国有企业战略收缩的理论依据——一个经济学模型的思考

The Rationale for Strategic Contraction of State-Owned Enterprises in China

将国有资产和非国有资产置于平等地位 ,即市场主体地位的平等必然要求资产作为国民经济功能性工具的地位平等 ,然后通过建立国家利益无差异曲线模型 ,引入“边际资本成份替代率”和“有效区间”等概念 ,论述了该模型对国有企业改革的意义 ,得出如下结论 :国有资产在行业与市场中的过度介入 ,是目前我国国有企业低效率的制度性原因 ,国有企业战略收缩是增加国家的国际竞争力的唯一途径。

The equality of the leading role in China's market played by state-owned assets and non-state-owned assets necessarily calls for equality of assets as a functional tool of the national economy. The significance of the reform in state-owned enterprises is discussed by establishing the model of national interest indifference curve and by introducing such concepts as 'substitution rate of marginal capital component'and 'effective interval'. It is concluded that the excessive involvement of state-owned assets in industries and markets is the institutional cause of the low efficiency of state-owned enterprises and that the strategic contraction of state-owned enterprises is the only way of increasing international competitiveness of the national economy.