横向不平等测度研究进展  

Research Progress of Measuring Horizontal Inequality

作　　者：吕光明[1] 陈欣悦 LYU Guang-ming;CHEN Xin-yue(School of Statistics,Beijing Normal Univensity,Beijing 100875,China)

机构地区：[1]北京师范大学统计学院,北京100875

出　　处：《统计学报》2023年第3期22-32,共11页Journal of Statistics

基　　金：国家社会科学基金重大项目(17ZDA095)。

摘　　要：在个体代表性越来越弱、群体概念日益凸显的背景下,归纳和评述国内外已有的横向不平等研究文献。在理论方面,讨论三种定义方式的局限性并论述“群体不平等”定义的优势。在测度方法上,梳理出测度横向不平等的11种公理性指标和两种基于回归的测度方法,并给出不同测度方法间优劣评判的六项一般原则。在实证方面,提出群体分类的四项基本原则,并总结实证研究证据发现,组变异系数、组基尼系数和组泰尔指数是获得普遍认可的测度方法,收入、消费、财富、教育领域是横向不平等的经典应用场景,但家庭内性别不平等研究仍然被严重忽略。Under the background of weaker individual representation and inereasingly prominent group concept,this paper tried to summarize and review the existing research literature on horizontal inequality at home and abroad.In theory,this paper discussed the limitations of three definitions and the advantages of the definition of"group inequality".In terms of measurement methods,the paper sorted out the axiomatic indicators and two types of regression-based measurement methods for measuring horizontal inequality,and proposed 11 types of general principles for evaluating the merits and disadvantages of diferent measurement methods.In the empirical aspect,this paper put forward four basic principles of group classification,and summarized the evidence of empinical research.The results showed that,CCOV,GGini and GTheil were all universally recognized measurement methods,and the classic application scenarios of horizontal inequality included income,consumption,wealth and education.However,horizontal gender inequality within the family has still been seriously ignored.

关 键 词：横向不平等 群体不平等 群体分类原则 测度方法评判 优劣评判原则 

分 类 号：F222.1[经济管理—国民经济]