●中国消费率的提升从长远来看主要依赖于社会保障体系的建设,再一个是看独生子女政策是否有松动,这两个政策性的变化会刺激人们进一步的消费●“二战”时期美国基本上在一夜之间把制造汽车的工厂转变为制造飞机的工厂。所以问题就是什么样的制造商品是适合中国市场的,中国能不能把原有的制造能力转换为新的制造能力,以此满足国内市场的需求●对中国来说比较幸运的一点是中国政府不像美国政府一样,他们目前还是有钱的,所以短期内可以靠刺激手段保持经济增长的势头,但是长期来看这是一个比较大的难题 ● In the long run, the improvement of China's consumption rate mainly depends on the construction of the social security system. The other is whether the one-child policy is loosened. These two policy changes will stimulate people's further consumption. The United States basically overnight transformed the factories that make cars into the factories that make the planes. So the question is what kind of manufacturing goods are suitable for the Chinese market, China can not transform the original manufacturing capacity into new manufacturing capacity in order to meet the needs of the domestic market ● For China, the more fortunate thing is that the Chinese government does not Like the U.S. government, they are still rich at the moment, so the momentum of economic growth can be maintained by stimulus in the short term, but in the long run this is a relatively big problem