论凯恩斯“储蓄=投资”恒等式的错误  

Discussion on the Error of Keynes's Identical Equation of “Savings = Investment”

作　　者：何干强[1] 

机构地区：[1]南京财经大学经济学院,南京210046

出　　处：《当代经济研究》2018年第5期39-46,共8页Contemporary Economic Research

基　　金：国家社会科学基金一般项目(11BJL007)

摘　　要：按照凯恩斯的本意,"储蓄=投资"这个恒等式的准确表达应为"社会总储蓄=追加总投资",这个恒等式是从常识性的经济现象推理出来的。全面理解马克思揭示的社会总资本扩大再生产的实现条件,这是我们认识凯恩斯这个公式错误的不可缺少的科学指导。对照马克思关于社会总资本扩大再生产的图式,可以清楚地看出,社会总储蓄并不恒等于社会追加总投资,凯恩斯的这个恒等式沿袭了"斯密教条",在社会再生产的分析中犯了丢掉不变资本C的错误。搬用"储蓄=投资"公式认识宏观经济运动具有很大的盲目性,势必误导宏观经济调控。According to Keynes’s original intention,the exact expression of the identical equation of"savings=investment"should be"social total savings=total additional investment".This identical equation was derived from a common-sense economic phenomenon.A comprehensive understanding of the conditions for realizing the expanded reproduction with total social capital revealed by Marx is an indispensable scientific guidance for us to understand the error of Keynes’s such equation.By comparing it with Marx’s schema of expanding reproduction with social total capital,it can be clearly seen that social total savings are not identically equal to social total additional investment.Keynes’s such identical equation followed Smith’s faith and made the mistake of throwing away the constant capital C in the analysis of social reproduction.It is a highly blind action to understand macroeconomic movement with the formula of"savings=investment",and it will definitely mislead macroeconomic regulation and control.

关 键 词：凯恩斯 “储蓄=投资”恒等式 社会总资本再生产实现条件 宏观经济 

分 类 号：F014.39[经济管理—政治经济学]