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打破当前经济收缩性循环的突破口,在于尽快促进一系列旨在推动城镇居民消费结构升级的新增长点的形成。对此,需要说明以下几点:第一,从短期(如年度)看,社会总需求由投资、消费和净出口构成,但若将时间适当延长,真正的最终需求只能是消费。目前的经济收缩性循环,是因为在消费这个最终环节上出了问题,避开这个环节而在其他中间环节上做文章,经济状况不可能有大的改观。第二,消费的重点是城镇居民消费升级问题。我国经济至今仍然是一种二元经济,农村居民的收入水平只有城镇居民的40%,消费结构不在一个档次。现阶段多数城镇居民家庭已经基本解决了衣食
The breakthrough in breaking the current cycle of economic contraction lies in accelerating the formation of a series of new growth points aimed at promoting the upgrading of urban residents’ consumption structure. The following points need to be clarified: First, judging from short-term (eg annual), the total social demand consists of investment, consumption and net exports. However, if the time is appropriately extended, the real final demand can only be consumption. The current cycle of economic contraction is because there is a problem in the final stage of consumption, avoiding other links in this link, and economic conditions can not be greatly improved. Second, the focus of consumption is the upgrading of urban residents’ consumption. China’s economy is still a dual economy so far. The income level of rural residents is only 40% of urban residents, and the consumption structure is not in a grade. At this stage most of the urban households have basically solved the problem of food and clothing