数字基础设施建设的消费增长与公平效应——基于供需匹配视角  

Consumption Growth and Fair Effect of Digital Infrastructure Construction——Based on the Perspective of Supply and Demand Matching

作　　者：张斌[1] 魏哲 Zhang Bin;Wei Zhe

机构地区：[1]南开大学经济学院,天津300071

出　　处：《经济问题探索》2023年第12期1-20,共20页Inquiry Into Economic Issues

基　　金：福建省自然科学基金项目“人口老龄化视角下资本回报率弱化成因及其对居民消费的影响研究”(2023J011408),项目负责人:郭念枝。

摘　　要：将“宽带中国”战略的实施与CFPS微观数据相结合,从供需匹配视角,分析并评估了数字基础设施建设的消费增长与公平效应。研究发现:数字基础设施建设显著推动了居民消费增长并降低了居民消费不平等,这一结论在经过工具变量处理等一系列稳健性检验后依旧成立;并且数字基础设施建设的消费增长与公平效应具有明显长期效果。机制分析表明,数字基础设施建设的消费增长效应既通过促进消费市场的供需匹配效应直接产生,也通过促进生产和劳动市场的供需匹配,以收入效应间接产生;而数字基础设施建设的消费公平效应则主要通过消费市场的供需匹配效应直接产生,其收入公平效应并不明显。此外,数字基础设施建设的消费增长效应在农村地区和中西部地区更具时间滞后性。数字基础设施建设可作为扩大内需与实现共同富裕目标的一条具体政策路径。By combining the implementation of the“Broadband China”strategy with the microscopic data of CFPS,the consumption growth and fair effect of digital infrastructure construction are analyzed and evaluated from the perspective of supply and demand matching.It is found that the construction of digital infrastructure has significantly promoted the growth of household consumption and reduced the inequality of household consumption, which is still valid after a series of robustness tests such as instrumental variable processing.And the consumption growth and fair effect of digital infrastructure have obvious long-term effects.The mechanism analysis shows that the consumption growth effect of digital infrastructure construction is not only directly produced by promoting the matching between supply and demand in the consumer market, but also indirectly produced by income effect by promoting the matching between supply and demand in the production and labor markets.The consumption fair effect of digital infrastructure construction is mainly produced directly through the matching effect of supply and demand in the consumer market, but its income fair effect is not obvious.The consumption growth effect of digital infrastructure construction has more time lag in rural areas and central and western regions.This shows that digital infrastructure construction can be used as a specific policy path to expand domestic demand and achieve the goal of common prosperity.

关 键 词：数字基础设施 居民消费 消费不平等 供需匹配 共同富裕 

分 类 号：F014.5[经济管理—政治经济学]