扩大内需带动产业升级的逻辑、途径与政策协同

Industrial Upgrade Driven by Domestic Demand:Rationale,Pathway and Policy Coordination

内需及其创造的市场需求是企业创新产品和服务,推动产业向高技术含量、高附加值、高品质方向发展的重要动力。以扩大内需带动产业升级是深化供给侧结构性改革,构建现代化产业体系和增强双循环内生发展动力的必然要求。扩大内需与产业升级存在互为动力的内在逻辑,消费是产业升级的基础动能,而投资是产业升级的必要保障,同时产业升级会刺激消费和投资,形成内需与产业升级双向互促的发展动态。夯实消费带动产业升级的基础,激发基础设施投资的引导作用,能够有效强化产业升级动能。以扩大内需带动产业升级,不仅要以扩大内需政策有效牵引产业升级、以产业升级政策刺激内需扩大,还要注重政策目标与工具的协同性,政策制定和实施主体的连通性,并以高质量的市场培育政策,为扩大内需和产业升级营造良好的市场和制度环境,促进内需与产业升级协同共进,实现经济高质量发展。

Domestic demand motivates businesses to develop innovative products,services and industries to pursue a high-tech,high-value,and high-quality path of development.As industrial upgrade is fueled by domestic demand,it is essential for China to expand supplyside structural reforms,establish a modern industrial system,and increase the momentum of endogenous development via dual domestic and international circulations.Industrial upgrade and domestic demand are mutually reinforcing.Consumption provides the impetus for industrial upgrade,while investment serves as the guarantee.Conversely,industrial upgrade stimulates consumption and investment.Consumption and infrastructure investment should therefore be increased in a manner that supports industrial upgrade.As it is a catalyst for industrial upgrade,the objective of policymakers should be to increase domestic demand.In addition,there should be more coordination between policy objectives and instruments and more connectivity between policymakers and implementing agencies.Sound market policies should be adopted to create a market and institutional environment that increases domestic demand,improves industrial upgrade,and spurs high-quality development.