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近日社会关注的“民工荒”问题,实际上是我国工业生产持续复苏的积极信号。预计,随着PPI持续回升,并超过CPI,下游企业可以向上延伸产业链,而中上游企业可通过兼并重组实现对资源产品的强势议价能力。
The “shortage of rural workers” that the society is paying attention to recently is actually a positive signal for the continuous recovery of industrial production in China. It is expected that as the PPI continues to rise and exceeds the CPI, the downstream companies can extend the industrial chain upwards, while the upstream and midstream companies can achieve a strong bargaining power over resource products through mergers and reorganizations.