中国经济数据注水背后的误解与真相

<div></div><div><figure style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 14px; line-height: inherit; margin: 32px -54.2188px 0px 0px; padding: 0px; vertical-align: baseline; background-color: #111111; clear: both;"><span style="border: 0px; color: inherit; font-style: inherit; font-family: inherit; font-size: 14px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline; display: block; position: relative;"><img alt="河南洛阳一位工人在加工钢材" src="https://ichef.bbci.co.uk/news/660/cpsprodpb/ABE6/production/_99660044_hi031266786.jpg" width="976" height="549" data-highest-encountered-width="660" style="color: #bdbdbd; font-style: inherit; font-family: inherit; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline; height: auto; max-width: 100%; user-select: none; width: 645.781px; display: block;" /><span style="border: 0px !important; color: inherit; font-style: inherit; font-family: inherit; font-size: 14px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px !important; vertical-align: baseline; clip: rect(1px 1px 1px 1px); overflow: hidden; position: absolute !important; height: 1px !important; width: 1px !important;">图片版权</span><span style="border: 0px; color: #ececec; font-style: inherit; font-family: inherit; font-size: 0.875rem; font-weight: inherit; letter-spacing: 0.25px; line-height: 1.14286; margin: 0px; padding: 3px 8px 1px; vertical-align: baseline; text-transform: uppercase; background: rgba(0, 0, 0, 0.6); bottom: 0px; position: absolute; right: 0px;">REUTERS</span></span><figcaption style="border: 0px; color: inherit; font-style: inherit; font-family: inherit; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 16px; vertical-align: baseline; visibility: visible;"><span style="border: 0px !important; color: inherit; font-style: inherit; font-family: inherit; font-size: 14px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px !important; vertical-align: baseline; clip: rect(1px 1px 1px 1px); overflow: hidden; position: absolute !important; height: 1px !important; width: 1px !important;">Image caption</span><span style="border: 0px; color: #ececec; font-style: inherit; font-family: inherit; font-size: 0.75rem; font-weight: inherit; letter-spacing: inherit; line-height: 1.33333; margin: 0px; padding: 0px; vertical-align: baseline; display: block;">吉林与内蒙一起被中纪委点名数据造假</span></figcaption></figure><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; font-weight: bold; line-height: 1.75; margin-top: 28px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">1月18日,中国国家统计局公布了2017年的经济数据,6.9%的GDP增长超过市场预期。但《纽约时报》《金融时报》等媒体却不约而同对中国经济数据产生质疑,从而担忧中国超预期数据的真实性。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">长期以来,国际媒体和投资者对中国官方发布的经济数据持怀疑态度。首要原因是,相比其他国家,中国每个季度的增长都非常平稳;其次,地方政府公布数据相加之和却大大超过中央政府公布的数据。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">这些长久以来的质疑在去年辽宁首度承认数据造假后得到证实。今年年初,又有更多地方政府承认经济数据造假。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">专家分析,经济数据造假与其说是中国在欺骗世界,不如说是中央政府和地方政府博弈中产生的副作用。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;"><strong style="border: 0px; font-style: inherit; font-family: inherit; font-size: 1rem; letter-spacing: inherit; line-height: 1.75; margin: 0px; padding: 0px; vertical-align: baseline;">下个站出来</strong><strong style="border: 0px; font-style: inherit; font-family: inherit; font-size: 1rem; letter-spacing: inherit; line-height: 1.75; margin: 0px; padding: 0px; vertical-align: baseline;">的</strong><strong style="border: 0px; font-style: inherit; font-family: inherit; font-size: 1rem; letter-spacing: inherit; line-height: 1.75; margin: 0px; padding: 0px; vertical-align: baseline;">是</strong><strong style="border: 0px; font-style: inherit; font-family: inherit; font-size: 1rem; letter-spacing: inherit; line-height: 1.75; margin: 0px; padding: 0px; vertical-align: baseline;">吉林?</strong></p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">2017年1月,在2017年辽宁省&#8220;两会&#8221;期间,省长陈求发做政府工作报告时承认,东北重工业省份之一辽宁省2016年GDP虚报23%,2011年至2014年则存在财政数据造假。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">今年1月,各地方政府又到频繁召开&#8220;两会&#8221;和年度经济工作会议的时间,经济数据造假的问题再次浮上水面。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">1月3日,内蒙古经济工作会议上,区党委公开表示,调减2016年一般公共预算收入26.3%;核减2016年规模以上工业增加值达40%。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">其后,天津滨海新区在&#8220;两会&#8221;期间承认统计口径存在问题,2016年万亿生产总值从一万亿元调整为6654亿,缩水近三分之一。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">内蒙古&#8220;自爆&#8221;家丑并非无迹可寻。BBC中文记者梳理中纪委官方网站发现,去年6月中纪委发布文章对内蒙古直接点名,称有&#8220;经济数据造假&#8221;的问题。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">一同被点名的还有吉林省。而该省将于2018年1月下旬召开全省两会。届时吉林很可能会迫于此前中纪委通报的压力,承认数据造假的问题。</p><h2>北方省份成重灾区</h2><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">值得注意的是,辽宁、内蒙古、天津,以及被通报的吉林全部是中国北方省份(自治区、直辖市)。中国一些资深投资人也注意到该现象,并表示这凸显出了中国区域发展的不平衡。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">北方各省经济动能依靠制造业和基建投资为动能,以及内蒙古、山西等资源型经济体。面对巨大的经济下行压力,在中国长久以来&#8220;官出数据、数据出官&#8221;的氛围中,数据造假成为压力下的选择。</p><figure style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 14px; line-height: inherit; margin: 24px -24.6406px 0px 0px; padding: 0px; vertical-align: baseline; clear: both; background-color: #ffffff;"><span style="border: 0px; color: inherit; font-style: inherit; font-family: inherit; font-size: 14px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline; display: block; position: relative;"><img src="https://ichef.bbci.co.uk/news/624/cpsprodpb/14826/production/_99660048_hi006140988.jpg" datasrc="https://ichef.bbci.co.uk/news/320/cpsprodpb/14826/production/_99660048_hi006140988.jpg" alt="一位股民在看股市涨跌" width="976" height="549" data-highest-encountered-width="624" style="color: inherit; font-style: inherit; font-family: inherit; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline; height: auto; max-width: 100%; user-select: none; width: 616.203px; transition: opacity 0.2s ease-in; display: block;" /><span style="border: 0px !important; color: inherit; font-style: inherit; font-family: inherit; font-size: 14px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px !important; vertical-align: baseline; clip: rect(1px 1px 1px 1px); overflow: hidden; position: absolute !important; height: 1px !important; width: 1px !important;">图片版权</span><span style="border: 0px; color: #ececec; font-style: inherit; font-family: inherit; font-size: 0.875rem; font-weight: inherit; letter-spacing: 0.25px; line-height: 1.14286; margin: 0px; padding: 3px 8px 1px; vertical-align: baseline; text-transform: uppercase; background: rgba(0, 0, 0, 0.6); bottom: 0px; position: absolute; right: 0px;">GETTY IMAGES</span></span></figure><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;"><strong style="border: 0px; font-style: inherit; font-family: inherit; font-size: 1rem; letter-spacing: inherit; line-height: 1.75; margin: 0px; padding: 0px; vertical-align: baseline;">数据造假凸显中央与地方的矛盾</strong><strong style="border: 0px; font-style: inherit; font-family: inherit; font-size: 1rem; letter-spacing: inherit; line-height: 1.75; margin: 0px; padding: 0px; vertical-align: baseline;">?</strong></p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">业内人士向BBC中文记者表示,数据造假与其说是中国在欺骗,不如说是中央政府和地方政府博弈的一个副作用。&#8220;这并不是系统性地造假。中央不想看到假数据,他们也在挤\’水分\’。&#8221;</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">以2012年为例,如果将各省自行公布的GDP加总,将超出全国5.76万亿元,相当于香港当年GDP的3倍有余。这一数字在下降,但直到2016年,依然超出全国数据2.75万亿元。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">一位中国统计官员向BBC表示,&#8220;水分&#8221;一部分来源于在技术上疏漏,因为现代经济复杂,跨省的经营情况极多,在统计过程中会出现重复统计。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">但更深的原因来自中央和地方对经济数据的诉求不同。这名官员表示,地方官员&#8220;求政绩&#8221;,所以有虚报数据的冲动;但中央希望掌握真实数据,以做出正确决策。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">经济数据造假牵动不少人的神经,因中国有惨重的历史教训。山东画报出版社一位主编冯克力在其微博上表示,&#8220;财政数据造假,与当年大跃进放卫星如出一辙,到头来苦的是地方民生,是老百姓。&#8221;</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">&#8220;大跃进&#8221;和&#8220;放卫星&#8221;指的是1958年至1962年中国在政府领导下试图实现工业和农业上不切实际地增产。为了满足不切实际的增长目标,各地农村开始虚报粮食产量,成为最后严重饥荒的成因之一。</p>&nbsp;</div>