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2004年,国家加强对钢铁、电解铝、水泥等行业投资过热的宏观调控,影响已远远超出了这几个行业,并正在改变很多企业的发展轨迹。 民营企业已成为公认的宏观调控“受害者”。有人说“受益者”当然是这些行业中的国资企业,但眼前的事实证明,这仅仅是一个不完全的视角。 就在深陷宏观调控旋涡中无法自拔的宁波建龙钢铁身边,台资的钢铁企业台塑华亚已经破土动工;在外币资金需求旺盛的昆山,国有银行由于无款可贷,正在让外资银行感到“生意出奇地好做”,甚至要加快提升其在华机构的量级。 政策有时候表现得非常抽象和难于描述。但是,通过对中国经济最活跃的江浙地区的局部管窥,通过关注部分相关企业的切身感受,不难发现,一个“民退外资进”的意外形势正在逐渐形成。这显然不是宏观调控的初衷。而这种局面很可能会引发一系列对于宏观调控的“修正措施”出台。 “长期来看,宏观调控对台湾地区的钢铁业绝对是利好的信息。”——台湾“中钢”
In 2004, the state stepped up its macro-control of the overheated investment in such industries as steel, electrolytic aluminum and cement. The impact has far exceeded these industries and is changing the trajectory of many enterprises. Private-owned enterprises have become recognized as “victims” of macroeconomic regulation and control. Some people say that “beneficiaries” are, of course, state-owned enterprises in these industries. However, the facts before us prove that this is only an incomplete perspective. In the deep vortex of macro regulation unable to extricate themselves around Ningbo Jianlong Iron and Steel, Taiwan-funded steel company Formosa Huaya has started groundbreaking; in Kunshan strong demand for foreign currency funds, due to the state-owned bank loanless, is let foreign banks Feeling “surprisingly well done” and even speeding up the magnitude of their institutions in China. Policies sometimes behave very abstract and difficult to describe. However, by focusing on the partial perceptions of the most economically viable part of Jiangsu and Zhejiang provinces and by focusing on the personal experience of some related enterprises, it is easy to see that an unexpected situation of “people withdrawing foreign funds into Japan” is gradually taking shape. This is obviously not the original intention of macro-control. And this kind of situation is likely to trigger a series of “corrective measures” for macroeconomic regulation and control. “In the long run, macroeconomic regulation is definitely good news for Taiwan’s steel industry.” - Taiwan’s “Sinosteel”