激励扭曲视角下的产能过剩成因及化解机制研究

Research on the Causes of Production Overcapacity and the Resolving Mechanism from the Perspective of Incentive Distortion

近年来,我国密集出台各种政策,力求对产能过剩加以调控,但问题并没有被根治。从供给侧角度看,我国产能过剩的深层原因在于市场主体行为被严重扭曲所导致的过度投资,具有非常明显的"结构性+体制性"特征。要防范和化解过剩产能,就应注重产能供给侧的结构性改革,从完善激励考评体系、注重市场作用、政府与市场协同、深化国企改革等方面全面构建长效机制,以矫正投资激励扭曲。

In recent years, China has continuously introduced a variety of policies in an effort to control the pro- duction overcapacity, but the problem has not been fundamentally solved. From the perspective of supply side, the underlying causes of production overcapacity are the overinvestment due to the severely distorted behavior of market main body with an obvious ＂structural and institutional＂ characteristic. To prevent and resolve excess ca- pacity, the government should focus on the structural reform of capacity supply side. It is important to set up a long-term comprehensive mechanism in terms of perfecting incentive evaluation system, focusing on the role of the market and the function of the government and the government and deepening the reform of state-owned enter- prises so as to correct investment incentive distortions.