2015年全球经济复苏乏力,国内经济虽进入“新常态”,但结构矛盾依然存在,经济下行压力增大,主要经济指标均有所下滑。2016年我国经济仍处于由高速增长向中高速增长的换挡阶段,传统增长动力的下降将给整体经济增速带来下行压力,但下行空间较为有限,经济增速换挡可能逼近拐点。2016年的投资机会主要体现在自主创新、产业升级和消费升级三条主线中。在需求端刺激的失效和我国传统经济驱动力衰减的背景下,供给侧改革登上舞台,一方面提供了丰富的投资机会,另一方面也带来了风险。预计2016年我国GDP将增长6。7%,固定资产投资将增长10%。
<<The global economic recovery is weak in 2015. In the meantime while the domestic economy enters the “New Normal”,the structural contradiction still exists,the downward pressure of the economic increases,the main index of the economy fall. The economy of China in 2016 is still in the transition from the high speed growth to the moderate rapid growth,and the decline in the growth of traditional industries will bring pressure to the overall economic growth. However,the downside space is relatively limited and the economy is coming close to a turning point. Investment opportunities in 2016 mainly cover independent innovation,industrial upgrading,and consumption upgrade. Under the background of useless demand stimulus and weakening traditional driving force,supply-side reform is chosen and promoted,providing abundant investment opportunities while increasing risk also. It is expected that in 2016 GDP growth of 6.7%,Fixed asset investment growth of 10.1%
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