2022世界交通运输大会交通基础设施投融资发展与风险防范论坛

Forum on Investment and Financing Development and Risk Prevention of Transportation

一、论坛背景

投融资在支撑和保障交通基础设施适度超前建设中发挥着重要作用，政府和业界均十分关注。2022世界交通运输大会平行论坛之一——交通基础设施投融资发展与风险防范论坛，内容主要涉及高速公路、普通公路等的投融资模式创新，政策、财务和金融风险防范等，将交流当前国内投融资新模式和风险防范措施，分享成功案例，探讨发展趋势和创新方向。论坛具体议程如下，欢迎参加交流！

二、论坛总览

时间（Time）：2022-11-06 08:30-12:00

地点（Location）：武汉中国光谷科技会展中心三层会议厅1-7（Room 1-7）

主题（Theme）

创新与可持续——交通基础设施投融资创新与风险防范

Innovation and Sustainability -- investment and financing innovation and risk prevention of transportation infrastructure

主持人（Moderator）

田  丰    华杰工程咨询有限公司总经理

Tian Feng, Party Secretary and General Manager of CHELBI Engineering Consultants,Inc.

三、组织机构

主办单位  Host

中国公路学会科技成果转化中心 、《中国公路》杂志社

Scientific and Technological Achievements Transformation Center of CHTS，China Highway Magazine

承办单位  Co-Organizer

华杰工程咨询有限公司

CHELBI Engineering Consultants, Inc.

四、论坛议程

08:30  开始

Initiation

08:35  未来10年交通建设资金需求与供给分析及政策建议

Analysis and Policy Suggestions on the Demand and Supply of Transportation Construction Funds in the Next 10 Years

报告人：于胜英 交通运输部综合规划司原副司长、巡视员

Reporter：Yu Shengying, Former Deputy Director and Inspector of the Comprehensive Planning Department of the Ministry of Transport

09:05  贵州省高速公路投融资创新及风险防范

Guizhou Expressway Investment and Financing Innovation and Risk Prevention

报告人：冯伟 贵州省交通运输厅总规划师

Reporter：Feng Wei,Chief Planner of Guizhou Provincial Department of Transportation

09:35  深圳公交导向发展(TOD)投融资模式实践

Practice of Shenzhen Transit-Oriented Development’s (TOD) Investment and Financing Mode

报告人：覃矞 深圳市城市交通规划设计研究中心专业总工程师

Reporter：Qin Yu, Professional Chief Engineer of Shenzhen Urban Transport Planning Center Co., Ltd

10:05  新书发布——《公路工程政府和社会资本合作（PPP）政策解析与实务指南》

New Book Release - "Policy Analysis and Practice Guide of Public-Private Partnership（PPP） in Highway Engineering"

10:20  茶歇

Tea Break

10:30  基础设施投资基金（REITs）盘活存量交通基础设施及案例

Real Estate Investment Trusts (REITs) Revitalize Existing Transport Infrastructure and Cases

报告人：李志强 中交投资华中分公司、中交投资（湖北）运营管理有限公司 总经理

Reporter：Li Zhiqiang,General Manager of CCCC Investment Central China Branch and CCCC Investment (Hubei) Operation Management Co., Ltd

11:00  高速公路项目投融资模式创新与债务风险防控——以湖北交投集团为例

Expressway Projects Investment and Financing Model Innovation and Debt Risk Prevention and Control —— Example Based on Hubei Communications Investment Group Co., Ltd.

报告人：周安军 湖北交通投资集团有限公司投资部部长

Reporter：Zhou Anjun,Director of the Investment Sector of Hubei Communications Investment Group Co., Ltd.

11:30  高速公路改扩建项目投融资模式创新及案例

Innovation and Case of Investment and Financing Mode of Expressway Reconstruction and Expansion Project

报告人：张雄胜 华杰工程咨询有限公司副总工、中南分公司总经理

Reporter：Zhang Xiongsheng,Deputy Chief Engineer of CHELBI Engineering Consultants,Inc. and General Manager of Central South Branch

12:00  结束

End

五、专家介绍

田丰 华杰工程咨询有限公司总经理

Tian Feng,Party Secretary and General Manager of CHELBI Engineering Consultants,Inc.

专家简介（Introduction）

田丰，工学硕士，正高级工程师。现任中交公路规划设计院华杰工程咨询有限公司总经理。从事工程咨询工作20多年来，先后参加了港珠澳大桥可行性研究、琼州海峡通道工程前期战略研究、区域协调发展的交通对策研究等百余项交通规划、可行性研究、投融资研究、项目后评价及国际金融组织技术援助项目。是中国公路学会青年专家委员会副秘书长、FIDIC可持续发展委员会委员、FIDIC认证培训师。

Tian Feng, Master of Science in Engineering, Senior Engineer. She is currently the General Manager of CHELBI Engineering Consultants, Inc. Over the past 20 years, she has participated in more than 100 transportation planning, feasibility study, investment and financing evaluation, project post evaluation and technical assistance projects of IFIs, including the Feasibility Study of Hong Kong-Zhuhai-Macao Link, the Strategic Study of Qiongzhou Strait Passage Project, and the Study of Transport Countermeasures for Regional Coordinated Development. She is the Vice Secretary General of Young Professional Committee of China Highway and Transportation Society, member of FIDIC Sustainable Development Committee and FIDIC Certified Trainer.

于胜英 交通运输部综合规划司原副司长、巡视员

Yu Shengying, Former Deputy Director and Inspector of the Comprehensive Planning Department of the Ministry of Transport

专家简介（Introduction）

牵头组织或编制公路水路交通三阶段发展研究、公路水路发展战略研究、海运强国战略研究、“十二五”“十三五”综合交通运输体系发展规划、京津冀协同发展交通一体化规划、交通基础设施建设投融资政策等多项交通运输领域重大课题研究，参与《交通强国》专题研究，组织全国公路水路运输量专项调查等多项交通行业专项调查工作，获“北斗二号卫星工程建设突出贡献个人”奖章、“优秀援疆干部”等多项荣誉称号。

He has taken the lead in organizing or preparing a number of major research projects in the field of transportation, such as the three-stage development research of highway and waterway transportation, the strategic research of highway and waterway development, the strategic research of maritime power, the development plan of the "12th Five Year Plan" and "13th Five Year Plan" comprehensive transportation system, the integrated transportation planning of the coordinated development of Beijing, Tianjin and Hebei, and the investment and financing policies for transportation infrastructure construction. He has organized a number of special investigations in the transportation industry, including the national highway and waterway traffic volume survey, and won the medal of "Individual with Outstanding Contribution to the Construction of Beidou-2 Satellite Project", "Excellent Cadre for Xinjiang Aid" and other honorary titles.

报告题目（Report）

未来10年交通建设资金需求与供给分析及政策建议

Analysis and Policy Suggestions on the Demand and Supply of Transportation Construction Funds in the Next 10 Years

报告精华（Report Summary）

分析未来10年交通基础设施的建设规模，包括铁路、公路、水运、民航，测算了资金需求总规模和中央财政资金的可能性；对今后交通建设各类财政性资金的收入做了分析预判，对地方投融资的收紧形势做了展望；提出了持续加大交通基础设施建设和养护的投融资政策建议和设想；简要梳理近期国务院一系列稳经济大盘政策措施对交通建设的影响。

Analyze the construction scale of transportation infrastructure in the next 10 years, including railways, highways, waterways and civil aviation, and calculate the total scale of capital demand and the possibility of central financial funds; Analyze and predict the revenue of various financial funds for transportation construction in the future, and look forward to the tightening situation of local investment and financing; Put forward suggestions and ideas on investment and financing policies to continuously increase the construction and maintenance of transportation infrastructure; Briefly sort out the impact of a series of recent economic stabilization policies and measures of the State Council on transportation construction.

冯伟 贵州省交通运输厅总规划师

Feng Wei,Chief Planner of Guizhou Provincial Department of Transportation

专家简介（Introduction）

冯伟，贵州省交通运输厅总规划师、财政部PPP专家库专家，长期从事交通运输发展规划、投融资政策和PPP等领域研究。参与编制《贵州省高速公路网规划》《贵州省高速公路前景与投资效益分析》《贵州省高速公路PPP模式研究》《经营性公路合理回报机制研究》《盘活交通基础设施存量资产的路径和方法》等多项规划及专题研究工作，完成贵州省40多个高速公路PPP项目实施方案的制定及招商引资工作。

Feng Wei, the chief planner of Guizhou Provincial Department of Transport, and an expert in the PPP expert pool of the Ministry of Finance, has been engaged in research on transport development planning, investment and financing policies, PPP and other fields for a long time. Participated in the preparation of multiple planning and special research work such as Guizhou Provincial Expressway Network Planning, Guizhou Provincial Expressway Prospect and Investment Benefit Analysis, Guizhou Provincial Expressway PPP Model Research, Research on the Reasonable Return Mechanism of Commercial Roads, and the Path and Method of Activating the Stock Assets of Transport Infrastructure, and completed the formulation of implementation plans for more than 40 expressway PPP projects in Guizhou Province and the work of attracting investment.

报告题目（Report）

贵州省高速公路投融资创新及风险防范

Guizhou Expressway Investment and Financing Innovation and Risk Prevention

报告精华（Report Summary）

简要介绍贵州省高速公路建设进展及发展成效，系统梳理高速公路领域投融资模式和创新举措，在不断的实践中，形成模式多样、机制规范、措施有力的投融资模式。针对高速公路PPP项目，提出把好“科学预测、合理模式、合同规范、项目管理”四道关，推动高速公路PPP模式健康可持续发展。

Briefly introduce the progress and development effect of expressway construction in Guizhou Province, systematically sort out the investment and financing modes and innovative measures in the expressway field, and form an investment and financing mode with diversified modes, standardized mechanisms and powerful measures in continuous practice. For expressway PPP projects, it is proposed to ensure the "scientific prediction, reasonable model, contract specification and project management", so as to promote the healthy and sustainable development of expressway PPP model.

覃矞 深圳市城市交通规划设计研究中心专业总工程师

Qin Yu, Professional Chief Engineer of Shenzhen Urban Transport Planning Center Co., Ltd

专家简介（Introduction）

覃矞，深圳市城市交通规划设计研究中心专业总工程师，博士，正高级工程师，注册城市规划师、注册咨询工程师，长期致力于城市交通规划设计研究工作，主持完成多个城市多轮综合交通规划、轨道交通线网和近期建设规划、轨道线路详细规划、综合客运枢纽站城一体化规划以及轨道交通投融资方案研究，获得国家和省市优秀规划成果奖多项，具有丰富的城市综合交通、轨道交通及其站城一体、轨道交通投融资等方面的规划设计经验。

Dr. Qin Yu, the professional chief engineer of Shenzhen Urban Transport Planning Center Co., Ltd, Professor-level Senior Engineer, Registered urban planner and registered consulting engineer, has been committed to the research of urban transportation planning and design for a long time. He has directed and completed numerous projects in various cities, including multiple rounds of urban comprehensive transportation planning, urban rail transit network and recent construction planning, also engaged in the research of urban rail transit line detailed planning, comprehensive transit hub station-city-integrated planning, and urban rail transit investment and financing model. With massive national, provincial and municipal excellent planning achievement awards, he get rich experience in planning and design of urban comprehensive transportation, urban rail transit, integrated development of station and city, urban rail transit investment and financing, etc.

报告题目（Report）

深圳公交导向发展(TOD)投融资模式实践

Practice of Shenzhen Transit-Oriented Development’s (TOD) Investment and Financing Mode

报告精华（Report Summary）

公交导向发展(TOD)投融资模式是缓解政府财政压力、实现轨道交通可持续发展的重要措施。以深圳为案例，在发展背景分析的基础上，回顾了公交导向发展投融资模式的发展历程，探讨了公交导向发展投融资模式的目的思路和实施路径，并根据社会经济新的发展趋势，提出了轨道交通+城市更新、TOD+PPP、TOD+REITs、PPP+城市更新等新的发展模式。

Transit-Oriented Development’s (TOD) investment and financing mode is an important method to alleviate the fiscal burden of government, and achieve the sustainable development of urban rail transit. Taking Shenzhen as a case, based on the analysis of development background, this research reviewed the course of the transit-oriented development’s investment and financing mode, discussed its purpose and implementation path. Then, according to the latest development trend of social economy, proposed new development modes such as urban rail transit + urban renewal, TOD + PPP, TOD + REITs, PPP + urban renewal, etc.

李志强 中交投资华中分公司、中交投资（湖北）运营管理有限公司 总经理

Li Zhiqiang,General Manager of CCCC Investment Central China Branch and CCCC Investment (Hubei) Operation Management Co., Ltd

专家简介（Introduction）

李志强，交通工程高级工程师、会计师、政工师；获国家级科研成果和专利20余项，参与建设运营的沌口长江公路大桥获鲁班奖等多项国家级奖项。从事交通基础设施投资建设运营工作10余年，其中以嘉通高速为底层资产的华夏中国交建 REITS项目，开辟了高速公路“投、融、建、管、退”全生命周期发展新模式。创新现代营销理念，打破传统高速公路运营方式，以大数据分析为先导，独创“七步营销法”取得了显著成效。

Li Zhiqiang, senior engineer, accountant and political engineer of transportation engineering, has won more than 20 national scientific research achievements and patents, and the Zhuankou Yangtze River Highway Bridge, which participated in the construction and operation, has won many national awards such as Luban Prize. He has been engaged in the investment, construction and operation of transportation infrastructure for more than 10 years. Among them, the REITS project of China Communications Construction Corporation (CCCC), with Jiatong Expressway as the underlying asset, has opened up a new life cycle development mode of "investment, financing, construction, management and retirement" of expressway. Innovating modern marketing concept, breaking the traditional highway operation mode, taking big data analysis as the guide, the original "seven step marketing method" has achieved remarkable results.

报告题目（Report）

基础设施投资基金（REITs）盘活存量交通基础设施及案例

Real Estate Investment Trusts (REITs) Revitalize Existing Transport Infrastructure and Cases

报告精华（Report Summary）

以嘉通高速项目作为底层资产发行的中交REITs，遵循“专业的人做专业的事”的分工原则，方能产生1+1>2的协同效应。专业的运营管理机构和团队将保障项目在发行REITs前后保持平稳运营。随着未来公募 REITs资产扩募的常态化，市场将更加注重底层资产的运营质量，通过专业化运营高质高效履行各项运营责任，可实现最大化的开源节流、提升项目价值及投资者利益。

CCCC REITs issued with the Jiatong Expressway Project as the underlying asset follow the division principle of "professional people do professional things" to produce 1+1>2 synergy. The professional operation management organization and team will ensure the smooth operation of the project before and after the issuance of REITs. With the normalization of public REITs asset raising in the future, the market will pay more attention to the operation quality of the underlying assets. By performing various operational responsibilities with high quality and efficiency through professional operation, it can maximize the revenue and expenditure, improve the project value and the interests of investors.

周安军 湖北交通投资集团有限公司投资部部长

Zhou Anjun,Director of the Investment Sector of Hubei Communications Investment Group Co., Ltd.

专家简介（Introduction）

周安军，湖北交通投资集团有限公司投资部部长，已在交通运输行业工作30多年，长期从事企业投资评估与投资管理工作。专长于高速公路投资分析，从设计院的项目咨询服务到投资公司的投资实践，积累了较丰富的成功与失败经验，从关注单一项目效益转向整体路网效益，致力于系统防范高速公路债务风险，相应提出高速公路投融资模式并运用于项目实践。

Zhou Anjun, director of the investment sector of Hubei Communications Investment Group Co., Ltd., has been working in communications industry for over 30 years, and has been engaged in corporative investment evaluation and investment management for a long time. He expertises in expressway investment analysis, he has accumulated rich experience from the project consulting service of the design institute and the investment practice of the investment company. He is committed to systematically preventing expressway debt risks, by focusing on overall road network benefits instead of single project benefits. He proposes the expressway investment and financing model and applies it to project practice.

报告题目（Report）

高速公路项目投融资模式创新与债务风险防控——以湖北交投集团为例

Expressway Projects Investment and Financing Model Innovation and Debt Risk Prevention and Control —— Example Based on Hubei Communications Investment Group Co., Ltd.

报告精华（Report Summary）

介绍湖北交投集团开展高速公路投融资创新的背景、逻辑及做法，简要分析高速公路债务产生的本质原因、发展趋势，提出系统防范高速公路债务风险的政策建议。

The background, logic and method of investment and financing innovation of Hubei Communications Investment Group Co., Ltd. will be introduced. Policy suggestions for systematically preventing expressway debt risks will be proposed based on a brief analysis of the essential causes and development trends of expressway debt.

张雄胜 华杰工程咨询有限公司副总工、中南分公司总经理

Zhang Xiongsheng,Deputy Chief Engineer of CHELBI Engineering Consultants,Inc. and General Manager of Central South Branch

gy Research Institute of CCCC Second Highway Survey, Design and Research Institute Co., Ltd., Director/Senior Engineer of Green and Low Carbon Technology Center

专家简介（Introduction）

张雄胜，华杰工程咨询有限公司副总工、中南分公司总经理，交通运输部公路评标专家、中国招标投标协会行业专家、湖北省政府和社会资本合作（PPP）专家，湖北省招标投标协会副会长，长期从事工程投融资、招投标及合同管理、项目管理咨询工作。

Zhang Xiongsheng, Deputy Chief Engineer of CHELBI Engineering Consultants,Inc. and General Manager of Central South Branch， Highway Bid Evaluation Expert of the Ministry of Transport, Industry Expert of China Association of Bidding and Tendering, Expert of Hubei Provincial Public-Private Partnership（PPP）, Vice President of Hubei Provincial Association of Bidding and Tendering, has been engaged in project investment and financing, bidding and contract management, and project management consulting for a long time.

报告题目（Report）

高速公路改扩建项目投融资模式创新及案例

Innovation and Case of Investment and Financing Mode of Expressway Reconstruction and Expansion Project

报告精华（Report Summary）

报告将回顾分析全国高速公路改扩建历史、规模和投融资模式，统计十四五期间高速公路改扩建需求规模，探讨高速公路改扩建投融资面临的主要问题、解决思路和政策建议，并分享安徽省高速公路改扩建投融资案例。

The report will review and analyze the history, scale and investment and financing mode of highway reconstruction and expansion nationwide, count the demand scale of highway reconstruction and expansion during the 14th Five Year Plan period, discuss the main problems faced by highway reconstruction and expansion investment and financing, solutions and policy recommendations, and share the investment and financing cases of highway reconstruction and expansion in Anhui Province.

主题论坛名称

01  中德可持续交通论坛

02  “一带一路”国际交通研讨会——国际化交通人才培养与提升 

03  加快建设交通强国论坛

04  第三届交通运输厅长论坛

05  中国交通企业经营管理论坛

06  交通与能源融合发展论坛

07  交通物流融合发展论坛

08  第六届耐久性路面研究论坛

09  第二届特种道面铺装国际论坛

10  公路路面智慧管养技术论坛

11  高性能功能型路面发展论坛

12  道路工程新材料论坛

13  道路工程可持续化发展论坛

14  公路工程耐久性论坛

15  绿色与安全道路交通学术论坛

16  第五届桥梁发展论坛

17  第二届桥梁结构健康与安全论坛

18  第二届桥梁美学论坛

19  高铁桥梁智能建造和绿色发展论坛

20  世界人行桥与景观桥创新发展论坛  

21  大跨度桥梁建设技术进展论坛

22  桥梁疲劳断裂和长寿命设计与运维论坛

23  水中悬浮隧道科技论坛

24  隧道智能建造技术论坛

25  隧道与地下工程防灾减灾技术论坛

26  复杂环境隧道灾害控制理论与方法论坛

27  国家公交都市发展论坛

28  2022中国公路学会学术年会

29  交通运输行业数字化转型论坛——打造智慧交通生命体

30  数字公路产业化发展论坛

31  车路协同智慧交通国际论坛

32  空间信息技术赋能交通基础设施发展论坛

33  智慧路网论坛

34  交通基础设施工业化智能建造论坛

35  第六届BIM技术在交通领域的推广应用论坛

36  公路设施数字化建设与运维论坛

37  智能交通基建设施与安全管控技术论坛

38  陆路交通基础设施低影响生态融合与智能化技术论坛

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