What should the cement industry pay attention to in the 2024 government work report?

2024-03-06 09:13:13

The increase of special bonds to 3.9 trillion yuan + 1 trillion yuan of ultra-long-term special treasury bonds, the acceleration of the implementation of major projects in the 14th Five-Year Plan, and the promotion of high-end, intelligent and green transformation of traditional industries involved in the report are closely related to the cement industry!

At 9 a.m. on March 5,

2024, the Second Session of the 14th National People's Congress held its opening meeting in the Great Hall of the People. On behalf of the State Council, Premier Li Qiang delivered a report on the work of the government to the Second Session of the 14th National People's Congress. The increase of special bonds to 3.9 trillion yuan + 1 trillion yuan of ultra-long-term special treasury bonds, the acceleration of the implementation of major projects in the 14th Five-Year Plan, and the promotion of high-end, intelligent and green transformation of traditional industries involved in the

report are closely related to the cement industry!

Special bonds 3.9 trillion + 1 trillion ultra-long-term special treasury bonds

are planned to arrange 3.9 trillion yuan of local government special bonds, an increase of 100 billion yuan over the previous year. In order to systematically solve the problem of funding for some major projects in the process of building a strong country and national rejuvenation, we plan to issue ultra-long-term special treasury bonds for several consecutive years from this year, which will be used for the implementation of major national strategies and the construction of security capacity in key areas. This year, we will issue 1 trillion yuan.

We will accelerate the implementation of major projects in the 14th Five-Year Plan

and actively expand effective investment. We should give full play to the amplification effect of government investment, focus on supporting scientific and technological innovation, new infrastructure, energy conservation, emission reduction and carbon reduction, strengthen the weak areas of economy and society such as people's livelihood, promote the construction of infrastructure for flood control, drainage and disaster relief, and promote the renewal and technological transformation of various production equipment and service equipment, so as to achieve the goal. We will accelerate the implementation of major projects in the 14th Five-Year Plan. This year's central budgetary investment is planned to be 700 billion yuan.

Promote the high-end, intelligent and green transformation

of traditional industries, and promote the optimization and upgrading of industrial chain and supply chain. Keep the industrial economy running smoothly. We will implement high-quality development actions in key manufacturing industrial chains, focus on making up for shortcomings, lengthening long boards, forging new boards, and enhancing the resilience and competitiveness of the industrial chain supply chain. We will implement technological upgrading projects in the manufacturing sector, foster and strengthen advanced manufacturing clusters, create national demonstration zones for new industrialization, and promote the high-end, intelligent and green transformation of traditional industries. We will accelerate the development of modern producer services. Promote the new development of small and medium-sized enterprises.

Increase the proportion of loans to private enterprises, expand the scale

of bond issuance and financing, and stimulate the vitality of various business entities. State-owned enterprises, private enterprises and foreign-funded enterprises are all important forces in the modernization drive. We will increase the proportion of loans to private enterprises, expand the scale of bond issuance and financing, and strengthen classified support for individual businesses. We will implement actions to reduce logistics costs, improve the long-term mechanism for preventing and resolving arrears of enterprise accounts, and resolutely investigate and punish arbitrary charges, fines and apportionments. Promote excellent entrepreneurship, actively support entrepreneurs to focus on innovation and development, dare to venture, dare to invest, and run enterprises steadfastly.

Optimize the real estate policy

, optimize the real estate policy, give equal support to the reasonable financing needs of different ownership real estate enterprises, and promote the steady and healthy development of the real estate market. Improve the long-term mechanism of risk prevention and control. To adapt to the development trend of new urbanization and the change of supply and demand in the real estate market, we should speed up the construction of a new model of real estate development. We will increase the construction and supply of affordable housing, improve the basic system related to commercial housing, and meet the rigid housing needs of residents and the diversified and improved housing needs of residents.

Actively promote new urbanization

, focusing on relying on urban agglomerations and metropolitan areas, and promoting the coordinated development of large, medium and small cities. Promote the construction of Chengdu-Chongqing two-city economic circle. We will steadily implement urban renewal actions, promote the construction of "dual-use" public infrastructure and the transformation of villages in cities, accelerate the improvement of underground pipeline networks, promote the installation of elevators and parking in old residential areas, strengthen the construction of barrier-free and aging facilities, and build livable, intelligent and resilient cities.

Actively and steadily promote carbon peak carbon neutralization and

carry out the "Ten Actions of Carbon Peak". Enhance the ability of statistical accounting and verification of carbon emissions, establish a carbon footprint management system, and expand the coverage of the national carbon market industry. We will deepen the energy revolution, control fossil energy consumption and accelerate the construction of a new energy system. We will strengthen the construction of large-scale wind power and photovoltaic bases and transmission channels, promote the development and utilization of distributed energy, develop new energy storage, promote the use of green power and international mutual recognition, give full play to the role of coal and coal-fired power, and ensure the energy demand for economic and social development.

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Correlation

Near the end of the year, the domestic concrete market demand continued to weaken, the cost support declined compared with the previous period, and the price of concrete in many places declined steadily. From December 19 to December 25, the national concrete price index closed at 111.39 points, down 0.80% annually and 10.97% year-on-year.