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目前关于供给侧结构性改革的解读,有从供给学派出发和从凯恩斯主义出发的两种思路。应超越供给学派和凯恩斯主义之争,以马克思主义政治经济学关于供给关系的本质、决定因素以及陈云的综合平衡思想为理论基础,从生产力和生产关系两个方面把握供给侧结构性改革的关键。从生产力角度来看,对产业结构即社会生产分工比例进行调整;从生产关系角度看,宏观调控政策要对收入分配关系从而生产资料所有制关系进行调整。不能简单套用西方经济学理论,要用马克思主义政治经济学认识和指导供给侧结构性改革。
At present, there are two kinds of thinking on the structural reform of the supply side: starting from the supply school and starting from Keynesianism. We should go beyond the dispute between supply school and Keynesianism. Taking the essence of Marxism political economy as the decisive factor and Chen Yun’s comprehensive balance theory as theoretical basis, we should grasp the key of supply-side structural reform from two aspects of productivity and production relations . From the viewpoint of productivity, the ratio of industrial structure to social production is adjusted. From the perspective of production relations, macro-control policies should adjust the relationship between income distribution and the ownership of the means of production. We should not simply apply the theory of Western economics and understand and guide supply-side structural reforms with Marxist political economy.