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中国的经济转型,意味着总需求实现由投资向消费、外需向内需的结构性转变。预计至2020年,消费占GDP的比重由当前的48.2%提升至56.0%。与之相对应的是投资率和净出口下降,对总需求增长的贡献下降。到2020年,中国将成为世界第二大消费市场。随着中国的经济转型,哪些商品将相对受益?近
China’s economic restructuring means that the total demand will be structurally transformed from investment to consumption and from external demand to domestic demand. It is estimated that by 2020, the share of consumption in GDP will increase from the current 48.2% to 56.0%. Correspondingly, investment rates and net exports have declined, contributing to the growth of aggregate demand. By 2020, China will become the world’s second-largest consumer market. With China ’s economic restructuring, which commodities will benefit relatively?