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2600亿可以撬动潍坊经济,迎来债务大翻盘吗?
城投债 时间:2023-07-30

       先看一下潍坊利好消息是不断的新闻:【舆论之下分析山东-会成为第二个贵州吗?】有兴趣的读者可以看一下。


       接下来看近期的:山东潍坊市政府与12家金融机构签署全面战略合作


       山东省潍坊市政府与国家开发银行山东省分行、中国银行山东省分行中国农业银行山东省分行等12家金融机构签署全面战略合作。未来3-5年,签约金融机构将为潍坊市新增超过2600亿元的融资支持。


       对比来看,我们认为2023年以来山东省政府的频频举动同以往有所不同。其化债态度出现明显边际变化,更重要的是首次辅以配套支持行动。


       首先,山东省政府首次公开将融资平台的债务风险摆上纸面,态度更为明确和重视。而此前均采取“政府(性)债务风险”这一表述。


       更重要的是,这是山东省政府首次统一调动省级金融资源给予潍坊市支持。从省财政厅厅长李峰“集聚各类资金和政策,引导撬动更多金融资源”的发言来看,支持意愿更为全面和强烈,其后续前往上交所调研这一举动也具有一定针对性。


       7月13日上午,金融赋能潍坊高质量发展全面战略合作签约仪式在富华大酒店举行。省委常委、常务副省长曾赞荣出席并讲话;省政府副秘书长牟书岭,省地方金融监管局党组书记、局长陈颖,山东银保监局党委书记、局长邢桂君,省财政厅党组成员、副厅长崔宗涛,中国人民银行济南分行副行长、国家外汇管理局山东省分局副局长陈好孟,山东证监局党委委员、副局长韩汝俊出席;39家金融机构负责同志参加。市委书记、市人大常委会主任刘运致辞;市委副书记、市长刘建军,市领导卞汉林、杨建华参加活动。


       曾赞荣在讲话中指出,当前,全省上下正认真贯彻习近平总书记对山东工作的重要指示要求,锚定“走在前、开新局”,加快推动高质量发展,经济运行呈现稳中向好、进中提质的良好态势。潍坊是经济大市、产业大市,是全省发展的重要支撑力量,地位突出、作用关键。希望各金融机构进一步加大对潍坊的支持力度,加快落实战略合作事项,增加优质金融资源供给,精准提供更好金融服务,更大力度赋能潍坊高质量发展。潍坊市要持续优化金融生态,为各金融机构在潍发展创造更好环境,共同为全省发展大局作出更多贡献。


       刘运在致辞中对关心支持我市发展的领导和嘉宾表示感谢。他说,在省委、省政府的坚强领导和省直部门的指导支持下,省属企业、金融机构与潍坊的合作持续深化,为我市高质量发展注入了“源头活水”。当前,我们正认真落实中央决策部署和省委、省政府工作要求,全力以赴拼经济,守住底线向前冲,加快建设实力强品质优生活美的更好潍坊,这蕴藏着巨大投资潜力和重要战略合作机遇,期待与各金融机构进一步深化全面合作,相互赋能、合作共赢,为现代化强省建设作出新的贡献。


       刘建军代表市政府与国家开发银行山东省分行、中国农业银行山东省分行、中国银行山东省分行、平安银行济南分行、浙商银行济南分行、齐鲁银行、中国长城资产管理股份有限公司山东省分公司、中国东方资产管理股份有限公司山东省分公司、西部证券股份有限公司山东分公司、信达证券股份有限公司、中邮证券有限责任公司、安徽国元信托有限责任公司等12家金融机构签署了全面战略合作协议。


       与会金融机构一致表示,潍坊经济实力雄厚、产业基础坚实、交通区位优越,金融生态和营商环境一流,综合实力位居全省前列,高质量发展的潜力足、空间大,将充分发挥各自优势,创新金融产品,强化金融服务,在投融资方面不断提升合作水平、扩大合作成果,为建设更好潍坊赋能加力。未来3到5年,签约金融机构将为我市新增超过2600亿元的融资支持,并在资产管理、债券融资、信用评级、信托贷款、基金投资等方面提供服务和帮助。


       总结:城投融资一直存在风险,违约风险,毕竟是理财,投资还是需要谨慎的,切记不能盲目只看表面,还是以实际的项目本身及管理人的能力来考虑项目,市场理财千千万,城投还是最香的,严监管下,辨别好的项目和一般的项目,未来的高收益理财,相对稳健的,将会成为过去式,但是还是需要时间来沉淀,云贵再难,也在不断档,山东舆论再多,入驻的金融机构还是不减,唱衰的人再多,30多年的城投历史,做这行的还是这么多。


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