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津_8024
2022-01-10
你怎知道央行多印了,现在好多年轻是不结婚的
任泽平:建议央行多印2万亿,用10年鼓励多生5000万孩子
津_8024
2021-10-23
$中国恒大(03333)$
土可生黄金、地能出白玉,不要贱卖土地
津_8024
2019-08-20
$创业板指(399006)$
没有业绩难以支撑
津_8024
2019-08-19
美股为何在高位横盘这么久
津_8024
2019-08-19
$上证指数(000001.SH)$
炒概念、题材,一时之气
津_8024
2019-08-14
$道琼斯(.DJI)$
美股恐惧😱
津_8024
2019-08-14
$亚马逊(AMZN)$
泡沫,市盈率超高,估售
津_8024
2019-08-14
估美元、美股,典型的泡沫爆破
津_8024
2019-08-14
经济数据不佳
津_8024
2019-08-12
泡沫特朗普
津_8024
2019-08-08
没有业绩难以支撑上涨
津_8024
2019-08-07
泡沫破裂,估美股、做空美元
津_8024
2019-08-05
特朗普在搞破坏世界经济,秩序,民生[打脸]
津_8024
2019-08-03
道指泡沫破裂进行时
津_8024
2019-07-29
缺乏流动性、信心,内需不振,股票没有赚到钱效应,整天A股市场在被看空,做空
津_8024
2019-07-26
每天都像正抽畜
津_8024
2019-07-26
缺乏流动性、没赚钱效应,根本上自欺欺人
津_8024
2019-07-24
$贵州茅台(600519)$
跌落神坛,有气无力的
津_8024
2019-07-24
休眠市,这种感觉
津_8024
2019-07-24
茅台跌落神坛,没有止咳
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src=\"https://static.tigerbbs.com/572519a549a9732836a0a321dd7d27e8\" tg-width=\"1000\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/></p><p>2、中国正面临世界上最严峻的老龄化少子化挑战,“低生育率陷阱”。中国人口形势概括讲,老龄化比其他国家更快,少子化比其他国家更低。</p><p>有证据表明,2021年生育率将进一步降低到1.1左右,比欧美发达国家还低50%多,出生人口可能降至1000万左右。如果政策不做大力度调整,中国将在几十年内成为老龄化程度和人口萎缩最严重的国家之一。</p><p>看看全球的总和生育率数据,欧洲是1.6,北美洲是1.8,拉丁美洲是2,大洋洲2.4,亚洲2.2,中国1.1,日本1.34,非洲是4,穆斯林国家是3.6。大家可以想一想,未来100年这个世界会发生什么?</p><p>中国在2020年生育率仅为1.3,比日本更低,全年仅出生1200万人,出生率创有记录以来最低水平。如果总和生育率降至1.0,相当于一代人之后人口规模少一半,到2100年,新出生人口只有179万,还不到美国新出生人口的一半。人口老龄化少子化将深远影响中国经济增长潜力、创新活力、抚养负担、民众幸福指数乃至民族复兴。</p><p>放开并鼓励生育为什么重要?1962-1976年,是婴儿潮和人口红利来源,今年46-60岁了。中国过去40年高增长主要是人口红利、改革红利和全球化红利叠加。</p><p>跳出“低生育率陷阱”,一般性的温和政策于事无补,必须出台大力度措施,放大招。</p><p>3、根据发达国家经验,鼓励生育资金大部分来自中央政府,地方政府提供额外补贴,设立专门机构建立鼓励生育体系。大多数的研究发现,定期的现金补贴对于生育的影响有正向作用。</p><p>当前最重要的是由中央和地方政府设立“鼓励生育基金”,从根本上解决地方政府没钱、企业和个人负担过重的问题,支持生育家庭现金补贴、个税抵扣、企业所得税减免、购房租房补贴、建设托儿所等,这在OECD国家行之有效、能够改善生育率。设计可以参考棚户区改造工程和央行碳减排支持工具,最终由央行印钱,不增加地方政府赤字和企业负担,让更多的年轻人生得起、养得起、敢生。</p><p>过去我们印钞票刺激房地产,留下高房价。如果转变为印钞票鼓励生育,将在未来留下一批年轻人,为爱而生,酝酿下一个希望,生就对了。</p><p>4、一定要抓住75-85年还能生的时间窗口,抓紧出台鼓励生育基金,再不出台就晚了,不要指望90后00后。我国育龄妇女正在以每年300万-400万的速度在下降。</p><p>原因也很简单,就是75年-85年的这批人还有多子多福的生育观念,而90后和00后不要说生二胎或者三胎,很多人甚至连结婚都不愿意。</p><p>根据数据显示,2018年我国的单身成年人口还有2.4亿,其中处于独居状态的就有7200万人,预计到2021年这一数据可能会涨至9200万人。除此之外从2013年起我国的新婚登记人口人数也是一年不如一年,2020年年新婚登记人数只有813万对。所以,想要鼓励生三胎还是要看75年-85年的这批人。</p><p>5、这些年,我们呼吁新基建、放开三孩、新房改等。做有温度、有情怀、有责任的研究。</p></body></html>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n任泽平:建议央行多印2万亿,用10年鼓励多生5000万孩子\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-10 08:05 北京时间 <a href=https://finance.sina.com.cn/stock/hkstock/hkstocknews/2022-01-10/doc-ikyakumx9361367.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月10日凌晨,任泽平团队在泽平宏观微信公众号发表《解决低生育的办法找到了——中国生育报告》一文,文章认为推出鼓励生育基金刻不容缓,建议央行多印2万亿,对每孩每月给予现金奖励,用10年鼓励社会多生5000万孩子。1、尽快建立鼓励生育基金,央行多印2万亿,用10年社会多生5000万孩子,解决人口老龄化少子化问题,让未来更有活力,而且不增加老百姓、企业和地方负担,我们研究认为现在只有这个办法最务实有效...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2022-01-10/doc-ikyakumx9361367.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a957d1c33b9f0ccda7a601b3fbd9ec8e","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2022-01-10/doc-ikyakumx9361367.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2202474322","content_text":"1月10日凌晨,任泽平团队在泽平宏观微信公众号发表《解决低生育的办法找到了——中国生育报告》一文,文章认为推出鼓励生育基金刻不容缓,建议央行多印2万亿,对每孩每月给予现金奖励,用10年鼓励社会多生5000万孩子。1、尽快建立鼓励生育基金,央行多印2万亿,用10年社会多生5000万孩子,解决人口老龄化少子化问题,让未来更有活力,而且不增加老百姓、企业和地方负担,我们研究认为现在只有这个办法最务实有效可行。根据调查显示,低生育的主要原因是生养孩子成本太高、房价太高,占比分别为41.5%、27.2%,因此降低生育养育成本是主要出路,建立鼓励生育基金的支持率高达66.5%。建立鼓励生育基金,短期有助于稳增长、拉动内需,长期有助于改善供给侧、优化人口结构、提升社会活力、提高长期经济潜在增长率、助力民族复兴。功在当代,立在千秋。推出鼓励生育基金刻不容缓。2、中国正面临世界上最严峻的老龄化少子化挑战,“低生育率陷阱”。中国人口形势概括讲,老龄化比其他国家更快,少子化比其他国家更低。有证据表明,2021年生育率将进一步降低到1.1左右,比欧美发达国家还低50%多,出生人口可能降至1000万左右。如果政策不做大力度调整,中国将在几十年内成为老龄化程度和人口萎缩最严重的国家之一。看看全球的总和生育率数据,欧洲是1.6,北美洲是1.8,拉丁美洲是2,大洋洲2.4,亚洲2.2,中国1.1,日本1.34,非洲是4,穆斯林国家是3.6。大家可以想一想,未来100年这个世界会发生什么?中国在2020年生育率仅为1.3,比日本更低,全年仅出生1200万人,出生率创有记录以来最低水平。如果总和生育率降至1.0,相当于一代人之后人口规模少一半,到2100年,新出生人口只有179万,还不到美国新出生人口的一半。人口老龄化少子化将深远影响中国经济增长潜力、创新活力、抚养负担、民众幸福指数乃至民族复兴。放开并鼓励生育为什么重要?1962-1976年,是婴儿潮和人口红利来源,今年46-60岁了。中国过去40年高增长主要是人口红利、改革红利和全球化红利叠加。跳出“低生育率陷阱”,一般性的温和政策于事无补,必须出台大力度措施,放大招。3、根据发达国家经验,鼓励生育资金大部分来自中央政府,地方政府提供额外补贴,设立专门机构建立鼓励生育体系。大多数的研究发现,定期的现金补贴对于生育的影响有正向作用。当前最重要的是由中央和地方政府设立“鼓励生育基金”,从根本上解决地方政府没钱、企业和个人负担过重的问题,支持生育家庭现金补贴、个税抵扣、企业所得税减免、购房租房补贴、建设托儿所等,这在OECD国家行之有效、能够改善生育率。设计可以参考棚户区改造工程和央行碳减排支持工具,最终由央行印钱,不增加地方政府赤字和企业负担,让更多的年轻人生得起、养得起、敢生。过去我们印钞票刺激房地产,留下高房价。如果转变为印钞票鼓励生育,将在未来留下一批年轻人,为爱而生,酝酿下一个希望,生就对了。4、一定要抓住75-85年还能生的时间窗口,抓紧出台鼓励生育基金,再不出台就晚了,不要指望90后00后。我国育龄妇女正在以每年300万-400万的速度在下降。原因也很简单,就是75年-85年的这批人还有多子多福的生育观念,而90后和00后不要说生二胎或者三胎,很多人甚至连结婚都不愿意。根据数据显示,2018年我国的单身成年人口还有2.4亿,其中处于独居状态的就有7200万人,预计到2021年这一数据可能会涨至9200万人。除此之外从2013年起我国的新婚登记人口人数也是一年不如一年,2020年年新婚登记人数只有813万对。所以,想要鼓励生三胎还是要看75年-85年的这批人。5、这些年,我们呼吁新基建、放开三孩、新房改等。做有温度、有情怀、有责任的研究。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851752092,"gmtCreate":1634947823877,"gmtModify":1634950321641,"author":{"id":"3518772539258096","authorId":"3518772539258096","name":"津_8024","avatar":"https://static.tigerbbs.com/e00967469b42d6c263289577e40be232","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3518772539258096","idStr":"3518772539258096"},"themes":[],"htmlText":"<a 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