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对于非典之后的经济情势,国务院发展研究中心的陈淮有一个“四个没有变”的看法。第一个是中国城市化进程正在加速的趋势没有变;第二个是老百姓的收入水平和由这个收入水平决定的消费结构没有变。在一个特定收入水平上,人们的消费结构就是一定的;第三个是新的产业热点正在形成的趋势没有变;第四个是全球资本流动的基本方向没有变。但不变是相对的,变化是绝对的。最近一段时间,有关经济“过热”的争论日紧。有专家指出要慎提“过热”,但也有人提出,还是要警惕投资“过热”的一些趋势。
After the SARS economic situation, Chen Huai of the State Council Development Research Center has a “four no change” view. The first is that the trend of accelerating urbanization in China has not changed. The second is that the income level of the people and the consumption structure determined by this level of income have not changed. At a particular level of income, people’s consumption structure is certain; the third is that the new hot industry is still forming the trend has not changed; the fourth is the basic direction of global capital flows have not changed. But the same is unchanged, the change is absolute. Recently, the debate over the economy’s “overheating” has become increasingly tight. Some experts pointed out that we should be cautious about “overheating”, but some people also suggested that we must guard against some trends in “overheating” investments.