高盛重磅!变革中的中国——聚焦产能周期延迟的转择点

智通财经网
03 Jul

编者按:7月1日,高盛发布数万字研究报告,聚焦中国七个全球制造业重要行业的产能周期。报告内容详尽、图表和数据庞大,以下为我们整理的核心内容。核心内容:一年前,我们基于对七个在全球制造业有显著地位的行业(这些行业贡献了中国2024年GDP增速的25%和出口的7%)的分析,撰写了有关中国产能不均衡的报告。一年后,存在超额产能的市场格局仍基本没有变化——在这七个行业中,有五个行业的产能仍高于全球总需求量...

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