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Research on the Economic Effects of China's Integrated Circuit Industry from the Perspective of Input-Output 投入产出视角下的中国集成电路产业经济效应研究
Pub Date : 2023-03-01 DOI: 10.26599/peo.2023.9310104
艳娟 戴, 鸿 李
集成电路产业在以互联网为代表的信息时代起着决定性作用,已凸显成为我国最重要的战略产业之一。本文编制了集成电路产业投入产出表,通过投入产出表的各类系数来分析我国集成电路的产业关联和波及效应。结果表明:(1)我国集成电路产业作为中间投入品与电子元器件、计算机、通信设备等制造业联系最为密切,产业整体对经济的拉动能力较强,且不易受到其他行业的影响,但集成电路材料部门对经济拉动能力明显低于其他部门,集成电路封装测试部门对经济的推动程度最高;(2)集成电路产业整体属于“出口依赖型”产业且进口依赖出口需求,分部门来看集成电路材料、制造、封装测试部门的生产和出口诱发依存特征符合产业整体趋势,集成电路设备、设计部门属于“投资依赖型”产业且进口依赖投资需求;(3)集成电路产业及其5个子部门的生产诱发系数:出口>投资,进口诱发系数的结论恰好相反。最后本文从实际角度提出增加社会资本注入、构建良好产业生态环境、加强与台湾台积电等企业的联系以及在封装测试业实现定点突破等建议;从投入产出的角度提出加强上下游协同关联、以集成电路封装测试业和制造业为产业核心、加大集成电路产业“引进来”和“走出去”对外开放力度等建议。
集成电路产业在以互联网为代表的信息时代起着决定性作用,已凸显成为我国最重要的战略产业之一。本文编制了集成电路产业投入产出表,通过投入产出表的各类系数来分析我国集成电路的产业关联和波及效应。结果表明:(1)我国集成电路产业作为中间投入品与电子元器件、计算机、通信设备等制造业联系最为密切,产业整体对经济的拉动能力较强,且不易受到其他行业的影响,但集成电路材料部门对经济拉动能力明显低于其他部门,集成电路封装测试部门对经济的推动程度最高;(2)集成电路产业整体属于“出口依赖型”产业且进口依赖出口需求,分部门来看集成电路材料、制造、封装测试部门的生产和出口诱发依存特征符合产业整体趋势,集成电路设备、设计部门属于“投资依赖型”产业且进口依赖投资需求;(3)集成电路产业及其5个子部门的生产诱发系数:出口>投资,进口诱发系数的结论恰好相反。最后本文从实际角度提出增加社会资本注入、构建良好产业生态环境、加强与台湾台积电等企业的联系以及在封装测试业实现定点突破等建议;从投入产出的角度提出加强上下游协同关联、以集成电路封装测试业和制造业为产业核心、加大集成电路产业“引进来”和“走出去”对外开放力度等建议。
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引用次数: 0
A New Proposition: The Direct Proportional Relationship between Intrinsic Labor Complexity and Economic Growth 一个新命题:内在劳动复杂性与经济增长成正比关系
Pub Date : 2023-03-01 DOI: 10.26599/peo.2023.9310102
忠任 张
本文在对大量文献分析的基础上,区分了复杂劳动与复杂劳动力的概念,用“学非所用”以及“算盘悖论”的现象的存在等例证了作为复杂劳动力支出的复杂劳动与复杂劳动力价值之间的关系并不满足充要条件。且认为在劳动生产率提高与单位商品价值量降低的相对运动之中,价值总量增长只有在期差意义下才可以解释(因为根据价值的历史使命,绝对的价值增长是社会退步的体现)。在外在的劳动复杂度呈现降低(去技能化)的趋势之下,却出现了教育培训费的增加,这种复杂的现象唯有用体现在人力资本作用的内在劳动复杂度才可以解释,使得我们需要对经济增长源泉重新认识。由此提出了一个新的命题:内在劳动复杂度与经济增长成正比。本文还在界定了复杂劳动度的理论含义之后,作为对在统计学上碍难理解的关于平均劳动就是简单劳动的马克思论断,尝试通过数学上的一个极限公式,用去技能化趋势下“平均劳动”会趋于简单劳动的倾向来予以解释。
本文在对大量文献分析的基础上,区分了复杂劳动与复杂劳动力的概念,用“学非所用”以及“算盘悖论”的现象的存在等例证了作为复杂劳动力支出的复杂劳动与复杂劳动力价值之间的关系并不满足充要条件。且认为在劳动生产率提高与单位商品价值量降低的相对运动之中,价值总量增长只有在期差意义下才可以解释(因为根据价值的历史使命,绝对的价值增长是社会退步的体现)。在外在的劳动复杂度呈现降低(去技能化)的趋势之下,却出现了教育培训费的增加,这种复杂的现象唯有用体现在人力资本作用的内在劳动复杂度才可以解释,使得我们需要对经济增长源泉重新认识。由此提出了一个新的命题:内在劳动复杂度与经济增长成正比。本文还在界定了复杂劳动度的理论含义之后,作为对在统计学上碍难理解的关于平均劳动就是简单劳动的马克思论断,尝试通过数学上的一个极限公式,用去技能化趋势下“平均劳动”会趋于简单劳动的倾向来予以解释。
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引用次数: 0
A Political Economics Analysis of Data Participation in Capitalism 资本主义数据参与的政治经济学分析
Pub Date : 2023-03-01 DOI: 10.26599/peo.2023.9310108
Z. Liu, Lirong Zhang, Zeyu Zeng
Nowadays, as the development of science and technology promotes the continuous change of the force of production, data is becoming an increasingly important production factor that is deeply involved in the process of production, circulation, distribution and consumption in capitalist society. This study aims to explore the application of data in capitalist production and its implications. We analyzes the data from the labor process and the process of producing surplus value, from which it is concluded that the application of data in the general production process does not deviate from the category of the “ Labor Theory of Value”. In addition, we distinguish the performance of data in the four links of surplus value production, realization, distribution and redistribution, thereby illustrating the positive role of data in the capitalist economy. We also identify changes in the value composition caused by data.
如今,随着科学技术的发展推动着生产力的不断变化,数据正成为日益重要的生产要素,深入到资本主义社会的生产、流通、分配和消费过程中。本研究旨在探讨数据在资本主义生产中的应用及其意义。通过对劳动过程和剩余价值生产过程的数据进行分析,得出数据在一般生产过程中的应用不偏离“劳动价值论”范畴的结论。此外,我们区分了数据在剩余价值生产、实现、分配和再分配四个环节的表现,从而说明了数据在资本主义经济中的积极作用。我们还确定了由数据引起的价值构成的变化。
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引用次数: 0
The Industrial Internet of Things: A Competitive Advantage in the Era of Smart Manufacturing 工业物联网:智能制造时代的竞争优势
Pub Date : 2023-03-01 DOI: 10.26599/peo.2023.9310107
B. Gao, Lan Zhu
At present, the Chinese manufacturing industry's competitive advantage is facing multiple challenges. China's “hexagon diagram” industrial policy, which has promoted the competitive advantage of Chinese companies in the era of globalization, encompasses these six strategies: enhancing factor supply, building infrastructure, improving institutional environments, enlarging market size, promoting industrial clustering, and encouraging competition. The hexagon model of industrial policy has gained China entry into many industries and increased their competitive advantage by lowering production cost and creating full-scope value chains. Lately, this competitive advantage is facing significant challenges from globalization reversal, trade wars, and the technological revolution. Relative to anti-globalization and trade wars, however, the most profound challenge facing China's manufacturing industry is the rise of the Industrial Internet of Things and smart manufacturing. China needs to upgrade its hexagon diagram industrial policy to keep up with new developments in the Industrial Internet of Things in today's era of smart manufacturing.
当前,中国制造业的竞争优势面临多重挑战。中国的“六边形”产业政策促进了中国企业在全球化时代的竞争优势,包括增加要素供给、建设基础设施、改善制度环境、扩大市场规模、促进产业集群和鼓励竞争六大战略。六边形产业政策模式帮助中国进入了许多行业,并通过降低生产成本和创造全方位价值链增加了竞争优势。最近,这一竞争优势正面临全球化逆转、贸易战和技术革命的重大挑战。然而,相对于逆全球化和贸易战,中国制造业面临的最深刻挑战是工业物联网和智能制造的兴起。在当今智能制造时代,中国需要升级六边形产业政策,以跟上工业物联网的新发展。
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引用次数: 0
On Solow-Cobb-Douglas Production Function and it's Relation with Marx's Value Theory of Labor —How to Derive Solow-Cobb-Douglas Production Function from Value Theory of Labor 论索洛-科布-道格拉斯生产函数及其与马克思劳动价值论的关系——如何从劳动价值论推导出索洛-科布-道格拉斯生产函数
Pub Date : 2023-03-01 DOI: 10.26599/peo.2023.9310106
祚庥 何, 承瑞 庆
本文从对当代经济学中最常用的索罗—柯布—道格拉斯生产函数的分析入手,指出这一纯经验的数学函数是可以从马克思的劳动价值论的基本公式WJ=C+V+M推导出来的。为此,要将此公式中只包含人类体力劳动做功的价值扩展到将因科技进步以及市场和交易手段的进步引起的劳动生产率的增长定量地引入,在数学方法处理上采取合理的近似后,可以导出索罗—柯布—道格拉斯生产函数。特别是对索罗余值,也即全要素生产率的表达式,给出了多种因素的物理内容。作为一个初步探索,本文只给出了包含人力劳动以及市场和科技进步等因素共同合成的全要素劳动生产率,但完全可以引入包括外部因素在内的各种可能因素。
本文从对当代经济学中最常用的索罗—柯布—道格拉斯生产函数的分析入手,指出这一纯经验的数学函数是可以从马克思的劳动价值论的基本公式WJ=C+V+M推导出来的。为此,要将此公式中只包含人类体力劳动做功的价值扩展到将因科技进步以及市场和交易手段的进步引起的劳动生产率的增长定量地引入,在数学方法处理上采取合理的近似后,可以导出索罗—柯布—道格拉斯生产函数。特别是对索罗余值,也即全要素生产率的表达式,给出了多种因素的物理内容。作为一个初步探索,本文只给出了包含人力劳动以及市场和科技进步等因素共同合成的全要素劳动生产率,但完全可以引入包括外部因素在内的各种可能因素。
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引用次数: 0
Value Circulation, Economic Structure, and the New Development Paradigm: A Theoretical Framework of Political Economy and International Comparison 价值循环、经济结构与新发展范式:政治经济学与国际比较的理论框架
Pub Date : 2022-12-01 DOI: 10.26599/peo.2022.9310108
Bangxi Li, Yihan Zhao, Zhixuan Feng, Feng Zhao
This study constructs a theoretical framework for understanding the new development paradigm based on value circulation and the reproduction theory of Marx. According to these theories, the essence of economic circulation is value circulation, the core of which is mutual matching among the structures of technological, distribution, demand, and production. We adopted a three-sector reproduction model with fixed capital to understand different development paradigms under various combinations of the four aforementioned structures. On this basis, we use the 1957- 2017 input-output table to construct the three-sector tables and explain the logic of China's economic structure change and the characteristics of the resulting circulation patterns. We also compared the economic structures and circulation patterns of the United States and Japan with those of China to shed light on China's choice of future economic circulation patterns and the new development paradigms.
本文以马克思的价值循环理论和再生产理论为基础,构建了理解新发展范式的理论框架。这些理论认为,经济循环的本质是价值循环,其核心是技术结构、分配结构、需求结构和生产结构之间的相互匹配。我们采用固定资本的三部门再生产模型来理解上述四种结构在不同组合下的不同发展模式。在此基础上,利用1957- 2017年的投入产出表构建三部门表,解释中国经济结构变迁的逻辑以及由此产生的循环模式特征。我们还将美国和日本的经济结构和循环模式与中国的经济结构和循环模式进行了比较,以揭示中国未来经济循环模式的选择和新的发展模式。
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引用次数: 0
Sraffa in the History of Economic Thought: Production Costs in Neoclassical Theory 经济思想史上的斯拉法:新古典理论中的生产成本
Pub Date : 2022-12-01 DOI: 10.26599/peo.2022.9310105
波特伦 谢弗德, 宏 姜
在20世纪20年代,斯拉法对马歇尔经济学进行了一场著名的批判。斯拉法的文章和罗宾逊夫人以及张伯伦的著作掀起了一轮不完全竞争分析的潮流。本文聚焦于斯拉法对马歇尔经济学中生产理论的批判。第一,本文回顾了斯拉法文章的背景,包括经济学的方法论争论。第二,本文重点分析了斯拉法如何在逻辑上拆解了马歇尔经济学。斯拉法的文章从规模收益规律和完全竞争条件的分析入手,揭示了新古典主义经济理论的错误。第三,通过对斯拉法文章的分析,我们可以看到那些通向《用商品生产商品》——日后斯拉法最重要作品——的思想萌芽。
在20世纪20年代,斯拉法对马歇尔经济学进行了一场著名的批判。斯拉法的文章和罗宾逊夫人以及张伯伦的著作掀起了一轮不完全竞争分析的潮流。本文聚焦于斯拉法对马歇尔经济学中生产理论的批判。第一,本文回顾了斯拉法文章的背景,包括经济学的方法论争论。第二,本文重点分析了斯拉法如何在逻辑上拆解了马歇尔经济学。斯拉法的文章从规模收益规律和完全竞争条件的分析入手,揭示了新古典主义经济理论的错误。第三,通过对斯拉法文章的分析,我们可以看到那些通向《用商品生产商品》——日后斯拉法最重要作品——的思想萌芽。
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引用次数: 0
Some Comments on Abroad Study of Transformation Problem 国外转型问题研究述评
Pub Date : 2022-12-01 DOI: 10.26599/peo.2022.9310106
兆梓 荣, 旸 陈
20世纪80年代,弗里和杜梅尼尔等人提出劳动价值论“新解释”。近40年来,国外马克思主义的转形问题研究沿着“新解释”路径推进,产生了一些新观点、新流派。克莱曼和麦克高伦等人的“跨期单一体系”和莫斯里的“宏观货币解释”都是这一理论动向的产物。可惜此类研究大多沿着“新解释”混淆价格与生产价格的错误方向推进,对问题的解决并没有太多贡献。本文从C体系的视角出发回顾近期国外转形问题研究的若干成果。
20世纪80年代,弗里和杜梅尼尔等人提出劳动价值论“新解释”。近40年来,国外马克思主义的转形问题研究沿着“新解释”路径推进,产生了一些新观点、新流派。克莱曼和麦克高伦等人的“跨期单一体系”和莫斯里的“宏观货币解释”都是这一理论动向的产物。可惜此类研究大多沿着“新解释”混淆价格与生产价格的错误方向推进,对问题的解决并没有太多贡献。本文从C体系的视角出发回顾近期国外转形问题研究的若干成果。
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引用次数: 0
The Lewis Transition of China's Urbanization: Historical Positioning, Realization Form and Universal Significance 中国城市化的刘易斯转型:历史定位、实现形式与普遍意义
Pub Date : 2022-12-01 DOI: 10.26599/peo.2022.9310102
垠 吴, 明铠 王
新中国成立一百年时将实现中华民族伟大复兴的梦想,城镇化无疑是实现这一中国梦的重要篇章。选择什么样的城镇化道路,将最终决定中国城镇化发展的结果。这条城镇化道路应当而且必然是中国特色的新型城镇化道路。中国特色新型城镇化道路是以中国国情为背景,经过较长时间探索实践形成的一条既考虑中国自然社会历史条件,又借鉴国外城镇化成功经验的现实路径。它既不是完全自然历史形成的,也不是模仿国外某类城镇化道路而形成的固有模式。中国当前的城镇化道路正经历刘易斯转折期的考验,这对发展中国家跨越城镇化的刘易斯转折期的实践而言,既是一个巨大的社会实验观察室,也是一本富含城镇化建设多样性和复杂性的教科书。本文提出中国克服城镇化的刘易斯转折从1.0到5.0版本的城镇化实现形式,并指出中国求解城镇化刘易斯转折期矛盾的方案完全可为其他国家提供借鉴。
新中国成立一百年时将实现中华民族伟大复兴的梦想,城镇化无疑是实现这一中国梦的重要篇章。选择什么样的城镇化道路,将最终决定中国城镇化发展的结果。这条城镇化道路应当而且必然是中国特色的新型城镇化道路。中国特色新型城镇化道路是以中国国情为背景,经过较长时间探索实践形成的一条既考虑中国自然社会历史条件,又借鉴国外城镇化成功经验的现实路径。它既不是完全自然历史形成的,也不是模仿国外某类城镇化道路而形成的固有模式。中国当前的城镇化道路正经历刘易斯转折期的考验,这对发展中国家跨越城镇化的刘易斯转折期的实践而言,既是一个巨大的社会实验观察室,也是一本富含城镇化建设多样性和复杂性的教科书。本文提出中国克服城镇化的刘易斯转折从1.0到5.0版本的城镇化实现形式,并指出中国求解城镇化刘易斯转折期矛盾的方案完全可为其他国家提供借鉴。
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引用次数: 0
New Development in the Labor Theory of Value under Joint Production: Discussion on the Keys and Fallacies of “Steedman's Puzzle” 联合生产条件下劳动价值论的新发展——兼论“斯蒂德曼之谜”的关键与谬误
Pub Date : 2022-12-01 DOI: 10.26599/peo.2022.9310103
忠任 张
在马克思主义经济学研究中,联合生产问题之所以引人注目,最初是因为斯蒂德曼于1975年提出在联合生产的条件下会出现正的利润与负的剩余价值并存的现象,即所谓的“斯蒂德曼之谜”,并用来作为否定劳动价值论的武器,产生了极其不良的国际影响。本文表明,只要把联合生产最初的产品-生产过程模式变更为部门-部门模式,就能够克服斯拉法分析方法的局限性,由此可以阐明联合生产方法与马克思主义经济学是兼容的,不仅不存在矛盾,而且可以用来分析资源约束条件下的经济增长问题,并可以通过完善负价值的概念,运用劳动价值论来解释环境污染问题与被污染环境的修复问题。本文还构筑了联合生产下的价值决定模型以及联合生产下价值向生产价格转形模型,并给出这两种模型存在唯一正解的条件,从而彻底破解“斯蒂德曼之谜”所提出的诘难。本文不仅拓展了劳动价值论的研究手段,而且丰富了劳动价值论的应用范围。
在马克思主义经济学研究中,联合生产问题之所以引人注目,最初是因为斯蒂德曼于1975年提出在联合生产的条件下会出现正的利润与负的剩余价值并存的现象,即所谓的“斯蒂德曼之谜”,并用来作为否定劳动价值论的武器,产生了极其不良的国际影响。本文表明,只要把联合生产最初的产品-生产过程模式变更为部门-部门模式,就能够克服斯拉法分析方法的局限性,由此可以阐明联合生产方法与马克思主义经济学是兼容的,不仅不存在矛盾,而且可以用来分析资源约束条件下的经济增长问题,并可以通过完善负价值的概念,运用劳动价值论来解释环境污染问题与被污染环境的修复问题。本文还构筑了联合生产下的价值决定模型以及联合生产下价值向生产价格转形模型,并给出这两种模型存在唯一正解的条件,从而彻底破解“斯蒂德曼之谜”所提出的诘难。本文不仅拓展了劳动价值论的研究手段,而且丰富了劳动价值论的应用范围。
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引用次数: 0
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政治经济学季刊
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