According to the IMF, the fall in China’s current-account surplus/GDP ratio has largely been the result of very high levels of investment, a weak global environment, and an increase in prices for commodity imports that has outpaced the rise in prices for Chinese manufactured goods. So the fall in China’s external surplus/GDP ratio does not represent economic “rebalancing”; on the contrary, the Fund predicts that the ratio will rebound in 2013 and approach its pre-crisis level thereafter.
世界货币基金组织（IMF）的报告指出，中国经常账户盈余与GDP比率的下降在很大程度上是源自极高的投资水平，全球经济不振以及超过中国制造商品价格上涨速度的大宗货物出口价格上涨。因此，中国外部盈余与GDP比率的下降并不代表经济的“再平衡”；相反，IMF预计该比率将在2013年反弹并随后达到危机前水平。