http://www.kadhoai.com.cn 2026-04-10 05:51:45 來源:北京商報
工gong信xin部bu部bu長chang苗miao圩wei昨zuo日ri在zai中zhong國guo發fa展zhan高gao層ceng論lun壇tan上shang表biao示shi,產chan能neng過guo剩sheng本ben身shen不bu是shi壞huai事shi。隻zhi有you適shi度du過guo剩sheng,才cai能neng有you企qi業ye競jing爭zheng。如ru果guo都dou是shi短duan缺que,企qi業ye就jiu沒mei有you動dong力li。如ru果guo一yi個ge行xing業ye產chan能neng嚴yan重zhong過guo剩sheng,比bi如ru行xing業ye產chan能neng利li用yong率lv低di於yu75%或者70%,就值得警惕,因為這會引發企業間惡性競爭,甚至引發係統性風險。
的(de)確(que),在(zai)市(shi)場(chang)經(jing)濟(ji)下(xia),產(chan)能(neng)過(guo)剩(sheng)是(shi)不(bu)可(ke)避(bi)免(mian)的(de),市(shi)場(chang)經(jing)濟(ji)的(de)常(chang)態(tai)就(jiu)是(shi)產(chan)能(neng)過(guo)剩(sheng)。恰(qia)到(dao)好(hao)處(chu)的(de)供(gong)求(qiu)平(ping)衡(heng)幾(ji)乎(hu)是(shi)沒(mei)可(ke)能(neng)的(de)事(shi)情(qing),否(fou)則(ze)我(wo)們(men)繼(ji)續(xu)搞(gao)計(ji)劃(hua)經(jing)濟(ji)就(jiu)是(shi)了(le)。在(zai)市(shi)場(chang)中(zhong),價(jia)格(ge)就(jiu)是(shi)一(yi)個(ge)信(xin)號(hao),就(jiu)是(shi)那(na)隻(zhi)“看不見的手”,招呼所有牟利待動的企業去競爭、去qu供gong給gei,從cong供gong不bu應ying求qiu發fa展zhan為wei供gong過guo於yu求qiu,導dao致zhi產chan能neng過guo剩sheng。產chan能neng過guo剩sheng之zhi下xia,企qi業ye要yao麼me在zai壓ya力li下xia出chu局ju,要yao麼me在zai動dong力li下xia在zai服fu務wu和he創chuang新xin上shang破po局ju。很hen多duo時shi候hou,充chong分fen競jing爭zheng與yu產chan能neng過guo剩sheng是shi糾jiu纏chan在zai一yi起qi的de,想xiang得de到dao充chong分fen競jing爭zheng的de好hao處chu,就jiu要yao忍ren受shou一yi定ding程cheng度du的de產chan能neng過guo剩sheng,最zui後hou交jiao由you市shi場chang去qu裁cai定ding。
產能過剩可以劃分為兩種:一yi種zhong是shi產chan能neng過guo剩sheng,一yi種zhong是shi中zhong國guo式shi產chan能neng過guo剩sheng。中zhong國guo式shi的de產chan能neng過guo剩sheng,並bing非fei市shi場chang經jing濟ji水shui到dao渠qu成cheng的de自zi然ran產chan物wu,而er是shi政zheng府fu驅qu動dong投tou資zi模mo式shi的de伴ban生sheng品pin。國guo內nei很hen多duo產chan業ye,產chan能neng過guo剩sheng從cong一yi開kai始shi就jiu是shi政zheng府fu過guo多duo地di介jie入ru到dao微wei觀guan經jing濟ji活huo動dong之zhi中zhong,從cong而er扭niu曲qu了le價jia格ge信xin號hao,也ye扭niu曲qu了le企qi業ye的de供gong給gei曲qu線xian和he成cheng本ben結jie構gou。如ru此ci既ji放fang大da了le企qi業ye超chao過guo自zi身shen能neng力li的de擴kuo張zhang,也ye放fang大da了le企qi業ye在zai市shi場chang莫mo測ce時shi的de風feng險xian。一yi方fang麵mian地di方fang政zheng府fu給gei錢qian給gei地di給gei政zheng策ce,各ge種zhong明ming補bu暗an補bu使shi勁jin補bu,讓rang企qi業ye做zuo大da做zuo強qiang之zhi心xin瞬shun間jian膨peng脹zhang;另ling一yi方fang麵mian政zheng府fu的de過guo度du介jie入ru,讓rang企qi業ye的de投tou資zi者zhe和he債zhai權quan人ren都dou過guo分fen相xiang信xin政zheng府fu的de兜dou底di。尚shang德de之zhi敗bai就jiu是shi一yi個ge教jiao科ke書shu般ban的de例li子zi,用yong之zhi管guan窺kui光guang伏fu產chan業ye的de大da起qi大da落luo自zi是shi一yi窺kui到dao底di。
在(zai)市(shi)場(chang)經(jing)濟(ji)比(bi)較(jiao)成(cheng)熟(shu)的(de)經(jing)濟(ji)體(ti)中(zhong),產(chan)能(neng)通(tong)常(chang)都(dou)不(bu)會(hui)嚴(yan)重(zhong)過(guo)剩(sheng),因(yin)為(wei)嚴(yan)重(zhong)過(guo)剩(sheng)通(tong)常(chang)意(yi)味(wei)著(zhe)大(da)量(liang)企(qi)業(ye)要(yao)被(bei)優(you)勝(sheng)劣(lie)汰(tai)出(chu)市(shi)場(chang),從(cong)而(er)減(jian)少(shao)供(gong)給(gei)。但(dan)在(zai)我(wo)國(guo),又(you)是(shi)一(yi)個(ge)例(li)外(wai)。地(di)方(fang)政(zheng)府(fu)出(chu)於(yu)本(ben)地(di)GDP、財稅和就業的考慮,堅決抗拒市場力量,就不讓這些企業倒閉和出局,於是產能過剩就逐漸累積,最後發展成為一個中國經濟的痼疾。
國家對於產能過剩的調控一直就沒停過,但始終不見成效。因為其調控多以行政手段為主,諸如限製市場準入、嚴格項目審批、先進產能等量置換落後產能,這些所謂的重拳出擊在地方政府的虛與委蛇之下,往往都打在了棉花上。
解鈴還須係鈴人,中國式產能過剩的出路還是在政府身上。政府要管住自己閑不住的手,別動輒就投資驅動,否則鋼鐵、水泥、dianjielvdengzhexiexingyedechannengguoshengzhihuiyizhiguoshengxiaqu,riquyanzhong。tongshi,zhengfuyebieziwoganjiaotaihao,yiyanjiuduandingtianxiachanyefazhanzhishi,yaoyinlingchanyefazhan,jieguoyiyongershang,yihongersan,guangfujiushigelizi。pingguobushiyinlingchulaide,zhifubao、微wei信xin也ye不bu是shi被bei規gui劃hua出chu來lai的de。以yi上shang所suo述shu,其qi實shi都dou在zai界jie定ding政zheng府fu與yu市shi場chang關guan係xi的de範fan疇chou之zhi內nei。政zheng府fu有you更geng重zhong要yao的de工gong作zuo,那na就jiu是shi致zhi力li於yu市shi場chang環huan境jing的de完wan善shan,不bu僅jin包bao括kuo減jian少shao企qi業ye的de審shen批pi成cheng本ben,也ye包bao括kuo讓rang扭niu曲qu的de價jia格ge信xin號hao恢hui複fu到dao市shi場chang正zheng常chang水shui平ping,讓rang環huan境jing成cheng本ben顯xian性xing化hua。隻zhi有you在zai市shi場chang的de內nei生sheng驅qu動dong之zhi下xia,兼jian並bing重zhong組zu也ye好hao,大da浪lang淘tao沙sha也ye罷ba,中zhong國guo式shi產chan能neng過guo剩sheng問wen題ti才cai可ke以yi被bei消xiao化hua掉diao。道dao理li其qi實shi很hen清qing楚chu,就jiu看kan政zheng府fu自zi身shen的de決jue心xin了le。