| 战明华,严匡穗,卢垚.增强宏观政策取向一致性——习近平经济思想的宏观调控理论创新[J].数量经济技术经济研究,2025,(11):5-24 | | 增强宏观政策取向一致性——习近平经济思想的宏观调控理论创新 | | Enhancing the Consistency of Macroeconomic Policy Orientation: Theoretical Innovation in Macroeconomic Regulation within Xi Jinping’s Economic Thought | | | | DOI： | | 中文关键词: 习近平经济思想 宏观政策 一致性 | | 英文关键词: Xi Jinping’s Economic Thought Macroeconomic Policy Consistency | | 基金项目: | | | 中文摘要: | | 习近平总书记提出“增强宏观政策取向一致性”，是在新时代中国宏观经济治理格局深刻转型背景下作出的重大理论创新，标志着宏观调控从分散化、碎片化的政策响应，向服务国家战略、推动系统治理的协调机制全面转型。这一重大论断既深刻回应了当前经济运行中存在的多目标冲突、多工具碎片化等现实难题，也为构建中国特色宏观调控理论体系提供了方向指引。本文从系统观念、多层次协同、动态平衡机制、政策目标层次、预期管理五个维度，系统阐释增强宏观政策取向一致性的制度逻辑与理论内涵；通过与传统宏观政策协调理论的比较，揭示“增强宏观政策取向一致性”作为中国特色宏观理论的重大突破，填补了发展中经济体经济治理体系研究的空白；从应对复杂挑战、提高政策效率、破解协调失灵、统筹多元目标、防范重大风险等多个角度，提炼宏观政策取向一致性的实践价值；最后，总结提出五条实践路径，推动宏观政策取向一致性由理论构想落地为制度实践。 | | 英文摘要: | | General Secretary Xi Jinping’s proposition to “enhance the consistency of macroeconomic policy orientation” represents a seminal theoretical innovation formulated against the backdrop of profound transformations in China’s macroeconomic governance architecture in the new era. This groundbreaking concept signifies a comprehensive transition from fragmented, compartmentalized policy responses toward a coordinated mechanism that serves national strategic objectives and promotes systematic governance. The proposition has emerged as a strategic response to the accelerating global changes, unseen in a century, and the complex interplay of internal and external pressures facing China’s economic development. Further, it addresses the fundamental challenge of enhancing the scientific rigor, coordination, and foresight of macroeconomic regulation to achieve high-quality development.The theoretical significance of this proposition lies in its systematic breakthrough of traditional Western macroeconomic frameworks that have long relied on policy compartmentalization and linear logic. Unlike conventional approaches that pursue policy independence and optimal rules, Xi Jinping’s framework establishes a policy organization logic centered on systematic coordination, elevating macroeconomic regulation from mere “tool selection” to comprehensive “holistic governance.” This theoretical innovation transcends the traditional “single tool-single target” optimal policy paradigm, rather emphasizing a tripartite systematic integration of “policy instruments-governance, objectives-expectation, and management,” thereby transforming macroeconomic policy from static allocation to dynamic coordination and from target equilibrium to pathway guidance. Such a theoretical reconstruction not only responds to contemporary challenges of fragmentation, short-termism, and localization in economic governance but also marks another significant advancement in the theoretical framework of socialist political economy with Chinese characteristics at the national governance level.From a practical perspective, this concept addresses the realistic challenges of multi-objective conflicts and fragmented policy instruments in current macroeconomic policy operations. The practical value manifests in multiple dimensions, including responding to complex challenges, improving policy efficiency, resolving coordination failures, orchestrating pluralistic objectives, and preventing major risks. The implementation of this concept has already demonstrated significant effectiveness in resolving systemic risks, stabilizing the economic foundation, and advancing structural transformation. Whether in policy coordination during external shocks or in balancing multiple objectives through comprehensive planning, the consistency of macroeconomic policy orientation provides robust institutional support for constructing a modern economic system and achieving Chinese-style modernization goals, serving as a crucial conceptual and institutional instrument for advancing the modernization of national governance capabilities.This study systematically elucidates the rich connotations and practical pathways of “enhancing macroeconomic policy orientation consistency” through five analytical dimensions—systematic thinking, multi-level coordination, dynamic equilibrium mechanisms, hierarchical policy objectives, and expectation management. Through comparative analysis with traditional macroeconomic policy coordination theories, the study reveals how “enhancing policy consistency” represents a major breakthrough in China’s distinctive macroeconomic theory, filling a significant gap in the systematic research on economic governance systems for developing economies. The study contributes not only to deepening theoretical understanding of policy coordination mechanisms but also proposes five operational institutional pathways for transforming macroeconomic policy orientation consistency from theoretical conceptualization to institutional practice.In the future, the construction of China’s macroeconomic policy orientation consistency will encounter dual innovations in technological tools and governance concepts with the deep development of the digital economy. The widespread application of algorithmic optimization and artificial intelligence technology promises to accelerate response speed in the “identification-matching-response” chain of policy transmission, while big data and machine learning methods will become crucial support for quantitative assessment of cross-policy effects, collaborative modeling, and policy conflict early warning systems. Future research urgently needs to advance in three areas. First, theoretically, it should further deepen the conceptual expansion and framework construction of “macroeconomic policy orientation consistency.” Second, empirically, it should strengthen the identification of multi-policy interactive effects and cross-policy experimental design. Third, practically, it should promote the deep integration of digital technology with policy processes to construct an integrated digital collaborative platform covering the entire process of policy formulation, implementation, feedback, and revision. | | 查看全文 |
| | |
