中国消费增长的健康路径

美国剑桥—中国决策者希望将中国的生产远离出口和重工业依赖,增加消费占GDP的比重。相对简单的鼓励医疗保险的制度性变化能极大促进后一个目标。

更高的消费支出水平将提高普通中国家庭的生活水平,这是中国领导人所谓的“中国梦”的首要要素。消费支出的更快增长还能逆转最近的GDP增长减速之势,提供为数百万农村地区中国人和数百万中国大学毕业生创造就业岗位所需要的需求。

如今,消费支出只占中国GDP的36%,大约为美国和西欧比例的一半。这一明显偏低的水平反映了家庭收入占GDP总量比重较小以及家庭储蓄率较高。

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