HSBC headquarters in China Education images/Getty Images

全球经济的新规则制定者

发自米兰——在最近发表的一篇香港《南华早报》专栏文章中,汇丰银行大中华区首席执行官黄碧娟表示,中国新崛起的4亿年轻消费者将很快占据该国国内消费额的一半以上。她指出这一代人主要是通过创新且整合的移动平台在网上进行交易,这表明其已经“从 前网络时代一步跳跃到了移动互联网,完全越过了个人电脑这个环节”。

当然,中国中产阶级的崛起早就不是什么新闻了。但数字网络化的年轻消费者究竟会在多大程度上推动中国服务业的快速增长,这点还未得到足够的重视。毕竟服务业将有助于推动中国从中等向高收入经济体的结构性转型。

不久之前,许多权威人士还在怀疑中国能否从以劳动密集型制造业、出口,基础设施投资和重工业为主的经济转向由内需支撑的服务经济转型。但即便中国的经济转型还远未完成,其进展也足以令人刮目相看。

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