砂石骨料需求體量，八大建筑央企7個月斬獲1.5萬億PPP訂單!

砂石骨料需求體量，八大建筑央企7個月斬獲1.5萬億PPP訂單!

PPP模(mo)式對(dui)于當前(qian)形(xing)勢來(lai)說是(shi)一種(zhong)雙贏(ying)的模(mo)式，對(dui)于來(lai)說，吸引社(she)會資(zi)(zi)本解(jie)決了資(zi)(zi)金緊張(zhang)項(xiang)目(mu)(mu)不能(neng)成(cheng)型的問題(ti)，而項(xiang)目(mu)(mu)對(dui)于社(she)會主體(ti)來(lai)說又多是(shi)穩賺(zhuan)不賠的保(bao)障(zhang)性項(xiang)目(mu)(mu)。與(yu)社(she)會主體(ti)建立起“利益共(gong)享、風(feng)險(xian)(xian)共(gong)擔(dan)、程合作”的共(gong)同體(ti)關系(xi)，的財政負擔(dan)減輕，社(she)會主體(ti)的投資(zi)(zi)風(feng)險(xian)(xian)減小，可謂(wei)是(shi)一個雙贏(ying)的項(xiang)目(mu)(mu)新模(mo)式。

如果說2016年PPP項目(mu)的發展年，那么(me)2017年就是PPP項目(mu)加速落(luo)地的一年。數據顯示，2017年上半(ban)年，已成交(jiao)的PPP項目(mu)達(da)到(dao)1357個(ge)，同比(bi)增長31.4%，投資規模達(da)到(dao)1.73萬億元(yuan)，同比(bi)增長27.8%。而目(mu)前參與PPP項目(mu)的社會資本還是主要以央企為主。

10月(yue)初，砂石菌整理(li)發布了八大建筑央企2017上半年(nian)(1-7月(yue))中標PPP項目匯(hui)總，1.5萬億的投資體量(liang)令人咋舌(she)。

根據統計(ji)，1-7月中(zhong)(zhong)(zhong)鐵建、中(zhong)(zhong)(zhong)中(zhong)(zhong)(zhong)鐵、中(zhong)(zhong)(zhong)交建、中(zhong)(zhong)(zhong)建筑、中(zhong)(zhong)(zhong)電建、中(zhong)(zhong)(zhong)能(neng)建、中(zhong)(zhong)(zhong)中(zhong)(zhong)(zhong)冶、中(zhong)(zhong)(zhong)化學這八(ba)家央企中(zhong)(zhong)(zhong)標PPP項目共計(ji)429個，總投資(zi)額高(gao)達15397.74億(yi)元。

這些(xie)項(xiang)目(mu)的(de)建(jian)(jian)(jian)設同樣也離不開砂(sha)(sha)石(shi)骨(gu)(gu)(gu)料(liao)(liao)(liao)支持。的(de)砂(sha)(sha)石(shi)骨(gu)(gu)(gu)料(liao)(liao)(liao)是工程質量(liang)的(de)前提和保障(zhang)，2017年(nian)以來，各(ge)省份的(de)基(ji)建(jian)(jian)(jian)項(xiang)目(mu)投資持續加大(da)，隨著基(ji)建(jian)(jian)(jian)項(xiang)目(mu)的(de)落地實施，勢需要大(da)量(liang)的(de)砂(sha)(sha)石(shi)骨(gu)(gu)(gu)料(liao)(liao)(liao)，砂(sha)(sha)石(shi)骨(gu)(gu)(gu)料(liao)(liao)(liao)企業應以高品質的(de)砂(sha)(sha)石(shi)骨(gu)(gu)(gu)料(liao)(liao)(liao)去迎合市場，助力家基(ji)礎設施建(jian)(jian)(jian)設。

一、中建筑獨占鰲頭

從(cong)斬獲的PPP項目數量上(shang)看(kan)(kan)，中(zhong)(zhong)(zhong)(zhong)建(jian)(jian)(jian)筑>中(zhong)(zhong)(zhong)(zhong)中(zhong)(zhong)(zhong)(zhong)冶>中(zhong)(zhong)(zhong)(zhong)交建(jian)(jian)(jian)>中(zhong)(zhong)(zhong)(zhong)鐵(tie)建(jian)(jian)(jian)>中(zhong)(zhong)(zhong)(zhong)電建(jian)(jian)(jian)>中(zhong)(zhong)(zhong)(zhong)能建(jian)(jian)(jian)>中(zhong)(zhong)(zhong)(zhong)化學。從(cong)金額上(shang)看(kan)(kan)，中(zhong)(zhong)(zhong)(zhong)建(jian)(jian)(jian)筑>中(zhong)(zhong)(zhong)(zhong)交建(jian)(jian)(jian)>中(zhong)(zhong)(zhong)(zhong)鐵(tie)建(jian)(jian)(jian)>中(zhong)(zhong)(zhong)(zhong)中(zhong)(zhong)(zhong)(zhong)鐵(tie)>中(zhong)(zhong)(zhong)(zhong)中(zhong)(zhong)(zhong)(zhong)冶>中(zhong)(zhong)(zhong)(zhong)電建(jian)(jian)(jian)>中(zhong)(zhong)(zhong)(zhong)能建(jian)(jian)(jian)>中(zhong)(zhong)(zhong)(zhong)化學。

總體來說(shuo)，八大(da)央企相(xiang)對上年(nian)都有(you)很的增(zeng)長。其中(zhong)(zhong)(zhong)，中(zhong)(zhong)(zhong)建筑(zhu)(zhu)無論是(shi)(shi)從中(zhong)(zhong)(zhong)標金(jin)額(e)還(huan)是(shi)(shi)數量上都是(shi)(shi)遙遙先。2017年(nian)上半(ban)年(nian)中(zhong)(zhong)(zhong)建筑(zhu)(zhu)斬獲PPP項(xiang)目總金(jin)額(e)約為5286億，遠2016年(nian)的3555億。中(zhong)(zhong)(zhong)交(jiao)建為3397億，相(xiang)比2016年(nian)的1555億，翻(fan)了一倍(bei)。

二(er)、八(ba)大央企各有千秋

按(an)行業來(lai)看，公路(lu)、軌道(dao)交(jiao)通(tong)這兩(liang)大域占比金(jin)額多，其中公路(lu)項(xiang)目5730億元，軌道(dao)交(jiao)通(tong)項(xiang)目1676億元。鐵路(lu)項(xiang)目因其本(ben)身采用PPP模式的較少，在(zai)此不(bu)予(yu)統計。

公路PPP項目

在公(gong)路域中交建依舊(jiu)強勢，1680億元(yuan)的(de)PPP項目訂單金額也(ye)是(shi)一路先，成為名副(fu)其(qi)實的(de)公(gong)路王。而緊隨其(qi)后的(de)中中鐵、中建筑、中鐵建也(ye)是(shi)紛紛破千億。

軌道交通PPP項目

在軌道(dao)交(jiao)通域(yu)，中(zhong)鐵建(jian)、中(zhong)中(zhong)鐵兩(liang)大(da)巨(ju)頭(tou)是不相伯(bo)仲(zhong)，電(dian)力(li)行業巨(ju)頭(tou)中(zhong)電(dian)建(jian)表(biao)現也是搶(qiang)眼，1-7月份斬獲PPP項目(mu)總金額為347億元。

上半年八大央(yang)企中(zhong)(zhong)標的(de)地下(xia)管(guan)廊和(he)海綿城市項(xiang)目(mu)，投資總額分別約為1141、158億。地下(xia)管(guan)廊前三名(ming)分別為中(zhong)(zhong)鐵(tie)建(jian)、中(zhong)(zhong)中(zhong)(zhong)冶、中(zhong)(zhong)建(jian)筑，海綿城市前三名(ming)分別是中(zhong)(zhong)交建(jian)、中(zhong)(zhong)建(jian)筑、中(zhong)(zhong)中(zhong)(zhong)冶。

三、大項目占比

統(tong)計(ji)顯示(shi)，57%的(de)PPP項(xiang)目投資金額都在20億以(yi)內，百億的(de)特大型項(xiang)目有(you)33個，占比7.7%。而中建筑單獨斬獲了11個百億的(de)特大型項(xiang)目，果然是(shi)有(you)錢任性!

四(si)、新疆、四(si)川(chuan)、云(yun)南、江蘇成PPP項(xiang)目成交熱門省份

從區域(yu)來(lai)看，8大(da)央企中標的(de)PPP項目(mu)，四(si)川47個、江蘇40個，這兩大(da)省份多。但(dan)是(shi)新疆地區PPP項目(mu)總金(jin)額(e)2538億元，遠(yuan)其(qi)他省份，說明新疆單體項目(mu)投資額(e)較大(da)。此外云(yun)南、四(si)川、內蒙古、江蘇四(si)個省份也紛(fen)紛(fen)過千億。具體如下：

在新疆地(di)區1-7月(yue)份，中(zhong)(zhong)交(jiao)建(jian)、中(zhong)(zhong)建(jian)筑兩大巨頭(tou)分別以919億元(yuan)、818億元(yuan)占據有利市(shi)場，而中(zhong)(zhong)交(jiao)建(jian)則拿下708億新疆地(di)區大的PPP項(xiang)目(mu)。

曾統(tong)計過2016年建筑央(yang)企(qi)中(zhong)標及(ji)簽約(yue)的(de)PPP項目，投(tou)資總額約(yue)為1萬億。隨著PPP項目的(de)普遍落地(di)，央(yang)企(qi)們紛紛從工程承包商轉型(xing)成(cheng)為投(tou)資建設商，并逐漸形成(cheng)了自己獨有的(de)特色與(yu)競爭力。

目前，各地基建項目都在逐步推進PPP模式(shi)，并(bing)有多地已經(jing)進入簽約實施階段，相信未來，這種模式(shi)將(jiang)受到更多地方和社會主體的推廣和歡迎(ying)，未來一段時間(jian)內，砂(sha)石骨料(liao)(liao)企(qi)業要(yao)緊抓機遇(yu)，砂(sha)石骨料(liao)(liao)行業也將(jiang)迎(ying)來又一次(ci)發展(zhan)小高峰!