Lub tswv yim kev lag luam tshuab siv hauv kev tsim kho 1: cua lossis chij? Cov khoom siv tshuab siv hauv Is Nrias teb, cov cuab yeej thoob miv
Hauv tsab ntawv no, "cua" txhais tau hais tias txoj cai ntawm kev loj hlob ruaj khov, "lub siab" txhais tau hais tias tus nqi khoom lag luam hloov pauv ntawm cov tshuab siv hauv kev tsim kho, thiab "chij" txhais tau hais tias kev hloov pauv tseem ceeb ntawm cov tshuab siv hauv kev tsim kho. Los ntawm kev tshuaj xyuas cov kev hloov pauv ntawm txoj cai, kev ua tau zoo ntawm tus nqi khoom lag luam keeb kwm thiab cov hauv paus kev lag luam, peb sim nrhiav kev sib raug zoo ntawm peb yam. Txij li thaum Lub Peb Hlis, cua ntawm txoj cai loj hlob ruaj khov tau maj mam sov, thiab ntau zaus hauv keeb kwm, txoj cai loj hlob ruaj khov tau qhia txog kev sib raug zoo nrog tus nqi khoom lag luam ntawm cov tshuab siv hauv kev tsim kho; Xyoo 2022, qhov kev thov ntawm kev lag luam tshuab siv hauv kev tsim kho kuj xav tias yuav pom kev txhim kho me ntsis. Cov khoom siv tshuab siv hauv Is Nrias teb, cov cuab yeej thoob miv.
Lub "cua" ntawm txoj cai loj hlob ruaj khov tau los txog.
1) Txoj cai loj hlob ruaj khov yuav txuas ntxiv mus. Lub rooj sib tham txog kev ua haujlwm kev lag luam hauv nruab nrab tau hais tias kev ua haujlwm kev lag luam hauv xyoo 2022 yuav tsum ruaj khov thiab nrhiav kev vam meej thaum tswj kev ruaj khov, taw qhia cov kev taw qhia rau kev loj hlob ntawm kev lag luam ruaj khov. Txhawm rau kom ua tiav cov kev txiav txim siab thiab kev npaj ntawm CPC Central Committee thiab State Council thiab muab kev ua si tag nrho rau lub luag haujlwm ntawm macroeconomic "ballast", National Development and Reform Commission thiab Ministry of industry and information technology tau koom ua ke tshaj tawm ntau txoj cai los txhawb kev loj hlob ruaj khov ntawm kev lag luam kev lag luam nrog cov neeg koom nrog tsis ntev los no, yog li kom ua tiav qhov txiaj ntsig ntawm txoj cai, txhawb kev ua haujlwm ruaj khov ntawm kev lag luam kev lag luam thiab siv zog los tswj hwm qhov xwm txheej macroeconomic tag nrho. Tsis ntev los no, qhov sib kis ntawm cov paj laum ntawm Tuam Tshoj Tebchaws Meskas 10-xyoo Treasury bonds tau tig rov qab, uas yuav ua rau muaj kev qhia txog cov cai loj hlob ruaj khov.
2) Txoj cai tswjfwm kev nqis peev hauv kev tsim kho vaj tse tseem txuas ntxiv mus rau qhov tseem ceeb. Thaum Lub Plaub Hlis 7, Tuam Tshoj Railway tau tshaj tawm cov ntaub ntawv ua haujlwm ntawm peb lub hlis thawj zaug ntawm xyoo 2022. Tus nqi tshiab ntawm daim ntawv cog lus tsim kho vaj tse ntawm Tuam Tshoj Railway hauv peb lub hlis thawj zaug tau txog 543.45 billion yuan, nce 94.1% xyoo-rau-xyoo. Tus nqi tshiab ntawm daim ntawv cog lus tsim kho vaj tse hauv peb lub hlis thawj zaug tau txog qib siab tshaj plaws hauv tib lub sijhawm hauv keeb kwm. Txij Lub Ib Hlis mus txog Lub Ob Hlis, qhov kev loj hlob ntawm kev nqis peev hauv cov khoom siv ruaj khov hauv kev tsim kho vaj tse tau nce 8.6% xyoo-rau-xyoo, thiab qhov kev loj hlob maj mam nce. Txij Lub Ib Hlis mus txog Lub Ob Hlis, tus nqi ntawm cov ntawv cog lus tshwj xeeb uas tsoomfwv hauv zos tau tshaj tawm tau txog 971.9 billion yuan, nce 452.8% xyoo-rau-xyoo; Kev nce qib ntawm cov ntawv cog lus tshwj xeeb ntawm tsoomfwv hauv zos tau nrawm dua li xyoo dhau los, thiab kev pib ua haujlwm loj yuav tsum tau ua kom nrawm dua. Cov khoom siv tshuab tsim kho hauv Is Nrias teb, cov cuab yeej thoob miv
3) Txoj cai tswjfwm vaj tse tau coj kev so me ntsis. Txij thaum pib ntawm lub xyoo, txoj cai tswjfwm thiab kev tswj hwm vaj tse tau txuas ntxiv mus tsis muaj zog. Pib los ntawm kev txhawb nqa qhov kev thov tsim nyog rau kev yuav tsev thiab nthuav cov txiaj ntsig ntawm cov haujlwm lag luam av, peb tau txhim kho qhov kev poob qis ntawm kev muab khoom thiab kev thov tsis muaj zog hauv kev lag luam vaj tse. Txij lub Ib Hlis mus txog rau lub Ob Hlis, kev nqis peev tiav hauv kev tsim kho vaj tse tau nce 3.7% txhua xyoo, thaj chaw tsim kho tshiab tau txo qis 12.2% txhua xyoo, thiab thaj chaw tsim kho tshiab txuas ntxiv mus tsis zoo. Raws li ib qho tseem ceeb ntawm kev lag luam tshuab tsim kho, kev so me ntsis ntawm txoj cai vaj tse yuav tsav tsheb ntxiv rau kev rov qab los ntawm kev thov ntawm kev lag luam tshuab tsim kho.
Yuav ua li cas txav lub "lub plawv" ntawm tus nqi sib koom ntawm cov tshuab siv hauv kev tsim kho
1) Muaj ntau txoj cai loj hlob ruaj khov hauv keeb kwm tau tsav tus nqi sib koom ntawm kev tsim kho tshuab kom nce siab. Saib rov qab rau kaum xyoo dhau los, Tuam Tshoj tau ntsib kwv yees li tsib lub voj voog ntawm kev loj hlob ruaj khov hauv xyoo 2008-2009, 2012, 2014-2015, 2018-2019 thiab 2020.
Piv txwv li, Sany Heavy Industry, qhov nce thiab poob siab tshaj plaws ntawm Sany cov nqi sib koom hauv tsib lub sijhawm saum toj no yog 89.5%, 22.3%, 118.0%, 60.3% thiab 148.2% feem, thiab qhov nce thiab poob ntau yog 49.3%, -13.9%, -24.2%, 52.7% thiab 146.9% feem.
Nws tuaj yeem pom tias txoj cai loj hlob ruaj khov tau ua lub luag haujlwm tseem ceeb hauv kev txhawb nqa tus nqi sib koom ntawm cov tshuab siv hauv kev tsim kho.
2) Cov tshuab siv hauv kev tsim kho tseem tuaj yeem ntes tau lub qhov rais peev zoo dua hauv lub voj voog poob qis. Peb tsom mus rau kev tshuaj xyuas qhov kev ua tau zoo ntawm cov nqi khoom lag luam ntawm Sany Heavy Industry hauv lub voj voog poob qis ntawm kev lag luam tshuab siv hauv kev tsim kho txij li xyoo 2012 txog 2016, uas yuav muaj qhov tseem ceeb rau kev nqis peev ntawm theem no:
Keeb kwm, txoj cai loj hlob ruaj khov tau ua lub luag haujlwm zoo rau tus nqi sib koom ntawm Sany Heavy Industry, thiab cov cib fim zoo dua rau kev nqis peev tseem tuaj yeem ntes tau hauv lub voj voog qis. Peb ntseeg tias qhov kev ua tau zoo, qhov kev txiav txim siab thiab qhov kev txiav txim siab xav tau yog qhov tseem ceeb los txiav txim siab qhov kev ua tau zoo ntawm cov khoom lag luam hauv kev lag luam tshuab; Kev hloov pauv ntawm cov xaj yuav ua rau tus nqi khoom lag luam teb sai, thiab kev ua tau zoo yuav dhau los ua qhov cim qhia qeeb hauv lub voj voog qis.
3) Qhov kev kho kom zoo no hauv tus nqi sib koom ntawm cov tshuab siv hauv kev tsim kho tau qhia txog kev cia siab ntawm kev lag luam. Txij li xyoo 2021, tus nqi sib koom ntawm Sany, Zoomlion, XCMG, Hengli thiab lwm lub tuam txhab tshuab siv hauv kev tsim kho tau raug kho kom zoo, nrog rau kev poob qis ntawm 61.9%, 55.1%, 33.0% thiab 62.0% txij li thaum tus nqi sib koom siab kawg. Txij li lub quarter thib ob ntawm xyoo 2021, cov ntaub ntawv muag khoom txhua xyoo ntawm cov khoom siv tshuab siv hauv kev tsim kho xws li cov excavators, cov tsheb thauj khoom cranes thiab cov tsheb thauj khoom twj tso kua mis tau txuas ntxiv poob qis. Feem ntau, kev ua lag luam ntseeg tias kev lag luam tshuab siv hauv kev tsim kho tau coj mus rau hauv lub voj voog siab tshaj plaws / qis dua tom qab tsib xyoos ntawm lub voj voog nce mus, thiab tus nqi sib koom kuj qhia txog qhov kev cia siab no. Yog tias qhov kev thov ntawm kev lag luam xav tias yuav txhim kho me ntsis hauv xyoo 2022, peb muaj laj thawj xav tias tus nqi sib koom yuav ruaj khov thiab rov qab los. Cov khoom siv tshuab siv hauv Is Nrias teb, cov cuab yeej thoob miv
Lub sijhawm tshaj tawm: Plaub Hlis-15-2022
