新发展格局下需求侧管理的困境与出路

Dilemma and Outlet of the Demand-Side Management in the New Development Pattern

新发展格局的构建需要紧紧扭住供给侧结构性改革这条主线,注重需求侧管理。需求侧管理不仅是我国适应国内外形势变化、全面深化改革的必然趋势,还是我国促进高质量发展、落实新发展理念的主动选择,更是我国发挥超大规模经济体优势、畅通国内大循环的内在要求。在构建新发展格局背景下,我国需求侧管理面临缺乏顶层设计、消费需求难以有效启动、投资需求持续增长乏力、外贸需求波动风险加大困境。从强化供给侧结构性改革与需求侧管理协调的角度出发,进行需求侧管理的顶层设计;从收入分配制度改革和反垄断切入,启动国内消费需求;以加强新基建和发展数字经济为重点,助力投资需求;以RCEP和"一带一路"倡议为契机,稳定外贸需求。

The construction of the new development pattern needs to firmly grasp the main line of supply side structural reform and pay attention to demand side management. Demand side management is not only an inevitable trend for China to adapt to the changes of domestic and international situations and comprehensively deepen reform, but also an active choice for China to promote high-quality development and implement the new development concept. It is also an internal requirement for China to give full play to the advantages of super large economies and smooth the domestic circulation. However, in the context of building a new development pattern, DSM in China is still faced with the difficulties of lack of top-level design, difficult to effectively start consumer demand, weak sustained growth of investment demand and increased risk of fluctuations in foreign trade demand. In order to get one’s way out of one belt, one road should start with the top-level design of demand side management from the perspective of strengthening the coordination between supply side reform and demand side management. Secondly, we should start from the reform of income distribution system and anti-monopoly to start domestic consumption demand. We should again boost investment demand through strengthening new infrastructure and developing digital economy, and finally take RCEP and "one belt and one road" initiative. To stabilize the demand for foreign trade.