[Infrastructure investment accelerated in many places]Infrastructure investment has picked up sharply recently, as evidenced by data released from a number of places. On the basis of major projects started in earnest in the first four months, new projects are being laid out in some localities. In addition, the large-scale construction of new infrastructure in 2023 will help accelerate the release of digital dividends. According to experts, there are many reasons for the acceleration of infrastructure investment, including sufficient project reserves, strong policy support such as land use, and a wide range of funding channels. In 2023, the central government will invest 640 billion yuan, an increase of 30 billion yuan over 2022. At the same time, 3.65 trillion yuan of local government special bonds will be allocated in 2023, much of which will be used for infrastructure investment. National Development and Reform Commission spokesperson Meng Wei said recently that the quota of special bonds for local governments to be used for construction projects in 2022 has been fully allocated. By the end of April, about 1.4 trillion yuan of special bonds had been issued in 2023. Editor/Xu Shengpeng
On August 25, 2026, the first pile of the reconstruction and expansion project of the Xinji Dongxihu section of the Shanghai Chengdu Expressway was poured, and the concrete construction of this major transportation project in Hubei Province during the 14th Five Year Plan period was fully launched. As the intersection link of the Shanghai Chengdu and Fuyin national highways, the project will alleviate the traffic pressure on the northwest section of the Wuhan Ring Expressway. Editor/Cheng Liting
The semiconductor equipment sector of A-shares strengthened in the short term during trading, with silicon power stocks rising by over 10%, and multiple targets synchronously rising. In the first quarter of 2026, global semiconductor equipment sales reached a historic high of 36.55 billion US dollars. Domestic wafer production lines continued to expand, coupled with the improvement of the industry standard system. Domestic equipment in multiple process links was imported in bulk, and upstream precision components and advanced packaging and testing industries were simultaneously driven by demand. Editor/Cheng Liting