中信证券--2006年12月宏观经济月报期待与挑战并存

12.25 ３０页.pdf

目 录
一、经济下行趋势中 调控政策将趋稳·············1
1、投资继续小幅下行························1
2、优质需求持续喷发··················3
3、进口微升 顺差持续·····················5
4、工业企业增加值触底后回升···················7
5、食品价格上涨带有趋势性变化因素··············8
6、货币增速有升有降，贷款增速平稳回落···········12
二、汇率改革 任重道远················14
1、汇率改革不是解决问题的关键···········14
2、汇率改革宜缓不宜速···················14

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