为冲刺全年经济目标并稳定投资，中国多地近期正加快推进四季度重大项目建设 1。在具体措施上，9月以来专项债发行明显加快，并于10月启用地方债结余限额 1。专家测算显示，四季度将有超过5万亿元（具体为5.6万亿元）政府债券待发行，其中袁海霞分析指出，剩余额度中包括近1.5万亿元地方政府债和4.1万亿元国债 1。这些举措旨在支撑基建投资回升并改善固定资产投资结构，王青判断年底前基建投资增速有望由负转正 1。
尽管今年1至9月全国固定资产投资同比下降7.2%，但环比增速自3月以来首度转正，且新基建领域呈现增长势头 1。数据显示，1至9月新增专项债发行进度为全年的81%，低于去年的83.2%及过去三年86.8%的平均水平 1。与此同时，部分行业投资表现亮眼，9月信息传输业投资增长30.8%，航空、水上运输业投资也实现了10%以上的增长 1。
各地已明确具体的项目开工任务和投资重点 1。广州市计划推动华星光电T8、南沙港区五期等106个年度投资10亿元以上的重大项目，并争取174个四季度计划新开工项目应开尽开 1。北京市则在四季度安排了160项市区重大项目开工建设，重点聚焦于人工智能、高端装备制造等领域 1。
In a bid to meet annual economic targets, multiple regions across China are accelerating the construction of major projects in the fourth quarter while ramping up government bond issuance. 1 Experts estimate that over 5 trillion yuan in government bonds remain to be issued this quarter, specifically totaling 5.6 trillion yuan, which includes nearly 1.5 trillion yuan in local government debt and 4.1 trillion yuan in treasury bonds. 1 These measures, alongside new policy-based financial tools, aim to support a recovery in infrastructure investment and improve the structure of fixed asset investment. 1 Wang Qing predicts that the growth rate of infrastructure investment is expected to turn positive from negative before the end of the year. 1
Local governments have outlined specific tasks for project commencement and investment priorities to drive these efforts. 1 Beijing has set a target to start construction on 160 major municipal and district-level projects in the fourth quarter, with a focus on fields such as artificial intelligence and high-end equipment manufacturing. 1 Guangzhou is pushing forward 106 major projects with an annual investment exceeding 1 billion yuan each, including Huaxing Optoelectronics T8 and Nansha Port Phase V, while striving to ensure that all 174 planned new starts for the fourth quarter proceed without delay. 1 Since September, the issuance of special-purpose bonds has noticeably accelerated, and unused quotas for local government bonds were activated in October. 1
Despite recent policy pushes, fixed asset investment declined by 7.2% year-on-year during the first nine months of this year. 1 However, there are signs of stabilization, as the month-on-month growth rate turned positive for the first time since March. 1 The issuance progress of new special-purpose bonds reached 81% of the annual total by the end of September, lagging behind last year’s 83.2% and the three-year average of 86.8%. 1 Conversely, emerging sectors showed robust momentum, with investment in information transmission growing by 30.8% in September, while investments in aviation and water transport increased by more than 10%. 1
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