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当前形势下,可主要从三个层面剖析问题,一是如何理解当前的经济形势,二是如何判断2016年的经济走势,三是如何理解和推动供给侧改革。首先,如何理解当前的经济形势。最近有两个数据让人感到担心,一个是PPI连续46个月同比下跌,历史罕见;第二个就是2015年1~11月规模以上工业企业的利润同比下降了1.9%。这两个数据令很多人对中国经济形势倍感压力。但从宏观看,运行到今天的中国经济其实非常不易。增长率一直在向下走,从7以上到7以下,但是增量仍保持了稳定;虽然增
Under the current situation, we can analyze the problems mainly from three aspects: first, how to understand the current economic situation; second, how to judge the economic trend in 2016; third, how to understand and promote supply-side reform. First, how to understand the current economic situation. There are two recent data worries. One is that the PPI fell for a 46-month period in a row, with a rare history. The second one is that the profits of industrial enterprises above designated size dropped from January to November 2015 by 1.9% year-on-year. These two figures put a lot of pressure on China’s economic situation. However, from a macro point of view, the economy running in China today is not that easy. The rate of increase has been going down from below 7 to below 7, but the increment has remained steady;