我国经济发展方式转型的资本驱动型发展战略

Capital-Driven Development Strategy Under the Transition of Economic Development Pattern in China

基于劳动力数量比较优势的出口导向型发展战略和基于土地资源的房地产发展战略均属于粗放型发展方式,这种依靠要素资源成本优势所驱动、大量投入资源和消耗环境的经济发展方式已经难以为继,不可持续性,正面临着巨大的挑战。本文认为,资本包括物质资本、人力资本和知识资本,是科技创新和经济增长的源泉。实施资本驱动型发展战略就是要从国家战略高度,制定与实施积极的资本市场政策,大力发展与完善资本市场,增强资本市场在社会资源配置中的决定性作用,以推动企业产权改革及公司治理,优化要素资源配置,促进产业结构调整与升级,转变经济增长方式,保持社会经济持续稳定发展。

Export-led development strategy based on comparative advantage of huge population and real estate-oriented development strategy based on abundant land resources are both extensive development patterns relying on factor resources cost advantage and environmental damage, and these development strategies are unsustainable and facing great challenges. This paper regards that capital including physical capital, human capital and knowledge capital is the original source of scientific and technological innovation and economic development. The capital-driven development strategy suggests that the government, in perspective of national strategy, formulates and implements active policy to develop and perfect capital market, strengthen decisive role of capital market in social resources allocation so as to promote the reform on enterprises property and enterprise governance, optimize resources allocation, adjust and optimize industrial structure, transform economic growth pattern and keep social and economic development healthy, consistent and stable.