CAJ | 학술논문

新结构经济学的目标是从比较优势的视角形成一个认识并界定政府和市场在以结构变迁为核心内容的经济发展中的作用的新综合体系。然而，在比较优势分析方法、静态比较优势的动态性质、发展战略的制度基础等关键问题上依然面临着诸多争议。在此基础上，本文尝试构建了如下一个发展战略的成本与收益分析框架。首先，发展中国家的经济性质决定了发展政策的两难困境：由于市场中存在信息、协调、外部性、刚性等等问题，需要积极的发展政策来激励理性的市场个体充分利用发展机会，但被干预了的市场必然存在扭曲，真实的发展绩效取决于发展政策成本与收益的权衡。其次，随着发展水平的提高，发展战略的边际成本增加而边际收益降低，最优的政府干预程度需要削减。最后，在政府及其代理人与市场个体利益相容的条件下，发展战略的最优动态调整能够实现。否则，发展战略的动态调整轨迹就取决于产权分布的变迁。
신결구경제학적목표시종비교우세적시각형성일개인식병계정정부화시장재이결구변천위핵심내용적경제발전중적작용적신종합체계。연이，재비교우세분석방법、정태비교우세적동태성질、발전전략적제도기출등관건문제상의연면림착제다쟁의。재차기출상，본문상시구건료여하일개발전전략적성본여수익분석광가。수선，발전중국가적경제성질결정료발전정책적량난곤경：유우시장중존재신식、협조、외부성、강성등등문제，수요적겁적발전정책래격려이성적시장개체충분이용발전궤회，단피간예료적시장필연존재뉴곡，진실적발전적효취결우발전정책성본여수익적권형。기차，수착발전수평적제고，발전전략적변제성본증가이변제수익강저，최우적정부간예정도수요삭감。최후，재정부급기대리인여시장개체이익상용적조건하，발전전략적최우동태조정능구실현。부칙，발전전략적동태조정궤적취취결우산권분포적변천。
New Structural Economics want to integrate the old structural economics and neo - liberalism economics into a unified framework which emphasizes the important roles for market and the state in the process of promoting economic development that focus on the structural change. However, there are many controversies on basic topics, such as the analytical method of comparative advantage, the dynamic nature of static comparative advantage, the institutional foundation of development strategy. In order to perfect and expand NSE, this paper constructs an analytical framework of the costs and benefits of development strategy. Firstly, there are dilemmas depending on the unique economic situation in developing ones： due to market problems of information, coordination, externality, rigidity, etc, rational agents need to be stimulated to utilize the development opportunities by positive development policies, at the same time, which induce the distortion in market, and the real development performance depends on the trade - off of the costs and benefits of development policies. Secondly, as the progress of development, the marginal costs of development strategy will be increased but the marginal benefits deceased, as result, the optimal degree of government intervention should be cut down. Lastly, under the conditions of compatible interest between government and market agents, the optimal dynamic adjustment on development strategy can be true; otherwise, the dynamic adjustment track would depend on the distribution of decision - making power between government and market.