重点行业经济周期的底层逻辑研究——以化工行业为中心

Study on the underlying logic of the economic cycle of key industries:centered on the chemical industry

首先,概述行业经济周期的相关内容和文献。其次,以化工行业为中心,研究煤炭、石油、有色金属、钢铁、化工、房地产、乘用车、工程机械、银行、农林牧渔、交通运输等行业经济周期的底层逻辑,并探讨“双循环”对这些重点行业的影响。最后总结与展望,提出要抓住“双循环”带来的发展机遇,根据行业经济周期的底层逻辑和驱动力,适时引进一些国外产业并将一些国内产业转出去,形成辨识度更高的国内国际“双循环”行业发展生态体系。

Firstly,the relevant content and literature of the industry economic cycle are reviewed.Secondly,taking the chemical industry as the center,the underlying logic of the economic cycle of coal,petroleum,non-ferrous metals,steel,chemical industry,real estate,passenger cars,construction machinery,banking,agriculture,forestry,animal husbandry and fishery,transportation and other industries are researched,and the impact of the“double cycle”on these key industries are explored.Finally,the summary and outlook put forward that the development opportunities brought by the“double cycle”should be seized,some foreign industries should be introduced and some domestic industries should be transferred in due time according to the underlying logic and driving force of the industry economic cycle to form a more recognizable domestic and international“double cycle”industry development ecosystem.