内部结构问题与外部经济失衡
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| Title | Structural Problems and External Imbalance
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| 作者 | 袁志刚 张若雪 |
| Author | Yuan Zhigang Zhang Ruoxue |
| 作者单位 | 复旦大学经济学院 中国人民银行上海总部 |
| Organization | School of Economics, Fudan University；The People's Bank of China, Shanghai Head Office |
| 作者Email | zgyuan@fudan.edu.cn,032015054@fudan.edu.cn |
| 中文关键词 | 双转移 结构问题 外部失衡 |
| Key Words | Two-way Transfer；Structural Problems；External Imbalance |
| 内容提要 | 改革开放以来中国经济高速发展的主要推动力是产业和劳动力的“双转移”：一方面是全球产业尤其是制造业向中国的转移，另一方面是中国城乡之间的劳动力转移。在这个产业与劳动力“双转移”的过程中，由于中国的技术创新能力较差、金融市场效率较低、投资领域存在行政壁垒等结构性问题，中国经济面临严重的外部失衡。本文在开放宏观的条件下把上述机制形式化，分析中国加入全球分工体系，对世界产业转移和经济增长的影响，并在这个框架中分析了外部经济失衡出现的机制。作者发现，外部经济失衡是由于内部结构性问题所导致的均衡结果。未来要保持中国经济的高速增长，就要继续推进世界产业和中国劳动力的“双转移”，同时在这个过程中进行结构性改革，以解决外部经济失衡的问题。 |
| Abstract | The most important impetus of China’s economic growth includes industry transfer and labor force mobility. After the reform and opening up of China, many industries especially manufacturing transfer from advanced countries to China. At the same time, more and more rural labor force moves into the cities and enter non-agricultural industries. In this process, China’s comparative advantage has been fully displayed. During the two-way transfer, China is confronted with severe current account imbalance because of structural problems, which include poor technology innovation capability, low efficiency of financial market, and investment barriers. According to the endogenous technology R&D model, the present paper constructs a formal analytical framework to investigate the mechanism of these issues. This paper rationalizes current account imbalance as an equilibrium outcome when different regions of the world differ in their economic structure. |
| 文章编号 | WP7 |
| 登载时间 | 2010-10-18 |
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