联盟预算！为什么基础设施/资本货业是肯定的？

2021-06-11 19:15:38来源：

KeyAnnouncementImpactTaxfreeinfrastructurebondsfortheprojectsintherail，roadandirrigationsectorsWillleadtoincreasedcapitalforinfraprojects.positiveforallcompaniesinthesectorplanexpenditureoncapitalaccountincreasedfromRs1tnto1.35tnHigherinvestmentsinthedomesticmarketwouldbepositiveforthesectorTargetofrenewableenergycapacityrevisedto175GWtill2022positiveforcompaniesintorenewableenergylikeSuzlon，MoserbaerAllocationforDelhi-MumbaiIndustrialcorridor（DMIC）hasbeenalmostdoubledtoRs12bnpositiveforcompanieslikeIRB，SadbhavEngg，L＆TExpenditureonroadsandhighwaysbyNHAIandforroadsinNEandcertainotherareasincreasedtoRs400bnfromRs271bn（FY15BE）positiveforcompanieslikeIRB，SadbhavEngg，L＆T5newUltraMegapowerprojects，eachof4GW，intheplug和 - playmodepositiveforBTGplayerslikeBHEL，L＆T，ThermaxModeofinfrastructuredevelopmenttoberevisitedandrevitalisedpositiveforthesectoroverthelongtermBasicfacilityof24x7power，cleandrinkingwater，atoiletandroadconnectivityforallpositiveforthesectoroverthelongtermCustomsdutyoncompresso R，曲轴＆overloadprotectorforuseofrefrigeratorcompressorsreducedfrom7.5％TO5％positiveforcompanieslikeVoltas，蓝星，WhirpoolExcisedutyreducedforinputsforuseinmanufactureofLEDdriversandMCpCBforLEDlights，fixturesandLEDlampsfrom12％TO6％.ReductioninSADfrom4％到0％.positiveforcompanieslikeHavells，BajajElectricals，VGuardAllocationofRs200bntoNationalfundforinfrastructurepositiveforentireinfrasectorIncreasedallocationforrailwayby100bn（up33％同比）allowedtoraisetaxfreebondspositiveforRailwaysectorstocklikeL＆T，Kalindeerail，KEC，Titagrahwagon，TexmacorailetcAllocationtodefenseincreasedby10％yoypositiveforcompanieslikeBEL，BEML，L＆T， AstramicrowaveetcTheNationalOpticalFibreNetworkprogramme（NOFNp）tobespeededupbyallowingwillingstatestoexecuteonreimbursementofcostfromDoTpositiveforFinolexCables，SterliteTechnologiesCustomsDutyonEthylene - 丙烯 - 非共轭DieneRubber（EPDM），WaterblockingtapeandMicaglasstape，foruseinthemanufactureofinsulatedwiresandcables，reducedfrom10％to7.5％positiveforCableindustryCusto MSDUTYONHDPEFORESENTHEMANUFAFTUREETECOMMUNICATUREGREETICHFIBRECABLEDUMBUTMER7.5％TONILPOSIVEFORFINOLEXCABLES，SterliteteChnologiessource：

IIFL研究

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