改革以来中国经济增长的阶段性动力——基于垄断租金消散的研究视角  

The potential factors influencing China’s economic growth since the reform period:A monopoly rent dissipation view

作　　者：张德荣[1] ZHANG Derong(School of Economics,Xiamen University,Xiamen 361005,China)

机构地区：[1]厦门大学经济学院,厦门361005

出　　处：《系统工程理论与实践》2023年第3期619-647,共29页Systems Engineering-Theory & Practice

基　　金：国家社会科学基金(14BJL026)。

摘　　要：本文基于垄断租金消散和“租税转换”的视角研究改革以来中国经济增长的阶段性动力.论文做了以下四个方面的工作:第一,基于不同数据源从跨国比较的视角评估“中国奇迹”,数据分析表明改革以来中国经济高速增长建立在低起点的基础之上,由此决定了当前中国经济增长面临阶段性动力转换的挑战;第二,在识别改革以来中国经济发展四个阶段的基础上,从逻辑和证据两个层面分析了改革以来中国经济高速增长的原因,中国市场化改革的实质是垄断租金消散和“租税转换”,其中地方政府发挥了重要作用,但近年来基于财政分权体制的地方政府租金收入最大化导向逆转了改革以来的“租税转换”趋势,地方政府财政利益与经济发展之间原有的激励兼容关系被削弱;第三,分析中国进一步深化市场化改革所要面对的困难,消除产品和要素市场垄断租金是发挥市场在资源配置中根本性作用的内在要求;最后,本文从短期、中期和长期三个方面提出了进一步深化经济改革的建议.This paper focuses on the factors influencing China’s economic growth since the reform period based on the rent dissipation perspective.This paper consists of the following four parts.Firstly,Analysis based on different data sets shows that the China’s rapid economic growth is related to the low level of development in 1978,which puts forward the difficulties of China’s economic transition today.Secondly,after the identification of the four stages of development since the reform period,we analyze the reason of China’s high economic growth.The core is the market-oriented institutional change,in which process the local government plays an important role.Our regression analysis based on provincial level data agrees with our theory hypothesis.But the trend is changing in recent years,which destroys the incentive compatibility of economic growth and fiscal interest of the local government.Thirdly,we put forward the difficulties that China will face in the process of reform.Reducing the monopoly rent both in product markets and factor markets is very important to further the market-oriented reform.Finally,the difficulty of furthering China’s economic reform is concludingly emphasized and policy suggestions are put forward.

关 键 词：经济增长 发展阶段 垄断租金 地方政府 

分 类 号：F061.3[经济管理—政治经济学]