
近年(nian)來,“內(nei)卷(juan)(juan)式(shi)”競(jing)(jing)(jing)(jing)(jing)爭(zheng)(zheng)讓不(bu)(bu)少行業(ye)和企(qi)業(ye)深受其害(hai),引起社會廣泛關(guan)(guan)注,亟須進(jin)行有效(xiao)整治(zhi)(zhi)。2024年(nian)中央經濟工作會議提出(chu),綜合(he)整治(zhi)(zhi)“內(nei)卷(juan)(juan)式(shi)”競(jing)(jing)(jing)(jing)(jing)爭(zheng)(zheng),規(gui)范地(di)方政府和企(qi)業(ye)行為(wei)。今(jin)年(nian)全國兩會期(qi)間,習近平總書記明(ming)確要求主動破除地(di)方保(bao)護、市(shi)場(chang)分割(ge)和“內(nei)卷(juan)(juan)式(shi)”競(jing)(jing)(jing)(jing)(jing)爭(zheng)(zheng)。今(jin)年(nian)的(de)《政府工作報告》對綜合(he)整治(zhi)(zhi)“內(nei)卷(juan)(juan)式(shi)”競(jing)(jing)(jing)(jing)(jing)爭(zheng)(zheng)作出(chu)了相(xiang)(xiang)關(guan)(guan)安排。近日新修訂的(de)反不(bu)(bu)正當(dang)競(jing)(jing)(jing)(jing)(jing)爭(zheng)(zheng)法,貫徹黨中央關(guan)(guan)于(yu)綜合(he)整治(zhi)(zhi)“內(nei)卷(juan)(juan)式(shi)”競(jing)(jing)(jing)(jing)(jing)爭(zheng)(zheng)精神,完(wan)善(shan)了相(xiang)(xiang)關(guan)(guan)規(gui)定。我們要深刻認識整治(zhi)(zhi)“內(nei)卷(juan)(juan)式(shi)”競(jing)(jing)(jing)(jing)(jing)爭(zheng)(zheng)的(de)重大意義(yi),準確把(ba)握“內(nei)卷(juan)(juan)式(shi)”競(jing)(jing)(jing)(jing)(jing)爭(zheng)(zheng)的(de)危害(hai)和成因,在實踐中不(bu)(bu)斷探索(suo)有效(xiao)整治(zhi)(zhi)“內(nei)卷(juan)(juan)式(shi)”競(jing)(jing)(jing)(jing)(jing)爭(zheng)(zheng)的(de)舉措,努力創造公平競(jing)(jing)(jing)(jing)(jing)爭(zheng)(zheng)的(de)市(shi)場(chang)環境,為(wei)高質量發(fa)展提供堅(jian)強保(bao)障(zhang)。
一、“內(nei)卷式”競(jing)爭的突出表現和主要危害有哪些?
什(shen)么是“內卷(juan)式”競爭?概括其一般特征(zheng),是指經濟(ji)(ji)主(zhu)體為了(le)維持市場(chang)地位或爭奪有(you)限市場(chang),不斷(duan)投入大(da)(da)量精力(li)和資源(yuan),卻沒有(you)帶來整體收益(yi)增長的惡性競爭現(xian)象。有(you)大(da)(da)企業(ye)“卷(juan)”小企業(ye),有(you)平臺(tai)企業(ye)“卷(juan)”平臺(tai)內經營者(zhe),還有(you)“卷(juan)”產能、“卷(juan)”價格、“卷(juan)”同行的,結(jie)果卻是多(duo)敗(bai)俱傷,嚴重影響經濟(ji)(ji)高質(zhi)量發(fa)展(zhan)。
現(xian)(xian)實中(zhong),“內(nei)卷式(shi)”競爭(zheng)(zheng)表(biao)現(xian)(xian)不同(tong)、特征各異,主(zhu)要(yao)涉及企(qi)(qi)業(ye)(ye)和(he)(he)地(di)方(fang)(fang)政(zheng)府兩類(lei)(lei)行為(wei)(wei)主(zhu)體。從(cong)企(qi)(qi)業(ye)(ye)行為(wei)(wei)看(kan)(kan),“內(nei)卷式(shi)”競爭(zheng)(zheng)主(zhu)要(yao)表(biao)現(xian)(xian)為(wei)(wei):一(yi)是低價(jia)(jia)競爭(zheng)(zheng),在(zai)有的(de)(de)行業(ye)(ye),企(qi)(qi)業(ye)(ye)產品性能、品質(zhi)、售后服(fu)(fu)務(wu)(wu)等(deng)方(fang)(fang)面高度雷同(tong),企(qi)(qi)業(ye)(ye)主(zhu)要(yao)依賴(lai)價(jia)(jia)格(ge)戰獲(huo)取市場份額(e),以超低價(jia)(jia)甚至低于(yu)成(cheng)本價(jia)(jia)銷售;二(er)是同(tong)質(zhi)化競爭(zheng)(zheng),有的(de)(de)企(qi)(qi)業(ye)(ye)忽視對產業(ye)(ye)規(gui)律和(he)(he)自身(shen)實力的(de)(de)考量(liang),盲(mang)目(mu)追逐所謂的(de)(de)熱(re)點跟風擴產,導致(zhi)產業(ye)(ye)內(nei)重(zhong)(zhong)復(fu)建(jian)設嚴重(zhong)(zhong),缺乏差異化競爭(zheng)(zheng)優勢;三是宣傳營銷“逐底競爭(zheng)(zheng)”,一(yi)些(xie)企(qi)(qi)業(ye)(ye)在(zai)廣告、渠道推廣等(deng)方(fang)(fang)面投入大(da)(da)量(liang)資源,而產品質(zhi)量(liang)和(he)(he)服(fu)(fu)務(wu)(wu)卻(que)未相應提升,市場競爭(zheng)(zheng)陷入只重(zhong)(zhong)宣傳、不重(zhong)(zhong)品質(zhi)的(de)(de)不良循(xun)環。從(cong)地(di)方(fang)(fang)政(zheng)府行為(wei)(wei)看(kan)(kan),“內(nei)卷式(shi)”競爭(zheng)(zheng)主(zhu)要(yao)表(biao)現(xian)(xian)為(wei)(wei):一(yi)是為(wei)(wei)招引企(qi)(qi)業(ye)(ye)、培育產業(ye)(ye),人為(wei)(wei)制造政(zheng)策洼地(di),違規(gui)實施稅費、補貼、用(yong)地(di)等(deng)不公(gong)平非普惠的(de)(de)優惠政(zheng)策,導致(zhi)無序競爭(zheng)(zheng);二(er)是不顧地(di)方(fang)(fang)產業(ye)(ye)基(ji)礎和(he)(he)資源稟賦(fu)情況,盲(mang)目(mu)上馬(ma)新興(xing)產業(ye)(ye)、重(zhong)(zhong)點產業(ye)(ye),造成(cheng)行業(ye)(ye)內(nei)大(da)(da)量(liang)重(zhong)(zhong)復(fu)建(jian)設和(he)(he)生產過剩;三是為(wei)(wei)保護本地(di)市場、扶(fu)持(chi)本地(di)企(qi)(qi)業(ye)(ye),設置或明或暗的(de)(de)市場壁壘,區別對待各類(lei)(lei)企(qi)(qi)業(ye)(ye),破壞(huai)公(gong)平競爭(zheng)(zheng)秩序。
市(shi)場(chang)(chang)(chang)配置(zhi)(zhi)資源是(shi)最有(you)效率的(de)(de)(de)形式(shi),競(jing)爭(zheng)(zheng)是(shi)市(shi)場(chang)(chang)(chang)經(jing)(jing)(jing)(jing)濟(ji)(ji)(ji)運(yun)(yun)行(xing)的(de)(de)(de)重要(yao)機制。通過競(jing)爭(zheng)(zheng)優化資源配置(zhi)(zhi)、實(shi)現(xian)(xian)優勝劣(lie)汰(tai),倒逼(bi)(bi)企(qi)業(ye)(ye)(ye)不斷創(chuang)新(xin)(xin)(xin)(xin)技(ji)術(shu)、改善經(jing)(jing)(jing)(jing)營管理,進(jin)而提高經(jing)(jing)(jing)(jing)濟(ji)(ji)(ji)運(yun)(yun)行(xing)效率,促(cu)進(jin)經(jing)(jing)(jing)(jing)濟(ji)(ji)(ji)發(fa)(fa)(fa)展、技(ji)術(shu)進(jin)步,這是(shi)市(shi)場(chang)(chang)(chang)經(jing)(jing)(jing)(jing)濟(ji)(ji)(ji)的(de)(de)(de)優勢所在(zai)。改革開放以來,隨著我(wo)國(guo)社會(hui)主(zhu)義市(shi)場(chang)(chang)(chang)經(jing)(jing)(jing)(jing)濟(ji)(ji)(ji)體制建立并(bing)逐步完(wan)善,我(wo)們(men)把(ba)握和運(yun)(yun)用市(shi)場(chang)(chang)(chang)經(jing)(jing)(jing)(jing)濟(ji)(ji)(ji)規(gui)律的(de)(de)(de)能(neng)(neng)力大幅提升,逐步解(jie)決長(chang)期困擾我(wo)們(men)的(de)(de)(de)市(shi)場(chang)(chang)(chang)競(jing)爭(zheng)(zheng)不充(chong)分、市(shi)場(chang)(chang)(chang)秩序(xu)不規(gui)范、生(sheng)產(chan)(chan)要(yao)素市(shi)場(chang)(chang)(chang)發(fa)(fa)(fa)展滯后(hou)、市(shi)場(chang)(chang)(chang)規(gui)則不統一(yi)等(deng)(deng)問題,推動(dong)我(wo)國(guo)在(zai)幾十年(nian)時(shi)間內成長(chang)為國(guo)內生(sheng)產(chan)(chan)總值(zhi)超(chao)過130萬億元的(de)(de)(de)超(chao)大規(gui)模經(jing)(jing)(jing)(jing)濟(ji)(ji)(ji)體,社會(hui)生(sheng)產(chan)(chan)力實(shi)現(xian)(xian)跨越(yue)式(shi)發(fa)(fa)(fa)展,徹(che)底告(gao)別(bie)短缺經(jing)(jing)(jing)(jing)濟(ji)(ji)(ji),物質產(chan)(chan)品日(ri)益(yi)豐富,人民生(sheng)活越(yue)來越(yue)寬裕(yu)。近年(nian)來,我(wo)國(guo)科技(ji)創(chuang)新(xin)(xin)(xin)(xin)和產(chan)(chan)業(ye)(ye)(ye)創(chuang)新(xin)(xin)(xin)(xin)成果競(jing)相(xiang)涌(yong)現(xian)(xian),集成電路、人工(gong)智能(neng)(neng)、新(xin)(xin)(xin)(xin)能(neng)(neng)源等(deng)(deng)領域實(shi)現(xian)(xian)新(xin)(xin)(xin)(xin)突破,越(yue)來越(yue)多企(qi)業(ye)(ye)(ye)在(zai)國(guo)際(ji)市(shi)場(chang)(chang)(chang)中展現(xian)(xian)出強大競(jing)爭(zheng)(zheng)力,這與激烈的(de)(de)(de)國(guo)內市(shi)場(chang)(chang)(chang)競(jing)爭(zheng)(zheng)倒逼(bi)(bi)企(qi)業(ye)(ye)(ye)不斷創(chuang)新(xin)(xin)(xin)(xin)技(ji)術(shu)密(mi)切相(xiang)關,并(bing)推動(dong)了相(xiang)關產(chan)(chan)業(ye)(ye)(ye)鏈(lian)快速發(fa)(fa)(fa)展和我(wo)國(guo)產(chan)(chan)業(ye)(ye)(ye)升級(ji)。實(shi)踐充(chong)分證明,發(fa)(fa)(fa)展社會(hui)主(zhu)義市(shi)場(chang)(chang)(chang)經(jing)(jing)(jing)(jing)濟(ji)(ji)(ji),鼓勵市(shi)場(chang)(chang)(chang)競(jing)爭(zheng)(zheng),是(shi)中國(guo)經(jing)(jing)(jing)(jing)濟(ji)(ji)(ji)不斷創(chuang)造發(fa)(fa)(fa)展奇跡的(de)(de)(de)一(yi)個重要(yao)原因(yin)。
但(dan)市(shi)場(chang)競(jing)爭(zheng)(zheng)是有(you)條件(jian)、有(you)范圍的(de)(de)。市(shi)場(chang)競(jing)爭(zheng)(zheng)有(you)利于提高資(zi)源(yuan)(yuan)(yuan)配(pei)置效(xiao)率,可一旦競(jing)爭(zheng)(zheng)過(guo)了頭、越了界(jie),演變成(cheng)無序“內(nei)卷(juan)”,就會(hui)扭(niu)曲市(shi)場(chang)機制(zhi)、破(po)壞市(shi)場(chang)公平,造成(cheng)諸多負面(mian)(mian)影響(xiang)。微觀(guan)層(ceng)面(mian)(mian),低價惡性競(jing)爭(zheng)(zheng)等(deng)(deng)行為將(jiang)導致(zhi)企(qi)業(ye)(ye)壓(ya)縮必要生(sheng)產(chan)(chan)成(cheng)本、降低產(chan)(chan)品質量,出現(xian)“劣(lie)幣驅逐良幣”現(xian)象,最終會(hui)損害消費(fei)者利益。中觀(guan)層(ceng)面(mian)(mian),各(ge)種(zhong)無序競(jing)爭(zheng)(zheng)行為導致(zhi)行業(ye)(ye)利潤率大幅下降,破(po)壞整(zheng)個行業(ye)(ye)生(sheng)態。比如,有(you)的(de)(de)企(qi)業(ye)(ye)利用優勢(shi)地位通(tong)過(guo)墊資(zi)施工、延后(hou)支(zhi)付賬(zhang)款(kuan)、用非現(xian)金結算等(deng)(deng)手段降低成(cheng)本。有(you)媒體對國(guo)內(nei)部(bu)分(fen)新能(neng)(neng)源(yuan)(yuan)(yuan)車企(qi)統計發(fa)現(xian),其(qi)賬(zhang)期(qi)均值超過(guo)170天(tian),部(bu)分(fen)車企(qi)的(de)(de)賬(zhang)期(qi)甚至超過(guo)240天(tian)。又(you)如,有(you)的(de)(de)頭部(bu)平臺通(tong)過(guo)制(zhi)定“僅(jin)退款(kuan)”、過(guo)度補貼等(deng)(deng)規則搶奪市(shi)場(chang)份額,實際(ji)是把壓(ya)力轉嫁(jia)給廣(guang)大商鋪。這些行為擠壓(ya)了產(chan)(chan)業(ye)(ye)鏈上下游利潤空(kong)間,嚴(yan)(yan)重(zhong)影響(xiang)企(qi)業(ye)(ye)再生(sheng)產(chan)(chan)與研(yan)發(fa)投入,也影響(xiang)整(zheng)個行業(ye)(ye)發(fa)展(zhan)(zhan)后(hou)勁。宏觀(guan)層(ceng)面(mian)(mian),“內(nei)卷(juan)式(shi)”競(jing)爭(zheng)(zheng)使(shi)落后(hou)產(chan)(chan)能(neng)(neng)擠出先進產(chan)(chan)能(neng)(neng),抑制(zhi)社會(hui)創新活力,扭(niu)曲資(zi)源(yuan)(yuan)(yuan)配(pei)置效(xiao)率,導致(zhi)市(shi)場(chang)淘汰機制(zhi)失靈,造成(cheng)社會(hui)資(zi)源(yuan)(yuan)(yuan)的(de)(de)巨大浪費(fei),特(te)別是有(you)的(de)(de)地方不計成(cheng)本追(zhui)逐短期(qi)經濟(ji)增長,還可能(neng)(neng)帶來嚴(yan)(yan)重(zhong)債務風(feng)險(xian)和發(fa)展(zhan)(zhan)不可持續問題。
總之,“內卷(juan)式(shi)”競(jing)(jing)(jing)(jing)爭將各類主(zhu)體禁(jin)錮在(zai)低(di)價低(di)質、沒有(you)效益(yi)的競(jing)(jing)(jing)(jing)爭中,突破了(le)(le)市(shi)場(chang)競(jing)(jing)(jing)(jing)爭的邊界和(he)底線,擾(rao)亂了(le)(le)市(shi)場(chang)秩(zhi)序,任其發展將貽害無窮(qiong)。20多年前(qian),競(jing)(jing)(jing)(jing)逐東南亞市(shi)場(chang)的中國(guo)摩托(tuo)車(che)企(qi)業(ye)為(wei)了(le)(le)站穩腳跟,曾經上演“自(zi)相殘殺”式(shi)降價,最后影(ying)響了(le)(le)技術創新(xin)和(he)產品(pin)質量(liang),導致我國(guo)出(chu)口產品(pin)口碑急速(su)下滑,市(shi)場(chang)占有(you)率斷崖式(shi)下跌,慘痛(tong)教(jiao)訓令人扼腕。當前(qian),我國(guo)一些新(xin)興行(xing)業(ye)深受“內卷(juan)式(shi)”競(jing)(jing)(jing)(jing)爭困(kun)擾(rao),如果(guo)得不到及時有(you)效整治,不僅會(hui)損害企(qi)業(ye)信譽和(he)品(pin)牌形象,阻礙企(qi)業(ye)“走(zou)出(chu)去(qu)”,也(ye)將遲滯我國(guo)技術創新(xin)、產業(ye)升級(ji)和(he)高質量(liang)發展。我們要深刻吸取歷史教(jiao)訓,及時有(you)效加(jia)以整治,避免重蹈(dao)覆轍。
二、“內卷(juan)式(shi)”競爭是(shi)怎么形成的?
作為當前經(jing)濟發(fa)展中的(de)突出現象,“內卷式”競爭(zheng)的(de)形(xing)成(cheng)原(yuan)因(yin)具有多維性(xing)和(he)復雜(za)性(xing),涉及企業(ye)、行業(ye)、政府多個方面,既有經(jing)濟發(fa)展和(he)技術(shu)進步等(deng)規律(lv)性(xing)因(yin)素,也(ye)有深層次體(ti)制機制問題,還(huan)有經(jing)濟主體(ti)的(de)路徑依賴(lai)等(deng)原(yuan)因(yin),是(shi)多種因(yin)素綜合形(xing)成(cheng)的(de)。
第(di)一(yi),宏(hong)觀經(jing)濟(ji)層面存(cun)在供(gong)(gong)需失衡問(wen)題(ti)。“內卷”的(de)一(yi)個重要原因在于供(gong)(gong)需矛盾突出,供(gong)(gong)大(da)于求(qiu)。經(jing)過幾十(shi)年發展,我(wo)國已成為世界第(di)一(yi)制造業大(da)國,具(ju)有(you)全(quan)球最(zui)完整、規模最(zui)大(da)的(de)工業體(ti)系,形成了強大(da)的(de)生產能(neng)力(li)。與強大(da)的(de)供(gong)(gong)給能(neng)力(li)相比,當(dang)前(qian)我(wo)國國內有(you)效需求(qiu)不(bu)(bu)足(zu)問(wen)題(ti)突出,居民消(xiao)費能(neng)力(li)和(he)意(yi)愿不(bu)(bu)足(zu),消(xiao)費需求(qiu)不(bu)(bu)振,有(you)效投資(zi)增(zeng)長(chang)偏弱等(deng)問(wen)題(ti)明(ming)顯。同時,由于全(quan)球經(jing)濟(ji)增(zeng)速放緩、單邊主義和(he)貿易保(bao)護(hu)主義加(jia)劇(ju),外部(bu)需求(qiu)面臨較大(da)不(bu)(bu)確定性。宏(hong)觀層面的(de)供(gong)(gong)需失衡,集中表現(xian)為部(bu)分行(xing)業需求(qiu)疲軟、產能(neng)過剩,導致現(xian)有(you)企(qi)業為了生存(cun)不(bu)(bu)得不(bu)(bu)在有(you)限的(de)市(shi)場空間內進行(xing)競爭。
第二,新(xin)(xin)興行(xing)業(ye)(ye)(ye)出現供(gong)需(xu)(xu)結構性(xing)矛盾(dun)。與過去惡(e)性(xing)競爭(zheng)主要(yao)集中在(zai)鋼鐵、水泥(ni)、輕工產(chan)(chan)(chan)品(pin)等(deng)(deng)傳統(tong)產(chan)(chan)(chan)業(ye)(ye)(ye)不(bu)(bu)同(tong),當前一(yi)個突出現象是,光伏、鋰電池、新(xin)(xin)能源汽車、電商平臺等(deng)(deng)新(xin)(xin)興行(xing)業(ye)(ye)(ye)也深(shen)陷其中,究(jiu)其根源,這(zhe)與技(ji)(ji)(ji)術和產(chan)(chan)(chan)業(ye)(ye)(ye)發(fa)(fa)展(zhan)(zhan)規(gui)律(lv)有(you)(you)著密切關系。從歷次科技(ji)(ji)(ji)革(ge)命和產(chan)(chan)(chan)業(ye)(ye)(ye)變革(ge)看,新(xin)(xin)技(ji)(ji)(ji)術、新(xin)(xin)業(ye)(ye)(ye)態、新(xin)(xin)模式(shi)的涌(yong)現,會吸引(yin)大量投資(zi)(zi)進入相關產(chan)(chan)(chan)業(ye)(ye)(ye)并可能帶來過度投資(zi)(zi)問題。在(zai)新(xin)(xin)興技(ji)(ji)(ji)術和產(chan)(chan)(chan)業(ye)(ye)(ye)發(fa)(fa)展(zhan)(zhan)初期(qi)(qi),往往存(cun)在(zai)不(bu)(bu)確定的多種技(ji)(ji)(ji)術路線(xian),每種路線(xian)都會吸引(yin)相應的投資(zi)(zi),導致技(ji)(ji)(ji)術迭代更新(xin)(xin)過程(cheng)中產(chan)(chan)(chan)能擴張(zhang)速度超(chao)過需(xu)(xu)求釋放速度。并且技(ji)(ji)(ji)術和產(chan)(chan)(chan)業(ye)(ye)(ye)的發(fa)(fa)展(zhan)(zhan)具有(you)(you)周(zhou)期(qi)(qi)性(xing),隨(sui)著技(ji)(ji)(ji)術和產(chan)(chan)(chan)業(ye)(ye)(ye)發(fa)(fa)展(zhan)(zhan)進入成熟期(qi)(qi),市場逐漸飽(bao)和,而一(yi)段時間內企(qi)業(ye)(ye)(ye)在(zai)產(chan)(chan)(chan)品(pin)功能、生產(chan)(chan)(chan)工藝、服(fu)務模式(shi)等(deng)(deng)方面會趨于雷(lei)同(tong),很難形(xing)成代際差異(yi),部分企(qi)業(ye)(ye)(ye)就會采取降低價格等(deng)(deng)方式(shi)進行(xing)競爭(zheng)。當前,新(xin)(xin)興行(xing)業(ye)(ye)(ye)出現的“內卷式(shi)”競爭(zheng),與在(zai)這(zhe)些規(gui)律(lv)作用(yong)下供(gong)給和需(xu)(xu)求出現結構性(xing)矛盾(dun)密切相關。
第(di)三(san),維護公平競爭環境的體(ti)制(zhi)(zhi)(zhi)機(ji)(ji)制(zhi)(zhi)(zhi)不(bu)(bu)(bu)健全。市(shi)(shi)場經(jing)濟的有(you)效(xiao)運行,需要(yao)更(geng)好(hao)發(fa)揮(hui)政(zheng)(zheng)府作(zuo)用。但由(you)于政(zheng)(zheng)府缺位越位等行為(wei)時(shi)(shi)有(you)發(fa)生,很大程度上影響(xiang)公平競爭市(shi)(shi)場環境的形成。一是(shi)有(you)的地(di)方政(zheng)(zheng)績考(kao)核機(ji)(ji)制(zhi)(zhi)(zhi)不(bu)(bu)(bu)完善,導致(zhi)政(zheng)(zheng)績觀、發(fa)展(zhan)(zhan)觀錯(cuo)位,為(wei)了(le)追求(qiu)短期經(jing)濟增長而搞(gao)地(di)方保護、市(shi)(shi)場分(fen)(fen)割、惡性比拼招商引資政(zheng)(zheng)策等,妨(fang)礙資源要(yao)素高效(xiao)流動。二是(shi)法律法規和(he)監管(guan)體(ti)制(zhi)(zhi)(zhi)機(ji)(ji)制(zhi)(zhi)(zhi)不(bu)(bu)(bu)健全,特別是(shi)隨著新技術新業(ye)態新模(mo)式快速發(fa)展(zhan)(zhan),市(shi)(shi)場邊界不(bu)(bu)(bu)斷拓展(zhan)(zhan),與之匹配的監管(guan)措施(shi)尚未(wei)跟上,給一些企(qi)業(ye)鋌而走險(xian)突破底(di)線以可乘之機(ji)(ji)。三(san)是(shi)市(shi)(shi)場出清機(ji)(ji)制(zhi)(zhi)(zhi)不(bu)(bu)(bu)健全,由(you)于破產(chan)重(zhong)整制(zhi)(zhi)(zhi)度不(bu)(bu)(bu)完善,加(jia)上有(you)的地(di)方政(zheng)(zheng)府行政(zheng)(zheng)力量(liang)干預,導致(zhi)一些本該(gai)淘汰的落后和(he)過剩產(chan)能不(bu)(bu)(bu)能及時(shi)(shi)退出,部分(fen)(fen)企(qi)業(ye)“活不(bu)(bu)(bu)好(hao)、死不(bu)(bu)(bu)了(le)”,影響(xiang)了(le)產(chan)業(ye)重(zhong)組(zu)和(he)資源利(li)用效(xiao)率的提高。
第四,發(fa)展(zhan)模式路徑依賴和短(duan)期主義傾(qing)向明(ming)顯。改革開(kai)放(fang)以來,我國(guo)市(shi)場(chang)規模快(kuai)速(su)擴大,但城(cheng)鄉(xiang)居民收入水平(ping)長(chang)期總體不高(gao),對價格較(jiao)為敏(min)感,讓不少企業習慣于依賴價格競(jing)(jing)爭(zheng)開(kai)拓市(shi)場(chang),注重追(zhui)逐短(duan)期利(li)益。我國(guo)正在整體邁向高(gao)收入國(guo)家,消費(fei)者需求(qiu)日益多元(yuan)化(hua)(hua)、個(ge)性化(hua)(hua),消費(fei)需求(qiu)不斷升級,對企業產品的質量、品質都有了(le)更高(gao)要求(qiu)。一些企業在面對市(shi)場(chang)壓力時(shi),仍然傾(qing)向于采取(qu)傳統(tong)競(jing)(jing)爭(zheng)方式,對創新投(tou)入不足,忽視品牌建設、服務提升等,難以適應市(shi)場(chang)環(huan)境變化(hua)(hua),行業內(nei)部競(jing)(jing)爭(zheng)持續(xu)加劇。
理(li)論和(he)(he)實踐表明,市場(chang)(chang)競(jing)(jing)(jing)(jing)爭(zheng)(zheng)是(shi)與經(jing)(jing)濟(ji)發(fa)展(zhan)水平和(he)(he)市場(chang)(chang)體系建(jian)設內在相(xiang)適(shi)應的(de)(de)(de)動態調整過程(cheng)。生產力(li)水平較低階段、短缺經(jing)(jing)濟(ji)特征(zheng)下(xia)的(de)(de)(de)競(jing)(jing)(jing)(jing)爭(zheng)(zheng)不充分(fen),與供給能(neng)力(li)大幅提升、產能(neng)擴(kuo)張超出市場(chang)(chang)容量特征(zheng)下(xia)的(de)(de)(de)競(jing)(jing)(jing)(jing)爭(zheng)(zheng)過度(du),都是(shi)市場(chang)(chang)經(jing)(jing)濟(ji)演進中難以避免(mian)的(de)(de)(de)情況(kuang),也(ye)是(shi)一國經(jing)(jing)濟(ji)發(fa)展(zhan)過程(cheng)中必然會遇到的(de)(de)(de)問(wen)(wen)題(ti)。其(qi)中一些亂象并非中國經(jing)(jing)濟(ji)所獨(du)有(you),德國、日本等傳統工業強國也(ye)曾(ceng)出現過產業過度(du)競(jing)(jing)(jing)(jing)爭(zheng)(zheng)的(de)(de)(de)現象。“內卷式”競(jing)(jing)(jing)(jing)爭(zheng)(zheng)作(zuo)為市場(chang)(chang)競(jing)(jing)(jing)(jing)爭(zheng)(zheng)中的(de)(de)(de)一種癥候,其(qi)形成既(ji)有(you)客(ke)觀因素,也(ye)有(you)主觀因素,既(ji)有(you)短期問(wen)(wen)題(ti),也(ye)有(you)長期和(he)(he)深層次問(wen)(wen)題(ti)。我們(men)需要客(ke)觀理(li)性看(kan)待,找準(zhun)問(wen)(wen)題(ti)的(de)(de)(de)癥結,進一步完善市場(chang)(chang)競(jing)(jing)(jing)(jing)爭(zheng)(zheng)機制,著力(li)引(yin)導競(jing)(jing)(jing)(jing)爭(zheng)(zheng)朝著更加健康有(you)序方向發(fa)展(zhan)。
三(san)、如何有效(xiao)整治(zhi)“內卷式”競爭?
整治(zhi)“內卷(juan)式”競爭(zheng)是一項復雜的系統性工程,不(bu)可(ke)能一蹴(cu)而就、一招(zhao)制(zhi)勝,需(xu)要遵循經濟規律,匯(hui)集各(ge)方力量,多管(guan)齊下,綜合整治(zhi)。
供(gong)(gong)(gong)需(xu)(xu)(xu)兩(liang)側(ce)協同(tong)發(fa)力(li),促進總供(gong)(gong)(gong)給和總需(xu)(xu)(xu)求(qiu)動(dong)(dong)態平衡(heng)。供(gong)(gong)(gong)需(xu)(xu)(xu)不(bu)匹配(pei)、不(bu)平衡(heng)是導致“內(nei)卷(juan)式(shi)”競爭的重要(yao)(yao)原因。這就要(yao)(yao)求(qiu)整治“內(nei)卷(juan)式(shi)”競爭必須(xu)供(gong)(gong)(gong)需(xu)(xu)(xu)兩(liang)側(ce)協同(tong)發(fa)力(li)、協調配(pei)合,既要(yao)(yao)做(zuo)大(da)(da)市場空間(jian),也要(yao)(yao)提高(gao)供(gong)(gong)(gong)給質量。要(yao)(yao)把擴(kuo)大(da)(da)內(nei)需(xu)(xu)(xu)戰略同(tong)深(shen)化(hua)供(gong)(gong)(gong)給側(ce)結(jie)構(gou)性改革有機(ji)結(jie)合起來,形(xing)成需(xu)(xu)(xu)求(qiu)牽引(yin)供(gong)(gong)(gong)給、供(gong)(gong)(gong)給創造需(xu)(xu)(xu)求(qiu)的更(geng)高(gao)水平動(dong)(dong)態平衡(heng)。居民消(xiao)費(fei)(fei)(fei)需(xu)(xu)(xu)求(qiu)不(bu)振是國內(nei)需(xu)(xu)(xu)求(qiu)不(bu)足(zu)的突出癥結(jie),要(yao)(yao)加快補(bu)上(shang)消(xiao)費(fei)(fei)(fei)不(bu)足(zu)的短板,建(jian)立和完(wan)善(shan)擴(kuo)大(da)(da)居民消(xiao)費(fei)(fei)(fei)的長效機(ji)制,深(shen)挖潛力(li)提振消(xiao)費(fei)(fei)(fei),推(tui)動(dong)(dong)大(da)(da)宗(zong)消(xiao)費(fei)(fei)(fei)更(geng)新(xin)(xin)升級(ji),激發(fa)服(fu)務消(xiao)費(fei)(fei)(fei)潛力(li),放(fang)大(da)(da)新(xin)(xin)型消(xiao)費(fei)(fei)(fei)帶動(dong)(dong)效應。持續(xu)深(shen)化(hua)供(gong)(gong)(gong)給側(ce)結(jie)構(gou)性改革,推(tui)動(dong)(dong)供(gong)(gong)(gong)給體系和效率明顯提升,以高(gao)質量的供(gong)(gong)(gong)給適應滿(man)足(zu)不(bu)斷升級(ji)的需(xu)(xu)(xu)求(qiu)。海外(wai)(wai)市場蘊含巨大(da)(da)發(fa)展機(ji)遇和空間(jian),要(yao)(yao)持續(xu)擴(kuo)大(da)(da)高(gao)水平對(dui)外(wai)(wai)開放(fang),完(wan)善(shan)企業“走出去(qu)”保障機(ji)制,培育外(wai)(wai)貿發(fa)展新(xin)(xin)動(dong)(dong)能,拓展外(wai)(wai)貿新(xin)(xin)空間(jian)。
規(gui)范(fan)(fan)政府(fu)(fu)行為(wei)(wei),促進有(you)(you)效(xiao)(xiao)(xiao)市(shi)場(chang)和(he)(he)有(you)(you)為(wei)(wei)政府(fu)(fu)更好(hao)(hao)結合。習近(jin)平(ping)(ping)總書(shu)記指(zhi)出(chu),政府(fu)(fu)行為(wei)(wei)越(yue)規(gui)范(fan)(fan),市(shi)場(chang)作(zuo)用就越(yue)有(you)(you)效(xiao)(xiao)(xiao)。“內(nei)(nei)卷式(shi)”競(jing)(jing)(jing)爭(zheng)(zheng)是(shi)(shi)市(shi)場(chang)失靈現(xian)象(xiang)的體現(xian)。綜合整(zheng)治(zhi)“內(nei)(nei)卷式(shi)”競(jing)(jing)(jing)爭(zheng)(zheng),根本上要(yao)(yao)(yao)(yao)著眼于構建(jian)高水平(ping)(ping)社會主義市(shi)場(chang)經濟體制(zhi)(zhi),形(xing)成(cheng)既“放(fang)得活”又“管得住”的經濟秩序。各級政府(fu)(fu)特別是(shi)(shi)一些(xie)地方(fang)政府(fu)(fu)要(yao)(yao)(yao)(yao)堅(jian)(jian)持有(you)(you)所為(wei)(wei)、有(you)(you)所不為(wei)(wei),轉變政府(fu)(fu)職能,樹(shu)立正確政績觀,樹(shu)立算大賬、全國一盤棋(qi)理念(nian),實施好(hao)(hao)《公平(ping)(ping)競(jing)(jing)(jing)爭(zheng)(zheng)審(shen)查(cha)條(tiao)例》,落(luo)實好(hao)(hao)《全國統一大市(shi)場(chang)建(jian)設指(zhi)引(試行)》,堅(jian)(jian)決破除地方(fang)保護(hu)(hu)和(he)(he)市(shi)場(chang)分(fen)割,推動(dong)要(yao)(yao)(yao)(yao)素資(zi)源在(zai)全國范(fan)(fan)圍(wei)內(nei)(nei)高效(xiao)(xiao)(xiao)配(pei)置;著力規(gui)范(fan)(fan)地方(fang)政府(fu)(fu)招商(shang)(shang)引資(zi)行為(wei)(wei),將招商(shang)(shang)引資(zi)工作(zuo)重(zhong)點從拼(pin)政策優(you)(you)惠(hui)(hui)轉變到(dao)優(you)(you)化(hua)(hua)營商(shang)(shang)環境、提高服務(wu)水平(ping)(ping)上來,嚴禁(jin)違(wei)法違(wei)規(gui)給(gei)予(yu)政策優(you)(you)惠(hui)(hui)行為(wei)(wei),形(xing)成(cheng)規(gui)范(fan)(fan)招商(shang)(shang)、良性招商(shang)(shang)新模(mo)式(shi)。各地要(yao)(yao)(yao)(yao)立足自身條(tiao)件,遵循產(chan)(chan)業(ye)發(fa)(fa)展(zhan)規(gui)律,優(you)(you)化(hua)(hua)產(chan)(chan)業(ye)布局,因地制(zhi)(zhi)宜發(fa)(fa)展(zhan)新質(zhi)生產(chan)(chan)力,避(bi)免在(zai)新興(xing)產(chan)(chan)業(ye)發(fa)(fa)展(zhan)中(zhong)出(chu)現(xian)“內(nei)(nei)卷式(shi)”競(jing)(jing)(jing)爭(zheng)(zheng)。公平(ping)(ping)競(jing)(jing)(jing)爭(zheng)(zheng)、優(you)(you)勝劣汰的市(shi)場(chang)秩序,是(shi)(shi)有(you)(you)效(xiao)(xiao)(xiao)發(fa)(fa)揮市(shi)場(chang)機制(zhi)(zhi)活力和(he)(he)作(zuo)用的內(nei)(nei)在(zai)要(yao)(yao)(yao)(yao)求(qiu)。要(yao)(yao)(yao)(yao)完善產(chan)(chan)權保護(hu)(hu)、市(shi)場(chang)準入、公平(ping)(ping)競(jing)(jing)(jing)爭(zheng)(zheng)、社會信用等市(shi)場(chang)經濟基礎制(zhi)(zhi)度(du),創新監(jian)管手段(duan),強(qiang)化(hua)(hua)監(jian)管和(he)(he)質(zhi)量標準,實施好(hao)(hao)《中(zhong)華人民共(gong)和(he)(he)國反不正當競(jing)(jing)(jing)爭(zheng)(zheng)法》,嚴厲(li)打擊惡意比(bi)價、虛(xu)假宣傳(chuan)、互黑互踩等市(shi)場(chang)亂象(xiang),加(jia)強(qiang)對平(ping)(ping)臺“內(nei)(nei)卷式(shi)”競(jing)(jing)(jing)爭(zheng)(zheng)的治(zhi)理,規(gui)范(fan)(fan)競(jing)(jing)(jing)爭(zheng)(zheng)秩序。通過企業(ye)整(zheng)合重(zhong)組形(xing)成(cheng)適度(du)競(jing)(jing)(jing)爭(zheng)(zheng)的產(chan)(chan)業(ye)組織(zhi)體系,是(shi)(shi)調整(zheng)優(you)(you)化(hua)(hua)產(chan)(chan)業(ye)結構、形(xing)成(cheng)市(shi)場(chang)良性競(jing)(jing)(jing)爭(zheng)(zheng)的重(zhong)要(yao)(yao)(yao)(yao)途徑(jing)。要(yao)(yao)(yao)(yao)完善市(shi)場(chang)出(chu)清機制(zhi)(zhi),堅(jian)(jian)持依(yi)靠市(shi)場(chang)機制(zhi)(zhi)鼓(gu)勵企業(ye)縱向整(zheng)合與(yu)橫向兼并(bing),提高有(you)(you)關產(chan)(chan)業(ye)集中(zhong)度(du),推動(dong)市(shi)場(chang)有(you)(you)效(xiao)(xiao)(xiao)出(chu)清。
強化(hua)行(xing)(xing)業(ye)(ye)自(zi)(zi)(zi)(zi)律,提高行(xing)(xing)業(ye)(ye)和企業(ye)(ye)反“內卷”的(de)(de)(de)自(zi)(zi)(zi)(zi)覺性(xing)(xing)。行(xing)(xing)業(ye)(ye)自(zi)(zi)(zi)(zi)律是經營(ying)主體在市(shi)場(chang)競(jing)爭(zheng)(zheng)(zheng)(zheng)中自(zi)(zi)(zi)(zi)發形(xing)(xing)成的(de)(de)(de)一(yi)種自(zi)(zi)(zi)(zi)我約束機制(zhi),是規范企業(ye)(ye)行(xing)(xing)為(wei)、維護市(shi)場(chang)秩序、促進行(xing)(xing)業(ye)(ye)健康發展的(de)(de)(de)重要保(bao)障。綜(zong)合(he)整治“內卷式(shi)”競(jing)爭(zheng)(zheng)(zheng)(zheng)要從強化(hua)行(xing)(xing)業(ye)(ye)自(zi)(zi)(zi)(zi)律做起(qi),發揮行(xing)(xing)業(ye)(ye)協(xie)會作用,倡導(dao)合(he)法、公(gong)平(ping)、誠信、正(zheng)當、有序的(de)(de)(de)行(xing)(xing)業(ye)(ye)競(jing)爭(zheng)(zheng)(zheng)(zheng),完善傳統(tong)產(chan)業(ye)(ye)行(xing)(xing)業(ye)(ye)協(xie)會職能(neng),補上(shang)(shang)新興業(ye)(ye)態(tai)行(xing)(xing)業(ye)(ye)組織空位,通過制(zhi)定行(xing)(xing)業(ye)(ye)標準和規則,規范市(shi)場(chang)行(xing)(xing)為(wei),形(xing)(xing)成廣泛共識,遏(e)制(zhi)惡性(xing)(xing)競(jing)爭(zheng)(zheng)(zheng)(zheng)。強化(hua)企業(ye)(ye)特(te)別是鏈(lian)主企業(ye)(ye)社會責任,引導(dao)企業(ye)(ye)增強抵制(zhi)不正(zheng)當競(jing)爭(zheng)(zheng)(zheng)(zheng)行(xing)(xing)為(wei)的(de)(de)(de)自(zi)(zi)(zi)(zi)覺性(xing)(xing),推動形(xing)(xing)成良性(xing)(xing)的(de)(de)(de)產(chan)業(ye)(ye)鏈(lian)上(shang)(shang)下游(you)協(xie)同(tong)關系。技術創新、產(chan)業(ye)(ye)升級是企業(ye)(ye)打開市(shi)場(chang)空間、防止(zhi)低水平(ping)同(tong)質競(jing)爭(zheng)(zheng)(zheng)(zheng)的(de)(de)(de)根本出路(lu)。要大力(li)弘(hong)揚企業(ye)(ye)家精神(shen),引導(dao)廣大企業(ye)(ye)積極順應(ying)市(shi)場(chang)變化(hua),著(zhu)力(li)提升創新能(neng)力(li),努力(li)開辟新賽(sai)道、拓展新市(shi)場(chang)。
來源:新華財經