面对当前我国经济发展过程中日益突出的产能过剩问题,现有研究分别从市场失灵、政府失灵和海外市场逆转等外部因素来加以探讨。本文首先从供给侧入手,以竞争性过剩来解释中国式产能过剩,然后引入结构性有效需求不足这一概念,从需求侧讨论产能过剩问题。文章最后提出,解决产能过剩是一个系统工程,其战略思路包括短期投资驱动与刺激需求、中期实现政府职能转变、长期形成创新驱动型增长体制,短、中、长期还应统筹规划,才能更好地解决产能过剩问题。 Faced with the current problem of overcapacity, which is increasingly prominent in the process of economic development in our country, the existing researches are discussed separately from external factors such as market failure, government failure and overseas market reversal. Starting with the supply side, this paper explains the overcapacity in China with a competitive surplus, and then introduces the concept of insufficient and effective structural demand to discuss the issue of overcapacity from the demand side. The article concludes by saying that solving overcapacity is a systematic project. Its strategic thinking includes short-term investment-driven and stimulating needs. In the medium-term, it will realize the transformation of government functions and long-term innovation-driven growth. Short, medium and long-term planning should be better. To solve the problem of overcapacity.