2003年中国经济金融形势评析

An Analysis of China Economic & Financial Situation in 2003

20 0 3年 ,我国股市开始走出低谷 ,信贷、外汇、期市、黄金、债市交易火爆 ,但也存在着固定资产投资增长过快与消费需求增长乏力失衡的突出矛盾 ,地区产业结构不协调 ,商业银行不良贷款风险增大 ,金融市场面临国际热钱的冲击。 2 0 0 4年 ,应严格控制固定资产投资和固定资产贷款的过快增长 ,力促我国地区之间的优势互补 ,重点防范通货膨胀的发展 ,调整外汇储备政策 ,密切关注国际热钱对我国金融市场的冲击。

In 2003, China's stock market is stepping out of valley. Transactions of credit loans, of foreign exchange, in the futures market, of gold bullion, and in the bond market are very brisk, but problems such as abrupt conflict between too rapid increase of fixed assets investment and weak increase of consumption demand, regional industry structure is not coordinative, increase of risk of bad and doubtful loans, financial market is facing assault of international hot money. In 2004, too rapid increase of fixed assets investment and fixed assets loans should be severely controlled for accelerating complementary advantage between regions in China, primarily preventing against inflation, adjusting foreign exchange reserve policies, and focusing on assault of international hot money.