“去产能”与“产能过剩”辨析

Analysis on “Cutting Overcapacity” and “Overcapacity”

产能本质上反映了生产能力,因而产能高说明经济发展能力较高;产能过剩事实上并不成立,产能利用率没有足够的说服力;反复强调该问题可能源于"计划经济"思维,因而政策上,短期内应该强调总需求管理,而在长期内应更加强调创新,进行技术改进层面的"升级"。

Capacity in essence reflects productive capacity and high capacity indicates relatively high economic development capacity. Overcapacity is not de facto and capacity utilization rate is not convincingly enough. The repetitive emphasis of the problem of overcapacity may stem from the mindset of"planned economy". Thus, as regards to policies, we should emphasize aggregate demand management in the short run and lay great emphasis on innovation and conducting"upgrades"at the level of technological advancement in the long run.