As the pace of capital investment in infrastructure accelerates in the second half of the year and related projects accelerate, many experts expect that the growth rate of infrastructure investment will pick up in the second half of the year. Luo Zhiheng, chief economist at Guangdong Development Securities, believes that from the financial side, the annual amount of infrastructure-related financial resources in 2026 is sufficient, and expenditure and issuance progress are expected to accelerate markedly in the second half of the year, thus providing stronger support for infrastructure investment. According to this year's budget, it is estimated that from June to December, the four infrastructure expenditure items in the national general public budget will be about 4.4 trillion yuan, an increase of 7.8% over the previous year. In addition, of government fund expenditure, the scale of issuance of additional special bonds from June to December will reach about 2.9 trillion yuan, with most of the funds supporting infrastructure project construction.

As the pace of capital investment in infrastructure accelerates in the second half of the year and related projects accelerate, many experts expect that the growth rate of infrastructure investment will pick up in the second half of the year. Luo Zhiheng, chief economist at Guangdong Development Securities, believes that from the financial side, the annual amount of infrastructure-related financial resources in 2026 is sufficient, and expenditure and issuance progress are expected to accelerate markedly in the second half of the year, thus providing stronger support for infrastructure investment. According to this year's budget, it is estimated that from June to December, the four infrastructure expenditure items in the national general public budget will be about 4.4 trillion yuan, an increase of 7.8% over the previous year. In addition, of government fund expenditure, the scale of issuance of additional special bonds from June to December will reach about 2.9 trillion yuan, with most of the funds supporting infrastructure project construction.