正确认识和处理供给侧改革与需求侧管理的关系*

如何正确认识供给侧结构性改革与需求侧管理的关系,实质上是正确认识供给与需求的关系问题。供给与需求是相互依存相互作用的。微观和宏观经济变量的均衡值都是由供求均衡决定的。不分长短期,只强调供给重要或只强调需求重要,都是片面的。推进供给侧结构性改革必须以需求为依托,以适度扩大需求为基础。脱离需求,供给侧结构性改革就会失去方向、失去目标。要完善需求侧管理必须深化供给侧结构性改革,因为需求规模及其增长、需求结构变化归根到底是由制度体制因素决定的。深化改革那些阻碍需求结构优化和需求增长的体制机制正是供给侧结构性改革的题中应有之意。

CORRECTLYUNDERSTANDANDHANDLETHERELATIONSHIPBETWEENSUPPLY-SIDEREFORM ANDDEMAND-SIDE MANAGEMENT

Abstract:Howtocorrectlyunderstandtherelationshipbetweensupply-sidestructuralreformanddemand- sidemanagementrestswithcorrectlyunderstandingtherelationshipbetweensupplyanddemand. Supplyanddemandareinterdependent.Theequilibriumvaluesofmicroandmacroeconomicvariablesare determinedbytheequilibriumofsupplyanddemand.Itisone-sidedtoemphasizetheimportanceofsupply ordemandregardlessoftheperiod.Topromotethesupply-sidestructuralreform,we mustrelyon demandandexpandaggregatedemandmoderately.Withoutdemand,thesupply-sidestructuralreformwill loseitsdirectionandgoal.Inordertoimprovethedemand-sidemanagement,wemustdeepenthesupplysidestructuralreform, becausethescaleofdemandanditsgrowth,thechangeofdemandstructureare bothdeterminedbyinstitutionalfactorsinthefinal.Deepeningthereformoftheinstitutionsandmechanismsthathindertheoptimizationofdemandstructureandthegrowthofdemandisexactlywhatthe upply-sidestructuralreformshouldmean.