产能过剩的研究进展:一个综述视角

Research Progress and Prospect of Excess Capacity:A Review

产能过剩是当前我国最重要的宏观经济风险之一,去产能亦成为推进供给侧结构性改革的首要任务。为了提高去产能的工作效率,防止相关举措流于形式,有必要从理论层面进一步加深对产能过剩特别是我国转轨时期产能过剩的认识。本文梳理了国内外产能过剩研究进展,发现:(1)国内外对产能过剩内涵的解释有差异;(2)国内外产能过剩的类型存在不同;(3)国内对产能过剩的测度研究尚显单薄;(4)对产能过剩治理的政策研究缺乏理论依据及有效性分析。

Excess capacity is one of the most important macroeconomic risks in China. Reduce excess capacity is the primary task of promoting structural reform of the supply side. In order to improve the efficiency of reducing excess capacity, it is necessary to deepen the understanding of excess capacity, especially in the transition period in china. This paper reviews the domestic and international progress of overcapacity and evolution, it＇s found that： （1） there are differences in the definition of excess capacity at home and abroad; （2） there are different types of excess capacity at home and abroad; （3） the domestic research on the measurement of excess capacity is still weak; （4） there is lack of theoretical basis and effectiveness analysis of the policy of overcapacity management.