全球背景下消费变革的动力:来自供给侧的反思

Impetus of Consumer Revolution in Global Context: Perspective of Supply Side

把消费变革置于更长的历史时段和更广阔的全球背景中分析。自16世纪全球贸易加速发展以来,一国消费越来越受舶来品影响,在推动国内消费变革方面,消费品进口具有先导性,民族供给的创新更具决定性,但消费品进口为民族供给的创新发展提供机遇,甚至为国家崛起奠定基础。目前中国消费升级的同时,面临消费外流和消费者对国外优质消费品的追捧,这表明先进舶来品是推动中国消费升级的重要因素,民族供给能力和水平尚不能满足消费升级要求。中国应实施供给侧结构性改革提升与国外消费品争夺国内和全球市场的竞争力,进而重塑国内消费升级的动力。

This paper studies consumer revolution in a longer historical period and a broader global context. Along with the speedy development of the global trade since sixteenth century, a country’s consumption has been more and more affected by imported goods. In the aspect of promoting consumption revolution, the import of consumer goods is more guiding, while the innovation of national supply is more decisive. But the import of consumer goods provides opportunities for the innovation and development of national supply, and even lays the foundation for a nation’s rise. Now China is facing the upgrading of the consumption structure, consumption outflow and consumers’ demand for foreign consumer goods at the same time. This shows that the import of advanced consumer goods is an important factor in promoting domestic consumption upgrading. The ability and level of national supply can’t meet the requirements of consumption upgrading. China urgently needs structural reforms in the supply side to enhance competition for domestic and global markets, and then reshape the impetus of domestic consumption upgrading.