对于产能过剩,长期以来主要是从需求管理来理解的,其治理方法也是通过扩大总需求来吸纳过剩产能。这一思路很直接,也有其合理之处,但不能从根子上解决问题。特别是,通过扩大需求或许暂时缓解了当前的产能过剩,但可能会导致新一轮的产能过剩。因此,亟待转变治理产能过剩思路,从供给面来寻找途径 Overcapacity has long been mainly understood by demand management, and its method of governance is also to absorb excess capacity by expanding aggregate demand. This idea is straightforward and has its justification, but it can not solve the problem from the root. In particular, the current overcapacity may be temporarily alleviated by expanding demand, but this may lead to a new round of overcapacity. Therefore, the urgent need to change the idea of ​​overcapacity, from the supply side to find ways