近期一系列支持西部发展的政策措施实施,有望带动西部基建投资,中长期出现超预期增长。今年在多个重要会议上,国家领导人均提及要建设丝绸之路经济带,加强西部地区基础设施互联互通建设。这意味着,西部基建投资增长有望出现超预期可能。加强西部互联互通基础设施包括两个方面:一是指内地省份 The recent implementation of a series of policies and measures to support the development of the western region is expected to drive investment in infrastructure projects in the western region and cause over-expected growth in the medium and long term. At various important conferences this year, state leaders have mentioned the need to build the Silk Road Economic Belt and to strengthen the infrastructure interconnection in the western region. This means that the growth of western infrastructure investment is expected to exceed the expected. Strengthening infrastructure in the western interconnection includes two aspects: First, the mainland provinces