需求体制存在吗?——两部门新卡莱茨基增长与分配理论批判  

Do Demand Regimes Exist?A Critique to the Two-sector Neo-Kaleckian Theory of Growth and Distribution

作　　者：黄彪[1,2] 赵晓楷 Huang Biao;Zhao Xiaokai(School of Economics,Renmin University of China;the National Research Center for Socialist Political Economy with Chinese Characteristics,Renmin University of China)

机构地区：[1]中国人民大学经济学院 [2]中国人民大学全国中国特色社会主义政治经济学研究中心

出　　处：《政治经济学评论》2021年第6期90-112,共23页China Review of Political Economy

基　　金：中国人民大学科学研究基金(中央高校基本科研业务费专项资金资助)项目“马克思—斯拉法框架下经济增长、动态与不稳定问题研究”(20XNF013)的阶段性成果。

摘　　要：本文考察了两部门新卡莱茨基增长与分配理论中需求体制存在的逻辑问题。新卡莱茨基学者在两部门模型中从行业的角度重新定义了需求体制的概念,即工资导向型、利润导向型和混合型需求体制。本文认为两部门框架下总量需求体制并不确定,同时两部门模型下的收入分配会受到有效需求的影响。此外,当存在技术选择问题时,收入分配变化会导致需求体制转轨或"再转轨"。这些问题表明不存在真正意义上的需求体制。尽管新卡莱茨基理论为研究分配与需求(增长)的关系提供了一个基础性的框架,但在利用该理论分析中国经济问题时需要注意其假设合理性、逻辑一致性和中国经济的特点。This paper investigates the two-sector neo-Kaleckian model of growth and distribution and shows some logical problems of demand regimes.In the two-sector model,neo-Kaleckians redefined the concept of demand regimes from the perspective of industry,namely,the wage-led,profit-led and hybrid demand regimes.This paper shows that the aggregate demand regimes are uncertain in a two-sectoral framework,and that the income distribution in the two-sector neo-Kaleckian model is affected by effective demand.Additionally,when the problem of choice of techniques is considered,a change of income distribution can cause a switch or a re-switch of the demand regimes.The above problems show that there are no real demand regimes.Although the neo-Kaleckian theory provides a basic framework for studying the relationship between demand,growth and distribution,it is necessary to pay attention to the rationality of its assumptions,logical consistency of its theory,and China’s economic characteristics when using the neo-Kaleckian theory to analyze China’s economic problems.

关 键 词：两部门模型 收入分配 需求体制 再转轨 

分 类 号：F091.3[经济管理—政治经济学]