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正视经济中的结构失衡是解决问题的起点

来源: 南方日报网络版     时间: 2019年07月16日 08:13:02
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(这)(似)(乎)(反)(映)(了)(中)(国)(人)(食)(品)(消)(费)(开)(始)(升)(级)(,人)(们)(更)(关)(注)(健)(康)(饮)(食)(,但)(它)(们)(的)(上)(涨)(并)(不)(都)(是)(由)(需)(求)(引)(起)(的)(,有)(很)(大)(的)(成)(本)(推)(动)(因)(素)(,比)(如)(乳)(制)(品)(。而)(猪)(肉)(禽)(蛋)(价)(格)(下)(跌)(虽)(然)(有)(可)(能)(是)(供)(应)(增)(加)(所)(致)(,但)(也)(体)(现)(了)(消)(费)(低)(迷)(。  此)(外)(,居)(住)(价)(格)(同)(比)(上)(涨)(2.8%,与)(人)(们)(直)(觉)(上)(的)(感)(官)(相)(对)(比)(,显)(然)(是)(被)(大)(大)(的)(低)(估)(了)(。服)(务)(业)(价)(格)(仍)(然)(在)(上)(涨)(,主)(要)(是)(成)(本)(推)(动)(,人)(工)(和)(租)(金)(价)(格)(刚)(性)(上)(涨)(,但)(考)(虑)(到)(需)(求)(并)(没)(有)(变)(得)(繁)(荣)(,这)(会)(进)(一)(步)(压)(缩)(服)(务)(业)(利)(润)(。去)(年)(,中)(国)(电)(子)(商)(务)(交)(易)(额)(超)(过)(10万)(亿)(元)(,这)(极)(大)(的)(减)(缓)(了)(一)(些)(商)(品)(的)(上)(涨)(速)(度)(,比)(如)(服)(装)(鞋)(帽)(以)(及)(电)(子)(通)(讯)(家)(电)(等)(商)(品)(,因)(为)(租)(金)(和)(销)(售)(员)(工)(资)(上)(涨)(太)(多)(。  1月)(份)(PPI同)(比)(降)(1.6%,连)(降)(23个)(月)(,环)(比)(则)(六)(个)(月)(来)(首)(次)(为)(负)(,降)(0.1%,如)(果)(考)(虑)(到)(中)(国)(PMI(不)(管)(中)(采)(还)(是)(汇)(丰)(的)(PMI)在)(1月)(份)(明)(显)(走)(弱)(,说)(明)(中)(国)(经)(济)(下)(行)(压)(力)(很)(大)(。去)(年)(,房)(地)(产)(和)(政)(府)(基)(建)(的)(增)(长)(支)(撑)(着)(经)(济)(增)(速)(,但)(今)(年)(可)(能)(会)(发)(生)(变)(化)(。去)(年)(有)(一)(定)(的)(特)(殊)(性)(,比)(如)(十)(八)(届)(三)(中)(全)(会)(顺)(利)(召)(开)(,以)(及)(宏)(观)(经)(济)(政)(策)(在)(一)(定)(程)(度)(上)(重)(在)(围)(绕)(“保)(增)(长)(”目)(标)(。今)(年)(,由)(于)(转)(型)(任)(务)(,政)(府)(项)(目)(与)(地)(产)(业)(投)(资)(可)(能)(会)(出)(现)(明)(显)(下)(降)(,尽)(管)(有)(保)(障)(房)(项)(目)(、棚)(户)(区)(改)(造)(以)(及)(农)(田)(水)(利)(与)(交)(通)(建)(设)(,但)(不)(足)(以)(对)(冲)(整)(个)(投)(资)(的)(下)(降)(。  虽)(然)(中)(国)(CPI温)(和)(以)(及)(PPI持)(续)(为)(负)(,但)(这)(并)(不)(能)(构)(成)(对)(货)(币)(政)(策)(的)(影)(响)(,比)(如)(降)(息)(。从)(外)(部)(环)(境)(看)(,美)(国)(QE的)(退)(出)(势)(必)(推)(高)(新)(兴)(市)(场)(国)(家)(的)(利)(率)(,而)(国)(内)(只)(要)(地)(产)(价)(格)(继)(续)(上)(涨)(、过)(剩)(产)(能)(无)(法)(淘)(汰)(、地)(方)(政)(府)(继)(续)(保)(增)(长)(,市)(场)(融)(资)(成)(本)(就)(会)(继)(续)(居)(高)(不)(下)(。  从)(一)(个)(月)(的)(数)(据)(难)(以)(得)(出)(趋)(势)(性)(判)(断)(,对)(于)(中)(国)(这)(样)(大)(规)(模)(的)(经)(济)(体)(来)(说)(,调)(整)(期)(将)(是)(一)(个)(漫)(长)(的)(过)(程)(,何)(况)(相)(关)(部)(门)(还)(会)(时)(时)(采)(取)(财)(政)(政)(策)(与)(产)(业)(政)(策)(维)(持)(各)(种)(产)(能)(的)(生)(存)(以)(及)(经)(济)(增)(长)(,因)(此)(,统)(计)(数)(据)(仅)(是)(一)(种)(参)(考)(。真)(正)(的)(问)(题)(在)(于)(结)(构)(失)(衡)(程)(度)(,正)(视)(经)(济)(中)(的)(结)(构)(性)(失)(衡)(,是)(解)(决)(各)(种)(问)(题)(的)(最)(终)(办)(法)(。  一)(个)(事)(实)(是)(,经)(济)(中)(的)(结)(构)(性)(问)(题)(还)(没)(有)(构)(成)(“危)(机)(”,但)(已)(经)(进)(入)(“进)(退)(两)(难)(”的)(阶)(段)(。尽)(管)(中)(国)(还)(没)(有)(真)(正)(实)(行)(“去)(杠)(杆)(化)(”的)(政)(策)(,但)(一)(些)(关)(键)(数)(据)(已)(经)(开)(始)(持)(续)(下)(降)(。  中)(国)(需)(要)(有)(巨)(大)(的)(耐)(心)(以)(及)(勇)(气)(,引)(导)(经)(济)(软)(着)(陆)(,在)(这)(个)(过)(程)(中)(实)(现)(去)(杠)(杆)(化)(,消)(灭)(过)(剩)(产)(能)(,消)(化)(过)(多)(的)(不)(良)(债)(务)(,最)(终)(重)(建)(一)(个)(更)(为)(健)(康)(的)(经)(济)(结)(构)(与)(发)(展)(模)(式)(,当)(然)(,这)(涉)(及)(到)(全)(面)(的)(改)(革)(,也)(就)(是)(三)(中)(全)(会)(的)(任)(务)(和)(目)(标)(。不)(必)(恐)(惧)(“坏)(的)(数)(据)(”,并)(且)(为)(了)(稳)(定)(和)(预)(期)(被)(动)(投)(入)(更)(多)(的)(资)(源)(,这)(是)(一)(个)(黑)(洞)(。而)(是)(应)(该)(积)(极)(面)(对)(各)(种)(问)(题)(并)(解)(决)(问)(题)(。  在)(目)(前)(持)(续)(的)(波)(澜)(不)(惊)(的)(数)(据)(背)(后)(,给)(各)(方)(带)(来)(的)(警)(示)(是)(,珍)(视)(各)(种)(经)(济)(调)(整)(的)(机)(会)(,以)(避)(免)(未)(来)(调)(整)(会)(有)(越)(来)(越)(高)(的)(成)(本)(。我)(们)(期)(待)(政)(府)(解)(决)(真)(问)(题)(,而)(不)(仅)(仅)(是)(宏)(观)(上)(的)(稳)(定)(,尽)(管)(一)(时)(的)(调)(整)(可)(能)(意)(味)(着)(风)(险)(,但)(总)(比)(等)(待)(更)(大)(的)(危)(险)(更)(理)(性)(。(编)(辑)(贾)(红)(辉)(张)(凡)(申)(剑)(丽)()点)(击)(进)(入)(【股)(友)(会)(】参)(与)(讨)(论)(
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