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一、问题的症结所在 1989年开始出现的有效总需求(固定资产投资+总消费+出口)小于总供给(国民生产总值),当然更小于潜在总供给(总生产能力)的状态,已经持续三年,其实质是一种生产相对过剩现象。这个判断得到较普遍的认可十分不易,因为这种现象在中国四十年来是第一次,在计划经济有史以来也从未发生过。要害在于,经过十年改革开放,我国的国民经济运行机制已经发生实质性变化,对此我们并没有及时意识到,甚至至今还没有完
First, the crux of the problem The total effective aggregate demand (fixed assets investment + total consumption + exports) that started to emerge in 1989 was less than the total supply (gross national product) and certainly less than the potential total supply (total production capacity), which has lasted In three years, its essence is a phenomenon of relative surplus in production. This judgment is more difficult to gain because it is the first such phenomenon in China in 40 years and has never happened before in the planned economy. The point is, after a decade of reform and opening up, the national economic operation mechanism in our country has undergone substantive changes. We have not realized this in time and have not even finished yet