化解过剩产能引发负面冲击的总体思路与对策框架  

The Negative Impact Brought by Resolving Overcapacity and Its Countermeasures

作　　者：潘文轩[1,2] 

机构地区：[1]中国社会科学院财经战略研究院 [2]中共上海市委党校上海发展研究院

出　　处：《财经科学》2016年第5期63-73,共11页Finance & Economics

摘　　要：应对去产能负面冲击的基本思路是积极寻求化解过剩产能的"稳定方式",同时加快系统性配套措施的跟进实施。以"稳定方式"化解过剩产能的目的是从源头上减少去产能负面冲击,为此,要精准识别去产能对象、因地制宜把握改革力度并妥善处理破产清算与兼并重组、淘汰落后产能与改造落后产能、供给侧改革与需求端管理这三对关系。应对去产能负面冲击的配套措施包括支持性、对冲性与保障性三种类型,其中,支持性配套措施旨在配合支持以"稳定方式"化解过剩产能,而对冲性与保障性配套措施力求减轻去产能负面冲击的不利影响。The original and chain shocks brought by resolving overcapacity,will not only exacerbate the downward pressure on China＇ s economy but also might extend contradictions from field of economy to social sectors and therefore undermine social justice. In addition,related risks are likely to expose in the short term because of the shocks. The basic idea of resolving overcapacity is to explore a stable manner of reducing overcapacity and meanwhile promote the implementation of systematic complementary measures. The aim of reducing overcapacity in stable manner is to decrease shocks from the source. Therefore,the object of reducing overcapacity should be accurately identified,the strength of reform need be suited to local conditions,three relationships ought to be properly handled between liquidation and mergers,eliminating backward capacity and transforming them,supply- side reform and demand- side management. The complementary measures of resolving overcapacity consist of three categories including supporting measures,hedging measures and indemnificatory measures. Supporting measure aim to support reducing overcapacity in stable manner while hedging and indemnificatory measures strive to reduce the adverse effect of shocks during the process of resolving overcapacity.

关 键 词：产能过剩 负面冲击 稳定方式 配套措施 

分 类 号：F124[经济管理—世界经济]