According to Xinhua news agency, on April 26, the 11th meeting of the central financial and Economic Commission stressed that at present and in the future, we should adhere to the people-centered development idea, adhere to problem orientation and goal orientation, coordinate development and security, make systematic planning and overall coordination, accurately fill weaknesses and strengths, optimize the layout, structure, function and development mode of infrastructure, mobilize the forces of the whole society and build a modern infrastructure system, Achieve the unity of economic benefits, social benefits, ecological benefits and security benefits, serve major national strategies, support economic and social development, and lay a solid foundation for building a socialist modern country in an all-round way.
Investment in infrastructure plays a very important role in promoting China’s economic growth after China’s reform and opening-up. There have been times when the infrastructure industry has made rapid progress, and there have been times when the dragon has hidden into the abyss. With the increasingly urgent requirements of China’s high-quality economic development, infrastructure, as a traditional cycle industry, is also facing opportunities and challenges of change.
Citic Securities Company Limited(600030) pointed out that GDP in the first quarter of 2022 increased by 4.8% year-on-year, slightly weaker than that in the third quarter of 2021. The data reflected the downward pressure on economic growth. The structural characteristics deserve more attention: 1) in the production end, the marginal of service industry becomes weaker, but the industry remains resilient as a whole; 2) On the demand side, infrastructure investment accelerated upward, other demand variables were impacted to varying degrees, and the consumption pressure was highlighted. It should be noted that due to the relatively small proportion of GDP, fixed asset investment and other indicators in the first quarter of the year, there is still time and space for subsequent steady growth. With the further development of policies, the economy is expected to repair in the second and third quarters.
Shandong Longquan Pipeline Engineering Co.Ltd(002671) ( Shandong Longquan Pipeline Engineering Co.Ltd(002671) ) the company’s main business is the production, sales, installation and after-sales service of prestressed steel cylinder concrete pipe (PCCP) and other concrete pipes, as well as the R & D, production and sales of metal pipe fittings. The company ranks first in China’s PCCP industry and enjoys high popularity in the industry by successfully winning a series of pipe supply contracts for China’s landmark water diversion projects such as the middle route and East Route supporting projects of the South-to-North Water Transfer Project.
Anhui Construction Engineering Group Corporation Limited(600502) ( Anhui Construction Engineering Group Corporation Limited(600502) ) the company’s infrastructure construction business involves highway, municipal, urban rail transit, water conservancy and hydropower, port and waterway and other fields. The company has 6 special grade qualifications and a number of first-class qualifications such as general contracting of highway, municipal and port and shipping projects, and has outstanding qualifications, achievements and other advantages in infrastructure construction.
Shenzhen Water Planning & Design Institute Co.Ltd(301038) ( Shenzhen Water Planning & Design Institute Co.Ltd(301038) ) company is the first A-share listed company focusing on Water Conservancy Survey and design industry in China. The company holds engineering design (water conservancy industry, municipal industry (water supply engineering, drainage engineering specialty), landscape engineering design specialty), comprehensive engineering survey, engineering surveying and mapping, engineering consulting (water conservancy engineering, municipal water supply and drainage specialty), A number of class a qualification certificates such as water resources demonstration and five-star qualification for the preparation of water and soil conservation plans.
