对要素投资:有效供给驱动的内生经济增长之路

发布时间：2019-05-13 19:22

【摘要】：凯恩斯主义的"有效需求不足"假设和"扩大内需"对策一再地被经济现实所否定,供给学派思想精髓越来越多地被当代经济现实所印证。当前危机全球化和纾困长期化的现实表明,可持续增长动力的培育在于通过向要素投资形成有效供给,用有效供给来创造需求。供给决定需求在发展的意义上体现为供给的品类决定了可供需求的品类,供给的质量决定了可供需求品的质量,供给的产业生态决定了需求的社会生态,供给环节的收入分配决定了有效需求的结构。驱动供给提升的关键在于要素。在要素重估阶段,高质量要素能够参与到GVC更高端的分工,获得更高收入,从而形成消费能力。这一良性循环的形成是中国实现经济内生增长的必由之路。
[Abstract]:The Keynesian hypothesis of "insufficient effective demand" and the countermeasures of "expanding domestic demand" have been repeatedly denied by the economic reality, and the essence of the supply school has been more and more confirmed by the contemporary economic reality. The reality of globalization of crisis and long-term bail-out shows that the cultivation of sustainable growth power lies in the formation of effective supply to factor investment and the creation of demand with effective supply. In the sense of development, supply determines the category of supply, the quality of supply determines the quality of demand, and the industrial ecology of supply determines the social ecology of demand. The income distribution of the supply link determines the structure of effective demand. The key to driving the promotion of supply lies in the elements. In the stage of factor revaluation, high quality elements can participate in the higher division of labor of GVC and obtain higher income, thus forming consumption power. The formation of this virtuous circle is the only way for China to achieve internal economic growth.
【作者单位】：中国人民大学中国经济改革与发展研究院;中国银河证券股份有限公司;
【基金】：国家自然科学基金项目“主动城市化中的农地资本化与农民工市民化研究”(项目号:71140010) 博士后基金“城市化深化中的农地资本化与农民工市民化研究”(资助编号:2012M510636)的阶段性成果
【分类号】：F091.352.4;F124

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