中央提到的供给侧改革问题,是要解决过剩产能的问题,要解决中国的高端消费者没有好商品的问题。但目前所观察到的是需求侧的供应链的全新的再造,电商与快递物流公司正在协力打造一个需求端的商业价值体系,并进行进一步的升级和改造。为了推动供给侧改革,一个全新的、覆盖全国的电子商务和物流的服务体系将会建立,这个基础设施的建立是非常重要的。最重要的特征是基础设施投资更加社会化、私人化,这种投资甚至包括每一台智能手机,个人购买的手机,不再像是过去的国有航空公司购买飞机,这个基础设施 The issue of supply-side reform mentioned by the Central Government is to solve the problem of excess capacity and solve the problem that Chinese high-end consumers do not have good goods. What is observed, however, is a completely new reengineering of the supply chain on the demand side. E-commerce and express logistics companies are working together to create a demand-side business value system and further upgrade and retrofit. In order to promote supply-side reform, a new service system covering e-commerce and logistics across the country will be established. The establishment of this infrastructure is very important. The most important feature is more social investment in infrastructure, privatization, this investment even include every smart phone, personal purchase of mobile phones, no longer the past, the purchase of aircraft by state-owned airlines, the infrastructure