BT项目发起人在实施阶段的投资控制研究

发布时间：2018-03-26 21:41

本文选题：BT项目　切入点：投资控制　出处：《河北工业大学》2015年硕士论文

【摘要】：改革开放至今,随着我国经济的飞速发展、人口的快速增长,2012年中国的城市化率就已突破50%。城市化高速发展使得城镇居民对城市基础设施的需求也越来越多、要求也越来越高,然而单一的投资渠道使得政府在城市基础设施项目中的资金投入依然有限,为了解决政府在城市基础设施建设的“资金瓶颈”,我国政府广泛吸引民间资本,逐渐对非经营性或准经营性基础设施建设项目采用BT模式进行投融资建设。由此,BT项目实施阶段的投资控制问题也变得越来越重要。本文站在BT项目发起人的角度,基于建设项目投资控制、工程造价管理以及BT模式的基本理论和方法,分析了BT项目发起人在投资控制中存在的问题,分别对BT项目发起人在BT项目合同阶段和施工阶段的投资控制进行分析并提供了控制方法和策略,确保BT项目发起人的实际总投资不超过BT项目的投资目标。主要研究内容如下:(1)在BT项目合同阶段,对BT项目合同价款进行解构,依据技术经济理论中的资金时间价值理论,分别讨论了等额本息、等额本金和变比例不均衡三种支付方式下回购期融资费用的计算,构建了BT项目合同价款确定模型。还对影响BT项目资金成本的关键因素进行识别,并结合案例对关键影响因素进行了对比分析,给出了这些影响参数的合理设置和影响因素的控制措施。研究结论为设定合理的合同总价,确定投资控制的静态目标奠定基础、提供支持。(2)在BT项目施工阶段,通过分析BT项目合同价款和回购价款的关系,识别出工程变更、工程索赔以及价款调整是引起追加合同价款的三大主要因素,并分别从工程变更、工程索赔、价款调整三个方面对BT项目施工阶段的投资控制进行研究,提出了施工阶段投资的控制方法。
[Abstract]:Since the reform and opening up to date, with the rapid development of our economy and the rapid growth of population, the urbanization rate of China has exceeded 50% in 2012. The rapid development of urbanization has made the urban residents' demand for urban infrastructure more and more, and the demand for urban infrastructure is also getting higher and higher. However, the single investment channel makes the government's investment in urban infrastructure projects still limited. In order to solve the "capital bottleneck" of the government in urban infrastructure construction, the Chinese government extensively attracts private capital. The investment and financing construction of non-profit-making or quasi-operational infrastructure construction projects has gradually adopted BT mode. Therefore, the investment control problem in the implementation phase of BT projects is becoming more and more important. This paper stands in the perspective of the sponsors of BT projects. Based on the basic theories and methods of construction project investment control, project cost management and BT mode, the problems of BT project sponsors in investment control are analyzed. This paper analyzes the investment control of BT project promoters in the phase of BT project contract and construction, and provides the control method and strategy. Ensure that the actual total investment of the initiators of the BT project does not exceed the investment target of the BT project. The main research contents are as follows: 1) in the BT project contract stage, the cost of the BT project contract is deconstructed, and based on the theory of the time value of funds in the theory of technology and economy, This paper discusses the calculation of the financing cost of the repo period under the three payment modes of equal principal and interest, equal principal and variable proportion imbalance, constructs the model of determining the contract price of BT project, and identifies the key factors that affect the cost of BT project. By comparing and analyzing the key influencing factors, the reasonable setting of these influence parameters and the control measures of the influencing factors are given. The research conclusion lays the foundation for setting the reasonable total contract price and determining the static target of investment control. During the BT project construction phase, by analyzing the relationship between the contract price and the repo price of the BT project, we can identify the three major factors that cause the additional contract price, such as project change, project claim and price adjustment. The investment control of BT project in construction stage is studied from three aspects of engineering change, project claim and price adjustment, and the control method of investment in construction stage is put forward.
【学位授予单位】：河北工业大学
【学位级别】：硕士
【学位授予年份】：2015
【分类号】：F283

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