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中国GDP到底被高估了多少 [推广有奖]

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楼主
sfhsky 发表于 2007-12-26 07:07:00 |AI写论文

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作者:刘洪

  世界经济大国之林,中国究竟可排老几?这个话题极富争议性,当然,错误率也高。比如,世界银行日前公布了一个购买力平价报告,国内外很多媒体皆报道说:世行认为中国GDP被高估了40%。很可惜,世行的原意是中国GDP比原先估计缩水了40%,换算过来,应该是被高估了66.7%。

  世行的这个报告,其实是相对比较权威的,因为中国第一次参与了这项统计。世行此前有关中国购买力平价的数据,采用的都是1986年的数据,谬误自然在所难免。按照旧计算方式,2005年中国GDP为8.8万亿美元,占世界GDP的15%;但根据新的报告,中国GDP只有5.3万亿美元,占世界GDP9.7%。但中国GDP仍略高于日本的3.9万亿美元。世界经济强国前五分别为美、中、日、德、印。

  但许多西方媒体在报道这则新闻时,大都采取这样的表述:“尽管中国经济规模大幅缩水,但仍列世界第二经济大国”。第二当然是一件好事,但关键这个“第二”是否名副其实,西方媒体在这一点上则语焉不详了。

  在当今国际,经济排名,尤其是GDP的排名,并不仅仅是一个经济问题,更是一个微妙的政治问题。道理很简单,经济规模大了,就不能再享受发展中国家的权利,而必须承担经济强国的“责任和义务”。

  中国某种程度上强调自己是发展中国家并非没有理由。在经济学上,购买力平价系数是指根据各国不同价格水平计算出来的货币之间的等值系数。测算购买力平价系数,最通俗的例子就是巨无霸系数,即如果一个麦当劳巨无霸在美国是4美元,在英国是3英镑,那么美元和英镑的购买力平价系数就是4美元=3英镑。当然,世行的购买力平价报告并非只考虑巨无霸,而是调查了每个经济体至少1000种商品和服务的价格。

  如果根据传统的汇率计算,2005年中国GDP只有2.2万亿美元,不及按购买力平价计算的5.3万亿美元的一半。中国GDP占世界经济比重也只有5.06%。中国列美、日、德、英之后,为世界第五经济大国。这种差异,正是西方认定人民币严重低估的理由。但作为一种计算方式,购买力平价也未必完全真实。因为不同经济体对同一商品的需求是不同的,比如,中外因为饮食习惯不同,对巨无霸和馒头的需求和价格就不可能一样。另外,在许多发达经济体,民众有相对完善的社保网络,中国物价虽低,但民众潜在负担相当高。

  一些外国朋友也感慨,如果只去北京、上海等几个城市,那他们认为中国肯定是发达经济体;但当他们去过甘肃、四川的山区时,才发现中国还真穷。而恰恰值得注意的是,世行最新的购买力平价数据采用的正是11个中国城市的数据,这些数据能代表整个中国吗?

  当国际上宣扬中国已成为世界第二经济大国时,固然鼓舞人心,但未必就是一件好事;当我们强调自己仍是发展中国家时,虽然有些自谦,但未必就不符合事实,尤其是考虑到最实际的人均GDP收入上——即使按照购买力平价,美国人均GDP仍然是中国的10倍多。

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关键词:中国GDP 被高估 GDP 成为世界第二 购买力平价 GDP 高估

离开了真实的生活,就只剩下黑板上的方程和曲线。但如诗的数学要与如画的现实结合,经济学才是既活又美的。

沙发
jingdianhr 发表于 2007-12-26 09:15:00

鸡的屁,看着就烦

藤椅
sydney555 发表于 2007-12-26 19:26:00

确实已中国大城市的统计数据为依据的计算结果肯定会高估中国的实际经济实力,如果全中国所有地方都像北京,上海那么发达,中国早就是世界头号强国了!台湾早回家了,钓鱼岛也开始建中国度假村了!但是这一天终究会来的!

板凳
jingdianhr 发表于 2007-12-27 09:43:00

↑在过5000年吧

报纸
Lj5612567 发表于 2008-8-16 17:17:00

↑在过5000年吧

那时候我们有10000年的文明

地板
lornhorn 发表于 2008-8-17 09:19:00

“中国,一个古老的文明古国,10000年前就诞生了。”

一个考古学教授这样对他的学生说。

7
天下一人 发表于 2008-8-17 09:53:00

12年前,就有人说中国是第二大经济体了,说人均GDP已经超3000美元了。

现在又说缩水了,其实都是一个意思,希望能影响我们的发展思路。

我们不理他,干自己的就好了嘛。

各位说来说去,其实无论臧否,都是受了对方的影响了。

8
bajjio 发表于 2008-8-17 10:05:00
以下是引用天下一人在2008-8-17 9:53:00的发言:

12年前,就有人说中国是第二大经济体了,说人均GDP已经超3000美元了。

现在又说缩水了,其实都是一个意思,希望能影响我们的发展思路。

我们不理他,干自己的就好了嘛。

各位说来说去,其实无论臧否,都是受了对方的影响了。

对于中国的GDP统计数据产生怀疑,应该是10年前就存在了。

Thomas Rawski的那篇指出中国统计数据中存在问题的文章是“What’s Happening to China’s GDP Statistics?”。

9
天下一人 发表于 2008-8-17 10:14:00
以下是引用bajjio在2008-8-17 10:05:00的发言:

对于中国的GDP统计数据产生怀疑,应该是10年前就存在了。

Thomas Rawski的那篇指出中国统计数据中存在问题的文章是

“What’s Happening to China’s GDP Statistics?”。

具体是表达了怎样的态度呢?

10
bajjio 发表于 2008-8-17 10:25:00

.

  这是米塞斯研究中心上的一篇文章:

China and the Development Myth(by MacKenzie)(zz)



 

Advocates of government planning often cite China as an example of economic
success. China supposedly achieved success by adopting a mixed economy.

   According to Joseph Stiglitz, the Chinese government has avoided the
deficiencies of capitalism and communism by allowing a limited amount of private
competition, while also retaining strong governmental controls over investment.

   According to Noam Chomsky, the Chinese government is "the most
interventionist and price-distorting government of all." Chinese success in
recent decades proves that government planning is a better path. Countries that
follow the "free-trade" neoliberal path will lag behind while regulated
economies, like China, come to dominate the global economy.

   Ha Joon Chang points out that Western industrialized nations rejected free
trade during the early stages of development. Poorer nations need government to
plan economic development strategically. Jeff Sachs lauds the modest nature of
Chinese reforms. In order to realize vigorous economic development, market
forces must be introduced gradually, and government controls must remain
intact.

   Part of what the anti–free market crowd says is actually true. The Chinese
government dumped its overtly socialist policies many years ago. The Chinese now
have a limited amount of free enterprise and private competition. The Chinese
government even sought advice from Milton Friedman. Friedman went to China in
1980, 1988, and 1993. But the Chinese did not act upon all of Friedman's advice.
The Chinese government retains strict control over Chinese markets. As of 2008,
China ranked the 126th freest economy, in the "mostly unfree" category of the
most recent Index of Economic Freedom.

   The proof of Chinese success supposedly lies in its GDP statistics. The
Chinese have reported astounding economic growth since 1978. The Chinese growth
rate has been reported in double digits for many of the past thirty years.
Chinese GDP nearly caught up to the United States during this time. At the
reported rate of growth Chinese GDP will exceed American GDP in 2012. China has
a much larger population, so its reported per capita GDP is still well below
that of the United States. Yet, such rapid growth would appear to make China
the example to follow for industrializing nations, especially those
that are transitioning out of some form of state socialism.

   Chinese GDP statistics seem to support the case for government regulation
of markets, but there is a problem with these data. The problem with the
statistics that the Chinese have reported on GDP is that they are exaggerated.
At the end of last year the World Bank published a report on Chinese GDP. World
Bank economists used the standard method of Purchasing Power Parity to
measure Chinese GDP in terms of US dollars. The result of this study is that
Chinese GDP is lower than previously believed.

  While it had been thought that China had passed the ten-trillion mark,
Chinese GDP is closer to six trillion. Chinese GDP was overestimated by 40%.
Chinese GDP is actually half of American GDP, and Chinese per capital GDP is
still very low, on average. While it had been thought that 100 million Chinese
live on less than one dollar per day, there are actually 300 million Chinese
living on less than one dollar per day.

  Some economists have suspected that the Chinese statistics were too high
since long before the World Bank report was published. University of Pittsburgh
economist Thomas Rawski came out with a report in 2001 that exposed some of the
problems with the Chinese statistics. Chinese GDP has grown since the
abandonment of communism in 1978. However, its growth rate is perhaps half of
what it was thought to be. Consequently, the enthusiasm of Stiglitz and Chomsky
(among others) regarding the Chinese model of economic regulation is
unfounded.

  This is not the first time that opponents of freedom have been duped by
exaggerated statistics regarding the performance of planned economies. During
the Cold War, many scholars and media figures pushed the idea that the Soviet
economy was outperforming its Western capitalist counterparts. The official
statistics from the Soviet Union were impressive — and fictitious.

  Economist Warren Nutter exposed the inflated nature of Soviet statistics in
1958. Yet many prominent antifreedom economists (e.g., JK Galbraith, Lester
Thurow, Paul Samuelson) held to the phony statistics on the Soviet economy right
until that horrible system collapsed. Unfortunately, too little has changed.
Some people accept phony inflated statistics from nations like China's GDP all
too easily.

   Of course, the Chinese example differs from the Soviet example. China
adopted modest market reforms, and reported rapid economic development. China's
economic progress is actually in line with the nature of its reforms. Modest
reforms have produced modest growth. The evidence on China's GDP might suggest
that Chinese reforms did not go far enough, but we cannot rely on data alone. We
can see the strength of the case for economic freedom even more clearly through
proper economic theorizing. Free-market economists like Friedrich Hayek and
Ludwig von Mises arrived at the proper conclusions regarding socialism and
interventionism long before the evidence on modern state planning was in. Now
that theory and history have rendered their verdicts, we should set these
matters to rest.

[此贴子已经被作者于2008-8-17 10:25:33编辑过]

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