中国本轮通货膨胀的市场结构诱因——基于对中国国有垄断企业行为的分析

The Causes on Market’ s Structure to the Inflation in China——Based on the Analysis of the Behavior of Chinese State-owned Monopoly Firms

关于中国目前通货膨胀的产生原因,国内研究主要集中在供需分析、货币和汇率政策分析等方面。本文参照欧美相关法条,从中国各行业市场结构角度出发,采用"激励——状态——反应"框架,分析国有垄断企业滥用市场支配地位行为与目前的通货膨胀之间的传导机制,得出以下结论:中国国有垄断企业在低效率的压力和追逐利润、增加本企业员工福利的动力下,将通过其价格领导地位和对国民经济的控制力进行提价,从而引起全社会物价的上涨,导致和加剧了目前的通货膨胀。最后,本文提出了短期和长期两方面的政策建议。

To explain the reason for the inflation in China,home scholars mainly focus on the Demand-supply analysis, monetary and exchange policy and so on.Referring to the European and American laws,This article analyzes the relationship between the behavior of abusing monopoly power of state-owned firms and the inflation in China from the point of market’ s structure of every industry,using the incentive-state-response framework,and concludes that one of the reasons for the in- flation in China is that Chinese state-owned monopoly firms raise their prices through their price leadership and the control of the economy,to ease the pressure of low efficiency,chase for higher profit and get more welfare.Finally,this article pro- vides some short term and long term policy.