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自从“新周期”被提出以来,各种质疑之声不断。很多质疑者认为,中国经济的改善不可持续,没有进入“新周期”。反对中国进入“新周期”的观点各异,但其依据主要可以归纳为以下几点。一、企业投资增长尚未可知尽管中国的去产能取得了一定的成果,企业的盈利状况有所改善,但由此得出中国企业的投资愿望即将增强还为时尚早。(一)不同行业的去产能状况综合各行业PPI、行业集中度和投资增速的变化情况来看,绝大多数行业
Since the “new cycle” has been proposed, voices of various questions continue. Many skeptics think that China’s economic improvement is not sustainable and has not entered the “new cycle.” Opposition to China into “new cycle ” different views, but its basis can be summarized as the following points. First, the growth of corporate investment is yet to be known Although China’s de-production capacity has achieved some results, the profitability of enterprises has improved, but concluded that the desire of Chinese enterprises to enhance investment is still too early. (A) of the different industries go to capacity status Comprehensive industry PPI, industry concentration and investment growth changes, the vast majority of industries