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北京大学经济研究中心宏观组日前指出,目前,中国存在可持续高速增长的五大空间,这五大空间也就是今后长期宏观经济政策的主要着力方向。 城乡结构转换空间。目前,中国城镇化进程很缓慢,城乡分割严重,城乡之间的差距从一度缩小再次扩大(约2.4:1),已超过改革开放前的程度。这导致的后果是农村居民收入低,消费需求较低。目前,中国的重化工业增长势头,只是由城镇居民消费升级所引发的,但占全国人口70％的农村居民。其消费结构还远未到足以引起工业增长向重化工业方式转换的时期。所以,现阶段投资的方向之一应向城
Recently, Macroeconomic Group of Peking University Center for Economic Research pointed out that at present, China has five major areas for sustained and rapid growth. These five major areas are also the major directions for long-term macroeconomic policies in the future. Urban-rural structural transformation space. At present, the process of urbanization in China is slow and the division of urban and rural areas is serious. The gap between urban and rural areas has once again widened (about 2.4: 1) and has exceeded the level before the reform and opening up. The consequence of this is that rural residents have low income and low consumer demand. At present, the growth momentum of China’s heavy chemical industry is only caused by the upgrading of urban residents’ consumption but accounts for 70% of the rural population. Its consumption structure is still far from sufficient time to cause industrial growth to shift to heavy chemical industry. Therefore, one of the directions of investment at this stage should be to the city