The secend chapter
Two elements --consumption and sales
"Consumption" and "sales" two elements are easy to use to be defined as “buying” and “selling”, in fact they are not the same concept, buying and selling is two kinds of action, can be said to be instantaneous, discrete, the concept of consumption and sales is a long-term, continuous action, is also the formation countless "buy" the consumption, countless "sell" to form the sales. Under the planned economy system, due to the lack of productive forces and special economic guiding policies, the means of production are allocated according to the plan, which also includes the shortage of means of production caused by the war era, thus forming a seller's market. At this time, Unlimited consumption maps limited sales, as shown in the figure:
Under the market economic system, the free competition has become the normal. The resources are configured according to market demand. The threshold of the business is more and more low, too many people crowded into the entrepreneurial force, a glut on the market goods and services, and the formation of a buyer's market. With the rapid development of Internet, consumers have more choice of time and space, more goods and services in the competitive consumer choice and consumer sovereignty era is formed, at this point,it's lifinte sales that map limited consumption, as shown in figure:
The state of the market is like a pendulum, but it swings from the seller's market to the buyer's market and back again. However, if we want to truly activate the market and make the economy virtuous cycle, we have to face up to the relationship between consumption and sales. They are not simply opposites, nor are they just unified relations. Instead, they should be opposites and unity plus the relationship between you and me, as shown in the figure:
These are actually objective facts, but few people actually stop to think and dissect the structure. The most perfect state is: consumption and sales form a one-to-one mapping relationship, that is, mathematically speaking, a point-to-point mapping, as shown in the figure:
Market supply and demand match perfectly and the economy circulates in absolute balance. Economists and textbooks agree that this is an ideal state that cannot be achieved, and philosophers have used a paradox to argue that it cannot be achieved, saying that it is similar to the fact that one cannot both breathe and not breathe. And here I want to say that it can be achieved, which is the "third hand" I mentioned in the previous chapter. The emergence of this hand is not a single solution to the particularity of an industry, a region and a group of people, but a solution to the universality of all industries, regions and groups of people. This system once appeared and spread it everywhere, and there is no seller's market, also does not have a buyer's market, but the continuity of MaiMaiFang market, namely consumption and sales and two elements like breath as spontaneity, rhythmic, continuity, everything is so natural harmony, metabolism, cycles, live forever.
Every economic change is from above to below, and the common people gradually adapt to it and then accept it, or have to accept it. The third hand comes from the bottom up and starts from the direct needs and pain points of the common people. My assessment is that it not only solves the problem of people's pain, but also solves the problem of people's needs. The rest is the problem of ideas. We have to admit that some people are habitually stuck to their ideas, but this is not important, because productivity is everything, and what is conducive to the development of productivity will be automatically selected by The Times. In order to form productivity, the theory of microeconomics must look directly at the logical relationship between consumption and sales and the non-two-dimensional causal relationship, and study how to introduce an independent variable to make the cycle conservation between them.
The GMT system is such an independent variable, which can perfectly integrate the two elements of consumption and sales, and lead to a new economic concept that plays a decisive role in the redistribution of wealth -- order distribution right.
译文
第二章
消费与销售两个要素
谈及“消费”与“销售”两个要素,世人很容易就用“买”和“卖”来定义,实际上它们并非是相同的概念,买、卖是两种动作,可以说是瞬时的、离散的概念,消费与销售是长期的、连续的动作,也就是无数个“买”形成了消费,无数个“卖”形成了销售。计划经济体制下,由于生产力的不足与特殊的经济指导政策,生产资料是按计划来配置的,当然也包括战争时代引起的生产资料短缺,这便形成了卖方市场,这时候是无限的消费映射了有限的销售,如图所示:
在市场化经济体制下,自由竞争成为常态,资源按照市场需求来配置,创业的门槛越来越低,太多的人涌入了创业大军,市场的商品和服务供过于求,形成了买方市场。随着互联网的飞速发展,消费者可更多的选择时间和空间,更多的商品和服务在竞争消费者的选择,消费主权时代形成,这时候是无限的销售映射了有限的消费,如图所示:
市场状态仿佛是一个钟摆一般,无非是从卖方市场摆动到买方市场来,然后又循环回去,中间是一个个的市场状态,偶尔小波动,但逃不出这个范畴。然而我们若要真正的激活市场,让经济良性循环,不得不正视消费与销售这两者之间的关系,他们并非简单的对立关系,也并非仅仅是统一关系,而应该是对立统一加你中有我、我中有你的关系,如图所示:
以上其实是客观事实,只是少有人静下来真正的思考并解剖其中的结构。最完美的状态是:消费与销售形成一一映射关系,也就是数学上说的满点映射,如图所示:
市场供需完美匹配,经济在绝对平衡中循环进行。经济学家们和教科书上都认为这是理想状态,不可能实现,哲学家们也用一种悖论来论述此状态的不可能实现,说这相似于人不能既呼吸又不呼吸。而在此我想说,可以实现,这就是在上一章中我提及到的“第三只手”,这只手的出现,不是单一的解决一个行业、一个地区、一类人群的特殊性问题,而是可解决所有行业、各个地区、各类人群的普遍性问题。此系统一旦出现并蔓延,它所到之处,便再没有卖方市场,也没有买方市场一说,而是出现了连续性的买卖方市场,也就是消费和销售两个要素像呼和吸一样自发性、节奏性、连续性的进行,一切是那么自然和谐、新陈代谢、循环反复、生息不止。
每一次的经济学变革,都是自上而下,老百姓逐步从不适应到适应再到接受,或者是不得不接受。而第三只手的出现,是自下而上,从老百姓直接的需求和痛点入手,我的评估是,它既解决人的痛苦问题,又解决人的需求问题,剩下的就是观念问题。我们不得不承认,有些人是习惯性的固守观念,但是这并不重要,因为生产力决定一切,有利于生产力发展的,自动会被时代选择,这是规律,不以人类的意志为转移。微观经济学的理论要形成生产力,必须直视消费与销售两个要素的逻辑关系和非二维化的因果关系,以及研究如何才能引入一个自变量让它们之间的循环守恒。
GMT系统就是这样一个自变量,它能够把消费和销售两个要素完美的融合在一起,引出对财富再分配起决定性的新的经济学概念——订单分配权。