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2014年是中国全面深化经济体制改革的元年,但也必定是改革与风险相互交织新阶段的开始,因为改革之路绝非一帆风顺。我们必须认识到,改革未必直接惠及短期增长,中国经济将不可避免地经历转型的阵痛期,这将同时体现在“增长减速”和“结构调整”两方面,这使得在2014年宏观政策目标的平衡中,“控风险”的重要性增加。中长期看,随着改革政策的逐步落地,全社会的资源配置效率将会逐步提高。然而,短期看,一些领域的改革反而会对短期经济增长和价格带来冲击。以资源要素价格改革为例,
The year 2014 will be the first year for China to comprehensively deepen the reform of its economic system, but it must also be the beginning of a new phase of mutual interweaving of reforms and risks because the road to reform is by no means smooth. We must realize that the reform may not directly benefit short-term growth and that the Chinese economy will inevitably experience the painful period of its transformation. This will be reflected in both “growth and deceleration” and “structural adjustment”, which will make it possible for China In the balance of macro-policy goals, the importance of “controlling risks” has increased. In the medium and long term, with the gradual implementation of the reform policy, the efficiency of resource allocation in the whole society will gradually increase. However, in the short run, some areas of reform will, on the contrary, have an impact on short-term economic growth and prices. Take the reform of resource element price as an example,