回归凯恩斯还是回归马克思?——中国产能过剩研究与反思

Keynes or Marx?——Research and Reflection on Overcapacity in China

凯恩斯经济学和马克思主义经济学对于市场以及市场遇到的危机均有一定的研究和论述。凯恩斯和马克思均对萨伊定律提出过批评,而萨伊定律的核心在于总需求和总供给的关系。产能过剩作为中国市场经济发展中出现的一大问题,其产生与供给—需求的关系密不可分。产能过剩既是一个理论困惑,也是当下的一个研究热点和经验困惑。对此,凯恩斯与马克思分别从不同的角度对AD—AS曲线的关系进行讨论,在借鉴马克思主义的分析路线的基础上,文章构建新的分析框架,分析中国产能过剩的机理,通过该推理路线最大程度拟合中国经验,并在此基础上提出政策建议。

Keynesian economics and marxist economics researched and discussed to a certain extent the market and market crisis. Keynes and Marx criticized Say’s Law,whose core is the relationship between aggregate demand and aggregate supply. Overcapacity is a major problem in the development of China’s market economy,and its emerging is inseparable with the relationship with supply and need. Overcapacity is not only a theoretical confusion,but also a current research hot spot and experience puzzle. Keynes and Marx discussed the relationship of AD-AS curve from the different angle respectively. This paper tries to build a new analysis framework,draw lessons from the analysis of the marxist approach to analyze the mechanism of excess capacity in China, through the reasoning course fitting Chinese experience,and put forward policy recommendations.