马克思主义政治经济学人民币国际化研究——兼论人民币跨境使用的外汇意涵

Foreign Exchange Implications of RMB Cross Border Use:An Analysis from the Perspective of Marxist Political Economy

马克思主义政治经济学是马克思主义的重要组成部分,是我们坚持和发展马克思主义的必修课。在马克思开放型世界经济理论体系中,"对外贸易"和"世界市场"具有重要地位。本文对马克思国际金融理论相关问题进行了分析梳理,主要是从世界货币国际循环、世界市场考察汇率决定、资本外流、国际交换关系以及与国际交往有关的外汇问题。通过马克思资本循环理论分析拓展,基于"生产—市场—货币"分析框架,将人民币国际化战略纳入供给侧结构性改革。从世界货币与世界市场视角,本文对人民币国际化、国际国内双循环下国际收支平衡以及外汇跨境流转问题进行了梳理。在此基础上,进一步分析了人民币跨境使用的外汇意涵,并给出了本外币政策协调的相关政策建议。

In Marx’s theoretic system of open world economy,"foreign trade"and"world market"play an important role.This paper makes a preliminary analysis on the relevant issues of Marx’s international financial theory,examining the exchange rate decision from the cross-border international movement of world currency,the outflow of precious metals and the international exchange relations from the world market,and the foreign exchange issues of world currency and international exchange.Based on Marx’s capital circulation theory,this paper constructs the"production-market-currency"analysis framework and brings the RMB internationalization strategy into the supply side structural reform.Based on the perspective of world currency and world market,this paper analyzes the RMB internationalization,the balance of payment under the international and domestic dual circulation,and the cross-border flow of foreign exchange.On this basis,this paper further analyzes the foreign exchange implications of cross-border use of RMB and gives relevant policy recommendations for the coordination of domestic and foreign currency policies.