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競爭優(yōu)勢論:經(jīng)濟(jì)增長導(dǎo)向說 讀者對象:該領(lǐng)域研究人員 ![]()
探尋一個區(qū)域或國家經(jīng)濟(jì)增長的內(nèi)在源泉,成為世界各國經(jīng)濟(jì)學(xué)家不懈追溯的核心論題。本書倡導(dǎo)在探索一個區(qū)域或國家的經(jīng)濟(jì)增長路徑、挖掘其經(jīng)濟(jì)增長源泉時,應(yīng)高度重視區(qū)域政府在中觀經(jīng)濟(jì)領(lǐng)域的市場主體作用。它與微觀經(jīng)濟(jì)領(lǐng)域企業(yè)市場主體關(guān)聯(lián)互動,形成市場競爭的雙重驅(qū)動力,其理論能有效克服比較優(yōu)勢陷阱或單一企業(yè)競爭理論的缺陷,其實踐能逐一破解為什么一些區(qū)域或國家富有而另一些區(qū)域或國家貧窮,為什么一些區(qū)域或國家能出現(xiàn)經(jīng)濟(jì)增長奇跡,以及世界各國對經(jīng)濟(jì)增長內(nèi)在源泉與路徑選擇的迷茫。
陳云賢
---------------------------- 陳云賢,北京大學(xué)經(jīng)濟(jì)學(xué)博士,高級經(jīng)濟(jì)師,享受國務(wù)院特殊津貼。曾任哈佛大學(xué)、香港理工大學(xué)、北京大學(xué)、中山大學(xué)等高校客座教授、研究員,博士研究生導(dǎo)師。中國知名券商廣發(fā)證券創(chuàng)始人。曾先后赴美國馬薩諸塞大學(xué)波士頓分校、哈佛大學(xué)商學(xué)院、哈佛大學(xué)肯尼迪政府學(xué)院、耶魯大學(xué)和加拿大多倫多大學(xué)羅特曼管理學(xué)院進(jìn)修學(xué)習(xí)。著有《國家金融學(xué)》《中觀經(jīng)濟(jì)學(xué)》《市場競爭雙重主體論:兼談中觀經(jīng)濟(jì)學(xué)的創(chuàng)立與發(fā)展》等經(jīng)濟(jì)學(xué)、金融學(xué)中英文著作20多本。在《經(jīng)濟(jì)研究》《經(jīng)濟(jì)學(xué)家》等雜志發(fā)表論文百余篇。 徐雷 ---------------------------- 徐雷,經(jīng)濟(jì)學(xué)博士、工商管理學(xué)博士后,遼寧大學(xué)經(jīng)濟(jì)學(xué)院教授,產(chǎn)業(yè)經(jīng)濟(jì)系主任,遼寧大學(xué)智能制造與產(chǎn)業(yè)數(shù)字化研究院院長,中山大學(xué)中觀經(jīng)濟(jì)學(xué)研究院客座研究員,中國工業(yè)經(jīng)濟(jì)學(xué)會理事。曾先后在澳大利亞南澳大學(xué)商學(xué)院、美國伊利諾伊理工大學(xué)斯圖爾特商學(xué)院、中山大學(xué)嶺南學(xué)院等國內(nèi)外高校任訪問學(xué)者。主要研究方向為中觀經(jīng)濟(jì)學(xué)、產(chǎn)業(yè)組織與博弈論等。
Contents
Chapter 1 Limitations of the Comparative Advantage Development Strategy / 002
Section1: Controversies of the Comparative Advantage Development Strategy / 002
I. The Comparative Advantage Development Strategy and Its Theoretical Development / 002
II. Academic Critiques of the Comparative Advantage Development Strategy / 004
Section 2: Comparative Advantage under Conditions of Large Country Demand, Economies of Scale, and Factor Mobility / 008
I. Basic Model Setup / 008
II. Large Country Demand and Comparative Advantage / 018
III. Economies of Scale and Comparative Advantage / 022
IV. Factor Mobility and Comparative Advantage / 032
Section 3:Scope of Application of Comparative Advantage Theory / 042
I. Scope of Application / 042
II. Beware of the “Comparative Advantage Trap” / 046
Chapter 2 The Rise and Defects of Michael Porter′s CompetitiveA dvantage Theory / 050
Section1: Michael Porter′s Competitive Advantage Theory / 050
I. Michael Porter′s Diamond Model of Competitive Advantage Theory / 050
II. Four Stages of National Competitive Advantage Development / 054
Section 2: Critique of Comparative Advantage Theory by Competitive Advantage Theory / 056
I. Views of Competitive Advantage Theory / 056
II. Industrial Export Data Fail to Support Comparative Advantage Theory / 058
Section 3: Limitations of Michael Porter′s Competitive Advantage Theory / 064
I. Insufficient Understanding of the Role of Government / 064
II. Inadequate Explanation of How to Upgrade from Low to High Development Stages / 066
目錄
第一章 比較優(yōu)勢發(fā)展戰(zhàn)略的局限性/ 003
第一節(jié) 比較優(yōu)勢發(fā)展戰(zhàn)略面臨的爭議/ 003
一、比較優(yōu)勢發(fā)展戰(zhàn)略及其理論發(fā)展/ 003
二、學(xué)界對比較優(yōu)勢發(fā)展戰(zhàn)略的質(zhì)疑/ 005
第二節(jié) 大國需求、規(guī)模經(jīng)濟(jì)與要素可流動條件下的比較優(yōu)勢/ 009
一、基本模型設(shè)定/ 009
二、大國需求與比較優(yōu)勢/ 019
三、規(guī)模經(jīng)濟(jì)與比較優(yōu)勢/ 023
四、要素可流動與比較優(yōu)勢/ 033
第三節(jié) 比較優(yōu)勢理論的適用范圍/ 043
一、適用范圍/ 043
二、警惕“比較優(yōu)勢陷阱”/ 047
第二章 邁克爾·波特競爭優(yōu)勢理論的興起與缺陷/ 051
第一節(jié) 邁克爾·波特競爭優(yōu)勢理論/ 051
一、邁爾克·波特競爭優(yōu)勢理論的鉆石模型/ 051
二、國家競爭優(yōu)勢發(fā)展的四個階段/ 055
第二節(jié) 競爭優(yōu)勢理論對比較優(yōu)勢理論的批判/ 057
一、競爭優(yōu)勢理論的觀點/ 057
二、產(chǎn)業(yè)出口數(shù)據(jù)難以佐證比較優(yōu)勢理論/ 059
第三節(jié) 邁克爾·波特競爭優(yōu)勢理論的局限/ 065
一、對政府作用的認(rèn)識存在不足/ 065
二、對如何從低發(fā)展階段向高發(fā)展階段升級未做足夠闡釋/ 067
Chapter 3 Mezzoeconomics and Its Competitive Advantage Theory / 070
Section 1: The Inheritance and Development of Mezzoeconomics to Existing Economic Theories / 070
Section 2: Core Concepts of Mezzoeconomics / 076
I. “Urban Resources” “Resource Generation”, and “Generative Resources” / 076
II. “Primary Resources” “Secondary Resources”, and “Inverse Resources” / 084
III. The “Efficient Markets” + “Effective Governments” Combination Model in Mezzoeconomics / 086
Section 3: Dual Attributes of Regional Governments and Dual-entity Theory of Market Competition / 090
I.“Quasi-micro” Attributes of Regional Governments / 090
II. “Quasi-macro” Attributes of Regional Governments / 097
III. Regions Competition under the Leadership of Regional Governments / 098
IV. Dual-entity Theory of Market Competition / 100
Section 4: Three Levels of Competitive Advantage Theory in Mezzoeconomics / 106
I. “9-in-3” Competition of Regional Governments / 106
II. Four Stages of Regional Economic Growth / 108
III. Gradient Transference Model of Regional Economic Competition / 112
Chapter 4 “9-in-3” Competitive Performance of Regional Governments / 116
Section 1: Characteristics of Regional Government Competition / 116
I. Objectives of Regional Government Competition / 116
II. Differences between Regional Government Competition and Enterprise Competition / 122
Section 2: The Key to Aspects of Regional Government Competition / 128
I. Concept Innovation / 130
II. Institutional Innovation / 132
III. Organizational Innovation / 133
IV. Technological Innovation / 135
Section 3: “9-in-3” Competition of Regional Governments / 136
I. Level of Regional Economic Development / 140
II. Regional Economic Policy Measures / 142
III. Regional Economic Management Efficiency / 146
第三章 中觀經(jīng)濟(jì)學(xué)及其競爭優(yōu)勢理論/ 071
第一節(jié) 中觀經(jīng)濟(jì)學(xué)對現(xiàn)有經(jīng)濟(jì)學(xué)理論的繼承與發(fā)展/ 071
第二節(jié) 中觀經(jīng)濟(jì)學(xué)的核心概念/ 077
一、“城市資源”“資源生成”與“生成性資源”/ 077
二、“原生性資源”“次生性資源”與“逆生性資源”/ 085
三、中觀經(jīng)濟(jì)學(xué)下的“有效市場”+“有為政府”組合模式/ 087
第三節(jié) 區(qū)域政府雙重屬性與市場競爭雙重主體論/ 091
一、區(qū)域政府的“準(zhǔn)微觀”屬性/ 091
二、區(qū)域政府的“準(zhǔn)宏觀”屬性/ 097
三、區(qū)域政府引領(lǐng)下的區(qū)域競爭/ 099
四、市場競爭雙重主體論/ 101
第四節(jié) 中觀經(jīng)濟(jì)學(xué)競爭優(yōu)勢理論的三個層次/ 107
一、區(qū)域政府的“三類九要素”競爭/ 107
二、區(qū)域經(jīng)濟(jì)增長的四個階段/ 109
三、區(qū)域經(jīng)濟(jì)競爭梯度推移模型/ 113
第四章 區(qū)域政府“三類九要素”競爭表現(xiàn)/ 117
第一節(jié) 區(qū)域政府競爭特點/ 117
一、區(qū)域政府競爭目標(biāo)/ 117
二、區(qū)域政府競爭與企業(yè)競爭的區(qū)別/ 123
第二節(jié) 區(qū)域政府競爭的關(guān)鍵/ 129
一、理念創(chuàng)新/ 131
二、制度創(chuàng)新/ 133
三、組織創(chuàng)新/ 133
四、技術(shù)創(chuàng)新/ 135
第三節(jié) 區(qū)域政府“三類九要素”競爭/ 137
一、區(qū)域經(jīng)濟(jì)發(fā)展水平/ 141
二、區(qū)域經(jīng)濟(jì)政策措施/ 143
三、區(qū)域經(jīng)濟(jì)管理效率/ 147
Section 4: Determination Mechanism of Regional Government Competitiveness: DRP Model / 152
I. Fiscal Surplus and “9-in-3” Determination Mechanism / 152
II. Comprehensive Measurement and Objective Function / 160
III. Government Performance Evaluation System / 164
Chapter 5 Four Stages Competitive Dynamic Characteristics of Regional Economic Gorwth / 176
Section 1: Growth Stage Dominated by Industrial Economic Competition and Cooperation / 176
I. Competition for Primary Resources / 176
II. Regional Industrial Policy Matching in the Growth Stage Dominated by Industrial Economic Competition and Cooperation / 179
III. Three Processes in the Growth Stage Dominated by Industrial Economic Competition and Cooperation / 180
Section 2: Growth Stage Dominated by Urban Economic Competition and Cooperation / 183
I. The Process of Investment-driven Economic Growth Is the Development and Competition for Secondary Resources by Regional Governments / 184
II. Regional Governments Supporting Policies in the Growth Stage Dominated by Urban Economic Competition and Cooperation / 186
III. Dynamic Evolution of the Growth Stage Dominated by Urban Economic Competition and Cooperation / 188
Section 3: Growth Stage Dominated by Innovative Economic Competition and Cooperation / 191
I. Concept Innovation of Regional Governments / 192
II. Technological Innovation of Regional Governments / 194
III. Organizational Innovation of Regional Governments / 194
IV. Institutional Innovation of Regional Governments / 194
Section 4: Growth Stage Dominated by Shared Economic Competition and Cooperation / 196
I. Characteristics of the Growth Stage Dominated by Shared Economic Competition and Cooperation / 198
II. Four Basic Principles for Shared Products between Regional Governments / 202
第四節(jié) 區(qū)域政府競爭力決定機(jī)制:DRP 模型/ 153
一、財政盈余與“三類九要素”的決定機(jī)制/ 153
二、綜合測度和目標(biāo)函數(shù)/ 161
三、政府績效評估體系/ 165
第五章 區(qū)域經(jīng)濟(jì)增長四階段競爭動態(tài)特征/ 177
第一節(jié) 由產(chǎn)業(yè)經(jīng)濟(jì)競爭與合作主導(dǎo)的增長階段/ 177
一、對原生性資源的競爭/ 177
二、由產(chǎn)業(yè)經(jīng)濟(jì)競爭與合作主導(dǎo)的增長階段的區(qū)域產(chǎn)業(yè)政策匹配/ 179
三、由產(chǎn)業(yè)經(jīng)濟(jì)競爭與合作主導(dǎo)的增長階段的三個過程/ 181
第二節(jié) 由城市經(jīng)濟(jì)競爭與合作主導(dǎo)的增長階段/ 183
一、投資驅(qū)動經(jīng)濟(jì)增長的過程是區(qū)域政府對次生性資源的開發(fā)與爭奪/ 185
二、由城市經(jīng)濟(jì)競爭與合作主導(dǎo)的增長階段的區(qū)域政府配套政策/ 187
三、由城市經(jīng)濟(jì)競爭與合作主導(dǎo)的增長階段的動態(tài)演進(jìn)/ 189
第三節(jié) 由創(chuàng)新經(jīng)濟(jì)競爭與合作主導(dǎo)的增長階段/ 191
一、區(qū)域政府理念創(chuàng)新/ 193
二、區(qū)域政府技術(shù)創(chuàng)新/ 195
三、區(qū)域政府組織創(chuàng)新/ 195
四、區(qū)域政府制度創(chuàng)新/ 195
第四節(jié) 由共享經(jīng)濟(jì)競爭與合作主導(dǎo)的增長階段/ 197
一、由共享經(jīng)濟(jì)競爭與合作主導(dǎo)的增長階段的特點/ 199
二、四種共享產(chǎn)品與區(qū)域政府間應(yīng)遵循的基本原則/ 203
Chapter 6 The Formation of Regional Economic Competition Gradient Structure and Gradient Equilibrium / 204
Section 1: Introduction to the Gradient Transference Model of Regional Economic / 204
Section 2: Four Supporting Economic Theories for the Gradient Transference Model of Regional Economic / 210
Section 3: Four Characteristics of the Gradient Transference Model of Regional Economic / 212
Section 4: Development Strategies for Livelihood Economy, Industrial Economy, and Urban Economy / 214
I. Safeguarding, Supporting, and Upgrading the Livelihood Economy / 214
II. Guiding, Adjusting, and Warning the Industrial Economy / 226
III. Allocating, Participating in, and Maintaining Order in Urban Economy / 244
Section 5: Building New Engines for Economic Growth / 264
I. Building a New Global Investment Engines / 264
II. Building a New Global Innovation Engine / 268
III. Building a New Global Regulation Engine / 272
Chapter 7 Practical Experience of Competitive Economic Growth in Shenzhen / 276
Section 1: Growth Stage Dominated by Industrial Economic Competition and Cooperation / 276
I. Constraints of Land and Capital Factors / 278
II. Solutions by the Shenzhen Government / 280
III. Industrial Structure in the Early Stages of the Special Economic Zone / 282
Section 2: Growth Stage Dominated by Urban Economic Competition and Cooperation / 286
I. Loans for Infrastructure Construction / 286
II. Encouraging Social Capital Participation in Infrastructure Construction / 288
III. Development and Allocation of Secondary Resources in Shenzhen Metro Construction and Operation / 290
Section 3: Growth Stage Dominated by Innovative Economic Competition and Cooperation / 294
I. The Special Zone Is No Longer Special / 294
II. Construction of an Innovative City / 298
III. The “Focus Point” Effect of Daring to Be the First / 302
IV. Revisiting Shenzhen′s Industrial Structure / 308
第六章 區(qū)域經(jīng)濟(jì)競爭梯度結(jié)構(gòu)與梯度均衡的形成/ 205
第一節(jié) 區(qū)域經(jīng)濟(jì)競爭梯度推移模型介紹/ 205
第二節(jié) 區(qū)域經(jīng)濟(jì)競爭梯度推移模型的四種支持性經(jīng)濟(jì)學(xué)說/ 211
第三節(jié) 區(qū)域經(jīng)濟(jì)競爭梯度推移模型的四個特點/ 213
第四節(jié) 民生經(jīng)濟(jì)、產(chǎn)業(yè)經(jīng)濟(jì)與城市經(jīng)濟(jì)的發(fā)展戰(zhàn)略/ 215
一、保障、托底、提升民生經(jīng)濟(jì)/ 215
二、導(dǎo)向、調(diào)節(jié)、預(yù)警產(chǎn)業(yè)經(jīng)濟(jì)/ 227
三、調(diào)配、參與、維序城市經(jīng)濟(jì)/ 245
第五節(jié) 構(gòu)建經(jīng)濟(jì)增長新引擎/ 265
一、構(gòu)建全球投資新引擎/ 265
二、構(gòu)建全球創(chuàng)新新引擎/ 269
三、構(gòu)建全球規(guī)則新引擎/ 273
第七章 深圳競爭型經(jīng)濟(jì)增長實踐經(jīng)驗/ 277
第一節(jié) 由產(chǎn)業(yè)經(jīng)濟(jì)競爭與合作主導(dǎo)的增長階段/ 277
一、土地與資本要素約束/ 279
二、深圳政府的破解/ 281
三、經(jīng)濟(jì)特區(qū)建立初期的產(chǎn)業(yè)結(jié)構(gòu)/ 283
第二節(jié) 由城市經(jīng)濟(jì)競爭與合作主導(dǎo)的增長階段/ 287
一、基礎(chǔ)設(shè)施建設(shè)貸款/ 287
二、鼓勵社會資本參與基礎(chǔ)設(shè)施建設(shè)/ 289
三、深圳地鐵建設(shè)和運營中對次生性資源的開發(fā)和配置/ 291
第三節(jié) 由創(chuàng)新經(jīng)濟(jì)競爭與合作主導(dǎo)的增長階段/ 295
一、特區(qū)不特/ 295
二、創(chuàng)新型城市建設(shè)/ 299
三、敢為人先的“聚點”效應(yīng)/ 303
四、再看深圳的產(chǎn)業(yè)結(jié)構(gòu)/ 309
Section 4: Growth Stage Dominated by Shared Economic Competition and Cooperation / 312
I. A Path for Higher Education Development Combining Self-Reliance and Introduction of Cooperation / 312
II. Strategies for Building a Comprehensive Innovation Ecosystem that Integrates Resources Inside and Outside the Region to Enhance Innovation Capability / 316
Section 5: Cultivating Competitive Advantage Is the Fundamental Path to Promoting Regional Economic Growth / 324
I. The Economic Growth Practices of Countries Worldwide Indicate the Existence of Dual-entity in Market Competition / 324
II. Three Laws of Regional Competition / 328
III. Cultivating Competitive Advantage Is the Fundamental Path to Promoting Regional Economic Growth / 336
Afterword / 352
第四節(jié) 由共享經(jīng)濟(jì)競爭與合作主導(dǎo)的增長階段/ 313
一、自力更生與引進(jìn)合作相結(jié)合的高等教育發(fā)展路徑/ 313
二、整合區(qū)域內(nèi)外資源提升創(chuàng)新能力的綜合創(chuàng)新生態(tài)系統(tǒng)建設(shè)方略/ 317
第五節(jié) 培育競爭優(yōu)勢是推動區(qū)域經(jīng)濟(jì)增長的根本路徑/ 325
一、世界各國的經(jīng)濟(jì)增長實踐表明市場競爭存在雙重主體/ 325
二、區(qū)域競爭三大定律/ 329
三、培育競爭優(yōu)勢是推動區(qū)域經(jīng)濟(jì)增長的根本路徑/ 337
參考文獻(xiàn)/ 340
后記/ 353
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