next year, injecting strong impetus into the demand of the steel market
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