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一、中国宏观调控将转为中性略紧,总量调控将转为结构调控我们理解中央经济工作会议精神为:总量型的刺激性宏观政策将依经济环境变化而逐步退出,而宏观调控重点转为调整经济结构,促进消费增长和推动城镇化进程,房地产直接调控政策被淡化且倾向于增加供给。依此政策取向,我们预计固定资产投资增幅将在2010年回落至25%左右,
First, China’s macro-control will turn into a slightly tighter neutrality, and the total amount of control will be shifted to structural adjustment We understand the spirit of the Central Economic Work Conference as follows: The stimulus-oriented macro-policy of the total amount will be gradually withdrawn in light of changes in the economic environment while the macro-control The focus will be on adjusting the economic structure, promoting the growth of consumption and promoting urbanization, the policy of direct regulation and control of real estate is diluted and the supply tends to increase. According to this policy orientation, we expect the growth rate of investment in fixed assets to drop to about 25% in 2010,