Isicwangciso soshishino koomatshini bokwakha isihloko 1: umoya okanye ibhanile?Izixhobo zoomatshini bokwakha baseIndiya, isixhobo sebhakethi yekati
Kweli phepha, "umoya" ubhekiselele kwinkalo yomgaqo-nkqubo wokukhula okuzinzile, "intliziyo" ibhekisela ekutshintsheni kwexabiso lesitokhwe koomatshini bokwakha, kwaye "iflegi" ibhekisela kutshintsho olusisiseko koomatshini bokwakha.Ngokuhlalutya utshintsho lomgaqo-nkqubo, ukusebenza kwexabiso lentengo yembali kunye neziseko zoshishino, sizama ukufumana ubudlelwane phakathi kwezi zintathu.Ukususela ngo-Matshi, umoya womgaqo-nkqubo wokukhula ngokuthe ngcembe uye wafudumala ngokuthe ngcembe, kwaye amaxesha amaninzi kwimbali, umgaqo-nkqubo wokukhula ozinzileyo ubonise ulungelelwaniso kunye nexabiso lesitokhwe soomatshini bokwakha;Ngo-2022, imfuno yoomatshini bokwakha kulindeleke ukuba ibone ukuphucuka komda.Izixhobo zoomatshini bokwakha baseIndiya, isixhobo sebhakethi yekati
“Umoya” womgaqo-nkqubo wokukhula okuzinzile ufikile.
1) Umgaqo-nkqubo wokukhula ozinzileyo kulindeleke ukuba uqhubeke.Inkomfa yomsebenzi wezoqoqosho ephakathi iphakamise ukuba umsebenzi wezoqoqosho ngo-2022 kufuneka uzinzile kwaye ufune inkqubela phambili ngelixa ugcina uzinzo, ubonisa umkhombandlela wokukhula kwamashishini okuzinzile.Ukuze kuphunyezwe izigqibo kunye namalungiselelo eKomiti ePhakathi yeCPC kunye neBhunga leSizwe kwaye unike umdlalo opheleleyo kwindima ye-macroeconomic "ballast", iKhomishoni yophuhliso lwesizwe kunye noHlaziyo kunye neSebe lezoShishino kunye nobuchwepheshe bolwazi ngokudibeneyo bakhuphe imigaqo-nkqubo emininzi yokukhuthaza. ukukhula okuthe gqolo koqoqosho lwemizi-mveliso kunye namaqela achaphazelekayo kutshanje, ukuze kwandiswe isiphumo somgaqo-nkqubo, ukukhuthaza ngokusebenzayo ukusebenza ngokuzingileyo koqoqosho lwemizi-mveliso nokuzama ukuzinzisa imeko yoqoqosho olukhulu ngokubanzi.Kutshanje, inzala esasazekileyo ye-US ye-10 yeminyaka ye-Treasury bond iye yabheka phantsi, enokuthi ivelise ngakumbi ukuqaliswa kwemigaqo-nkqubo yokukhula ezinzileyo.
2) Ulawulo lwe-countercyclical yotyalo-mali lweziseko ezingundoqo luyaqhubeka luqaqambisa.Ngomhla we-7 ku-Epreli, i-China Railway ibhengeze idatha yokusebenza kwikota yokuqala ka-2022. Imali esanda kusayinwa yekhontrakthi yokwakha eyinkunzi ye-China Railway kwikota yokuqala ifikelele kwi-543.45 yebhiliyoni ye-yuan, ukunyuka kwe-94.1% ngonyaka.Isixa esandula ukutyikitywa sekhontrakthi yokwakha eyinkunzi kwikota yokuqala sifikelele kwelona nqanaba liphezulu kwangelo xesha linye embalini.Ukususela ngoJanuwari ukuya kuFebruwari, izinga lokukhula kotyalo-mali lweziseko ezingundoqo linyuke nge-8.6% unyaka nonyaka, kwaye isantya sokukhula siye sakhula ngokuthe ngcembe.Ukususela ngoJanuwari ukuya kuFebruwari, inani leebhondi ezikhethekileyo ezikhutshwe ngoorhulumente basekhaya zifikelele kwi-971.9 yebhiliyoni ye-yuan, ukunyuka konyaka-ngonyaka we-452.8%;Inkqubela yokukhutshwa kweebhondi ezikhethekileyo kurhulumente wasekhaya ikhawuleza kakhulu kunaleyo yayineminyaka edlulileyo, kwaye ukuqaliswa kweeprojekthi ezinkulu kulindeleke ukuba kukhawuleziswe.Izixhobo zoomatshini bokwakha baseIndiya, isixhobo sebhakethi yekati
3) Umgaqo-nkqubo wolawulo lwezindlu nezindlu ungenise ukuphumla komda.Ukususela ekuqaleni konyaka, ulawulo lwezindlu kunye nemigaqo-nkqubo yolawulo luqhubekile lukhululekile.Ukuqala ekuxhaseni imfuno efanelekileyo yokuthengwa kwendlu kunye nokwandisa inzuzo yeeprojekthi zemarike yomhlaba, siye saphucula indlela ehlayo yobonelelo olubuthathaka kunye nemfuno kwimarike yezindlu.Ukususela ngoJanuwari ukuya kuFebruwari, utyalo-mali olugqityiweyo kuphuhliso lwezindlu nomhlaba lunyuke nge-3.7% ngonyaka, indawo entsha yokwakha yehle nge-12.2% unyaka nonyaka, kwaye indawo entsha yokwakha iqhubekile nokukhula kakubi.Njengommandla ongezantsi obalulekileyo woshishino loomatshini bokwakha, ukunyenyiswa komda womgaqo-nkqubo wezindlu nomhlaba kulindeleke ukuba kuqhubele phambili ukufunyanwa kwakhona kwemfuno yoshishino loomatshini bokwakha.
Indlela yokuhambisa "intliziyo" yexabiso lesabelo soomatshini bokwakha
1) Iipolisi ezininzi ezizinzileyo zokukhula kwimbali ziqhube ixabiso lesabelo secandelo loomatshini bokwakha ukuba linyuke.Ukujonga emva kule minyaka ilishumi idlulileyo, i-China iphantse yafumana imijikelo emihlanu yokukhula okuzinzileyo ngo-2008-2009, 2012, 2014-2015, 2018-2019 kunye no-2020.
Xa sithatha umzekelo weSany Heavy Industry, okona kunyuka nokuhla kwexabiso lesabelo sikaSany kwezi zihlandlo zintlanu zingasentla bekungama-89.5%, 22.3%, 118.0%, 60.3% kunye ne-148.2% ngokulandelelanayo, kwaye uluhlu lokunyuka nokuhla bekungama-49.3%, – I-13.9%, - 24.2%, 52.7% kunye ne-146.9% ngokulandelanayo.
Kunokufunyanwa ukuba umgaqo-nkqubo wokukhula ozinzileyo udlale indima ethile ekwandiseni ixabiso lesabelo kwicandelo loomatshini bokwakha.
2) Oomatshini bokwakha basenokuthi babambe ifestile yotyalo-mali engcono kumjikelo osezantsi.Sigxile ekuhlalutyeni ukusebenza kwexabiso lesitokhwe seSany Heavy Industry kumjikelo osezantsi woshishino oomatshini bokwakha ukusuka kowama-2012 ukuya kowama-2016, onokuthi ube nentsingiselo ebalulekileyo kutyalo-mali kweli nqanaba:
Ngokwembali, umgaqo-nkqubo wohlumo oluzinzileyo uye wadlala impembelelo entle kwixabiso lesabelo seSany Heavy Industry, kwaye amathuba angcono otyalo-mali asenokubanjwa kumjikelo wokuhla.Sikholelwa ukuba inqaku le-inflection yentsebenzo, indawo ye-inflection ye-odolo kunye ne-odolo elindelekileyo ye-inflection point ngundoqo wokugweba ukusebenza kwexabiso lesitokhwe kwicandelo loomatshini bokwakha;Utshintsho olulindelekileyo lwee-odolo lunokukhokelela ekuphenduleni kwangaphambili kwexabiso lesitokhwe, kwaye ukusebenza kunokuba ngumqondiso onqabileyo kumjikelezo ophantsi.
3) Lo mjikelo wolungiso olubukhali kwixabiso lesabelo kwicandelo loomatshini bokwakha ubonakalise ngokupheleleyo ulindelo olungenathemba loshishino.Ukususela ngo-2021, amaxabiso esabelo Sany, Zoomlion, XCMG, Hengli kunye namanye amashishini oomatshini bokwakha baye bahlengahlengiswa kakhulu, kunye nokwehla kwe-61.9%, 55.1%, 33.0% kunye ne-62.0% ngokulandelanayo ukususela kwixabiso lokugqibela lexabiso lesabelo.Ukusukela kwikota yesibini ka-2021, idatha yokuthengisa yonyaka-ngonyaka yeemveliso zoomatshini bokwakha ezifana nabembi, iikhreyini zelori kunye neelori zokumpompa ziye zaqhubeka nokuhla.Imarike ngokubanzi ikholelwa ukuba ishishini loomatshini bokwakha liye langenisa umjikelo wencopho / wokuhla emva komjikelo onyukayo weminyaka emihlanu, kwaye ixabiso lesitokhwe nalo libonakalisa olu lindelo lungenathemba.Ukuba imfuno yoshishino kulindeleke ukuba iphucule kancinci kwi-2022, sinesizathu sokulindela ukuba ixabiso lesitokhwe lizinze kwaye liphinde libuyele.Izixhobo zoomatshini bokwakha baseIndiya, isixhobo sebhakethi yekati
Ixesha lokuposa: Apr-15-2022
