从替代到共容:一个关于产业政策的文献综述  

From Alternative to Compatible: A Review of the Literature on Industrial Policy

作　　者：席建成[1] 孙早[1] XI Jian-cheng SUN Zao(School of Economics and Finance, Xi＇an Jiaotong University, Xi＇an 710061, China)

机构地区：[1]西安交通大学经济与金融学院,陕西西安710061

出　　处：《华东经济管理》2017年第6期158-165,共8页East China Economic Management

基　　金：教育部新世纪优秀人才支持计划项目(NCET-11-0429);国家社会科学基金青年项目(15CJL028;15CJY079);国家自然科学基金青年项目(71503198)

摘　　要：回顾经济学的发展史,政府与市场之间的关系始终是经济研究的核心议题之一,对产业政策的认知便是不同时空下这种关系的具体反应。文章通过对产业政策研究文献的认真梳理,从一个侧面勾勒出政府与市场之间关系演进的大致线索。研究表明:产业政策理论遵从"思想—实践—理论"的发展脉络,随着对市场认识的深化而逐步演进。从早期的替代市场论到市场增进论,再到强调促进竞争的激励相容,产业政策与市场之间逐渐走向共生共容。微观上,将企业异质性纳入产业政策效应的分析框架,奠定了产业政策作用机制的基础;中观上,更加重视特定产业、地区的结构性特征及其所决定的比较优势;宏观上,与国家的政治、经济体制相结合,探究组织和制度对产业政策行为主体的激励已形成一个相对独立的研究领域——"产业政策实施中的政治经济学"。Looking back to the history of economics, the relationship between the government and the market is always one of the core issues of economic research, and the cognition of industrial policy is the specific reaction of this relationship in different time and space. This paper attempts to carefully sort out the literature of industrial policy research, and aims to outline the evolution of the relationship between the government and the market. This study shows that the industrial policy theory follows the development process of ＂thought- practice-theory＂, and gradually evolves with the deepening of the understanding of the market. From the early alternative market theory to the market-enhancing theory, and then to emphasizing the incentive compatibility for competition, industrial policy and market mechanism gradually become symbiotic. At the micro level, when the corporate heterogeneity is considered into the analysis of the effects of industrial policy, the micro foundation mechanism of industrial policy will be established; At the meso level, more emphasis is placed on the structural characteristics of specific industries and areas, especially on the comparative advantages determined by the structural characteristics of the specific industries and areas; At the macro level, combined with the country＇s political and economic system, the study on the incentives of organization and institution on industrial policy behavior subjects has gradually formed a relatively independent research field--＂political economy＇s industrial policy＂.

关 键 词：产业政策 替代市场论 市场增进论 条件共容论 

分 类 号：F424.1[经济管理—产业经济]