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  证券时报记者魏书光

  今年的超长期特别国债将于4月24日开闸,首期聚焦20年、30年期品种。同时,专项债“自审自发”试点也在多地密集落地。超长债和专项债的供给持续扩容,成为我国扩内需、促消费的重要抓手,为做大做强国内大循环注入强劲动能。

  根据预算安排,今年我国将发行超长期特别国债1.3万亿元,比上年增加3000亿元。具体投向方面,8000亿元用于更大力度支持“两重”项目,5000亿元用于加力扩围实施“两新”政策。其中,今年共安排超长期特别国债3000亿元支持消费品以旧换新,比上年增加1500亿元。

  相比去年,今年特别国债发行安排的披露时间更为靠前,融资速度也较快,意在为扩内需促消费“添柴加薪”,这对于进一步巩固和提升经济向好预期十分必要。今年一季度,在“两新”“两重”政策支持下,相关消费品保持两位数增长,反映出我国扩大内需取得阶段性成效。

  提振消费需要政府有形之手“加油打气”。面对外部环境日趋复杂严峻的局面,国内经济不仅需要靠扩张性货币政策发力,更需要依靠扩张性财政政策,进一步主动创造需求。其中,超长期特别国债能够安排更多的财政资金用于更大力度促进消费、扩大内需,能够将私人储蓄聚集并转化为有效需求,进而支持经济增长,实现供给与需求的同频共振。

  超长期特别国债,还可以对“两重”建设中的科技创新和产业发展领域给予更大力度支持,将加快我国实现高水平科技自立自强,为高质量发展打下坚实基础。

  对于资本市场来说,超长期特别国债的发行,也将增加市场安全资产供给,进一步缓解低利率时代“资产荒”问题。尤其是,我国国债作为高等级债券,已经具备成为全球重要安全资产的潜力,吸引了全球投资者的目光。截至4月15日,境外机构今年增持中国债券逾2700亿元。这不仅反映了境外机构对中国债券市场的积极态度,也凸显了中国债券市场在全球金融体系中的重要地位。

  本版导读

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