Affected by the epidemic, the industry boom declined significantly in February, because most of the time it was in a state of suspension. In February 2020, the business activity index of China's construction industry was 26.6, down by 33. 1 compared with the previous month and 32.9% compared with the same period of last year. From the sub-indicators, the new order index was 23.8, down 30.0 from last month.
Second, many provinces launched a list of major projects, with a total amount exceeding 1 1 trillion.
Recently, many central ministries and commissions have successively issued policies to speed up the construction of major projects, speed up the examination and approval of projects, and encourage new investment projects to be uniform. At the same time, Beijing, Fujian, Henan, Yunnan, Jiangsu and other places have issued a list of major project investment plans in 2020, and infrastructure investment is an important part. According to incomplete statistics, the current total investment has exceeded 1 1 trillion. The following are the provinces and cities that released major project investment plans in 2020 compiled by Forward-looking Industry Research Institute:
Third, with the help of policies, the big infrastructure sector broke out again.
On March 2, 2020, the three major stock indexes of A-shares collectively strengthened, and the large-scale infrastructure sector broke out again. Cement building materials, engineering construction and steel industries were among the top gainers, with an increase of more than 7%. By the morning of March 2, 2020, nearly 20 stocks, including Jianlong, Tengda Construction, Anhui Construction Engineering, Donghua Technology, Zhongshe Group, Zhongheng Design, Ningbo Construction Engineering, Sujiao Branch, China Railway Construction, Academy of Engineering, Zhu Bo Design and Design Institute, China Jiao Jian, Lei Zhi Group, Shandong Luqiao and China MCC, had daily limit.
In addition, according to the "3.2" published by Oriental Fortune, the top five industries sought after by early funds were building materials, cement industry, financial industry, real estate and steel industry.
From the end of 20 19 to the beginning of 2020, the central government and ministries and commissions made clear the economic strategy of vigorously developing infrastructure projects, and increased the proportion of special debts in local debts by reducing project capital and credit support in some areas, thus further promoting urbanization and balanced development in various regions. At present, it seems that under the influence of the epidemic, all parties have consciously given substantive adjustment measures for the steady development of the economy. The following is a summary of the important meetings and instructions of China infrastructure industry in 2020 compiled by Forward-looking Industry Research Institute:
—— The above data comes from the Analysis Report on Market Prospect and Investment Strategic Planning of China Institute of Building Industry.