规制型政府竞争框架下结构性减速的形成机制分析:基于重工业产能过剩的视角  

Analysis on formation mechanism of structural slowdown under the regulatory government competition framework:From the perspective of overcapacity in heavy industry

作　　者：付强[1] FU Qiang(School of Economics Shandong University,Jinan 250100,China)

机构地区：[1]山东大学经济学院,山东济南250100

出　　处：《中国软科学》2023年第10期190-204,共15页China Soft Science

基　　金：国家自然科学基金重大项目“大国竞合环境中我国反垄断理论与对策”(72192842);山东省自然科学基金面上项目“政府竞争与行政垄断双重视角下中国收入差距的分层测度与治理机制研究”(ZR2022MG010);山东省重点研发计划(软科学项目)重大项目“数据跨境流动的全球规制与山东对策研究”(2023RZA01010);山东大学“青年学者未来计划”。

摘　　要：在将地方政府视为区域规制者的基础之上构建规制型政府竞争框架,并基于重工业产能过剩的角度对中国结构性减速的形成机制进行系统分析。研究发现,在规制型政府竞争框架的作用下,规制主体地方政府主要通过降低中间产品的价格来实现产出增长。但是中间产品部门垄断的嵌入和不完美监督却导致了一种新型规制失效,即增长型规制者地方政府与独家垄断的能源供给者达成了默契“合谋”,对重工业制定一个较低的电价,而对小工商业制定或执行一个较高的电价,由此形成了均衡电价结构的扭曲和重工业“漩涡”。该“漩涡”不仅会造成重工业产能过剩,还会形成一个相对独立于整体经济运行的系统,并在长期内对总体经济增长产生显著挤出效应,从而成为“新常态”下中国结构性减速的重要成因。This paper constructs a regulatory government competition framework based on taking local governments as regional regulators,and systematically analyzes the formation mechanism of China's structural slowdown from the perspective of overcapacity in heavy industry.The study found that under the role of the regulatory government competition framework,the local government,the main body of regulation,mainly achieved output growth by reducing the price of intermediate products.However,the embeddedness and imperfect supervision of the monopoly in the intermediate product sector has led to a new type of regulation failure,that is,the growth-type regulator,the local government,and the exclusive monopoly energy supplier have reached a tacit"conspiracy"to set a lower electricity price for heavy industry,and set or implement a higher electricity price for small industry and commerce,thus forming the distortion of the balanced electricity price structure and the"vortex"of heavy industry.This""vortex"will not only cause overcapacity in heavy industry, but also form a system that is relatively independent of the overall economicoperation, and will have a significant crowding-out effect on the overall economic growth in the long term, thus becomingan important cause of China's structural slowdown under the "new normal".

关 键 词：政府竞争 结构性减速 产能过剩 规制 

分 类 号：F202[经济管理—国民经济]