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    2021中国PPP重要政策解读

    摘要

    当前我国经济发展面临需求紧缩、供给冲击、预期转弱三重压力。2021年12月中央经济工作会议提出2022年经济工作要稳字当头,稳中求进。2022年4月26日中央财经委员会第十一次会议研究全面加强基础设施建设问题,提出要统筹发展和安全两件大事,要立足长远、适度超前、科学规划、多轮驱动、注重效益。2022年5月25日国务院召开全国稳住经济大盘电视电话会议,提出经济工作的总体目标是力保市场主体,从而实现保就业、保民生。政府后续部署6方面33条稳经济的政策,在财政方面加大盘活存量力度,加快地方政府专项债券发行使用并扩大支持范围,优先考虑将新型基础设施、新能源项目等纳入支持范围。以上一系列利好政策不仅释放积极信号,而且有助于稳定市场信心和提振经济增长的信心。政府将全面加强基础设施和公共服务设施建设,为社会资本参与新型基础设施建设提供机遇。未来PPP可以在水利建设、乡村振兴、生态环境、养老托育、交通物流等板块挖掘潜在机会。用好基础设施REITs有助于解决PPP项目融资难题,而基础设施REITs也对PPP项目的运营管理、退出机制等衔接提出了更高要求,从而倒逼PPP的规范化与市场化。

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    Abstract

    At present,economic development is facing the triple pressure of demand contraction,supply shock and expected weakening. Central economic work meeting was held by Central Committee in December 2021. The meeting points out that economic work should be stable and strive for progress in the midst of stability in 2022. The 11th meeting of the Central Financial and Economic Committee was held on April 26th,2022 to study the issue of strengthening infrastructure construction in an all-round way. It is necessary to coordinate development and security,basing on long-term,moderately advanced,scientific planning,multi-wheel drive and efficiency. On May 25th,2022,the State Council held a national teleconference on stabilizing the overall economic market. The overall goal of economic work is to protect the main body of the market,which ensures employment and livelihood of the people. The government will perfect the subsequent policies with 33 policies to stabilize the economy in six areas. In terms of finance,the government will increase efforts to activate existing funds,accelerate the issuance and use of special bonds of local governments,expand the scope of support. The government will also give priority to new infrastructure,new energy projects,etc. The above series of positive policies not only send positive signals,but also stabilize market confidence and boost confidence in economic growth. The government will strengthen infrastructure and public services in an all-round way and provide opportunities for social capital to participate in the construction of new infrastructure. PPP can tap potential opportunities in water conservancy construction,rural revitalization,ecological environment,nursing homes daycare,transportation and logistics and other sectors. Making good use of infrastructure REITs will help solve the financing problems of PPP projects,and infrastructure REITs also put forward higher requirements for the operation management,exit mechanism and other links of PPP,thus forcing the standardization and marketization of PPP.

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    作者简介
    王政:王政,北京市惠诚(苏州)律师事务所主任,中央财经大学政信研究院PPP研究中心副主任,中国矿业大学PPP绩效评估研究中心兼职研究员,西交利物浦大学校外导师。
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