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光明日報:穩中求進是做好經濟工作的重要方法論

文章來源:光明日報  發布時間:2018-01-24

【經世致用】

按語:黨的(de)(de)十八大以來,以習近平(ping)同志為(wei)核心的(de)(de)黨中(zhong)央準確把握(wo)全球經(jing)(jing)濟發展(zhan)(zhan)(zhan)大勢和(he)中(zhong)國(guo)經(jing)(jing)濟發展(zhan)(zhan)(zhan)變化,做(zuo)出(chu)我國(guo)經(jing)(jing)濟發展(zhan)(zhan)(zhan)進(jin)入新常態的(de)(de)重大判斷,形成以新發展(zhan)(zhan)(zhan)理念為(wei)指導(dao)、以供給側結構(gou)性(xing)改革為(wei)主線的(de)(de)政(zheng)策框架。與(yu)此同時,對經(jing)(jing)濟工作(zuo)(zuo)思想方(fang)法(fa)(fa)做(zuo)出(chu)重大調(diao)整,強調(diao)要保持(chi)戰略定力,堅持(chi)穩中(zhong)求進(jin)工作(zuo)(zuo)總基調(diao),并將之(zhi)上升為(wei)治國(guo)理政(zheng)的(de)(de)重要原(yuan)則(ze)和(he)經(jing)(jing)濟工作(zuo)(zuo)的(de)(de)方(fang)法(fa)(fa)論。我們要從理論上深化對穩中(zhong)求進(jin)思想方(fang)法(fa)(fa)的(de)(de)認識(shi),在實踐(jian)中(zhong)轉變急于求成的(de)(de)思想觀念和(he)操之(zhi)過急的(de)(de)工作(zuo)(zuo)方(fang)法(fa)(fa),推動經(jing)(jing)濟轉向平(ping)穩健康持(chi)續發展(zhan)(zhan)(zhan)的(de)(de)軌道。

歷(li)史和現(xian)實都(dou)表(biao)明,“穩”才能更好地(di)“進”

穩中(zhong)求進(jin)(jin)(jin),充分體(ti)現(xian)(xian)了(le)實(shi)事求是(shi)的(de)(de)(de)思想方法和(he)(he)遵循經(jing)濟(ji)(ji)規律的(de)(de)(de)科(ke)學態度。“穩”和(he)(he)“進(jin)(jin)(jin)”是(shi)辯證統一的(de)(de)(de),“穩”,才(cai)能更好地“進(jin)(jin)(jin)”,更持(chi)久(jiu)地“進(jin)(jin)(jin)”;“進(jin)(jin)(jin)”,才(cai)能更有效地保持(chi)“穩”,更高水平地實(shi)現(xian)(xian)“穩”。這里的(de)(de)(de)“穩”,強調的(de)(de)(de)是(shi)遵循經(jing)濟(ji)(ji)規律的(de)(de)(de)“穩”;這里的(de)(de)(de)“進(jin)(jin)(jin)”,強調的(de)(de)(de)是(shi)“穩”基礎上的(de)(de)(de)“進(jin)(jin)(jin)”,是(shi)科(ke)學有序(xu)的(de)(de)(de)“進(jin)(jin)(jin)”。歷史(shi)和(he)(he)現(xian)(xian)實(shi)都表明,超越發(fa)展階段(duan)和(he)(he)基本國情而(er)急于求成,往(wang)往(wang)事倍(bei)功(gong)半,欲速而(er)不達。

“以往知(zhi)來,以見知(zhi)隱(yin)”。從新中國(guo)(guo)成(cheng)(cheng)(cheng)立后(hou)經(jing)(jing)(jing)濟(ji)建設的(de)歷史經(jing)(jing)(jing)驗(yan)看(kan),脫離實際情況(kuang),急(ji)于(yu)求成(cheng)(cheng)(cheng),往往要(yao)吃(chi)苦頭,付出的(de)成(cheng)(cheng)(cheng)本和代價也(ye)更(geng)大。在過去一個時期,由于(yu)急(ji)于(yu)改(gai)變貧窮落后(hou)的(de)狀況(kuang),經(jing)(jing)(jing)濟(ji)工(gong)(gong)作中比(bi)較容(rong)易形成(cheng)(cheng)(cheng)急(ji)于(yu)求成(cheng)(cheng)(cheng)的(de)思想方法,盲目強調(diao)(diao)和夸大主觀(guan)能(neng)動(dong)性(xing),不(bu)(bu)顧客觀(guan)條件,不(bu)(bu)尊重(zhong)(zhong)經(jing)(jing)(jing)濟(ji)規(gui)律,往往造(zao)成(cheng)(cheng)(cheng)嚴(yan)(yan)重(zhong)(zhong)失(shi)誤(wu),帶來重(zhong)(zhong)大損失(shi)。比(bi)如(ru),1958年搞“大躍進(jin)(jin)”,一度使國(guo)(guo)民(min)經(jing)(jing)(jing)濟(ji)遭到嚴(yan)(yan)重(zhong)(zhong)破壞,以后(hou)不(bu)(bu)得不(bu)(bu)大幅(fu)調(diao)(diao)低基本建設和若(ruo)干重(zhong)(zhong)工(gong)(gong)業生產指(zhi)標,經(jing)(jing)(jing)過三年調(diao)(diao)整后(hou)才(cai)使國(guo)(guo)民(min)經(jing)(jing)(jing)濟(ji)出現(xian)好轉。又如(ru),1979年和1980年的(de)“洋躍進(jin)(jin)”,引(yin)發(fa)嚴(yan)(yan)重(zhong)(zhong)的(de)財政赤字和物價上(shang)漲,以后(hou)不(bu)(bu)得不(bu)(bu)大幅(fu)調(diao)(diao)低1981年和1982年的(de)增速目標,才(cai)扭轉了被動(dong)局面。再如(ru),1988年“價格闖關(guan)”,出現(xian)了嚴(yan)(yan)重(zhong)(zhong)的(de)通貨膨(peng)脹,最后(hou)通過治理(li)整頓,大幅(fu)調(diao)(diao)低1990年和1991年的(de)增速目標,才(cai)使經(jing)(jing)(jing)濟(ji)重(zhong)(zhong)新回(hui)到正常軌道。這些事實都表明,無論是推動(dong)發(fa)展還是推進(jin)(jin)改(gai)革,都必(bi)須遵(zun)循(xun)經(jing)(jing)(jing)濟(ji)規(gui)律,只有(you)穩(wen)中求進(jin)(jin),才(cai)能(neng)實現(xian)經(jing)(jing)(jing)濟(ji)平穩(wen)健康持續發(fa)展和改(gai)革的(de)有(you)序推進(jin)(jin)。

從當前(qian)國(guo)(guo)內(nei)外(wai)發展態(tai)勢看,穩(wen)(wen)(wen)中求(qiu)進(jin)也是從容(rong)不(bu)迫應對(dui)(dui)內(nei)外(wai)環(huan)境(jing)深(shen)刻(ke)復雜(za)(za)變(bian)化的(de)(de)(de)(de)(de)重(zhong)要(yao)方法。當前(qian),世界經(jing)濟(ji)深(shen)度調(diao)整,逆全球化思潮抬頭,貿易保護(hu)主(zhu)(zhu)義大行其道,國(guo)(guo)際政(zheng)治環(huan)境(jing)復雜(za)(za)變(bian)化,美國(guo)(guo)新(xin)(xin)政(zheng)府上(shang)臺后內(nei)外(wai)政(zheng)策調(diao)整,德、法等主(zhu)(zhu)要(yao)國(guo)(guo)家(jia)(jia)進(jin)入大選(xuan)周(zhou)期,加(jia)之(zhi)難民事件和英(ying)國(guo)(guo)退歐的(de)(de)(de)(de)(de)后續(xu)發酵(jiao),增(zeng)大了全球復蘇進(jin)程的(de)(de)(de)(de)(de)不(bu)確定(ding)(ding)性(xing)(xing)。美聯儲利(li)率調(diao)整的(de)(de)(de)(de)(de)外(wai)溢影(ying)響(xiang)將繼(ji)續(xu)影(ying)響(xiang)國(guo)(guo)際金融市(shi)(shi)場(chang),持(chi)續(xu)多年的(de)(de)(de)(de)(de)低利(li)率若逆向調(diao)整,還(huan)可能引發大規(gui)模(mo)跨境(jing)資本流動(dong)(dong)。從國(guo)(guo)內(nei)看,我國(guo)(guo)經(jing)濟(ji)緩(huan)中趨穩(wen)(wen)(wen)、穩(wen)(wen)(wen)中向好,經(jing)濟(ji)運(yun)行保持(chi)在合理區間,質量和效益提高(gao),服務業占比上(shang)升,消費對(dui)(dui)增(zeng)長(chang)(chang)的(de)(de)(de)(de)(de)貢獻提高(gao),創(chuang)新(xin)(xin)的(de)(de)(de)(de)(de)支撐作用增(zeng)強(qiang),經(jing)濟(ji)由降轉穩(wen)(wen)(wen)條件逐步(bu)積(ji)累。但(dan)也要(yao)看到(dao),經(jing)濟(ji)下(xia)行的(de)(de)(de)(de)(de)周(zhou)期性(xing)(xing)因(yin)素雖有減(jian)(jian)弱,但(dan)結構(gou)性(xing)(xing)矛盾仍(reng)(reng)然(ran)突(tu)(tu)出(chu),經(jing)濟(ji)增(zeng)長(chang)(chang)內(nei)生(sheng)動(dong)(dong)力仍(reng)(reng)然(ran)不(bu)足(zu);產(chan)(chan)業升級和創(chuang)新(xin)(xin)步(bu)伐(fa)加(jia)快,但(dan)產(chan)(chan)能過剩和需(xu)求(qiu)結構(gou)升級矛盾仍(reng)(reng)然(ran)突(tu)(tu)出(chu),創(chuang)新(xin)(xin)和資源優化配置仍(reng)(reng)然(ran)面臨(lin)體(ti)制(zhi)機制(zhi)約束(shu);新(xin)(xin)舊增(zeng)長(chang)(chang)動(dong)(dong)能轉換(huan)步(bu)伐(fa)加(jia)快,但(dan)新(xin)(xin)興產(chan)(chan)業還(huan)不(bu)足(zu)以對(dui)(dui)沖傳統(tong)制(zhi)造業的(de)(de)(de)(de)(de)衰減(jian)(jian)。在這(zhe)種(zhong)情況下(xia),最(zui)需(xu)要(yao)的(de)(de)(de)(de)(de)就是保持(chi)戰(zhan)略定(ding)(ding)力,堅(jian)定(ding)(ding)信(xin)心,從容(rong)不(bu)迫應對(dui)(dui)內(nei)外(wai)環(huan)境(jing)的(de)(de)(de)(de)(de)復雜(za)(za)變(bian)化。要(yao)保持(chi)宏(hong)觀(guan)政(zheng)策的(de)(de)(de)(de)(de)穩(wen)(wen)(wen)定(ding)(ding)性(xing)(xing)、連續(xu)性(xing)(xing),繼(ji)續(xu)實施(shi)積(ji)極的(de)(de)(de)(de)(de)財政(zheng)政(zheng)策和穩(wen)(wen)(wen)健的(de)(de)(de)(de)(de)貨幣政(zheng)策,適度擴大總需(xu)求(qiu),促進(jin)經(jing)濟(ji)持(chi)續(xu)穩(wen)(wen)(wen)定(ding)(ding)增(zeng)長(chang)(chang)。要(yao)保持(chi)經(jing)濟(ji)運(yun)行環(huan)境(jing)穩(wen)(wen)(wen)定(ding)(ding),把防(fang)控金融風(feng)(feng)險(xian)放到(dao)更加(jia)重(zhong)要(yao)的(de)(de)(de)(de)(de)位(wei)置,下(xia)決心處置一(yi)批風(feng)(feng)險(xian)點,著力防(fang)控資產(chan)(chan)泡沫,加(jia)強(qiang)重(zhong)點領域風(feng)(feng)險(xian)排查,確保不(bu)發生(sheng)系統(tong)性(xing)(xing)金融風(feng)(feng)險(xian)。要(yao)穩(wen)(wen)(wen)定(ding)(ding)市(shi)(shi)場(chang)預期,提高(gao)政(zheng)策透明度,加(jia)強(qiang)同市(shi)(shi)場(chang)主(zhu)(zhu)體(ti)溝通,堅(jian)持(chi)社(she)會(hui)主(zhu)(zhu)義市(shi)(shi)場(chang)經(jing)濟(ji)改革方向,堅(jian)持(chi)擴大開放,加(jia)強(qiang)產(chan)(chan)權保護(hu),維護(hu)法治環(huan)境(jing),穩(wen)(wen)(wen)定(ding)(ding)民營企業家(jia)(jia)信(xin)心。

總之,要(yao)堅持(chi)穩(wen)中求進工作總基(ji)調,避(bi)免經濟大(da)的波動,促進經濟筑底企(qi)穩(wen),為供(gong)給側結構(gou)性改革和防控金融風險創造(zao)良好的宏觀(guan)環境。

穩(wen)中求進,才能更好(hao)適應引領(ling)經(jing)濟(ji)新(xin)常態

我國經(jing)(jing)濟(ji)(ji)發展進(jin)入新(xin)(xin)常態,主要經(jing)(jing)濟(ji)(ji)變(bian)量(liang)之間的(de)關系(xi)發生深刻復雜變(bian)化,經(jing)(jing)濟(ji)(ji)運(yun)行呈現(xian)一(yi)系(xi)列新(xin)(xin)特(te)點,只有(you)穩中求進(jin),才能(neng)更好適應引領經(jing)(jing)濟(ji)(ji)新(xin)(xin)常態。

從經濟增(zeng)(zeng)(zeng)長(chang)看(kan),依靠政府(fu)擴大(da)投資(zi)(zi)(zi)拉動經濟增(zeng)(zeng)(zeng)長(chang)的(de)(de)空間收窄,要求(qiu)(qiu)(qiu)更(geng)加(jia)(jia)注重增(zeng)(zeng)(zeng)強經濟增(zeng)(zeng)(zeng)長(chang)的(de)(de)內生動力。自2010年(nian)(nian)(nian)以來,我(wo)(wo)(wo)國經濟在(zai)(zai)波動中下行已持續(xu)六年(nian)(nian)(nian),增(zeng)(zeng)(zeng)速從2010年(nian)(nian)(nian)的(de)(de)10.6%逐(zhu)步(bu)回落到(dao)(dao)2016年(nian)(nian)(nian)前(qian)三季度(du)的(de)(de)6.7%。過去一個時(shi)期(qi),在(zai)(zai)應對經濟下行時(shi),我(wo)(wo)(wo)們更(geng)多從需(xu)(xu)(xu)求(qiu)(qiu)(qiu)側找出路(lu),通過擴大(da)投資(zi)(zi)(zi)需(xu)(xu)(xu)求(qiu)(qiu)(qiu)拉動經濟增(zeng)(zeng)(zeng)長(chang),這在(zai)(zai)當時(shi)傳(chuan)統產(chan)(chan)能(neng)市場(chang)需(xu)(xu)(xu)求(qiu)(qiu)(qiu)還(huan)有(you)空缺的(de)(de)情況下是有(you)效(xiao)(xiao)的(de)(de)。隨著傳(chuan)統產(chan)(chan)能(neng)接近或達(da)到(dao)(dao)上(shang)(shang)限規模(mo),再簡單沿(yan)用“老(lao)辦法(fa)”化(hua)解供需(xu)(xu)(xu)矛(mao)盾,越(yue)來越(yue)受到(dao)(dao)投資(zi)(zi)(zi)效(xiao)(xiao)率(lv)下降和債務杠桿攀升(sheng)(sheng)的(de)(de)約(yue)束。近年(nian)(nian)(nian)來,我(wo)(wo)(wo)國增(zeng)(zeng)(zeng)量資(zi)(zi)(zi)本產(chan)(chan)出比(每(mei)新(xin)(xin)(xin)增(zeng)(zeng)(zeng)1元GDP所需(xu)(xu)(xu)的(de)(de)投資(zi)(zi)(zi))逐(zhu)年(nian)(nian)(nian)提高(gao)(gao),非金(jin)融部(bu)門(men)負債總規模(mo)年(nian)(nian)(nian)均增(zeng)(zeng)(zeng)長(chang)大(da)幅上(shang)(shang)升(sheng)(sheng)。再用“老(lao)辦法(fa)”穩增(zeng)(zeng)(zeng)長(chang),不(bu)僅投資(zi)(zi)(zi)效(xiao)(xiao)率(lv)會繼續(xu)下降,債務杠桿會繼續(xu)攀升(sheng)(sheng),還(huan)將增(zeng)(zeng)(zeng)大(da)金(jin)融風險(xian)發(fa)生的(de)(de)概率(lv),也難以從根(gen)本上(shang)(shang)扭轉經濟短(duan)暫(zan)回升(sheng)(sheng)后繼續(xu)下行的(de)(de)態勢。這就要求(qiu)(qiu)(qiu)我(wo)(wo)(wo)們改變長(chang)期(qi)以來形成的(de)(de)急(ji)于求(qiu)(qiu)(qiu)成的(de)(de)思(si)想方法(fa),扭轉拼(pin)速度(du)、“彎道(dao)超車”和跨越(yue)式(shi)發(fa)展(zhan)的(de)(de)傳(chuan)統做法(fa),保持戰略定力,更(geng)加(jia)(jia)尊重市場(chang)經濟規律,更(geng)加(jia)(jia)注重從供給側想辦法(fa)、出政策,著力釋放市場(chang)主體活力,增(zeng)(zeng)(zeng)強經濟增(zeng)(zeng)(zeng)長(chang)內生動力,矯正要素配置扭曲,使供需(xu)(xu)(xu)在(zai)(zai)更(geng)高(gao)(gao)水平(ping)實現新(xin)(xin)(xin)平(ping)衡,為需(xu)(xu)(xu)求(qiu)(qiu)(qiu)釋放和經濟增(zeng)(zeng)(zeng)長(chang)打開新(xin)(xin)(xin)空間。

從結(jie)構(gou)調(diao)(diao)整(zheng)(zheng)看,依(yi)靠(kao)“鋪攤(tan)子”擴大產(chan)能(neng)(neng)推(tui)動(dong)經(jing)濟(ji)增(zeng)(zeng)長受到產(chan)能(neng)(neng)過(guo)剩的(de)約(yue)束,要(yao)(yao)求(qiu)(qiu)(qiu)將經(jing)濟(ji)工(gong)作重(zhong)(zhong)心轉向提升產(chan)業(ye)價值鏈(lian)和(he)(he)產(chan)品附加值。進入新常(chang)態,經(jing)濟(ji)結(jie)構(gou)從增(zeng)(zeng)量(liang)擴能(neng)(neng)為主轉向調(diao)(diao)整(zheng)(zheng)存量(liang)、做優增(zeng)(zeng)量(liang)并舉。2010年(nian)以來,隨著傳統產(chan)業(ye)市(shi)場(chang)需求(qiu)(qiu)(qiu)逐步趨于飽和(he)(he),工(gong)業(ye)增(zeng)(zeng)速持(chi)續回落,服(fu)務(wu)業(ye)比(bi)重(zhong)(zhong)逐年(nian)上(shang)升,2015年(nian)服(fu)務(wu)業(ye)占GDP的(de)比(bi)重(zhong)(zhong)達(da)到50.5%,首(shou)次突破50%。在工(gong)業(ye)內部,鋼鐵、煤炭、建材、有色、石(shi)化、電力等行業(ye)已達(da)到或超過(guo)峰值。由此可見,再(zai)像過(guo)去(qu)那樣,依(yi)靠(kao)“鋪攤(tan)子”擴大制(zhi)(zhi)造業(ye)產(chan)能(neng)(neng)推(tui)動(dong)經(jing)濟(ji)增(zeng)(zeng)長越來越走不(bu)下去(qu)了。再(zai)沿用“老辦法”,通過(guo)擴大產(chan)能(neng)(neng)推(tui)動(dong)發(fa)展,就會加劇重(zhong)(zhong)復生(sheng)產(chan)和(he)(he)產(chan)能(neng)(neng)過(guo)剩,扭曲(qu)資(zi)源配置(zhi)。這就要(yao)(yao)求(qiu)(qiu)(qiu)我們更大程度(du)上(shang)發(fa)揮市(shi)場(chang)配置(zhi)資(zi)源的(de)作用,更加尊重(zhong)(zhong)價值規(gui)律(lv)、供求(qiu)(qiu)(qiu)規(gui)律(lv)、競爭規(gui)律(lv),通過(guo)市(shi)場(chang)競爭形(xing)成優勝劣(lie)汰的(de)機制(zhi)(zhi),通過(guo)市(shi)場(chang)價格調(diao)(diao)節供給和(he)(he)需求(qiu)(qiu)(qiu),引導市(shi)場(chang)主體(ti)提升產(chan)業(ye)價值鏈(lian)和(he)(he)產(chan)品附加值,邁向中高端水(shui)平,形(xing)成經(jing)濟(ji)結(jie)構(gou)的(de)動(dong)態優化調(diao)(diao)整(zheng)(zheng)。

從(cong)動(dong)(dong)(dong)(dong)力(li)(li)(li)(li)轉(zhuan)(zhuan)換看(kan),資(zi)源和(he)要(yao)素(su)大(da)規(gui)模(mo)、高(gao)強度投(tou)入(ru)的(de)條(tiao)件(jian)深刻(ke)變(bian)化,要(yao)求(qiu)(qiu)更加(jia)注(zhu)重提高(gao)勞(lao)(lao)動(dong)(dong)(dong)(dong)生(sheng)(sheng)產(chan)率(lv)(lv)和(he)全(quan)要(yao)素(su)生(sheng)(sheng)產(chan)率(lv)(lv)。進入(ru)新(xin)(xin)常態(tai)(tai),支撐過(guo)去(qu)30多年(nian)經(jing)(jing)(jing)濟(ji)高(gao)速(su)增長(chang)的(de)生(sheng)(sheng)產(chan)要(yao)素(su)供(gong)求(qiu)(qiu)關系發(fa)(fa)生(sheng)(sheng)變(bian)化,發(fa)(fa)展動(dong)(dong)(dong)(dong)力(li)(li)(li)(li)從(cong)主(zhu)要(yao)依靠資(zi)源和(he)低(di)成本(ben)勞(lao)(lao)動(dong)(dong)(dong)(dong)力(li)(li)(li)(li)等要(yao)素(su)驅動(dong)(dong)(dong)(dong)轉(zhuan)(zhuan)向(xiang)創新(xin)(xin)驅動(dong)(dong)(dong)(dong)。近(jin)年(nian)來,勞(lao)(lao)動(dong)(dong)(dong)(dong)年(nian)齡人(ren)口逐年(nian)減(jian)少(shao),礦產(chan)資(zi)源人(ren)均占(zhan)(zhan)有(you)量大(da)幅下(xia)降,土地供(gong)給日趨緊張(zhang),生(sheng)(sheng)態(tai)(tai)環境硬約束強化,原(yuan)有(you)的(de)低(di)成本(ben)競爭優勢開始減(jian)弱,繼續依靠大(da)規(gui)模(mo)增加(jia)投(tou)入(ru)支撐經(jing)(jing)(jing)濟(ji)增長(chang)已越(yue)來越(yue)難(nan)。在市場的(de)倒逼下(xia),越(yue)來越(yue)多的(de)企業增加(jia)研(yan)發(fa)(fa)投(tou)入(ru),培育新(xin)(xin)的(de)增長(chang)點(dian),新(xin)(xin)技術、新(xin)(xin)產(chan)品(pin)(pin)、新(xin)(xin)業態(tai)(tai)、新(xin)(xin)模(mo)式(shi)不斷(duan)興起。2016年(nian)前三季度,新(xin)(xin)能(neng)源汽車、工(gong)業機(ji)(ji)器人(ren)、集成電路等產(chan)品(pin)(pin)分別增長(chang)83.7%、30.8%、18.2%;實物商品(pin)(pin)網(wang)上零售額(e)同(tong)比增長(chang)25.1%,占(zhan)(zhan)社會消費品(pin)(pin)零售總(zong)額(e)比重上升到11.7%。但新(xin)(xin)動(dong)(dong)(dong)(dong)力(li)(li)(li)(li)規(gui)模(mo)總(zong)體偏(pian)小,還無法完全(quan)對沖舊(jiu)(jiu)動(dong)(dong)(dong)(dong)力(li)(li)(li)(li)衰減(jian)的(de)影響,舊(jiu)(jiu)動(dong)(dong)(dong)(dong)力(li)(li)(li)(li)“唱主(zhu)角”的(de)格局短期還難(nan)以改(gai)變(bian),經(jing)(jing)(jing)濟(ji)增長(chang)還難(nan)以完全(quan)擺脫對舊(jiu)(jiu)動(dong)(dong)(dong)(dong)力(li)(li)(li)(li)的(de)依賴(lai)。這就要(yao)求(qiu)(qiu)加(jia)快經(jing)(jing)(jing)濟(ji)發(fa)(fa)展方式(shi)從(cong)規(gui)模(mo)速(su)度型向(xiang)質量效率(lv)(lv)型轉(zhuan)(zhuan)變(bian),更加(jia)注(zhu)重創新(xin)(xin)驅動(dong)(dong)(dong)(dong),著力(li)(li)(li)(li)提高(gao)勞(lao)(lao)動(dong)(dong)(dong)(dong)生(sheng)(sheng)產(chan)率(lv)(lv)和(he)全(quan)要(yao)素(su)生(sheng)(sheng)產(chan)率(lv)(lv),在培育新(xin)(xin)產(chan)業、新(xin)(xin)服務、新(xin)(xin)業態(tai)(tai)的(de)同(tong)時(shi),為舊(jiu)(jiu)動(dong)(dong)(dong)(dong)力(li)(li)(li)(li)引(yin)入(ru)新(xin)(xin)技術、新(xin)(xin)機(ji)(ji)制、新(xin)(xin)模(mo)式(shi),形成新(xin)(xin)舊(jiu)(jiu)動(dong)(dong)(dong)(dong)力(li)(li)(li)(li)有(you)序接續、協同(tong)拉動(dong)(dong)(dong)(dong)的(de)新(xin)(xin)局面。

穩中求進,才能推(tui)進供(gong)給側結構性改革(ge)不斷深(shen)化

當前(qian)我國經濟(ji)(ji)運行存在(zai)的(de)突(tu)出矛(mao)盾(dun)和問題(ti),如產(chan)(chan)(chan)能(neng)過剩和需求(qiu)(qiu)結構(gou)(gou)升(sheng)級(ji)矛(mao)盾(dun)突(tu)出、經濟(ji)(ji)增長內生動(dong)力不足(zu)、金融(rong)風險有所積聚(ju)、部分(fen)地(di)區困(kun)難增多(duo)等,根(gen)(gen)源是重(zhong)(zhong)大結構(gou)(gou)性失衡,主要(yao)表現為實(shi)(shi)體(ti)經濟(ji)(ji)結構(gou)(gou)性供(gong)(gong)(gong)需失衡,供(gong)(gong)(gong)給結構(gou)(gou)不適應(ying)需求(qiu)(qiu)結構(gou)(gou)向高(gao)端化(hua)、個性化(hua)、服務化(hua)升(sheng)級(ji)趨勢(shi),無效(xiao)供(gong)(gong)(gong)給過多(duo),有效(xiao)需求(qiu)(qiu)難以得到(dao)滿足(zu);金融(rong)和實(shi)(shi)體(ti)經濟(ji)(ji)失衡,在(zai)實(shi)(shi)體(ti)經濟(ji)(ji)盈利能(neng)力下降的(de)情況下,資金“脫實(shi)(shi)向虛”,扭(niu)曲了(le)金融(rong)資源配(pei)置(zhi)(zhi);房(fang)地(di)產(chan)(chan)(chan)和實(shi)(shi)體(ti)經濟(ji)(ji)失衡,資源過度向房(fang)地(di)產(chan)(chan)(chan)領域(yu)集(ji)中,增大了(le)房(fang)地(di)產(chan)(chan)(chan)泡(pao)沫(mo),擠壓(ya)了(le)實(shi)(shi)體(ti)經濟(ji)(ji)發展空(kong)間。這(zhe)些重(zhong)(zhong)大結構(gou)(gou)性失衡雖有階(jie)段性政策性因(yin)素,但(dan)根(gen)(gen)本原因(yin)是體(ti)制(zhi)機制(zhi)性問題(ti)。要(yao)從供(gong)(gong)(gong)給側(ce)結構(gou)(gou)性改(gai)革(ge)上(shang)找出路(lu),想辦法(fa)(fa),通過深化(hua)改(gai)革(ge),健全要(yao)素市場,增強價格機制(zhi)引導資源配(pei)置(zhi)(zhi)的(de)作用,實(shi)(shi)現供(gong)(gong)(gong)需在(zai)更(geng)高(gao)水平(ping)上(shang)的(de)新平(ping)衡。這(zhe)既(ji)需要(yao)勇氣和決(jue)心,更(geng)需要(yao)耐心和耐力,堅持(chi)不懈,久久為功,避免(mian)簡單(dan)用行政手段,或做(zuo)表面文章的(de)做(zuo)法(fa)(fa),真(zhen)正達到(dao)提升(sheng)供(gong)(gong)(gong)給體(ti)系質量(liang)、提高(gao)供(gong)(gong)(gong)給結構(gou)(gou)對需求(qiu)(qiu)結構(gou)(gou)適應(ying)性的(de)目的(de)。

去(qu)(qu)年,供(gong)給側(ce)結構性(xing)改(gai)革(ge)(ge)重(zhong)點推進(jin)(jin)(jin)“三(san)(san)去(qu)(qu)一降(jiang)(jiang)一補(bu)”五(wu)大(da)任(ren)務,提(ti)振了市(shi)場(chang)預期和(he)信(xin)心,工(gong)(gong)業(ye)(ye)品價格在(zai)(zai)連續(xu)(xu)54個(ge)月負增(zeng)長后由(you)負轉正,工(gong)(gong)業(ye)(ye)企(qi)業(ye)(ye)利(li)潤持(chi)續(xu)(xu)改(gai)善(shan),部(bu)分(fen)行(xing)業(ye)(ye)供(gong)求(qiu)關系、政(zheng)(zheng)府(fu)和(he)企(qi)業(ye)(ye)理念(nian)行(xing)為發(fa)生積極變化(hua)(hua)(hua)(hua)。與此同(tong)(tong)時,供(gong)給側(ce)結構性(xing)改(gai)革(ge)(ge)進(jin)(jin)(jin)展不平(ping)衡,仍面(mian)(mian)臨各(ge)種(zhong)體制(zhi)性(xing)機制(zhi)性(xing)問題。今(jin)年深入(ru)推進(jin)(jin)(jin)“三(san)(san)去(qu)(qu)一降(jiang)(jiang)一補(bu)”,要在(zai)(zai)總結已(yi)有(you)經驗的基(ji)礎(chu)上(shang),按照穩中(zhong)求(qiu)進(jin)(jin)(jin)的原(yuan)則(ze)深入(ru)推進(jin)(jin)(jin),努力(li)(li)取(qu)得實質(zhi)性(xing)進(jin)(jin)(jin)展。在(zai)(zai)去(qu)(qu)產(chan)(chan)(chan)能方面(mian)(mian),繼(ji)續(xu)(xu)推動(dong)鋼鐵(tie)、煤炭行(xing)業(ye)(ye)化(hua)(hua)(hua)(hua)解過(guo)剩(sheng)產(chan)(chan)(chan)能,同(tong)(tong)時做好其他產(chan)(chan)(chan)能嚴(yan)重(zhong)過(guo)剩(sheng)行(xing)業(ye)(ye)的去(qu)(qu)產(chan)(chan)(chan)能工(gong)(gong)作(zuo)。按照市(shi)場(chang)化(hua)(hua)(hua)(hua)法(fa)治(zhi)化(hua)(hua)(hua)(hua)原(yuan)則(ze),以(yi)處(chu)置(zhi)(zhi)僵尸企(qi)業(ye)(ye)和(he)空殼企(qi)業(ye)(ye)為突破口,通過(guo)嚴(yan)格執行(xing)環(huan)保(bao)(bao)、能耗、質(zhi)量、安(an)(an)全(quan)等(deng)相(xiang)關法(fa)律(lv)法(fa)規標準,推動(dong)企(qi)業(ye)(ye)兼并重(zhong)組(zu),去(qu)(qu)除落后產(chan)(chan)(chan)能,盤活沉淀(dian)的土地(di)(di)、廠房(fang)、設備等(deng)各(ge)種(zhong)資(zi)(zi)(zi)源,建(jian)立(li)過(guo)剩(sheng)產(chan)(chan)(chan)能的有(you)效出清機制(zhi),防止(zhi)已(yi)經化(hua)(hua)(hua)(hua)解的過(guo)剩(sheng)產(chan)(chan)(chan)能死(si)灰復(fu)燃(ran)。在(zai)(zai)去(qu)(qu)庫(ku)存(cun)方面(mian)(mian),堅持(chi)分(fen)類(lei)調控(kong),因(yin)城(cheng)(cheng)施策,重(zhong)點解決三(san)(san)四(si)(si)線(xian)(xian)城(cheng)(cheng)市(shi)房(fang)地(di)(di)產(chan)(chan)(chan)庫(ku)存(cun)過(guo)多(duo)問題。通過(guo)推進(jin)(jin)(jin)人(ren)口城(cheng)(cheng)鎮化(hua)(hua)(hua)(hua)減(jian)少三(san)(san)四(si)(si)線(xian)(xian)城(cheng)(cheng)市(shi)房(fang)地(di)(di)產(chan)(chan)(chan)庫(ku)存(cun),繼(ji)續(xu)(xu)提(ti)高(gao)棚改(gai)貨幣化(hua)(hua)(hua)(hua)安(an)(an)置(zhi)(zhi)比(bi)例,鼓勵農(nong)業(ye)(ye)轉移人(ren)口購(gou)買城(cheng)(cheng)市(shi)商品房(fang),在(zai)(zai)人(ren)口凈流(liu)出地(di)(di)區還要控(kong)制(zhi)房(fang)地(di)(di)產(chan)(chan)(chan)用(yong)地(di)(di)供(gong)給量。在(zai)(zai)去(qu)(qu)杠(gang)(gang)桿(gan)方面(mian)(mian),要在(zai)(zai)控(kong)制(zhi)總杠(gang)(gang)桿(gan)率的前提(ti)下,把(ba)降(jiang)(jiang)低(di)企(qi)業(ye)(ye)杠(gang)(gang)桿(gan)率作(zuo)為重(zhong)中(zhong)之重(zhong)。按照市(shi)場(chang)化(hua)(hua)(hua)(hua)法(fa)治(zhi)化(hua)(hua)(hua)(hua)原(yuan)則(ze),有(you)序推進(jin)(jin)(jin)資(zi)(zi)(zi)產(chan)(chan)(chan)重(zhong)組(zu)和(he)債(zhai)務處(chu)置(zhi)(zhi),開展市(shi)場(chang)化(hua)(hua)(hua)(hua)債(zhai)轉股,更多(duo)發(fa)揮國家和(he)地(di)(di)方資(zi)(zi)(zi)產(chan)(chan)(chan)管(guan)理公(gong)司作(zuo)用(yong),建(jian)立(li)不良資(zi)(zi)(zi)產(chan)(chan)(chan)交(jiao)易(yi)平(ping)臺(tai),推進(jin)(jin)(jin)不良資(zi)(zi)(zi)產(chan)(chan)(chan)證券化(hua)(hua)(hua)(hua)試點,設立(li)快速(su)清算通道,提(ti)高(gao)資(zi)(zi)(zi)產(chan)(chan)(chan)處(chu)置(zhi)(zhi)效率。在(zai)(zai)降(jiang)(jiang)成(cheng)(cheng)(cheng)本(ben)方面(mian)(mian),要在(zai)(zai)加大(da)減(jian)稅(shui)、降(jiang)(jiang)費、降(jiang)(jiang)低(di)要素(su)成(cheng)(cheng)(cheng)本(ben)工(gong)(gong)作(zuo)力(li)(li)度基(ji)礎(chu)上(shang),著力(li)(li)降(jiang)(jiang)低(di)制(zhi)度性(xing)交(jiao)易(yi)成(cheng)(cheng)(cheng)本(ben)。深入(ru)推進(jin)(jin)(jin)放管(guan)服(fu)改(gai)革(ge)(ge),減(jian)少審批事(shi)項,優化(hua)(hua)(hua)(hua)政(zheng)(zheng)府(fu)服(fu)務,提(ti)高(gao)辦事(shi)效率,放開中(zhong)介(jie)服(fu)務市(shi)場(chang),清理“紅(hong)頂(ding)中(zhong)介(jie)”,降(jiang)(jiang)低(di)各(ge)類(lei)中(zhong)介(jie)評估費用(yong)和(he)服(fu)務收費。在(zai)(zai)補(bu)短板(ban)方面(mian)(mian),在(zai)(zai)補(bu)硬短板(ban)和(he)發(fa)展短板(ban)的同(tong)(tong)時,著力(li)(li)補(bu)軟短版(ban)和(he)制(zhi)度短板(ban),加強創新能力(li)(li)、人(ren)力(li)(li)資(zi)(zi)(zi)本(ben)、征信(xin)體系、社會(hui)保(bao)(bao)障、市(shi)場(chang)監(jian)管(guan)和(he)公(gong)共服(fu)務等(deng)建(jian)設,增(zeng)加社會(hui)民生和(he)生態環(huan)境(jing)投入(ru),更有(you)力(li)(li)扎實推進(jin)(jin)(jin)脫貧攻堅,集中(zhong)力(li)(li)量攻克薄弱環(huan)節,增(zeng)強人(ren)民群眾的獲得感。

與此(ci)同(tong)時(shi),在“三去一降一補”基(ji)礎(chu)(chu)上,供(gong)給(gei)(gei)側(ce)結(jie)(jie)構性改(gai)革還要拓(tuo)展(zhan)新(xin)領域。針(zhen)(zhen)對糧食產(chan)(chan)(chan)(chan)量(liang)持續增(zeng)(zeng)長,庫存(cun)壓力不斷增(zeng)(zeng)大,綠色優(you)質(zhi)農(nong)產(chan)(chan)(chan)(chan)品(pin)(pin)供(gong)給(gei)(gei)不足,農(nong)民增(zeng)(zeng)收難(nan)度(du)增(zeng)(zeng)大等(deng)(deng)矛盾和(he)問(wen)題(ti),推(tui)進(jin)(jin)農(nong)業供(gong)給(gei)(gei)側(ce)結(jie)(jie)構性改(gai)革,把增(zeng)(zeng)加(jia)綠色優(you)質(zhi)農(nong)產(chan)(chan)(chan)(chan)品(pin)(pin)供(gong)給(gei)(gei)放在突出位置,積極穩(wen)妥推(tui)進(jin)(jin)糧食等(deng)(deng)重要農(nong)產(chan)(chan)(chan)(chan)品(pin)(pin)價格形成(cheng)機(ji)制(zhi)和(he)收儲(chu)制(zhi)度(du)改(gai)革,繼(ji)續抓好玉米收儲(chu)制(zhi)度(du)改(gai)革,完善稻(dao)谷小麥最(zui)低收購價政策。針(zhen)(zhen)對生產(chan)(chan)(chan)(chan)要素成(cheng)本(ben)快(kuai)速上升和(he)國內(nei)外市場需(xu)求變(bian)化(hua),傳統產(chan)(chan)(chan)(chan)業盈(ying)利(li)水平下降和(he)資(zi)金“脫(tuo)實(shi)向(xiang)虛”現象,大力振興實(shi)體(ti)經(jing)(jing)濟,推(tui)動實(shi)體(ti)經(jing)(jing)濟適(shi)應市場需(xu)求變(bian)化(hua),加(jia)快(kuai)產(chan)(chan)(chan)(chan)品(pin)(pin)更新(xin)換(huan)代,提高產(chan)(chan)(chan)(chan)品(pin)(pin)質(zhi)量(liang)和(he)工(gong)藝(yi)水平,增(zeng)(zeng)強(qiang)創新(xin)能力和(he)核(he)心(xin)競爭力,做(zuo)(zuo)實(shi)做(zuo)(zuo)優(you)做(zuo)(zuo)強(qiang)實(shi)體(ti)經(jing)(jing)濟。針(zhen)(zhen)對金融資(zi)源(yuan)過(guo)度(du)向(xiang)房(fang)地(di)產(chan)(chan)(chan)(chan)集中(zhong)和(he)房(fang)地(di)產(chan)(chan)(chan)(chan)泡沫等(deng)(deng)問(wen)題(ti),把促進(jin)(jin)房(fang)地(di)產(chan)(chan)(chan)(chan)市場平穩(wen)健康(kang)發展(zhan)作為供(gong)給(gei)(gei)側(ce)結(jie)(jie)構性改(gai)革的重要任務,加(jia)快(kuai)研(yan)究(jiu)建(jian)立(li)符合國情、適(shi)應市場規律的基(ji)礎(chu)(chu)性制(zhi)度(du)和(he)長效(xiao)機(ji)制(zhi),限(xian)制(zhi)信貸資(zi)金流(liu)向(xiang)投(tou)資(zi)投(tou)機(ji)性購房(fang)。落實(shi)人地(di)掛鉤政策,根據人口流(liu)動情況分配(pei)建(jian)設用地(di)指標,提高住宅用地(di)比例,加(jia)快(kuai)研(yan)究(jiu)房(fang)地(di)產(chan)(chan)(chan)(chan)稅(shui)立(li)法(fa)并(bing)適(shi)時(shi)推(tui)進(jin)(jin)改(gai)革。

總之(zhi),我們要堅(jian)持(chi)穩中(zhong)求進(jin)(jin)的(de)思(si)(si)想方法,保持(chi)戰略定力,堅(jian)持(chi)問題導向、底線(xian)思(si)(si)維,發揚釘(ding)釘(ding)子精神,一(yi)步(bu)一(yi)個(ge)腳印向前邁進(jin)(jin),推動中(zhong)國經濟(ji)實現新(xin)發展。

本(ben)文摘(zhai)自:《光明日報》

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