摘 要
本文探讨了流动性过剩背景下我国外贸发展战略的转变。首先概述了流动性过剩的定义、特征及其形成原因，然后分析了传统外贸战略在流动性过剩环境下面临的挑战，如资产价格泡沫风险、货币政策和财政政策的有效性下降、金融机构信贷风险上升以及总需求结构失衡加剧等。接着阐述了流动性过剩背景下外贸战略转变的必要性，包括外部环境变化的驱动、内部经济结构调整的需求以及促进经济高质量发展的要求。最后，提出了外贸发展战略转变的策略，包括优化货币政策工具与操作、促进内需增长与消费升级、加强金融监管与风险防范以及推动经济结构转型与升级。本文的研究对于理解流动性过剩对我国外贸战略的影响以及制定相应策略具有重要意义。
关键词：流动性过剩 外贸发展战略 货币政策 金融监管 经济结构转型
Abstract
This paper discusses the transformation of China's foreign trade development strategy under the background of excess liquidity. Firstly, this paper summarizes the definition, characteristics and causes of excess liquidity, and then analyzes the challenges faced by traditional foreign trade strategies under the environment of excess liquidity, such as asset price bubble risk, the declining effectiveness of monetary and fiscal policies, the rising credit risk of financial institutions, and the aggravation of structural imbalance of aggregate demand. Then it expounds the necessity of foreign trade strategy transformation under the background of excess liquidity, including the drive of external environment change, the demand of internal economic structure adjustment and the requirement of promoting high-quality economic development. Finally, it puts forward the strategy of changing foreign trade development strategy, including optimizing monetary policy tools and operations, promoting domestic demand growth and consumption upgrading, strengthening financial supervision and risk prevention, and promoting economic structural transformation and upgrading. The research of this paper is of great significance for understanding the influence of excess liquidity on China's foreign trade strategy and formulating corresponding strategies.
key words:Excess liquidity; Foreign trade development strategy; Monetary policy; Financial regulation; Economic structure transformation
目 录
摘 要 I
Abstract II
第1章 绪论 1
1.1 研究背景 1
1.2 研究目的及意义 1
第2章 流动性过剩的概述 2
2.1 流动性过剩的定义 2
2.2 流动性过剩的特征 2
2.3 流动性过剩的形成原因 2
第3章 传统战略在流动性过剩背景下的挑战 4
3.1 资产价格泡沫风险 4
3.2 货币政策和财政政策的有效性下降 4
3.3 金融机构信贷风险上升 4
3.4 总需求结构失衡加剧 5
第4章 流动性过剩下的外贸战略转变必要性 6
4.1 外部环境变化的驱动 6
4.2 内部经济结构调整的需求 6
4.3 促进经济高质量发展的要求 6
第5章 外贸发展战略转变的策略 8
5.1 优化货币政策工具与操作 8
5.2 促进内需增长与消费升级 8
5.3 加强金融监管与风险防范 9
5.4 推动经济结构转型与升级 9
第6章 结论 10
参考文献 11
致 谢 12
