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上半年的中国经济,可谓逆风飞扬,在出口失色之际,拉动经济增长的“新三驾马车”已悄然浮现,下半年中国经济增长仍然将“微妙”的平稳,这恰是改革开放进行到尖锋时刻的恰当背景。但行政性内需激励手段将渐渐褪去光环,何去何从的中国经济在“热宏观”、“冷微观”的矛盾前面临四大挑战。挑战之一:财政政策如何转型?挑战之二:金融风险如何释放?挑战之三:国有企业“脱困”之后向何处去?挑战之四:如何正视收入分配和有产阶级?
In the first half of this year, the Chinese economy was flying in a headwind. In the wake of the export downturn, the “new troika” that has stimulated economic growth has quietly emerged. In the second half of this year, China’s economic growth will still be “subtle”, which is exactly The reform and opening up to the peak time the appropriate background. However, administrative domestic demand incentives will gradually fade aura, where to go, the Chinese economy faces four major challenges before the “hot macro” and “cold micro” contradictions. One of the challenges: how to transform the financial policy? Challenge two: how to release the financial risk? Challenge three: state-owned enterprises, “after the” difficulties "to go? Challenge four: how to face the income distribution and the proletariat?