罗兰贝格最新研究报告

Overcapacity in China
P2 1 Executive summary
P6 2 Reasons for overcapacity
P7 2.1 China's development model and global imbalances
P8 2.2 High household savings, lack of consumption
P9 2.3 High corporate savings
P10 2.4 Easy liquidity and fiscal system
P11 2.5 Financial crisis and stimulus package
P14 2.6 Local-level economic policies
P14 2.7 Subsidised costs to producers
P15 2.8 Easy technological availability
P15 2.9 Industry localisation / fragmentation
P16 2.10 Environmental, health and safety standards
P17 2.11 Philosophy of market share versus profitability
P18 3 Six industries are severely affected
P20 3.1 Steel
P23 3.2 Aluminium
P25 3.3 Cement
P28 3.4 Chemicals
P32 3.5 Refining
P34 3.6 Wind power equipment
Overcapacity in China
Causes, Impacts and Recommendations

P38 4 Overcapacity causes domestic and global problems
P38 4.1 Impact on the Chinese economy
P39 4.2 Global impact: Trade tensions
P41 5 Recommendations
P42 5.1 International coordination
P43 5.2 Stimulating domestic consumption and reducing investments
P44 5.3 Fiscal and financial system
P45 5.4 Promoting a vibrant services sector
P46 5.5 Strengthen the privatisation process
P47 5.6 Promoting innovation
P48 5.7 Improve the implementation of environmental, safety and health
standards and laws
P49 5.8 Reform resource pricing
P50 5.9 A more flexible currency to reflect demand / supply
P51 Appendix
P56 About Roland Berger Strategy Consultants
P57 About the European Chamber