事实上这一轮经济过热的主要特征,还不是通货膨胀,而是瓶颈现象,表现在电力、能源、交通和原材料的急剧短缺。这些基础产业领域的投资周期非常长,即使加价,它的产能也不可能马上提升,而同时,国家在这些领域还有一定的价格限制。因此,价格上涨有限,但是供求之间的缺口急速地拉大。周期性敏感型行业已经开始受到影响,但长周期行业和反周期行业特别是目 In fact, the main feature of this round of economic overheating is not inflation but a bottleneck manifested in the drastic shortage of electricity, energy, transportation and raw materials. The investment cycle in these basic industries is very long. Even if the fare increases, its production capacity can not be raised immediately. At the same time, the state still has some price restrictions in these areas. As a result, prices have been limited, but the gap between supply and demand has rapidly widened. Cyclical sensitive industries have begun to be affected, but the long-cycle industries and counter-cyclical industries, especially the head