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2013年的上半年,远没有去年底想象的那么“刺激”。新班子深受过去五年刺激政策汪洋恣肆的流动性之累,除了房地产的一花独秀,其他产能过剩行业大多乏善可陈。本期行业重要新闻,或深或浅多与产能过剩相关,对下半年的最大期望,就是不要放水,不要刺激,不要人为地大上城镇化,酿造中国最后一个大泡沫,这样日子再艰难,中国总还有明天,总还有未来……
In the first half of 2013, there was far less “stimulus” than expected at the end of last year. The new team is deeply impacted by the unbridled liquidity of the stimulus package over the past five years. Apart from the real estate pride, most of the other industries with excess capacity are not doing well. Important news in this issue of the industry, or deep or shallow, is related to overcapacity. The greatest expectation in the second half of this year is not to divert water, do not stimulate, not to artificially capitalize on urbanization and brew the last big bubble in China, There will always be tomorrow in China, there will always be the future ......