中国资源配置效率动态演化——纳入能源要素的新视角  

Dynamic Evolution of Resource Allocation Efficiency in China:A New Approach Incorporating Energy Factors

作　　者：陈诗一[1] 陈登科[1] 

机构地区：[1]复旦大学经济学院,教授上海200433

出　　处：《中国社会科学》2017年第4期67-83,共17页Social Sciences in China

基　　金：教育部长江学者奖励计划;国家杰出青年科学基金(7152006);国家社会科学基金重大项目(14ZDB144);上海市领军人才的资助

摘　　要：将能源要素纳入理论分析框架,构建1998—2013年"地区—部门—时间"三维投入产出面板数据,将中国资源配置效率动态演化及分解研究拓展到国际金融危机爆发后的最新时点,研究发现:虽然中国全要素生产率持续增长,但资源配置效率相对低下,资源配置扭曲导致1998—2013年全要素生产率平均下降42.7%;2003年后的重工业膨胀与2008年的国际金融危机加剧了资源配置的扭曲程度,危机冲击中国期间资源扭曲程度比其他时期高12%,然而中国经济"新常态"下的资源配置扭曲程度有所下降;基于"反事实"策略对资源配置扭曲的分解显示,地区间与部门间的扭曲可以解释总扭曲的51.6%与48.4%,资本、劳动、能源要素扭曲对总扭曲的贡献率分别为43.8%、21.2%与36.1%。近年来,能源扭曲逐渐超越资本扭曲,成为中国资源配置扭曲的首要贡献者,亟需关注。We incorporated energy factors into our theoretical analytical framework to construct three dimensional'region-sector-time'input-output panel data from 1998to 2013and extend research on the dynamic evolution of Chinese resource allocation efficiency and its decomposition to the most recent point in time following the outbreak of the international financial crisis.Our findings show that despite the continuing growth of total factor productivity in China,resource allocation efficiency was relatively low.Distortions in resource allocation led to an average fall of 42.7%in total factor productivity from 1998to 2013.The expansion of heavy industry after 2003and the international financial crisis of 2008 worsened the degree of distortion,which was12%higher when China was affected by the crisis than at other times.However,the degree of resource allocation distortion has decreased somewhat in the'new normal'state of the Chinese economy.The decomposition of resource allocation distortion on the basis of a'counter factual'strategy shows that inter-regional and inter-sectoral distortions can explain 51.6%and 48.4%of total distortion respectively,while capital,labor and energy factors contributed 43.8%,21.2% and 36.1%to total distortion respectively.In recent years,energy distortion has overtaken capital distortion to become a primary contributor to China's resource allocation distortion.This warrants urgent attention.

关 键 词：资源配置效率 能源要素投入 “反事实”分解 

分 类 号：F124.5[经济管理—世界经济]