对外直接投资对产能过剩的影响——基于供给和需求双重视角的分析  

The Impact of Outward Foreign Direct Investment on Excess Capacity:An Analysis Based on Supply and Demand Perspectives

作　　者：陈灿龙 刘宏楠 Chen Canlong;Liu Hongnan(School of Economics,Guangdong Ocean University,Zhanjiang,Guangdong 524088)

机构地区：[1]广东海洋大学经济学院,广东湛江524088

出　　处：《中国商论》2024年第4期1-4,共4页China Journal of Commerce

基　　金：湛江市哲学社会科学规划项目(ZJ23YB10)。

摘　　要：改革开放以来,我国对外开放水平不断提升,逐步形成高水平的对外开放格局,产能过剩问题也得到不断改善。本文在梳理我国产能过剩的内涵和成因基础上,基于“供给侧—需求侧”分析框架,探讨了对外直接投资缓解产能过剩的内在机制。在供给侧方面,对外投资使得边际产业转移,生产要素跨国流动,并且产生逆向技术溢出效应,从而提高产能的利用率来缓解产能过剩。在需求侧方面,对外直接投资产生了出口效应和国际竞争效应,从而提高产品需求来缓解产能过剩。最后,本文认为对外直接投资的蓬勃发展可以从供给侧和需求侧两方面改善我国的产能过剩现象,仅供参考。Since introducing the reform and opening up,China has continuously improved the level of opening up to the outside world and gradually formed a high-level pattern of opening up to the outside world.The status quo of China’s excess capacity has been continuously improved.This paper,on the basis of sorting out the connotation and causes of China’s excess capacity,and leveraging the“supply side-demand side”analytical framework,explores the internal mechanism of outward foreign direct investment(OFDI)to alleviate excess capacity.On the supply side,OFDI leads to marginal industrial transfers,cross-border flows of production factors,and reverse technology spillover effect,thus increasing the utilization rate of production capacity and alleviating excess capacity.On the demand side,OFDI increases product demand to alleviate excess capacity through its export effect and international competition effect.Finally,this paper concludes that the vigorous development of foreign direct investment can improve China's overcapacity issue from both the supply side and the demand side,for reference only.

关 键 词：对外直接投资 产能过剩 边际产业理论 钻石模型 逆向技术溢出效应 

分 类 号：F832.48[经济管理—金融学] F713.53