“供给侧”学派溯源与规律初识

Tracing to the Source of Supply-side School and Initial Analysis on its Law

本文梳理了"供给侧"经济学派发展中呈现的两轮"否定之否定"规律:第一轮"否定之否定"的逻辑为,萨伊定律—凯恩斯主义—供给学派;第二轮"否定之否定"的逻辑为,供给学派—凯恩斯主义复辟—供给管理。在此发展规律的基础上,本文论述了对"供给侧"学派的评价、相关的学理启示及展望。评价方面主要包括两大内容:第一,对"萨伊定律"的评价。包括从历史视角对其重要意义的认识,西斯蒙第对自由放任价值观的批评,马尔萨斯需求管理思想与其的分歧,凯恩斯对其的条件性否定,以及马克思基于"劳动产品价值量""三位一体"公式和唯物史观引出的对于资产阶级"庸俗经济学"的批评。第二,对"供给学派"的评价。通过总结供给学派的主要观点及重审该学派内部的分歧,总结学界对其的批评和该学派在理论联系实践中的得失。然后,阐述了"供给侧"学派的展望,是推出从对立走向融合的、根植于中国实践对"理性供给管理"诉求的"新供给经济学",这恰是从发展逻辑上构成"供给侧"学派的理性回归,并论述了其"求真务实"的特征、"否定"的方式以及赋予"复辟"浪潮的新思想,并引伸出支持改革的思路与建设性的政策主张。

This article sorts out the two rounds negation of negation law during the development ofSupply-side economic schools.The logic of the first rounds is from Say's Law to Keynesianism and Supply-side School.The logic of the second rounds is from Supply-side School to Keynesianism's Restoration and Supply-side Management.Based on the development law,this article discussed the assessments,which related scientific principles and expectations.There are two aspects in the assessments.The first one is the assessments on Say's Law,which conclude the understanding of its importance,Sismondi's criticism of laissez-faire values,Malthus' s ideas of demand management and their differences,Keynes' negation on the conditional and Marx's criticism of Bourgeois Vulgar Economics based on the value of labor product,Trinity Formula and historical materialism.The second one is the assessments on Supply-side School,which conclude the criticism from the academic circles,the gain and loss of the school of thought form the doctrine Theory Contact Practice through summarizing the main point of view of supply side and reviewing the internal differences.After elaborating the enlightenment of the two rounds of'negation of negation'law,we present the expectation of New Supply-side Economy asserting the economic study should from opposition to integration rooted in China's practice of rational supply management.We think the New Supply-side Economics is a rational return of the Supply-side research based on development logic.Finally,we present its pragmatic characteristics,the way of negation and the new thought to the restoration.