国有经济布局于战略性新兴产业:内在逻辑、显著特征与发展方向
作者简介:范欣,中国人民大学全国中国特色社会主义政治经济学研究中心研究员,中国人民大学经济学院教授(北京 100872);殷澄睿,吉林大学经济学院硕士研究生(吉林长春 130012);邱赛男,中国人民大学经济学院博士研究生(北京 100872)。
基金项目:
本文为国家社会科学基金一般项目“新发展格局下要素市场化配置的理论逻辑与经验证据研究”(21BJL041)的阶段性成果。
摘要: 国有经济布局于战略性新兴产业,不仅是党中央立足于中国具体实际做出的一项重大理论创新与理论创造,也是党和国家加快培育和发展新质生产力、推动经济高质量发展的重大实践探索。以马克思主义政治经济学为理论指导,总结提炼国有战略性新兴产业布局的特性,对推动高质量发展具有重要意义。基于天眼查微观企业注册数据的分析结果表明,国有经济在战略性新兴产业领域布局至今,尽管企业数量和投资强度快速增长、产业布局日益聚焦实体经济、比较优势产业培育力度增强,但仍存在区域发展不协调、金融行业比重偏高、产业发展的全面性和均衡性仍有待提升等问题。对此,新征程上国有战略性新兴产业发展应在战略定位上推动产业集群式发展,在部门选择上进一步聚焦实体经济,在区域适配上因地制宜提高自主创新能力。
The Layout of State-owned Economy in Strategic Emerging Industries:Intrinsic Logic, Salient Characteristics, and Development Direction
Abstract: The layout of state-owned economy in strategic emerging industries is not only a significant theoretical innovation and creation made by the Central Committee of the Communist Party of China based on the specific conditions, but also a major practical exploration in accelerating the cultivation and development of new productive forces and promoting high-quality economic development. This paper, guided by Marxist political economy, explores the characteristics of the layout of state-owned strategic emerging industries and analyzes its important significance in promoting high-quality development. Based on the analysis of micro-enterprise registration data from Tianyancha, the results indicate that state-owned economy has been strategically expanding into emerging industries. Despite the rapid growth in the number of enterprises and investment intensity, the industrial layout is increasingly focused on the real economy, and efforts to cultivate industries with comparative advantages have been strengthened. However, challenges such as regional development imbalance, excessive weight of the financial industry, and the need to improve the comprehensiveness and balance of industrial development still exist. Therefore, in the development of state-owned strategic emerging industries in the new journey, it is necessary to promote cluster development of industries in terms of strategic positioning, further focus on the real economy in sector selection, and improve the ability of independent innovation according to local conditions in regional adaptation.