二重结构与中国金融制度变迁的路径选择:一个新制度经济学的视角

The dual structure and the path option of Chinese financial system Change:a new institutional economics perspective

以中国特有的"二重结构"社会现象为分析切入点,认为一个扩展了的国家能力即包括自身所具有的实力、其行为在技术上的可行性、获利程度以及外在的压力条件等和儒家意识形态的巧妙结合是构成中国强制性金融制度变迁路径选择得以实现的充要条件。当这些约束条件随着改革的深入而发生变化时,原有国家主导的强制性金融制度变迁将逐步被市场诱致性金融制度变迁所取代。

Based on the unique ＂dual structure＂ social phenomenon in China,the unique combination between an expansion of the state＇s capacity including the strength of itself, its own behavior feasibility in technology, profit level and external pressure conditions and the Confucian ideology are the necessary and sufficient condition for the path option of Chinese mandatory financial system change to achieve. The original mandatory financial system change oriented by the state will gradually be replaced by the market Induced financial system change, when these constraints change with the deepening of reform.