论文部分内容阅读
中国经济的周期波动与国有投资的扩张和收缩紧密相关。由于中国市场化的不完善,体制上一些集中化和行政性的安排,很大程度上抵消了扩张政策的积极作用,形成了体制上的收缩效应。本文从经济周期波动与国有投资的关系入手,叙述了中国经济中体制性收缩的种种表现,分析了体制性收缩效应对扩张政策的抑制作用,提出了从发展和改革的角度即从政策选择的体制一致性和发展一致性方面理解和安排宏观经济政策组合。
The cyclical fluctuations in China’s economy are closely linked to the expansion and contraction of state-owned investment. Due to imperfect marketization in China, some centralized and administrative arrangements in the system have largely offset the positive effects of the expansionary policies and have resulted in a systemic contractionary effect. This article starts with the relationship between the economic cycle fluctuation and state investment, narrates the various manifestations of the systemic contraction in China’s economy, analyzes the inhibitory effect of the systemic contraction on the expansionary policy, and puts forward that from the perspective of development and reform, Institutional coherence and consistency of development Understand and arrange macroeconomic policy portfolios.