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第一个是商业活动从沿海转向内陆、从城市转向农村的空间再平衡。第二个是从外需转向内需的宏观经济再平衡,内需中从投资向消费的逐渐转变只是其中一个方面。这种双重再平衡不应被视作目标本身。对于那些实际结果经常不及市场预期的中国经济指标,人们应作何理解?最新数据是8月份的中国制造业采购经理指数(PMI),9月3日,该指数进一步向下修正,显示企业开展制造活动的意愿降至9个月低点。
The first is the rebalancing of commercial activities from coastal areas to inland areas and from cities to rural areas. The second one is the rebalancing of macroeconomic from external demand to domestic demand. The gradual shift of domestic demand from investment to consumption is only one aspect. This double rebalancing should not be seen as the goal itself. What should people understand about China’s economic indicators, whose actual results often fail to meet market expectations? The latest data is the August China’s Manufacturing Purchasing Managers Index (PMI), which was further revised down on September 3 to show that enterprises The desire to make the activity dropped to a nine-month low.