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中国在处于计划经济向市场经济转轨的过程中,各地区经常发生大量的重复建设、过度竞争和产能过剩,这阻碍了中央政府的宏观调控,更重要的是导致了大量资源的错误配置(misallocation)。然而,很多出现产能过剩的行业并非夕阳行业,而通常是符合国际发展潮流的朝阳行业,需求比较旺盛,存在较大的盈利空间。林毅夫(2007)将这类需求前景良好的行业出现的大量产能过剩现象称为“潮涌现象”。在此基础上,林毅夫、巫和懋和邢亦青(2010)通过构建一个企业博弈模型为这种现象提供了
In the course of the transition from a planned economy to a market economy, China often undergoes excessive duplication of construction, excessive competition and overcapacity in various regions, which impede the macro-control of the central government and, more importantly, misallocation of vast resources ). However, many industries with overcapacity are not the sunset industries, but are usually the sunrise industries that are in line with the international trend of development. Their demand is relatively strong and their profit margins are large. Lin Yifu (2007) refers to the phenomenon of large overcapacity in industries with good demand prospects as “surge phenomenon.” On this basis, Lin Yifu, Wu and Mao and Xing Yiqing (2010) provide this phenomenon by constructing a business game model