我国“双过剩”背景下的资产泡沫压力

Assets Bubble Pressure under the Background of "Double Surplus" in China

同许多身处本币升值过程中的国家一样,在人民币升值的背景下,我国也面临着一定的资产泡沫压力。但与其他国家不同的是,我国目前宏观经济运行中存在产能过剩和流动性过剩并存的"双过剩"局面,这使得我国目前的资产泡沫压力进一步加大,同时对实体经济的影响也更明显。对"双过剩"背景下的资产泡沫压力进行分析表明,我国当前的资产泡沫压力对我国促进消费和产业结构升级存在很大的负面作用,应避免资产价格与银行和企业发生过于密切联系,以减轻其对实体经济和银行体系的伤害。

As countries in the course of local currency appreciation, China is also facing certain pressure of assets foam under the background of Renminbi appreciation. Different from other countries, there is a situation with ＂double surplus＂ - - -liquidity surplus and production surplus in China. This has made assets foam pressure at present further expanded, and meanwhile its impact on real economy more apparent. By making an analysis on assets foam pressure under the background of ＂double surplus＂, it can be seen that there is huge negative impact in the present assets foam pressure on promoting consumption and upgrading industry structure in China. It＇ s necessary to avoid too close communication between assets prices and banks, enterprises so as to alleviate its harm to real economy and banking system.