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本文以总供给和总需求关系为理论框架 ,分析了 2 0 0 3年以来我国经济运行的趋势与特点 ,认为投资过度扩张和工业增长过快导致GDP增长速度偏高 ,消费价格涨势逐渐明显 ,经济增长质量出现下降。因此 ,2 0 0 4年的宏观经济政策 ,应当由对付通货紧缩转向防止通货膨胀 ,通过控制投资和工业过度扩张 ,适度调控经济增长速度 ,促进经济结构的协调 ,并加快经济增长方式的转变。
Based on the theoretical framework of the relationship between aggregate supply and total demand, this paper analyzes the trend and characteristics of China’s economic operation since 2003, believing that the excessive growth of investment and the excessive growth of industry lead to the high growth rate of GDP and the gradual increase of consumer prices , The quality of economic growth declined. Therefore, the macroeconomic policies of 2004 should be shifted from countering deflation to preventing inflation. By controlling investment and excessive industrial expansion, the macroeconomic policies should be moderately adjusted to control economic growth, promote the coordination of economic structures and speed up the transformation of the mode of economic growth.