受全球主要经济体经济增长放缓、原材料价格高企以及人民币升值等诸多因素拖累,08年我国的工业企业利润增速下滑几乎成为定局。A股市场也难有上佳表现,投资者在资产配置上应关注上游行业和需求刚性的中下游行业。 Affected by the slowdown in economic growth, high raw material prices and the appreciation of the renminbi in the world’s major economies, the declining profit growth of China’s industrial enterprises in 2008 is almost a foregone conclusion. A-share market is also difficult to have a good performance, investors in the asset allocation should focus on the upstream industry and the demand of rigid middle and lower reaches of the industry.