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    新型城鎮化改革與縮小城鄉收入差距

    ——基于縣級行政區面板數據的實證研究

    【摘要】城鄉收入差距居高不下是全球性難題,我國新型城鎮化改革成果能否公平惠及不同人群和地區,進而縮小城鄉居民收入差距,是一個備受關注的問題。本文借助三批新型城鎮化綜合試點提供的準自然實驗背景,基于2012年至2019年2805個縣級行政區的面板數據和多期雙重差分模型,使用插補估計方法對政策效應進行評估后發現,在這一較短時間段內,新型城鎮化改革對試點縣級行政區的城鄉人均可支配收入差距有正向影響。產業結構轉型升級加快、地方政府宏觀調控力度加大、非農固定資產投資占比提高、縣域耕地面積減少以及由于戶口性質轉換導致的純統計意義上的城鄉收入水平變化,是該影響的重要作用機制。異質性分析顯示,中部和西部試點地區的城鄉收入差距在政策作用下顯著縮小,東部地區則相反,這一差異表明新型城鎮化改革向中西部傾斜的政策舉措有利于縮小城鄉差距。

    【關鍵字】城鎮化 城鄉收入差距 城鄉融合發展 新型城鎮化改革 多期雙重差分模型

    【中圖分類號】F299.2/F124.7     【文獻標識碼】A

    【DOI】10.16619/j.cnki.rmltxsqy.2024.16.011

    【作者簡介】清華大學經濟管理學院  侯婉薇

     

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    注釋

    [1]M. Lipton, Why Poor People Stay Poor: A Study of Urban Bias in World Development, London: Temple Smith, 1997; R. Eastwood and M. Lipton, "Pro-poor Growth and Pro-growth Poverty Reduction: Meaning, Evidence, and Policy Implications," Asian Development Review, 2000, 18.

    [2]此處并未使用城鄉居民消費價格指數進行平減,因為城鄉收入水平的統計是以戶籍性質為依據,而價格指數的統計則是根據地域劃分,鑒于中國的農業流動人口數量龐大,平減處理后的結果并不能更加準確地展現出城鄉收入差距的變化趨勢。

    [3]G. Bryan, E. Glaeser and N. Tsivanidis, "Cities in the Developing World," Annual Review of Economics, 2020, 12.

    [4]C. C. Au and J. V. Henderson, "Are Chinese Cities Too Small?" Review of Economic Studies, 2006, 3.

    [5]G. Bryan; S. Chowdhury and A. M. Mubarak, "Underinvestment in a Profitable Technology: The Case of Seasonal Migration in Bangladesh," Econometrica, 2014, 82; J. P. Chauvin et al., "What is Different about Urbanization in Rich and Poor countries? Cities in Brazil, China, India and the United States," Journal of Urban Economics, 2017, 98.

    [6]R. E. Lucas, "On the mechanics of economic development," Journal of Monetary Economics, 1988, 22; J. E. Rauch, "Productivity Gains from Geographic Concentration of Human Capital: Evidence from the Cities," Journal of Urban Economics, 1993, 34.

    [7]P. Krugman, "Increasing Returns and Economic Geography," The Journal of Political Economy, 1991, 99.

    [8]柯善咨、趙曜:《產業結構、城市規模與中國城市生產率》,《經濟研究》,2014年第4期。

    [9]K. Desmet and E. Rossi-Hansberg, "Urban Accounting and Welfare," The American Economic Review, 2013, 103.

    [10]K. Munshi and M. Rosenzweig, "Networks and Misallocation: Insurance, Migration, and the Rural-Urban Wage Gap," The American Economic Review, 2016, 106; P. P. Combes et al., "Unequal Migration and Urbanization Gains in China," Journal of Development Economics, 2020, 142; T. Hao; R. Sun; T. Tombe and X. Zhu, "The Effect of Migration Policy on Growth, Structural Change, and Regional Inequality in China," Journal of Monetary Economics, 2020, 113.

    [11]W. A. Lewis, "Economic Development with Unlimited Supplies of Labour," The Manchester School, 1954, 22.

    [12]A. Young, "Inequality, the Urban-Rural Gap, and Migration," The Quarterly Journal of Economics, 2013, 128.

    [13]C. Imbert; M. Seror; Y. Zhang and Y. Zylberberg, "Migrants and Firms: Evidence from China," The American Economic Review, 2022, 112.

    [14]陸銘、陳釗:《城市化、城市傾向的經濟政策與城鄉收入差距》,《經濟研究》,2004年第6期;陳斌開、林毅夫:《發展戰略、城市化與中國城鄉收入差距》,《中國社會科學》,2013年第4期;繆小林、王婷、高躍光:《轉移支付對城鄉公共服務差距的影響——不同經濟趕超省份的分組比較》,《經濟研究》,2017年第2期;毛捷、 趙金冉:《政府公共衛生投入的經濟效應——基于農村居民消費的檢驗》,《中國社會科學》,2017年第10期;朱玲、何偉:《脫貧農戶的社會流動與城鄉公共服務》,《經濟研究》,2022年第3期。

    [15]李培林、崔巖:《我國2008—2019年間社會階層結構的變化及其經濟社會影響》,《江蘇社會科學》,2020年第4期。

    [16]周心怡、李南、龔鋒:《新型城鎮化、公共服務受益均等與城鄉收入差距》,《經濟評論》,2021年第2期。

    [17]孫學濤、于婷、于法穩:《新型城鎮化對共同富裕的影響及其作用機制——基于中國281個城市的分析》,《廣東財經大學學報》,2022年第2期;計小青、吳志祥、許澤慶:《新型城鎮化建設如何推動共同富裕?——基于新型城鎮化試點的準自然實驗》,《經濟問題探索》,2023年第6期。

    [18]甘天琦、姚天航、胡斯凱:《城鄉融合發展的動力與機制——基于新型城鎮化試點的證據》,《統計與決策》,2024年第1期。

    [19]王瓊等:《非對稱性戶籍改革下農民工戶籍選擇與農地使用效率》,《經濟研究》,2023年第10期。

    [20]H. Zhang et al., "Does Parental Absence Reduce Cognitive Achievements? Evidence from Rural China," Journal of Development Economics, 2014, 111; C. Zhao et al., "Long-Term Impacts of Parental Migration on Chinese Children's Psychosocial Well-Being: Mitigating and Exacerbating Factor," Social Psychiatry and Psychiatric Epidemiology, 2017, 52; L. Cameron; X. Meng and D. Zhang, "Does Being 'Left-behind' in Childhood Lead to Criminality in Adulthood? Evidence from Data on Rural-Urban Migrants and Prison Inmates in China," Journal of Economic Behavior and Organization, 2022, 202.

    [21]K. Borusyak; X. Jaravel and J. Spiess, "Revisiting Event-Study Designs: Robust and Efficient Estimation," Review of Economic Studies, 2024, rdae007.

    [22]黃祖輝、茅銳:《重新認識城鄉收入差距》,《中國社會科學評價》,2023年第2期。

    責 編/桂 琰 美 編∕周群英


    New-type Urbanization Reform and the Urban-rural Income Gap

    —An Empirical Research Based on Panel Data from County-level Administrative Regions

    Hou Wanwei

    Abstract: Amid the global challenges of the persistent income gap between urban and rural areas, a key issue is whether the achievements of China's new-type urbanization reform can equitably benefit different populations and regions and narrow the income gap between urban and rural residents. This paper, leveraging the quasi-natural experiment provided by three batches of new-type urbanization comprehensive pilot programs and using panel data from 2,805 county-level administrative regions from 2012 to 2019 along with a multi-period difference-in-differences model, evaluates the policy effects using the imputation estimation method. The findings indicate that within this relatively short time frame, the new-type urbanization reform widened the urban-rural income gap in the pilot regions. The main mechanisms of this impact include accelerated industrial transformation and upgrading, increased macroeconomic regulation by local governments, a higher proportion of investment in non-agricultural fixed assets, reduced arable land in county areas, and variations in urban and rural income levels by statistics due to the conversion of household registration status. Heterogeneity analysis shows that the urban-rural income gap in the central and western pilot areas has significantly narrowed under the policy impact, while the opposite is true in the eastern counterparts. This difference suggests that the policy measure of the new-type urbanization reform, in which the central and western regions are gaining more attention and support, is conducive to narrowing the urban-rural gap.

    Keywords: urbanization, urban-rural income gap, integrated urban-rural development, new-type urbanization reform, multi-period difference-in-differences model

    [責任編輯:桂琰]
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