针对内需不足的问题,本文尝试跳出收入-消费的理论框架,从社会结构的角度入手,通过壮大中产阶层来增强城市化对于消费的驱动作用,这样既能够提高政策实施的效率,也能够充分发挥市场配置资源的作用。实证分析发现,中产阶层购买力较强、消费欲望也很强烈,是扩大消费的主要驱动力;边缘中产阶层,主要由有一定技术或工作经验的农民工和底层白领以及失业或收入较低的大学毕业生构成,也显示了相当程度的消费欲望和需求,尤其体现在购房和休闲服务消费上,因此也是内需增长的重要力量。本文建议政策设置应着眼增强边缘中产阶层的就业和受教育机会及社会保障。
<<Urbanisation in China has developed dramatically in recent years.With insufficient domestic demands,however,the transition in the mode of economy development faces challenges.Other than using the framework of income-consumption,this paper attempts to adopt the perspective of social structure and proposes to drive consumption through expanding the middle class.This perspective is helpful for improving the efficiency of social policies and also gives full play to market mechanism in terms of optimizing resources.It is found from the empirical analysis that the middle class has the strongest purchasing power and consumer desires and thus is the main driver in increasing consumption.The marginal middle class,mainly consisting of skilled migrant workers,lower white collars and unemployed university graduates or those with lower income,also exhibits substantial consumer aspirations and needs,especially in consumption of houses and leisure services,and therefore also plays important roles in the process of stimulating consumption.Policy advices emphasize enhancing the purchasing power of the middle class and the social welfare system and also increasing life chances of the marginal middle class.
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