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在扩大内需问题上,目前的研究关注的只是最终消费需求,忽视了作为中间需求的国内企业间相互提供的生产性需求这一巨大的内需市场,忽视了国内市场一体化在扩大内需中的基础性作用,忽视了资本品工业的价值链高端环节在扩大内需之中的关键性地位,未能充分认识到工资增长对转变经济发展方式和自主创新的战略意义。本文通过整合迄今为止的经济学说史中的相关论述,提出了四个依次递进的关于“国内经济一体化”的命题,构建了一个对我国内需问题进行综合性分析的理论框架,论证了加快国内经济一体化进程在扩大内需中的引擎作用及其长效机制,讨论了扩大进口战略有可能带来的不利影响,并就扩大内需的四大途径——统一国内市场、提高工资作为增长的发动机、资本品工业高端价值链的进口替代和国民经济平衡发展——提出了新的和具有可操作性的政策建议。
In expanding domestic demand, the current study focuses only on the final consumption demand, neglecting the huge domestic demand market for productive demand provided by domestic enterprises as intermediate demand, and neglecting the foundation of domestic market integration in expanding domestic demand It ignores the key position of the high-end part of the capital goods industry in expanding domestic demand and fails to fully realize the strategic significance of the wage increase in transforming the economic development mode and independent innovation. By integrating the relevant discourses in the history of economic theory so far, this paper proposes four propositions on the “domestic economic integration” which are successively advanced, and constructs a theoretical framework for a comprehensive analysis of the domestic demand in our country. To speed up the process of domestic economic integration in expanding domestic demand in the engine and its long-term mechanism to discuss the possible expansion of the import strategy may have adverse effects, and to expand domestic demand of the four major channels - to unify the domestic market and raise wages as a The engine of growth, the import substitution of the capital goods high-end value chain and the balanced development of the national economy - put forward new and feasible policy recommendations.