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我们认为,当前投资增速还不足以消化宏观经济当中净储蓄的增长,并且由于当前投资收益依然很高,即使是产能过剩行业,其利润增速也很可观。同时,市场机制的不断完善,使得投资结构也出现好的变化。
We think the current investment growth is not enough to digest the growth of net saving in the macroeconomy. And because the current investment income is still very high, the profit growth of the overcapacity industry is also considerable. In the meantime, the continuous improvement of the market mechanism has brought about a good change in the investment structure.