摘要
我国经常项目持续的大规模顺差,给国民经济的健康发展带来一系列的不利影响。在前人研究的基础上,通过对各种影响因素进行分类拆解,本文试图从理论和实证角度说明长期的储蓄-消费失衡是造成我国贸易顺差的一个重要原因,而其背后的根本原因是由于企业可支配收入相对于劳动者报酬不断提高带来的收入结构和储蓄结构失衡。我国当前企业未分配收入大幅增长的原因可以归结为企业利润率"虚高"和国企"不分红"问题。只有从体制上解决这个问题,才能使储蓄降低到适当的水平,通过拉动内需消除我国过大的贸易顺差,从根本上解决内外经济比例失衡问题。
China's huge current account has become an important influence factor for its sustainability development. Through the analysis for the reasons of the external imbalance, this paper tries to state that it has close relation with internal imbalance, which is characterized by low consumption and high saving rate. The latter can be accused of too much dividends of Stated-owned enterprises and not sharing out bonus with ministry of finance. This paper suggests that the relative fiscal and tax policy reform will solve the above problems.
出处
《经济研究》
CSSCI
北大核心
2009年第8期18-26,共9页
Economic Research Journal
基金
中国经济改革研究基金会和商务部的资助与支持
关键词
外部失衡
消费-储蓄失衡
国企分红
财税改革
External Imbalance
Saving-Consumption Imbalance
SOE Dividends
Fiscal and Tax Policy Reform