本文以“一带一路”倡议的提出作为准自然实验,采用双重差分模型探究“一带一路”倡议对中国居民家庭消费结构升级的影响机制和效应。研究显示,“一带一路”倡议的提出和实施显著推动了中国居民家庭消费结构由生存型向发展和享受型转变,在替换衡量消费结构的其他被解释变量后,上述结论依然稳健。从分项的研究结果来看,“一带一路”倡议主要带动了医疗保健消费支出占比的增加,对交通通讯消费和文教娱乐消费支出占比的影响虽然为正,但在样本期间内并不显著。从城乡异质性来看,“一带一路”倡议促进了城镇居民家庭消费结构由生存型向发展和享受型转变,且在降低食品消费支出方面对农村居民家庭的作用强度更大。本文的研究为后疫情时期“一带一路”倡议的进一步实施以及国内国际双循环格局的形成提供了理论基础和决策参考依据。
This paper regards "the Belt and Road" Initiative as a quasi -natural experiment and uses the difference-in-difference model to study the impact of "the Belt and Road" Initiative on Chinese household consumption upgrading. The result illustrates that "the Belt and Road" Initiative has significantly boosted China's household consumption structure from survival to development and enjoyment. The above conclusion is still robust after changing the explanatory variables that measure consumption structure. Additionally, "the Belt and Road" Initiative is mainly driven by the increase in the proportion of consumption expenditure for medical care consumption, while the impact on consumption of transportation,communications, culture, education and entertainment is positive, but it is not significant during the sample period. Furthermore, "the Belt and Road" Initiative is mainly to promote the change of urban residents' consumption structure from survival to development and enjoyment, however, it has a greater effect on rural residents in reducing food consumption expenditure. All in all, this paper expands the research framework of "he Belt and Road" Initiative policy and the realization of domestic and international double circulation in the post-epidemic era, which may be a good reference for follow-up policy decision-making.
[1] 卫玲,梁炜.以创新驱动推进“一带一路”产业升级[J].江苏社会科学,2017(5):32-40.
[2] 马骥,马相东.“一带一路”建设与中国产业结构升级——基于出口贸易的视角[J].亚太经济,2017(5):31-37.
[4] 卢伟,李大伟.“一带一路”背景下大国崛起的差异化发展策略[J].中国软科学,2016(10):11-19.
[5] 蒋冠宏. 中国企业对“一带一路”沿线国家市场的进入策略[J].中国工业经济,2017(9):119-136.
[6] 方慧,赵甜.中国企业对“一带一路”国家国际化经营方式研究——基于国家距离视角的考察[J].管理世界, 2017(7):17-23.
[7] 陈胜蓝,刘晓玲.公司投资如何响应“一带一路”倡议?——基于准自然实验的经验研究[J].财经研究,2018 (4):20-33.
[8] 王桂军,卢潇潇.“一带一路”倡议可以促进中国企业创新吗?[J].财经研究,2019(1):19-34.
[9] 王桂军,卢潇潇.“一带一路”倡议与中国企业升级[J].中国工业经济,2019(3):43-61.
[10] 孙焱林,覃飞.“一带一路”倡议降低了企业对外直接投资风险吗[J].国际贸易问题,2018(8):66-79.
[11] 徐思,何晓怡,钟凯.“一带一路”倡议与中国企业融资约束[J].中国工业经济,2019(7):155-173.
[12] 金刚,沈坤荣.中国企业对“一带一路”沿线国家的交通投资效应:发展效应还是债务陷阱[J].中国工业经济, 2019(9):79-97.
[13] 刘玉飞,周颖洁,杨政宇.住房财富价值与居民家庭消费结构升级——来自 CFPS (2014) 数据的证据[J].河北经贸大学学报,2018(4):17-29.
[14] 刘玉飞,汪伟.城市化的消费结构升级效应——基于中国省级面板数据的分析[J].城市问题,2019(7):17-29.
[15] 干春晖,郑若谷,余典范.中国产业结构变迁对经济增长和波动的影响[J].经济研究,2011(5):4-16.
[16] 刘玉飞,沈梦家,黄依蓓.城市化发展与居民家庭消费水平的关系研究——基于“一带一路”沿线国家的实证分析[J].新疆财经,2019(5):70-80.
[17] 姚星,蒲岳,吴钢,王博,王磊.中国在“一带一路”沿线的产业融合程度及地位:行业比较、地区差异及关联因素[J].经济研究,2019(9):172-186.
[18] Huang Y.Understanding China's Belt & Road Initiative:Motivation,Framework and Assessment[J].China Economic Review,2016(40):314-321.