中国钢铁行业产能过剩研究悖论与理论反思

The Research Paradox and Theoretical Reflectionof Overcapacity Phenomenon in China’sIron and Steel Industry

多年来,中国钢铁行业产能过剩治理效果不佳的困境彰显了政府调控措施与市场运行机制之间的冲突,形成了一定的研究悖论。本文基于中国钢铁行业在经营绩效、价格走势等方面的基本事实,从中国钢铁行业产能过剩问题的特殊性与研究悖论出发,对中国产能过剩问题的诱发根源、地方政府在产能过剩形成机制中的角色、产能过剩常态化论断的合理性、产能过剩评估依据与产能利用率计算方法等一系列问题进行理论反思,力求弥合理论与现实的分歧,塑造一个与经济现实相吻合的中国故事。

The plight of poor efficiency of governance for overcapacity in China’s iron and steel industry shows the conflicts between the government regulation measures and the market operation mechanism is highlighted.A certain research paradox has been formed over the years.This paper is based on the basic facts of China’s iron and steel industry in terms of business performance,price trend,etc..The starting point of this study is the particularity and the research paradox of the problem of overcapacity in China’s iron and steel industry.This paper is focus on series of problems such as the root cause of the problem of overcapacity in China,the role of local government in the formation mechanism of overcapacity,the reasonableness of the judgment of overcapacity normalization,the evaluation basis of overcapacity and the calculation method of productivity utilization.This article is devoted to create a story consistent with the Chinese economic reality to bridge the differences between theory and reality.