Core Viewpoint - The article emphasizes the importance of accurate interpretation of Dr. Ren Zeping's views, correcting misconceptions circulating online, and promoting research that contributes to societal progress [1]. Group 1: New Infrastructure and Economic Outlook - In 2020, the concept of "new infrastructure" was advocated early in China, focusing on sectors like renewable energy and artificial intelligence, with the book "New Infrastructure" awarded for its innovative educational content [4][5]. - At a 2021 conference, Dr. Ren stated that not investing in renewable energy now is akin to missing out on real estate opportunities two decades ago, highlighting the explosive potential of the renewable energy sector in China's economy [6]. - A bullish economic outlook was presented for the second half of 2024, predicting a "confidence bull market" driven by unexpected policy measures that would restore confidence in Chinese assets and the economy [8]. Group 2: Economic Policy Recommendations - The article suggests that if the government responds positively to societal demands and implements large-scale economic stimulus plans while protecting the private sector, a revival of the Chinese economy is likely, contrasting with a potential downturn in the U.S. economy [9]. - In 2020, Dr. Ren was among the first to advocate for the relaxation of birth policies, which gained significant attention and led to the eventual policy change [13].
声明:任泽平博士观点
泽平宏观·2026-01-22 18:18