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我国的产能过剩是结构性的、局部性的和可控的,化解产能过剩的政策选择是深化供给侧结构性改革。用西方供给经济理论解释中国产能过剩会得出对体制背景的谬解、供给侧结构性改革的谬解、经济建设价值取向的谬解,使我们丧失公有资本调节经济的最大优势,割裂社会主义市场经济供给与需求的协调关系,干扰政府化解产能过剩的政策选择。遵循马克思《资本论》的基本原理和精神要义,用中国特色社会主义经济理论分析产能过剩的形成机理,发现:产能过剩在我国有着明显的体制转型的历史印记,商品二因素的对立是产能过剩成为可能的起点,资本过度积累为产能过剩奠定了物质基础,流通环节的中断加剧了产能过剩,社会总资本再生产比例的失调则是产能过剩形成的根本原因。化解产能过剩最可行、最有效的政策选择是深化供给侧结构性改革,扎实落实“三去一降一补”措施,立足中国国情,坚持标本兼治,努力实现供求关系新的动态均衡。
China’s overcapacity is structural, localized and controllable. The policy choice of overcapacity is to deepen the supply-side structural reform. Explaining the overcapacity of China’s economy with Western economic theories leads to the fallacy of the institutional background, the fallacy of the structural reform on the supply side and the fallacy of the value orientation of economic construction, so that we lose the greatest advantage of public capital in regulating the economy and sever socialism The coordinated relationship between supply and demand in the market economy interferes with the government’s policy options to overcapacity. Following the basic principle and spiritual essence of Marx’s “Capital Theory”, this paper analyzes the formation mechanism of overcapacity with the socialist economic theory with Chinese characteristics and finds that overcapacity has a marked historical imprint of system transformation in our country. The opposition of the two factors of goods is overcapacity As a possible starting point, over-accumulation of capital has laid the material foundation for overcapacity. Disruptions in circulation intensified overcapacity and the imbalance in the proportion of total social capital reproduction was the fundamental reason for the overcapacity. The most viable and effective policy options for overcapacity are to deepen the supply-side structural reforms and implement the “three reductions, one reductions and one subsidy” measures based on China’s national conditions so as to maintain the new dynamic balance between supply and demand.