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浙江地區的區域基建景氣度有望維持較高水平。24年債務風險較大的地區或將以化債為主要目標，固定資產投資及交通基建投資持續分化 。城中村改造、預計24年廣義/狹義基建增速分別為8.70%/6.75%，中聯重科、地方降杠杆趨勢或將延續，24年各地固投及交通基建投資增速或繼續分化多地召開兩會公布了GDP增速、基建板 |
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