Economic Theory and Business Management ›› 2015, Vol. 35 ›› Issue (6): 21-28.
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LI Dao-Kui,XU Xiang
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李稻葵,徐翔
作者简介:
Abstract: Most researches on Chinese macroeconomic structure believe that Chinese economy still has very serious external and internal imbalances. According to a detailed analysis of Chinese macro statistics, we believe that the rebalancing of the Chinese economy is faster than expected. We provide both theoretical and empirical evidence to prove that increasing labor share is the key to structural improvements in Chinese economy since 2007.
Key words: dual economy , economic structure , trade surplus , consumption rate , labor share
摘要: 当前对中国经济结构调整进度的研究大多数认为中国宏观经济结构中仍存在较严重的结构失衡现象,结构调整进度比较缓慢。通过系统地分析对外贸易和消费数据,本文发现中国宏观经济结构已经呈现比较明显的改善,内外部结构失衡现象同时开始缓解,具体表现为贸易顺差占GDP的比重趋稳和消费率的迅速回升。通过理论和实证分析还发现,结构改善的关键动力是剩余劳动力转移进入后期和劳动收入份额的回升。这一趋势性变化是与中国宏观经济的二元经济特征密切相关的。
关键词: 二元经济 , 经济结构 , 贸易顺差 , 消费率 , 劳动收入份额
LI Dao-Kui,XU Xiang. THE REBALANCING OF CHINESE ECONOMY[J]. Economic Theory and Business Management, 2015, 35(6): 21-28.
李稻葵,徐翔. 二元经济中宏观经济结构 与劳动收入份额研究*[J]. 经济理论与经济管理, 2015, 35(6): 21-28.
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http://jjll.ruc.edu.cn/EN/Y2015/V35/I6/21