OECD/JRC合成指标手册评论——基于指标方法论的“机理进路”  

Review of OECD/JRC's Handbook on Constructing Composite Indicators:Mechanism Approach Based on Indicators Methodology

作　　者：邱东 郭同济 QIU Dong;GUO Tongji(School of Statistics and Data Science,Jiangxi University of Finance and Economics,Nanchang 330013,China)

机构地区：[1]江西财经大学统计与数据科学学院,江西南昌330013

出　　处：《商业经济与管理》2025年第2期5-14,共10页Journal of Business Economics

基　　金：国家社会科学基金重大项目“国际统计标准测度问题挖掘与中国参与的方法论基础研究”(18ZDA123);国家社会科学基金项目“加快构建中国特色哲学社会科学学科体系、学术体系、话语体系”研究专项“新时代中国特色统计学基本问题研究”(19VXK08)。

摘　　要：注重合成指标方法论的“机理进路”是避开测度陷阱、实现“数理”与“事理”统一的基础。文章从方法论比较的角度对OECD/JRC合成指标手册进行评论,从阐述合成指标的方法论的学理层面标准评价OECD/JRC手册的优势和不足并针对合成指标手册“十个构建步骤”提出意见和思考,在此基础上剖析了“手册悖境”的成因,指出打破悖境的重要指向正是注重合成指标的机理研究。中国学者应自信自强,通过发展具有中国自主知识体系的经济统计学科,在自主参与甚至积极引导国际统计规则的制定方面发挥应有作用。Attention to the“mechanism approach”of Composite Indicators Methodology serves as the foundation for avoiding measurement traps and achieving the unity of“mathematical reasoning”and“practical reasoning”.This paper provides a review of OECD/JRC's Handbook on Constructing Composite Indicators from a methodological comparison perspective,evaluating the strengths and limitations of the handbook by elaborating on the academic-theoretical standards underlying the Composite Indicators Methodology,and specific suggestions and reflections are proposed regarding the“Ten Steps”framework outlined in the handbook.Furthermore,it analyzes the root causes of the“Handbook Paradox”and emphasizes the mechanistic study of composite indicators constituting a crucial pathway to overcome this predicament.Chinese scholars should demonstrate intellectual confidence and self-reliance,developing an economic statistics discipline with Chinese autonomous knowledge systems,thereby playing an appropriate role in independently participating in and proactively shaping the formulation of international statistical standards.

关 键 词：多指标综合评价 OECD/JRC合成指标手册 经济统计 方法论机理 手册悖境 

分 类 号：F21[经济管理—国民经济]