流通业发展与城乡消费差距——基于供需侧视角的机制研究  

Impact of Development of Circulation Industry on Urban-rural Consumption Gap:A Study Based on Supply-Demand Perspectives

作　　者：刘向东[1] 何明钦 安婷 LIU Xiangdong;HE Mingqin;AN Ting(School of Business,Renmin University of China,Beijing 100872,China)

机构地区：[1]中国人民大学商学院,北京100872

出　　处：《商业经济与管理》2023年第6期18-33,共16页Journal of Business Economics

基　　金：国家社会科学基金一般项目“中国零售业数字化转型研究”(18BJY176);中国人民大学科学研究基金(21XNH124)。

摘　　要：建设现代流通体系作为“双循环”新发展格局的重要支撑,有望承担起推进城乡共同富裕的重任。结合马克思社会再生产理论,从供给侧和需求侧双重视角阐释了流通业发展对城乡消费差距的影响机制,并基于中国省际面板数据进行实证检验,研究发现,流通业发展能够显著缩小城乡消费差距,且主要源于流通业发展对农村居民消费更突出的促进作用;机制检验证明了流通业发展缓解城乡消费差距的两条渠道,其一是流通业发展对农村居民收入产生倾向性作用,从需求层面促进农村居民消费扩张;其二是流通业发展能够通过优化商品供给条件释放农村消费潜能。异质性检验不仅进一步印证了流通业的积极作用,还显示了,政府围绕交通基础设施的财政支持,以及在欠发达地区的流通业扩张,更有助于激发流通业对城乡消费平等的积极效能。未来,我国应持续推进现代流通体系建设,充分依托国内大循环的主体地位,在关键领域加强政府“有为”之手,进一步助推共同富裕进程。As an important support for the new development pattern of“dual circulation”,the construction of modern circulation system is expected to promote the common prosperity between urban and rural areas at the same time.Combined with Marx s social reproduction theory,this paper explains the impact mechanism of the development of circulation industry(DCI)on the urban-rural consumption gap from the dual perspectives of supply side and demand side,and conducts an empirical test based on China s provincial panel data.The results show that the DCI can significantly narrow the urban-rural consumption gap,which is mainly due to the more positive effect of the DCI on the rural residents consumption.The mechanism tests show that there are two channels:one is that the DCI plays a more prominent role in boosting the income of rural residents,thereby promoting rural residents consumption from the demand side;the other is that the DCI can strengthen rural residents consumption desire by improving commodity supply conditions.Heterogeneity analysis not only demonstrates the positive role of DCI,but also shows that the financial support in transportation infrastructure and in undeveloped areas,DCI will benefit more to common prosperity between urban and rural areas.In the future,China should continue to construct the modern circulation system and improve the position of domestic circulation.It is also important to strengthening the“Effective Government”in key areas.

关 键 词：流通业发展 城乡消费差距 城乡收入差异 供给条件 财政支持 

分 类 号：F724[经济管理—产业经济]