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由于外部市场与内部生产成本原因,中国的出口增长放缓,扩大内需被提为主要经济国策。城镇化与收入分配改革被看作扩大内需的两大轮子,外需在很大程度上被“替代”。其实,一方面,我们应该相信内需的扩大效应;另一方面,我们应该明白它在短期内的有限性与国际分工在长期意义上的不可替代性。因此,亟待研究与发现那些在内需被扩大的同时,不仅不是对外需的替代,相反由于规模经济效应产生新成本优势的部门,即具有“母市场效应”的部门。对于这些部门的内需的引导与鼓励,恰恰可以让我们在今后经济增长过程中实现内需与外需的并举并旺。
Due to external markets and internal production costs, China’s export growth slowed down and domestic demand was expanded as its main economic policy. Urbanization and income distribution reform are seen as the two major sources of domestic demand expansion, and foreign demand is largely “replaced”. In fact, on the one hand, we should believe in the expansionary effect of domestic demand. On the other hand, we should understand that it is not limited in the short term and irreplaceable in the long term because of the international division of labor. Therefore, it is urgent to study and find out that while domestic demand is being expanded, not only is it not a substitute for external demand, but a sector with a new cost advantage due to economies of scale, namely a sector with a “mother market effect.” The guidance and encouragement of domestic demand in these sectors precisely allow us to achieve both domestic and foreign demand in the future economic growth.