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Jingdong book

国有企业改革与中国经济增长

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国有企业改革与中国经济增长

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《国有企业改革与中国经济增长》从学术上系统深入地研究了宏观经济增长与国有企业发展之间的联系,分析了国有企业所导致的市场扭曲对中国经济增长的拖累,模拟了加快国企改革对经济增速的提振效果,并提出了有关政策建议,是国内第一本从国企改革角度研究经济增长的专著,也是国内第一本从经济增长角度审视国企改革紧迫性的专著,显然是一部具有开创性、填补空白的著作。
Author Description

张文魁,国务院发展研究中心研究员,主要从事政策研究工作。研究成果涵盖国有企业改革和国有资产管理体制改革、产业发展政策与技术创新政策、企业并购重组和全球化经营战略等方面。学术兴趣广泛.包括制度经济学、公司治理、公司金融,以及新兴经济体的经济增长机制等。公开发表的学术论文常见于《经济研究》、《管理世界》、《改革》等期刊。近年公开出版的著作主要有《中国国企产权改革与公司治理转型》(中国发展出版社2007年版)、《中国经济改革30年(国有企业卷)》(重庆大学出版社2008年版)、《解放国企》(中信出版社2014年版)等。

袁东明,国务院发展研究中心企业研究所所长助理,研究员。主要致力于企业改革、产业发展与政策、创新等领域的研究。合著著作有《产业联盟与创新》、《中国经济改革30年(国有企业卷)》、《企业变革大趋势:外包合作和网络化经营》、《中国政府采购制度与运行机制研究》等。
Catalogue

第一章 绪论:经济发展不同阶段中的国有企业
一、追赶型国家工业化初期的国有企业:理论与实践
(一)国有企业与工业化、经济增长之间的理论逻辑
(二)我国国有企业的初期贡献
二、经济发展失衡:国有企业弊端的宏观表现
(一)问题的出现
(二)产生问题的原因
三、国有企业改革:体制转轨背景下提高企业效率的努力
(一)20世纪国有企业改革过程的简要回顾
(二)国外的有关情况
四、新阶段国有企业与经济发展之间的关系:基于文献的现代视角
(一)中国过去30多年经济快速增长的源泉
(二)改革开放以来国有企业究竟发挥了多大作用
(三)国有企业与非国有企业间的要素错配对经济增长的影响
(四)中国经济进一步增长的动力与政策挑战
五、简要结论

第二章 国有企业地位的变迁与经济增长动力的变化
一、国有企业主导地位的确立与工业化的快速推进
(一)工业化之梦与苏联示范
(二)我国国有经济主导地位的确立
二、国有企业发展在当时促进了经济增长
三、国有企业和计划经济弊端的显现
(一)宏观经济大起大落和重要比例关系的失调
(二)国有企业本身的弊病亦逐渐显现
(三)国有企业经营状况开始困扰政府
四、非公企业的进入与国有企业的“搞活”
(一)1978年之后大量非公企业诞生和发展
(二)20世纪80年代“搞活”国有企业
(三)国有经济与非国有经济的比重开始发生变化
五、所有制竞争的强化与国有企业的困境
(一)20世纪90年代国有企业逐渐陷入困境
(二)20世纪90年代末国有企业3年改革脱困
六、“双红利”的出现与新一轮国有企业大发展
(一)改革重组红利
(二)重化工业红利
(三)21世纪头10年后半段时期的“国进民退”争议
七、“双红利”的消失与中国经济增长阶段的转折
(一)“双红利”的逐步消失
(二)中国经济增长阶段的转折
(三)增长阶段的转折与外延追赶工业化的收尾
八、增长阶段的转折的含义
(一)既有增长模式难以持续,需要转向新增长模式
(二)需要以新一轮国有企业改革来消除对经济增长的抑制
(三)国有企业本身的经营困境很有可能继续加重
九、简要结论

第三章 国有经济比重与宏观经济表现:对2l世纪以未的实证研究
一、研究背景和实证方法
(一)研究背景和相关文献
(二)研究方法选择
二、所有制结构优化可显著提高区域资金使用效率和投资增速
(一)所有制结构优化对资金使用效率的影响
(二)所有制结构优化对投资增速的影响
(三)所有制结构优化促进区域资金流通、提升投资增速的机制
三、所有制结构优化可降低经济运行中的通货膨胀压力
(一)中国经济存在附加预期的菲利浦斯曲线
(二)所有制结构优化可降低CPI平均涨幅
(三)通过平抑物价上涨,所有制结构优化可对经济带来广泛积极影响
四、所有制结构优化可增加出口和外商直接投资
(一)所有制结构优化对出口占GDP比重的影响
(二)所有制结构优化可增加外商直接投资
(三)所有制结构优化是建设开放经济新体制的重要组成部分
五、所有制结构优化可以提高经济潜在增长率
(一)中国潜在增长率的变化特点
(二)利用面板数据分析方法分离并分析潜在增长率变动的平均规律
(三)所有制结构对潜在GDP的影响的测算
六、增长阶段的重大转折与国有资本集中的主导产业的改革
(一)国有资本集中的主导产业退化是2010年之后经济增速下滑的直接原因
(二)国有企业改革和所有制结构的优化有助于实现中高速增长
七、简要结论
附录计量回归结果的参数及检验值

第四章 国有企业改革对经济增长的提振效应分析
一、有关国有企业发展及经营效率的文献综述
二、对2003-2012年间国有企业和非国有企业效率及发展模式的比较
(一)国有企业在国民经济中的行业分布
(二)国有企业的投资强度高于非国有企业
(三)国有企业和非国有企业生产效率的比较
(四)国有企业对其他企业的溢出效应显著低于非国有企业
三、模拟国有企业改革对经济增速提振效果的可计算一般均衡模型(CGE)
(一)模型的基本特征
(二)模型所反映的国有企业经济特征
四、国有企业改革对增速提振效果的数值模拟分析
(一)模型中反映的国有企业改革影响经济增长的机制
(二)国有企业改革方案的设定
(三)主要模拟结果
(四)国有企业改革的内部效应和外部效应分解
五、简要结论
附表

第五章 国有企业改革与产业结构演变和产业升级
一、经济增长与产业结构调整和产业升级
(一)产业结构调整与经济增长关系的理论研究
(二)中国经济增长的历史就是一部产业结构演变和产业升级的历史
(三)日本产业结构调整对经济增长的影响分析
二、我国国有企业改革滞后阻碍产业结构演变和产业升级
(一)我国产业结构演变和产业升级面临的问题
(二)国有部门改革滞后对产业结构调整和产业升级的负面影响
三、外延追赶工业化收尾期:企业创新逐渐成为经济增长的主要驱动因素
四、国有企业的创新表现
(一)国有企业创新呈现出明显的“高研发密度、低研发效率”特征
(二)国有企业在一般竞争性行业或技术变化快的新兴行业的创新表现欠佳
(三)国有企业在一些特殊和关键性领域有较好的创新表现
五、简要结论

第六章 全球化进程中企业核心竞争力的重建与国有企业重组
一、中国的全球竞争力和中国产业的全球竞争力概貌
(一)中国的全球竞争力
(二)中国产业的全球竞争力
二、中国企业的全球竞争力概貌
(一)总体情况
(二)一些重要行业的情况
三、中国企业全球竞争力的深度分析
(一)分析评价体系的构建
(二)六大制造行业国内领先企业的全球竞争力测算
(三)分行业国际对标评价
四、中国企业核心竞争力的重建与国有企业的重组
五、简要结论

第七章 总结:建立国企改革的新范式及政策挑战
一、研究总结和政策含义
二、国有企业改革的新范式与政策挑战

参考文献
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