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2008年国际金融危机后,过剩产能问题成为制约经济发展的严重桎梏,理论界开始重新思考界定产能过剩的概念。综合国内外文献,产能过剩可从微观和宏观视角、总量与结构视角、体制与非体制视角界定其不同内涵。此外,本文还厘清了产能过剩与一些相近概念的异同。对于产能过剩的成因,本文从市场缺陷、地方政府干预、产业政策偏差、要素价格扭曲四个方面做了文献综述。
After the international financial crisis in 2008, the issue of excess capacity became a serious constraint on economic development. Theorists began to rethink the concept of defining excess capacity. Comprehensive domestic and foreign literature, overcapacity from the micro and macro perspectives, total and structural perspectives, institutional and non-institutional perspective to define its different connotations. In addition, this article also clarifies the similarities and differences between overcapacity and some similar concepts. For the causes of overcapacity, this article reviews the literature from four aspects: market defects, intervention by local governments, deviation of industrial policies, and factor price distortions.