Chapter 4 3. The Law of the Great Era: Institutional Reform Triggers a Comprehensive Renewal of Consciousness

The extensive development of the market economy is of course the reason why we are at a loss, but in order to pursue the benefits brought by the free economy, we have to bear the separation from the entire old economic system, and even confront. All the scenes we have seen can all be boiled down to one point, that is, the game between the three major capitals under the Chinese economic system constitutes the internal cause of all economic phenomena! Introduction to the theme: the two sides of the system—the unfinished reform—the defeat of the political and business game—the three-party struggle of capital—the policy that is failing

This is a difficult topic to articulate in a few words. The reason why it is difficult to say is that the discussion on the economic system, even as early as the Western Han Dynasty two thousand years ago, was already in dire straits. The national interest itself requires that the country must have the function of the subject of economic activities, but this function is oppressive to domestic commercial activities. Because of this, both the country and the people constitute the economic subject itself. If the country is strong, then Domestic commercial behavior will inevitably be suppressed. On the contrary, if any commercial behavior is allowed to go its own way, it will pose a threat to national security.

With such a tone, all the dynasties in China have been deeply involved in economic activities and implemented an economic system that completely runs counter to commercial laws. Objectively, this inevitably formed a restraint behavior against businessmen. Therefore, at the beginning of the reform and opening up, there was a slogan circulating among entrepreneurs in some cities in the coastal areas called "keep one eye on the market and the other on the mayor". The slogans of entrepreneurs are not groundless. In fact, this seemingly humorous ridicule is actually the complaints and complaints from the heart of businessmen under an unbearable system.

The reason is that China is a country with extremely serious traditional official-based thinking. The reason why businessmen are afraid of officials is precisely because officials are the representatives of the country and the executors of the economic system. Once there is a disturbance in the system, they have a close relationship with the country. The businessmen can get out as soon as possible to avoid the fate of overturning. Therefore, although at that time, Chinese entrepreneurs had obtained an extraordinary economic status, it was difficult for them to obtain too much freedom under such an economic system, and they would inevitably encounter many challenges other than business. A slight change in policy can easily destroy the efforts and energy of entrepreneurs.

Fortunately for us, before the realization of socialized production, the country can still adopt a planning system for the economy, but when the natural commercial circulation promotes the formation of hub cities one after another, in this kind of population, capital-intensive, dense If the planning system is implemented in the large ports of technology circulation, it will obviously be outdated. In any case, a single planned economy is not enough to cover everything. When the country's managers realize that the atmosphere of the commodity economy is getting stronger and stronger, the commercialization of the economic system has become an inevitable trend.

In fact, the internal cause of economic system change is only the product driven by economic laws. This economic law is the protracted debate in Chinese history, which has finally reached a phased conclusion: the economic subject of a country must be played by the people. In other words, the market economy system operated by the people and regulated by the state has gained the upper hand. From the perspective of the model of modern advanced countries, the bustling metropolis constitutes the vitality of the country.The contribution of a developed commercial city to the economy is far more powerful than that of a rigid ordinary city, it has more prospects for development, and it also brings more employment opportunities.Because of this, it is absolutely impossible for state managers to remain indifferent to this.

Second, the need for national defense is the decisive force that stimulates the economic system towards a commodity economy.Especially in the border wars that broke out in the 1980s, the country was faced with an urgent requirement to control resources to a greater extent. The traditional planned economy has been difficult to support modern national defense construction, especially in a commercial society with highly developed technology, the situation is even worse. In fact, China's planned economy that lasted for decades after the founding of the People's Republic of China has brought unprecedented embarrassment to the country's national defense construction. The most prominent manifestation is the lack of technical equipment.

Although we have established the largest military industry system in the world, due to the rigid economic system and backward management technology, the resources needed for national defense construction cannot be effectively guaranteed.This allows the country's managers to experience the advantages brought about by commodity economic management. It is an inevitable result that appropriate management techniques are invented and further adopted. Furthermore, given the size of China's territory, it also requires a more mature economic system objectively. As a country manager, you need to be aware of all the country's resources. In addition to traditional human resources and land, you also need to mobilize applicable resources to support the country's modernization, including water conservancy, mines, factories, and high-tech industries. And a large number of public facilities, these are not what the capital and technology under the planned economic system can afford.

Technological progress first requires a mature commercial market, and the rigid planned economic system has never been able to meet this demand. The development of cities, the needs of national defense, large-scale national management and modernization construction, all these powerful forces will lead the country's economic system to a model that is more in line with modern concepts, and this trend will inevitably have an irreversible impact on the planned economy. Impact. In the impression of many people, when "getting rich" is no longer a shameful act, it means that we have left the shackles of the old system.

However, this is not the case. Facts tell us that it is not easy to say goodbye to the past. We've all been there. When we walk out of a dark room to a bright place, our eyes will feel instinctive discomfort, and we will even continue to linger into the dark habitually to overcome the stimulation brought by the strong light. When we are all used to keeping our eyes firmly on policies and deformed policy dependence, we tend to ignore the core and key of the market economy and the laws of the market. Different from the transformation from "black house" to "sunshine", adapting to a new economic system requires a longer cycle, and we don't know anything about it. Therefore, with the deepening of market economic reform, our fear of the market and The sense of powerlessness in understanding the laws of the market is getting deeper and deeper.

When a planned economy train has been rumbling on a fixed track for decades and wants to push it to another track in an instant, inevitable friction and even collisions will naturally occur. In this great era that is half over, any collisions and frictions that have occurred seem so intense today, and discussions about these events are still going on today. Unique Chinese features. In January 2002, it was not just winter that brought cold to Chinese entrepreneurs. All eyes were on Jianlibao, the former star of the beverage industry. In this year, Jianlibao no longer attracted people's attention because of its impressive sales performance, nor its generous advertising campaign. On the contrary, the whole society discussed its ownership of property rights. In this political and business game, the local government and Jianlibao disagreed on the idea of ​​clarifying property rights. In the end, the former chose to abandon the latter for various reasons. Such a breakdown directly led to the rapid decline of the company. Politics and business are broken! This phenomenon, which obviously conforms to the laws of business, is not allowed by our economic system. But in the end, we still tolerated such incidents, and watched Kelong Electric, Brilliance Automobile and other famous and excellent companies stepping into the end step by step. The breakdown of politics and business is just one of the scenes of the game between politics and business under the transformation of the old and new economic systems. The failures and exits caused by this kind of game are just a few sparks caused by the collision and friction of the system transition in the great era. And this historic event just proves that the system is not only changing, but changing at a rapid speed. More importantly, we have found a regular direction of movement. When it comes to the general direction of the law, we must recognize the environment we are in, because it is a chaotic, complex and risky world. The extensive development of the market economy is of course the reason why we are at a loss, but in order to pursue the benefits brought by the free economy, we have to bear the separation from the entire old economic system, and even confront. Unlike all developed commercial countries, there is a strong force in our economic system. This is the state-owned capital group. It is this force that has supported the operation of our national economic system for decades. Until now, they are still the most important capital pillar of this country, and they are also strategic resources directly controlled by the country. For such a "eldest son of the Republic" who has made great contributions to the country, and for such an old tree with many fruits and deep roots, I believe that for a long time, the reform, growth and protection of state-owned capital will be of great importance. It will be the most important policy for the reform of state-owned enterprises. The "bias" of parents is unavoidable, so that our private capital has to silently endure the situation of concubine for a long period of time. If it is justifiable for parents to "favor the eldest son", then it is even more unacceptable to take care of "foreign monks".Under China's economic system, international capital has always received preferential treatment in various aspects such as taxation, which makes international capital, which has already shown great strength, even more aggressive. As a result, the power of private capital that sprouted among the people is in an extremely disadvantaged position in the process of growth. And all the scenes we see with our eyes can all be summed up in one point: The game of the three major capitals under the Chinese economic system constitutes the internal cause of all economic phenomena! So, we finally succeeded in finding the crux of all this, and found the law hidden under the fog. However, in the face of such laws, we feel even more at a loss and crisis. In 2006, the sitcom "Wulin Biography", which was popular in China, has this line: "The situation is pressing, the situation is gratifying." Similarly, the more chaotic we are, the easier it is for us to take advantage of it. In our culture, there is an admiration for "cutting the mess with a sharp knife", and there is an expectation for "deus ex". No matter when, no matter what era, such a heroic temperament exists in us. In the face of a chaotic situation, such a temperament is exactly the mentality necessary for success. What is even more gratifying is that despite the urging situation, there is no doubt about the general direction of the transformation of the economic system. The beginnings of this gradual change have already emerged in the past era. The first signs are that our policies are failing. Looking back on the past 2008, it was undoubtedly a year full of crises.Topics such as ensuring employment, ensuring economic growth, ensuring social stability, and ensuring the living standards of the people have quietly risen from the past gossip to political issues. Under this background, how to save the stock market, save the property market, save the export enterprises, save the small and medium-sized enterprises to save the market policies have been introduced one after another. So we see that banks have cut interest rates, mortgages have been loosened, export tax rebates have been granted, and corporate loans have been approved. For redemption, the government finally couldn't hold back and had to resume the national macro-control policy killer. However, what is different from the past is that under the stimulus of policies, the stock market is still sluggish, the spring of the property market is not coming, export companies are still struggling, and small and medium-sized enterprises continue to run out of water. It can be said that the effectiveness of these policies has not been as good as before. to an extremely weak degree. Is this a good thing?Or is it a bad thing? The answer is yes the former! The reason is very simple. When our economic system gradually turns to a market economy, the effectiveness of policies will inevitably gradually weaken. All actions and trends have to follow the laws of the market. It is foreseeable that the period of dependence, which is expected to use policy games to obtain self-interest, is gradually becoming a thing of the past with the transformation of the system.The brand-new industry of the great era and the brand-new rules of the great era are gradually coming to us as the first 10 years of the great era go away. However, with what strength will we respond? We don't know, unless we try to find other regularities.