在二零一零年的一月里,有两个鲜明的拐点,决定了中国经济应对金融危机应急政策的大转向。其一是“国十一条”在“国四条”之后的震撼出台,其二是货币政策从“适度宽松”转向“适度收紧”。对于产能严重过剩的建材产业来说,这两条绝对称不上是大利好,而 In January 2010, there were two sharp turning points that decided the great turnaround of the Chinese economy in responding to the emergency policy of the financial crisis. The first is the “national eleven” shocking after the “national four”, and the second one is that monetary policy has shifted from “modest easing” to “moderate tightening.” For the serious overcapacity of the building materials industry, these two absolutely can not be called good, and