供给侧结构性改革的经济学理论内涵——基于总供给总需求的分析框架

The Theoretical Connotation of Supply-Side Structural Reforms——Based on the Analysis of AD-AS Modal

供给侧结构性改革是中国经济为了主动适应新常态提出的重大战略创新。梳理了古典经济学派、凯恩斯主义、供给学派等与供给侧理论相关的学派源流,以及中国新供给经济学派的政策主张,采用了AD-AS及其扩展模型分析了当前中国宏观经济的主要症结,对供给侧改革进行了理论解读。供给侧结构性改革旨在通过供给端的调整,尤其是通过技术创新、结构性调整和全要素生产率的提高等措施来实现经济长期均衡增长的目标,还面临着与需求侧管理工具雷同、调整难度大、政府和市场关系不清、国有和私营企业缺乏公平激励等多方面挑战。

The supply - side structural reform is viewed as major strategic innovation in order to adapt to the new normal for China economic development. This paper explores the main problem in current China＇s macro economy reform and interprets the supply - side reform theoretically by combing the classical economic school, Keynesian, supply - side eco- nomics and other the supply side theory as well as China＇s new economic school policy proposals and adopting AD -AS model and its extended model analyses. The supply side structural reform aims to achieve the goal of long - term equilib- rium economic growth through supply adjustment, especially through structural adjustment and the improvement of total factor productivity of technological innovation and other measures, though facing difficulties which are similar to demand side management, unclear relations between government and market, and lack of equity incentives between state - owned and private enterprises.