中等收入陷阱
Search documents
四中全会关注重点
Bank of China Securities· 2025-10-23 13:24
Group 1 - The core viewpoint of the report emphasizes the importance of the "15th Five-Year Plan" in achieving the long-term goal of building a modern socialist country by 2035, focusing on economic stability and structural transformation [3][4][9] - The report anticipates that the "15th Five-Year Plan" will set an implicit GDP growth target of around 4.5%-5%, reflecting a commitment to maintaining economic growth despite challenges [10][12] - The report highlights the need for a balanced economic structure, emphasizing the role of consumption in driving growth and the importance of stabilizing prices to achieve the 2035 goals [11][12] Group 2 - The report outlines key areas of focus during the "15th Five-Year Plan," including the development of new productive forces, regional coordination, and deepening reform and opening-up [4][6] - It discusses the significance of enhancing service consumption as a new engine for economic growth, with a particular emphasis on improving the quality of services and expanding supply [52][55] - The report indicates that employment stability and income growth will be prioritized, with strategies aimed at reducing income disparities and supporting vulnerable groups [62][64]
专访张占斌:未来十年是中国式现代化的关键期、决胜期
21世纪经济报道· 2025-10-20 12:33
Core Viewpoint - The article discusses the strategic planning for China's development during the "15th Five-Year Plan" period, emphasizing the importance of achieving socialist modernization by 2035 and addressing the challenges of the "middle-income trap" and "middle-technology trap" [1][5]. Economic Growth and Development Goals - The "14th Five-Year Plan" period has seen China maintain a high economic growth rate, with a target annual growth rate of 5.5% from 2021 to 2024, which is 2 percentage points higher than the global average [8]. - For the "15th Five-Year Plan" period (2026-2035), the GDP annual growth rate should be maintained between 4.5% and 5.2% to achieve the goal of reaching the income level of developed countries [9][8]. Reform and High-Quality Development - The article highlights the need for comprehensive economic reforms to establish a high-level socialist market economy by 2035, focusing on the relationship between government and market roles [10]. - Emphasis is placed on improving the mechanisms for high-quality development, including enhancing the integration of the real economy and digital economy, and strengthening the resilience of industrial and supply chains [10]. Technological Innovation and Talent Development - The article stresses the importance of technological innovation as a core driver of economic development, with a focus on overcoming key technological challenges and achieving self-reliance in critical areas [12]. - It advocates for a coordinated approach to education, technology, and talent development, proposing reforms to enhance the overall effectiveness of the national innovation system [13].
专访张占斌:未来十年是中国式现代化的关键期、决胜期
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-20 10:07
Core Viewpoint - The next ten years are critical for China's modernization, with the "15th Five-Year Plan" period being essential for achieving socialist modernization and addressing key strategic tasks [1][2]. Group 1: Economic Growth and Challenges - From 2026 to 2035, China aims to transition from a per capita GDP of $13,000 to the level of a moderately developed country, typically defined as $20,000 to $30,000 [2]. - The average annual GDP growth rate is projected to be between 4.5% and 5.2% during the "15th Five-Year Plan" period, with a target of around 5% to maintain a competitive position globally [5][6]. - China faces dual challenges of the "middle-income trap" and the "middle-technology trap," necessitating breakthroughs in development quality to enter the ranks of high-income countries [2][3]. Group 2: Reform and Development Strategy - The "15th Five-Year Plan" emphasizes the need for a high-level socialist market economy by 2035, requiring significant reforms in government-market relations and resource allocation [7][8]. - A focus on high-quality development mechanisms is essential, including the integration of digital and real economies, and enhancing the resilience of supply chains [8][9]. Group 3: Technological Innovation - The next decade is seen as a critical period for technological innovation, with a need to overcome reliance on foreign technology and achieve self-sufficiency in key areas such as high-end chips and precision manufacturing [9][10]. - The goal is to shift from a "follower" to a "leader" in technology, with a comprehensive system for independent research and development [9][10]. Group 4: Education and Talent Development - Education, technology, and talent are foundational to China's modernization, requiring integrated reforms to enhance the national innovation system [10]. - The establishment of a new type of national system that combines centralized efforts with market mechanisms is crucial for fostering innovation and talent development [10].
黄益平:“华盛顿共识”破产后,全球南方的发展路在何方?中国经验给出答案
Feng Huang Wang Cai Jing· 2025-10-15 07:39
Group 1: Tanzania's Economic Vision - Tanzania's President Samia Suluhu Hassan announced the "Vision 2050," aiming for a GDP exceeding $1 trillion and a per capita GDP of $7,000 by 2050, which requires an annual nominal GDP growth rate of 6.8% [1] - The vision includes strategic pillars and industrial policies focusing on logistics, energy, technology, digital transformation, and nine key sectors such as agriculture, tourism, and mining to create jobs and boost exports [1] - The announcement may be politically motivated ahead of the upcoming elections in October 2025, as it lacks specific strategies and pathways for implementation [1] Group 2: Development Challenges in Southern Countries - Many Southern countries, like Tanzania, face significant challenges in achieving rapid economic development, often falling into the "middle-income trap" as defined by World Bank economists [3][4] - The "Washington Consensus" proposed by international organizations has had limited success in guiding economic reforms in developing countries, contrasting with the successful policies of East Asian economies [5][6] - The lack of innovation capacity and persistent issues such as inequality, poor education, and inadequate infrastructure hinder sustained economic growth in many Southern nations [4][6] Group 3: Lessons from China's Economic Policies - China's economic growth, with an average GDP growth rate of 8.9% from 1978 to 2024, serves as a potential model for Southern countries aiming for rapid development [8] - Key differences between China's policies and the "Washington Consensus" include a significant state-owned sector and active government participation in economic activities, including industrial policies [8][9] - The pragmatic approach of Chinese reforms emphasizes adapting policies to local conditions rather than strictly following theoretical models, which could provide valuable insights for other Southern nations [21][24] Group 4: Global South Consensus - The "Washington Consensus" is becoming outdated, as both Southern countries and Northern nations like the U.S. have moved away from its principles, highlighting the need for a new framework for economic development [20][26] - A proposed "Global South Consensus" aims to establish basic principles for economic policy that are tailored to the unique circumstances of Southern countries, focusing on market-driven resource allocation and pragmatic government intervention [23][24] - Successful experiences from East Asian economies, particularly China, can inform the development of this consensus, emphasizing the importance of context-specific policies and the balance between market and government roles [21][26]
经济增长靠“破坏”?2025诺贝尔经济学奖里的财富密码
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-14 13:15
Group 1 - The Nobel Prize in Economic Sciences was awarded to Joel Mokyr, Philippe Aghion, and Peter Howitt for their contributions to understanding how innovation drives economic growth [1] - Mokyr's research emphasizes the importance of "knowledge accumulation and institutional environment" in technological change, highlighting that mere technological invention is insufficient for sustained growth [1] - Aghion and Howitt focus on the mechanisms of growth, particularly the concept of "creative destruction," which illustrates how innovation can displace old products while creating new opportunities and jobs [2] Group 2 - The scholars' theories provide actionable insights for China to avoid the "middle-income trap," suggesting the need to enhance competition and innovation incentives while reducing entry barriers in key industries [2][3] - A tailored policy approach is recommended, where regions closer to technological frontiers should emphasize competition and original R&D, while those lagging should focus on absorption capacity and technology introduction [3] - Directional policies should promote green and high-quality growth, particularly in sectors like new energy vehicles and renewable energy, by aligning carbon emission standards, pricing, and subsidies [3]
观点丨刘青:中国式现代化进程中的开放与技术进步
Sou Hu Cai Jing· 2025-10-13 08:53
刘 青 中国人民大学国家发展与战略研究院执行院长 吴玉章讲席教授 第六,技术进步要有制度提供激励机制。无论哪个阶段,都需要有进行持续不断技术升级、产业升级的政策目标追求及相应的激励政策设计,要在开放过 程中保持持续的技术进步的动力。否则,当开放的静态收益获取完毕之后,经济会陷入长期低端锁定、低技术水平陷阱的状态,最终无法跨越"中等收入 陷阱"。 第七,扩大开放与以开放促技术进步之间有时互有冲突,需充分利用市场原则,把握好动态平衡。有些场景下,国际贸易、外商投资本身可能与本国的技 术进步是相互补充、相互促进的,例如国内上下游的技术进步带来的产业链增强效应,国内产业规模扩大带来的规模经济效应等。在这种情形下,就要更 好地促进开放与通过开放促进本国技术进步。但有些促进本国技术进步的开放政策可能会对国际贸易、外商投资本身带来负向激励,此时则需要综合权衡 优化开放本身与通过开放促进本国技术进步,充分利用市场,在动态演进中不断改进政策工具的具体设计、把握好开放与本国技术进步之间的动态平衡, 政策要做到与时俱进、因时制宜,不可刻舟求剑、故步自封。 第八,技术进步的目的是产业升级及进一步创新,而不是为了自给自足、减少专业化分 ...
世界银行呼吁泰国进行经济结构调整
Shang Wu Bu Wang Zhan· 2025-10-11 16:29
(原标题:世界银行呼吁泰国进行经济结构调整) 据曼谷邮报10月10日报道,世界银行敦促泰国"采取新的发展策略",摆脱中 等收入陷阱,从而找到新的经济增长动力。 泰国必须将全球性的重大发展趋势转化为自身的发展机遇,尤其是通过推 行绿色低碳政策、实现数字化转型、打造'世界厨房'的地位、在数字服务领域 发挥引领作用,以及大力发展高附加值的服务产业。 2026年10月,泰国将首次自1991年以来再次承办国际货币基金组织与世界银行 集团的年度会议。届时,全球投资者和大型企业将会齐聚一堂,共同探讨这些 挑战与机遇。 在世界银行负责泰国和缅甸事务的部门主管梅琳达·古德出席"2026年泰国 经济展望"研讨会时指出,该国曾经赖以实现经济增长的传统动力引擎,曾在 短短一代人的时间内帮助泰国从一个低收入农业国家发展成为中等收入国家, 但这些动力引擎如今已经停滞不前超过十年了。 近年来泰国的经济难以保持强劲的增长势头。2025年泰国的国内生产总值 仅增长了约2%,远低于实现2037年高收入国家目标所需的每年5%的增长率。 尽管面临这些挑战,世界银行仍然认为泰国具备巨大的潜力,有望重新恢复发 展势头。 古德女士敦促该国充分利用自身的优 ...
郑永年:未来十年大湾区有望成为世界最大经济中心
Zhong Guo Xin Wen Wang· 2025-09-29 10:19
郑永年:未来十年大湾区有望成为世界最大经济中心 中新网广州9月29日电 (记者 孙秋霞 郭军)2025世界粤商大会29日在广州开幕,香港中文大学(深圳)公共 政策学院院长郑永年在主旨演讲时表示,未来十年内,粤港澳大湾区有望成为世界上最大经济中心和科 创中心。 图为香港中文大学(深圳)公共政策学院院长郑永年。广东省工商联供图 郑永年指出,他的研究团队通过多年研究提出科技进步的"三驾马车":一是拥有大批具有基础科研能力 的大学或机构,二是拥有大批有能力把基础科研转化成应用技术的企业,三是需要强大的金融服 务。"我们观察到粤港澳大湾区具备这三个条件。"郑永年称。 郑永年表示,粤港澳大湾区的融合发展加上体制机制改革,预计在未来十年内,大湾区有望成为世界最 大的经济中心和科创中心,广大粤商一定要抓住这个发展大机遇。(完) 来源:中国新闻网 编辑:王永乐 广告等商务合作,请点击这里 本文为转载内容,授权事宜请联系原著作权人 中新经纬版权所有,未经书面授权,任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview"),看更多精彩财经资讯。 郑永年表示,从历史上看,第二次世 ...
被美国人连续收割三次?阿根廷是如何从发达国家沦落的
Sou Hu Cai Jing· 2025-09-29 05:31
Core Insights - Argentina, once one of the wealthiest countries in the world, is now trapped in a middle-income trap with rampant inflation, high unemployment, and rapid currency devaluation [4] - The Argentine central bank raised the benchmark interest rate by 950 basis points to a historic high of 69.5%, but due to hyperinflation, the real purchasing power of savings is significantly diminished [4][6] - The economic crisis in Argentina can be traced back to the 1970s when the government heavily borrowed, leading to a debt crisis exacerbated by the U.S. Federal Reserve's tightening policies in the early 1980s [4][6] Historical Context - In the 1970s, Argentina's external debt surged from $25 billion to $75 billion within four years, primarily used for subsidies and infrastructure with little return on investment [4] - The 1982 debt default led to the intervention of the International Monetary Fund (IMF), which imposed austerity measures that facilitated the extraction of Argentine assets by Wall Street [4][6] - The 1989 economic reforms under President Menem, which pegged the peso to the dollar, initially reduced inflation but ignored the cyclical nature of the dollar [4][6] Recent Developments - By 1999, Argentina's unemployment rate reached 18%, and government debt ballooned to $150 billion, culminating in a second debt default in 2002 [6] - The government’s decision to lift foreign exchange controls post-2015 has led to an annual inflation rate of 80%, with the high benchmark interest rate seen as a deceptive measure [6] - Argentina's decline from a prosperous nation to a serial defaulter serves as a cautionary tale for other developing countries regarding the fragility of economic sovereignty under the dollar-dominated system [6]
21书评︱后发经济体弯道超车的三条路径
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-24 04:57
Group 1 - The core argument of the article emphasizes the challenges faced by latecomer economies in achieving leapfrog development, highlighting the need for innovative strategies to overcome obstacles such as capability failure and scale failure [2][4][6] - The author identifies three viable "bends" or strategies for latecomer economies to achieve leapfrog development, which include promoting imitation innovation under relaxed intellectual property protection, engaging with global value chains, and focusing on short-cycle high-tech sectors before transitioning to long-cycle industries [4][5][6] - The concept of "crossing over" is defined as the final stage of catching up, allowing latecomer economies to bypass existing intellectual property and enter new technological fields, which can be achieved through both inter-industry and intra-industry transitions [6][7] Group 2 - The article discusses the importance of a comprehensive theory of economic catch-up that integrates the sequence of "late entry → bend strategy → leapfrog development," which is crucial for overcoming the identified failures and barriers [7] - The author presents three paradoxes that underpin the catch-up theory: "different paths lead to the same goal," "bends are faster than straight roads," and "only well-prepared firms can attempt to leap," emphasizing the need for unique strategies to surpass leading economies [8]