马克思结构均衡理论与中国供给侧结构性改革  

Marx’s Structure Equilibrium Theory and the Supply-Side Structural Reforms in China

作　　者：杨继国[1] 朱东波[1] 

机构地区：[1]厦门大学经济学院

出　　处：《上海经济研究》2018年第1期5-16,26,共13页Shanghai Journal of Economics

摘　　要：中国社会主要矛盾已经转变为人民日益增长的美好生活需要和不平衡不充分的发展之间的矛盾。本文首先从开放经济角度,根据马克思社会资本再生产理论,构建四部类结构均衡理论,并以此比较分析西方三次产业升级理论与马克思产业结构升级理论。随后,结合中国供给侧存在的主要问题,阐明供给侧结构性改革的本质。研究表明,忽视结构均衡的＂总供求均衡＂是没有意义的,单纯分析和调控＂总供给＂或者＂总需求＂都不能解决中国宏观经济的问题。＂供给侧结构性改革＂应该跳出西方宏观经济学的＂总量分析＂方法,跳出＂三驾马车＂的总需求分析模式,立足结构均衡,使供给结构与需求结构匹配,进行产业结构升级,坚持公有制为主体的改革方向,调整分配结构,缩小收入差距,避免非瓦尔拉斯均衡导致的经济萧条。The principal social problem in China has been transferred to the conflict between increasing need of people to pursue better life and an unbalanced development in China.The paper uses the extended Marx social capital reproduction theory,compares and analyzes the differences between three western industrial upgrading theory and the theory of industrial structure upgrading from the perspective of an open economy.Then,the nature of supply-side reforms is clarified in this paper,taking the example of major macroeconomic issues facing our country.The research shows that the supply-demand equilibrium is meaningless if we neglect structural balance.The simple analysis and regulation of aggregate supply or aggregate demand cannot solve the macroeconomic issues.Therefore,the supply-side structural reforms should not be limited to the method of aggregate analysis of western macroeconomics or aggregate demand analysis of three carriages.We should base on structural balance,match the structure of demand and supply,upgrade the industrial structure,keep public ownership as the main stay in the reform,adjust distribution structure and narrow the income gap to avoid a recession caused by the non-Walrasian equilibrium.

关 键 词：供给侧结构性改革 马克思再生产理论 结构均衡 非瓦尔拉斯均衡 产业结构升级 

分 类 号：F00[经济管理—政治经济学]