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现有的国有企业改革理论往往停留在新古典理性选择的范式里,仅仅考虑国有企业改革的预期收益和预期成本,难以看到计划经济体制下发生的沉淀成本对国有企业退出的锁定效应。然而,在非新古典环境下,由于国有企业退出并不能完全忽略以前发生的沉淀成本,所以限制了国有企业退出领域和模式的选择。因此,一方面,我们需要认清新古典沉淀成本无关性的假设前提,避免出现国有企业沉淀成本谬误;另一方面,更需要采取恰当的公共政策补偿和分摊过去发生的沉淀成本,消除国有企业沉淀成本效应,从而参与公平竞争的市场经济环境中。
The existing theory of SOE reform often stays in the paradigm of neoclassical rational choice. It is hard to see the effect of lock-up on the exit of state-owned enterprises from the cost of settling out of the planned economy under the planned economy, considering only the expected benefits and expected costs of SOE reform. However, in the non-neoclassical environment, the withdrawal of state-owned enterprises did not completely neglect the cost of sedimentation that had taken place in the past, thus limiting the choice of exit areas and modes of state-owned enterprises. Therefore, on the one hand, we need to recognize the hypothetical premise of the irrelevance of the neoclassical sedimentation cost and avoid the fallacy of settling costs of state-owned enterprises. On the other hand, we need to take appropriate public policies to compensate and apportion the cost of sedimentation in the past and eliminate the cost of state-owned enterprises Sedimentation cost effect, so as to participate in fair competition in the market economy environment.