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Once these construction projects are launched, they will not only immediately drive the market demand for building materials, metals, composite materials, etc. Those petrochemical and energy projects that are planned to be put into production will also affect the distribution of production capacity of relevant domestic commodities. Therefore, it is necessary to find out the location distribution of these 80 projects in advance.
Today we are going to take stock of 80 projects in these 5 areas.
Among the five areas open to the country, 24 projects are concentrated in the transportation facilities sector, accounting for about 1/3 of the total, and the investment in the entire transportation facilities sector exceeds 310 billion yuan. However, the difficulty of investing in specific projects in this field varies greatly. In areas such as roads and ports, actual investment has been relatively easy because of the involvement of private capital. However, the railways are different. This is the first time that the railways have been opened to the private capital after the railway reform. The private capital has entered the market and is completely crossing the river by feeling the stones. Therefore, the resistance is not expected to be small.
The field of clean energy power generation is another key area for the opening of private capital. In recent years, as China's environmental problems have become more serious, the country has begun to vigorously promote distributed power reform and clean energy power generation, but the development of clean energy requires high subsidies from the state. In order to alleviate the financial pressure, the NDRC opened three hydropower projects, two power generation projects and 30 distributed photovoltaic projects in one breath, attracting private capital.
However, for the field of clean energy power generation, especially in the field of distributed photovoltaic power generation, private capital is not optimistic. The main reason is that distributed photovoltaic power generation on the roof of the house involves complex property rights issues, such as return sharing and maintenance issues; photovoltaic power generation still has problems such as difficulty in self-use, and also makes private capital cautious about entering the market. attitude. It is expected that if the country wants to truly guide private capital to revitalize distributed PV projects, it will need to introduce more support measures.
China's oil and gas pipeline network and gas storage facilities are basically controlled in three barrels of oil. Therefore, this opening of private capital, in addition to meeting the growing oil and gas demand in the domestic market, also shows the determination of the central government to promote mixed ownership reform. .
Sinopec is the first of the three barrels of oil to introduce the introduction of a private-owned mixed ownership system. This time, Sinopec opened three oil and gas pipelines and gas storage facilities to the private capital, including the high-profile Tianjin LNG receiving station project. It is very likely to become the first official LNG terminal project for social capital participation, releasing the signal of market access.
Although PetroChina started late in the reform of mixed ownership system than Sinopec, the strength of the reforms came later. This time, PetroChina opened six oil and gas pipelines and gas storage facilities, especially the key project of the middle section of the West-East Gas Pipeline, which showed the importance of PetroChina's introduction of private capital.
CNOOC Limited has a mixed ownership reform with PetroChina and Sinopec, and its own oil and gas pipeline network and gas storage facilities have fewer resources. Therefore, this project has not opened up projects in related fields to private capital.
However, although the three barrels of oil have a welcome gesture for the private capital, there are still many “look-out†views on the market. It is believed that large-scale gas transmission projects require huge investment support compared to other fields. In addition to barrel oil, it is difficult for private capital to have such a large amount of financial resources. Therefore, even if private capital can enter these fields, it will not be able to obtain much voice in the actual operation in the future.
Similar to the oil and gas pipeline network and gas storage field, the domestic coal chemical and petrochemical industrial base projects are basically controlled by large state-owned enterprises. Compared with the pipe network and gas storage projects monopolized by three barrels of oil, the investment amount of coal chemical and petrochemical base projects is relatively low, and the entry threshold of private capital is also low. Private capital is naturally more inclined to enter this field.
Among the open projects of the coal chemical and petrochemical industrial bases, the most important one is the CNOOC Guangdong Huizhou million-ton ethylene expansion project, which indicates that CNOOC has also officially joined the mixed ownership reform army.
In the five open private sector areas announced by the country, the information infrastructure is the only investment area that does not mention specific construction projects. This area is also a field of high enthusiasm for private investment.
Western countries have matured in the privatization of information infrastructure, and many experiences are worth learning from. Therefore, the entry of private capital into this field will not be too difficult in technology. The only obstacle will come from the existing three monopoly. Operators, Telecom, Mobile, China Unicom. Whether they are willing to implement ownership reform will largely determine the success or failure of private investment in information infrastructure investment.
Distribution map of “80 major projects†approved by the National Development and Reform Commission
Abstract On May 21, the National Development and Reform Commission announced the first batch of 80 demonstration projects to encourage social capital to participate in construction operations, including 24 transportation infrastructure projects, 10 oil and gas pipeline networks and gas storage facilities, and 8 modern coal chemical and petrochemical industrial bases. Project, 36 clean energy projects and 2...
On May 21, the National Development and Reform Commission announced the first batch of 80 demonstration projects to encourage social capital to participate in construction operations, including 24 transportation infrastructure projects, 10 oil and gas pipeline networks and gas storage facilities, and 8 modern coal chemical and petrochemical industrial base projects. With 36 clean energy projects and 2 information infrastructure projects, it is estimated that the total investment may exceed one trillion yuan. 80 items overview
Transportation infrastructure project
Clean energy field
Modern coal chemical and petrochemical industry base
Information infrastructure