国务院发展研究中心刘世锦分析,一般说来,生产能力过剩是市场经济发展到一定阶段后带有规律性的现象,但我国在经济发展水平相对较低的时候,出现生产能力“结构性”过剩问题,则有着特殊的原因。 首先,行政性分权的投融资体制,导致投资决策上的多层次条块分割。大量的投资活动并非企业行为,而是政府行为或具有浓厚的政府色彩。同时地方之间相互攀比,成为过度重复建设的重要体制根源。 其次,我国地域辽阔,市场正处在发育过程中,从投资决策、项目建设、形成生产能力 According to Liu Shijin of the State Council Development Research Center, in general, overcapacity is a phenomenon with regularity after the market economy reaches a certain stage. However, when the level of economic development in China is relatively low, there appears a “structural” surplus in production capacity The problem, there are special reasons. First, the system of investment and financing of administrative decentralization leads to a multi-level segmentation of investment decisions. A large number of investment activities is not business behavior, but government behavior or have a strong government color. At the same time, comparisons between places have become an important institutional root cause of over-duplication. Second, China has a vast territory and the market is in the process of development. From the perspective of investment decision-making and project construction, the formation of production capacity