服务业“成本病”:理论演进与新一代信息技术背景下的再审视  

"Baumol's Cost Disease":Theoretical Evolution and Re-examination under the New Generation of Information Technology

作　　者：庞瑞芝[1] 李倩楠 PANG Ruizhi;LI Qiannan(Nankai University,Tianjin,China)

机构地区：[1]南开大学企业研究中心,300071 [2]南开大学经济学院,300071

出　　处：《经济学动态》2024年第6期48-63,共16页Economic Perspectives

基　　金：国家社会科学基金重点项目“后疫情时代我国卫生资源结构性失衡考察与优化配置路径研究”(21AJY012)。

摘　　要：聚焦于服务业“成本病”假说,本文从提出、发展演进与争议视角系统梳理“成本病”假说的成因与观点分歧。同时,立足新一代信息技术背景,对“成本病”假说展开理论再阐释。以云计算、大数据、人工智能等数字技术为代表的新一代信息技术,从根本上改写了“服务”这一特殊商品的供给方式、“服务”价值的传递方式、“服务”提供流程、要素组织方式、“服务”内容与企业的价值增值模式,引发“要素-组织-产业形态”多维度的颠覆性变革,从而改写了传统服务业作为劳动生产率“停滞部门”的技术经济特征和“成本病”假说形成的内在逻辑。在此基础上,本文从新一代信息技术应用密集程度视角,采用我国服务部门宏微观层面数据重新审视“成本病”假说,重新认识服务业的技术经济特征。最后,在对信息技术与“成本病”假说相关研究进行系统回顾基础上,从三方面提出未来进一步研究的展望。The"Baumol's cost disease"hypothesis reveals the intrinsic relationship between technological progress,industrial structure transformation,and economic growth,which has attracted widespread attention in academia since it was put forward in the 1960s.However,against the backdrop of the new generation of information technology,the service industry has shown new service content,new modes,and new business forms,presenting new technological and economic characteristics.Therefore,the"Baumol's cost disease"hypothesis needs to be re-examined under the new technological environment,and the subversive changes brought about by the new generation of information technology in the service industry need to be considered at the theoretical level,so that we can systematically analyze the impact of the new generation of information technology on the service industry.This is theoretical and practical significance to promote the high-quality development of China's service industry under the strategy of"Digital China".Firstly,this paper systematizes the research results related to the"Baumol's cost disease"hypothesis in China and abroad.According to different research perspectives,existing literature can be divided into three types:the existence theory of the"Baumol's cost disease",the negation theory,and the conditional existence theory.By comparing the key differences between the three types of literature in terms of core viewpoints and analytical logic,this paper explores the fo cuses and causes of the controversies arising from the three types of literature.On this basis,the premises,theoretical connotation,and underlying reasons of the"Baumol's cost disease"hypotheses are clarified,and in particular,the technological and economic characteristics of the traditional service industry behind the"Baumol's cost disease"are identified.Secondly,based on the new generation of information technology,the theoretical reinterpretation of the"Baumol's cost disease"hypothesis is carried out.Accompanied by the extensive and in-depth application

关 键 词：服务业“成本病” 生产率 结构性减速 信息技术 数字经济 

分 类 号：F719[经济管理—产业经济]