坚持全方位扩大内需与优化供给有机结合破解内需不足难题OA
Persisting in Expanding Domestic Demand and Optimizing Supply to Address Insufficient Demand:Insights from Selected Readings of Xi Jinping on Economics(Volume Ⅰ)
2025 年3 月出版的《习近平经济文选》第一卷是深入学习领会习近平经济思想的权威著作.文章系统梳理了该著作中关于扩大内需的相关论述,主要有三大体会:一是习近平总书记提出把扩大内需作为战略基点,在内需中突出强调消费,背后的理论基础是马克思社会再生产理论,并在开放经济条件下进行了创新性发展,强调供需对立统一的辩证关系,超越了单纯从需求侧或供给侧进行割裂式分析的局限.二是当前我国内需不足突出地表现为消费不振,这既有需求侧原因,也有供给侧原因.我国的低消费率与高速增长时期投资驱动的增长模式有关,该模式具有内生机制,但其维持又有限度,低消费率与投资驱动模式衰竭叠加导致当前的内需不足.三是扩大内需提振消费需要供需两侧协同发力,把需求侧管理和优化供给有机结合起来.在需求侧,要实施更加积极的财政政策和适度宽松的货币政策,全方位扩大内需,但要避免强刺激带来供给无序扩张.在供给侧,关键是减少无效、低效投资,形成有效供给,这需要减少政府对资源配置的不当干预,让企业在产业创新和科技创新中发挥主体作用,激发企业家精神,提升企业创新对需求变动的捕捉力、引领力,从而提高供给与需求的适配度.
Published in March 2025,Selected Readings of Xi Jinping on Economics(Volume I)is an authoritative work for deepening the study and understanding of Xi Jinping's economic thoughts.This paper systematically reviews the statements on expanding domestic demand in this volume and offers three main insights:First,Xi Jinping emphasizes taking the expansion of domestic demand as a strategic foundation,with a particular focus on consumption.The theoretical foundation lies in Marx's theory of social reproduction,which has been innovatively advanced under the conditions of an open economy.This framework stresses the dialectical unity of supply and demand,transcending the limitations of fragmented analysis that isolates the demand side from the supply side.Second,the current insufficiency of domestic demand in China is prominently reflected in weak consumption,which arises from both demand-side and supply-side factors.The low consumption rate is closely linked to the investment-driven growth model during the period of rapid economic expansion.While this model had an endogenous logic,it also had inherent limits.The coexistence of a low consumption rate and the decline of the investment-driven model has led to the present insufficiency of domestic demand.Third,expanding domestic demand and boos-ting consumption requires coordinated efforts from both the demand and supply sides.It is essential to integrate demand-side management with supply optimization.On the demand side,more proactive fiscal policies and moderately accommodative monetary policies should be implemented to compre-hensively expand demand,while avoiding excessive stimulus that could trigger disorderly supply expansion.On the supply side,the key lies in reducing ineffective and inefficient investment,thereby fostering effective supply.This requires minimizing inappropriate government intervention in resource al-location,allowing enterprises to play a leading role in industrial and technological innovation,stimulating entrepreneurial spirit,and enhancing firms'capacity to capture and guide demand shifts through innovation,thereby improving the alignment between supply and demand.
郝身永
上海行政学院 经济学教研部,上海 200233
管理科学
扩大内需提振消费优化供给供需平衡
expanding domestic demandboosting consumptionoptimizing supplysupply-demand balance
《当代经济管理》 2026 (3)
1-13,13
国家社会科学基金重大项目"不同群体消费能力、消费意愿及潜在消费需求的量化研究"(25&ZD176)全国党校(行政学院)系统社科规划重点项目"长三角促进产业分工协作的主要模式、效果评价与优化路径研究"(2025DXXTZD002).
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