Information or incident:

On September 12, the data that national statistic bureau publishs shows, august, social consumable total volume of retail sales 876.8 billion yuan, grow 23.2% compared to the same period. Total volume of retail sales of consumable of society of 1-8 month accumulative total six thousand eight hundred and forty-three billion nine hundred million yuan, grow 21.9% compared to the same period. August, business of industry of countrywide dimensions above (year advocate business Wu income the enterprise of 5 million yuan of above) increase a value to grow 12.8% compared to the same period, than going up fall after a rise of year of the corresponding period 4.7 percent. 1-8 month, business of industry of countrywide dimensions above raises a value to grow 15.7% compared to the same period.

Comment:

Look from the angle of defray, below the setting of global economy slowdown, the challenge that Chinese exit faces is bigger and bigger also, and meanwhile, sell as a result of estate not free brings about the investment that gives priority to with estate investment to pull a movement to use also be in abate, trend of be issued to lower levels already was to be sent more apparent, but at present market place pays close attention to the speed of be issued to lower levels of this kind of economy and degree very, and this depends on greatly again consumptive circumstance is met after all how. From the point of the data itself of exposure, the consumptive circumstance August still calculates pretty good, but at present the market is occupied to this still have a few difference. The moving condition that added value criterion to reflect macroscopical economy from angle part of production as to industrial business, although the data August wants,anticipate generally before this under the market so, but the be issued to lower levels that considers economy already was well-known, and this is occupied also was to reflect partial condition only, also not was necessary consequently too amazed.

Above all, add in exit and investment fast below the case that has more apparent fall, consumption is added fast still maintained higher level, should be worth to rejoice. At present the market has a bit doubt to consuming data, think consumption is added fast maintained rapidder growth, because consume,basically be of the price rise be caused by, and this among them oil and the consumptive growth that control category are behaved more apparently, as a result of oil price rise, of this breed add compared to the same period fast apparent prep above last year the corresponding period, actual consumptive condition is consequently probable not can satisfactory, the income that considers a dweller especially is added fast appeared apparent fall. We think, not was necessary to consumption too hopeful, because the growth of Chinese economy is not,serve as in order to consume basically pull dynamic, but we do not have necessary offset to expend pessimism more, because consume,not be the dominant power that economy grows, in consuming 3 carriage that grow in economy so, be very smooth all the time, it is consequently in the process of economic slowdown, particular amortize function arriving since consumption is completely likely. More what is more,the rather that, chinese economy should realize transition successfully, raise consumption to increase medium position in economy, and even becoming dominant force is to need the road of classics, set out from this angle, expect to consuming us to should be full of more. Specific the consumptive data to August, below the circumstance that drops significantly in CPI, consumption is added fast still maintaining faster growth should be commendable, this also struck back on certain level former some is oppugned on the market.
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