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Macro to the influence of good endorsement have how old?

Policy of silence in a time later, some "steady growth" the good measures on again. Transportation, energy, water conservancy and other be recent accelerate great project examination and approval of the key areas, and the total investment more than 130 billion yuan more than the steel project is given to WeiMi the ailing market with a gleam of light. Car, home appliance a new wave of stimulus policies also to come again.
 
This time than last time to lift effect "drop must" more material benefit some, after all is solved the problem of downstream demand, 2 it is to solve the problem of the steel their own development. Downstream engineering and project increased, the demand will slowly get better, steel project investment for steel itself also existing bottleneck produces a catalytic and breakthrough. Therefore, whether the stock market, steel and electronic dish of uniform wash in recent days of haze, presents a boom of the elephant. From stock level, the reaction is shown slightly slow half racket, except for hot rolling and reaction of solenoid and sensitive varieties of micro rebound, most of the species to maintain the weak, deal or not optimistic. Just from the mentality of more or less produces a positive role, businessmen from the earlier extreme see empty psychological change with gentle on the fence.
 
But businesses seem to see be used to the ebb and flow of the when one or several help city policy for help city and save the city, often ignore or had to be temporarily ignore it brings good at the same time, often mingled with the "dust" is coming together, especially when it with "one-two" appear, it the good effect and amazing, negative effect bigger also. 2008 ~ 2009 years in the aftermath of help city over the years have revealed undoubted. Inflation and the edge of stagflation are always so fuzzy, and we walk in its edge, are difficult. For the many good, we should also be two sides view, that is, sure it's good, and be careful look on its malaises.
 
Especially steel more larger project on horseback, baosteel zhanjiang wisco fangcheng port projects such as the project brought the concerns of the excess capacity is more and more big. In addition, due to the implementation of the related policy have a process, transmission to spot level also need at least 1 ~ 2 months time, the short-term turn good there is substantial endorsement major difficult, conditions and maturity.




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