Monday, December 13, 2010

Beware of "bad money driving out good money" building materials to the countryside is domestic demand or within virtual

If we put in 2009 called "investment," then, when the overcapacity is everywhere, local government debt makes investments no longer following, 2010 can only be called "consumption". And when is very high rates of oppression smothered in the city nor the public not to consume, so that farmers emptied their vapid wallet became the Department of Commerce and Ministry of industry and information, the last option.

Building a new rural construction countryside ¡ù ¡ù urbanization

What is "building materials to the countryside"? in my understanding, the "building materials to the countryside" was just a "household appliances to the countryside" and the "auto renew" policy of the countryside, is nothing more than to a small amount of subsidies to entice the consumer is not strong ahead of farmers to purchase low-end product, leveraged way to move the rural consumption.

Of course, "building materials to the countryside" and "home appliances to the countryside" and "auto context has yet to the countryside", "home appliances to the countryside" and "auto", the countryside was dependent on the television and the Ministry of transportation for many years in both the "village" paving the way, don't forget that the TV broadcast is a lot of poor villages in input is not big but the unique culture of consumption, while the rural highway has the rich farmers ran transport.

At the same time we should see that the automobile industry and the household appliance industry are a limited number of key enterprises, on the countryside of the supplement and the export refund mean almost, in foreign trade plight of sluggish, reflecting the State of an enabling industry. While wearing two gaomaozi and urgent need to eliminate backward production capacity of the different enterprises of building materials, on the one hand an over-abundance, save, on the other hand, is taking advantage of the overcapacity of the powerful "shuffle," a time.

Considering that "the car to the countryside" 50 million subsidies and "household appliances to the countryside" 200 million subsidies, "building materials to the countryside" If you expect the Government finances in the countryside in siwanyi has tilted beyond then took out a hundred billion subsidy, is plain a lion large opening. Then consider to look to pull the 1500 billion market for household appliances to the countryside but also produce a list of the 500 billion for countries in the financial policy of positive non-monetary easing up on the status of not, took out a hundred billion pulling building materials distribution Association does not rely on the spectrum of building materials increased consumption of 800 billion, this sucker, lying, who did it?

So, if the Central Finance refused to cut this to supplement local budgets will be cut from? according to Bureau of statistics figures, local government debt is 7.2 trillion, plus local State-owned enterprises of liabilities of about 13 trillion. In a credit rating to make Dubai, Greece Siwensaodi face losing trend, China's local government credit, you can say that it is fragile. A one-year revenues of only 12 billion of prefectural-level cities, could mix it every year not including new borrowing, interest will be paid out of the 18 million.

Continuation of the automobile to the countryside and household appliances to the countryside of ideas, "the intention of building materials to the countryside" also refers to only the custom build peasant. Unrelated to the "new rural construction (farmers ' village and the construction of infrastructure)" also unrelated to the "urbanized". If the farmers from building on the "new countryside" large frame, farmers from building and so-called new rural intensive building, fear not the same thing. The new rural intensive building is to the future of urbanization of planning, may also be formed not small.

I mean, if you do not want to follow the example of the kind of suffering from Fuzhou naturally remove the cover, cover a clearance of chaos phase to toss old, don't impulse to instigate a self build this type of "short-term behavior" to interfere with the long-term development of rural areas. In rural savings rates far below the city savings rate of objective circumstances, after all, the country will need to accumulate ("revenue streams") instead of consumption ("expenditures flow"). Savings is the foundation of rural social stability, sustainable countryside policy induces Cenozoic consumer overdraft, farmers face natural disasters, did not resist the force of farmers, will become the sustainable agricultural development and stability in rural areas.

Bluntly, since the building and the new rural development and urbanization, are not at the same level and development vision, in fact is contradictory. Since the building is put into the new rural construction, will house the occupancy rate is low and so much waste, increase in house-after intensive building and future urbanization of relocation costs; and into the new rural development and urbanization, not only the planning, design, approvals, program complex long days of financial subsidies to the World Bank to be generous. At this point, you can see we even hope to those countries and the new rural development and urbanization of building a and building materials enterprises subsidies, is charmingly naive wishful thinking.

Pardon our liberty, building materials to the countryside in a number of files in rough terms, really debatable. For example: "seize the current rural homes are rapidly growing and building materials supply ample opportunity ... To take effective measures to promote the building materials to the countryside ", such as current rural building as the rapid growth and the ample supply of building materials, you also need your flog fast cattle to take effective measures? then say:" the construction of rich local guide farmers features, national characteristics, the security of traditional style and energy-saving and environment-friendly housing. "I ask now is to encourage farmers from building houses, you affix local characteristics, national characteristics, traditional style and with so many tabs that let people how to follow? as regards safety and environment protection section

The high cost of energy, you helped too supplement?

Building materials to the countryside ¡ù ¡ù green building product upgrades

Bringing down the car and household appliances to the countryside to go in the low-end consumer approach, taking into account the ability to pay of the countryside, building materials to the countryside could be national in huge financial subsidies force pushed in a city still cannot afford new building materials, green building materials, energy-saving materials of a turning point. Such as automobile to the countryside, and is not a new energy vehicles but rather inexpensive micro-cars and agricultural vehicle; such as home appliances to the countryside, but also not a big LCD Plasma but quality on guaranteed low-end TV set. Rural and urban product acceptability of maximum difference is the price difference.

If the new green energy-saving building materials means that production of the finished product than the traditional building materials prices, I don't believe the country will pass deficit free effacement that spreads, and for product consumption habits and past differences too much "slim" wall materials and assembled new rural housing, I too believe that "building materials to the countryside" also ancillary products offer a "new building concepts into preschool." It is hoped that some of our comrades in the enterprise not in their interests too naive. Thinks the country can take the lead in the city before taking a product upgrade.

Remember the countryside products never equated with representative industries development of new products. As for securities analysts of the so-called "plastic-steel door and window profile, plasterboard, LOW-E insulating glass and other special building materials product demand stimulation of the obvious", including to send solar PV roof tiles, the countryside and antibacterial Photocatalyst tile, anion tiles and other high-tech environmental protection ceramic tile to rural consumers send surprise waiting for more fantastic places, not kind I can only think that black mouth ' in the relevant market for the client to send a short line of speculation and Foshan ceramic pressure dispensing did commit a bloody battle in Halo's sexual fantasies and adultery.

Lin yifu recently in NYSE "China Economic Forum 2010", said that China's rural-urban income gap is too big, restricted the rural market development, has affected the economic development of the internal equilibrium. How to effectively increase the income of rural residents and improve their level of income became maintaining sustainable and healthy development of Chinese economy.

Latest data show: 2009 per capita net income of rural residents are 8.5% real growth, per capita disposable income of urban residents 9.8% real growth, the income gap between urban and rural residents are continuing to expand. But in those rural consumption increases but from the first time since 1986, over the city, this is not a normal "blowout" is undoubtedly the policy to stimulate the countryside by series extrusion.

It should be noted that retail growth rate has been high, at the time the policy effects is constantly decreasing, and the further expansion of consumption of difficulty will become increasingly significant. After all, the expansion of consumption but also relies on the real way to improve social protection and income situation. And farmers ' incomes and consumption capacity and not as high as the national imagination, farmers or "bad money". In many places still in wenbaoxian, purchasing power is limited.

As for the few mind be an ass kicked, pretend to give peasants credit financial power, I think this can basically be described as a "break a great Sun" silly ideas. Farmers rely on rain-fed and steady solvency, strictly speaking, the Homestead since farmland or circulation and acts as a pledge, to catch the last two years for snowstorms, earthquakes and drought situation at hand, not strictly enforced discharge, will form a large amount of bad debt, and strictly enforced, you can recover the rural farmers become displaced persons?

The future of urban House slave overdraft is the most social problems in China's major concern, but also to millions of farmers and absorption into the team. Let the gap growing farmers heavily to their own future and the future generations borrowed money spending such a heavy burden? don't forget the Nobel Peace Prize Yunus, founder of Grameen Bank is to help a large number of farmers out of poverty instead of doing House slave.

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