基于“服务业之谜”事实的存在,要验证Baumol非平衡增长模型提出的“效率一结构一速度”之间的关系,关键不在于对服务业需求价格弹性的核算,而是对生产率决定相对价格水平的证实。以“服务业之谜”的存在为前提,在服务业与工业部门间产品的消费行为中构造了互补的“里昂惕夫”效用函数,重构Baumol非平衡增长模型。采用我国31个省1984-2014年面板数据进行实证分析,验证了工业及工农业相对于服务业的劳动生产率、服务业相对于工业及相对于工农业的价格水平、服务业占非农及占整个国民经济部门产出份额、服务业占非农及总就业人数比重等核心变量之间的关系。其内在逻辑是相对生产率决定相对价格水平,相对价格的提高导致了服务业部门份额的提升,进而降低了经济增长速度。由此证实了我国基本存在Baumol非平衡增长模型所揭示的“效率一结构一速度”之间关系:工业生产率相对上升导致服务业价格相对提高和就业份额提升,进而引发经济增速放缓。在经济“新常态”下关注效率提升、结构调整与增速放缓之间的内在联系,具有相应的理论基础和经验支持,同时应理性看待结构调整中出现的“服务业成本病”现象,实现“结构”与“速度”之间的良性互动。
Based on the existence of "Paradox of the Services", the key to verify the "effficiency-structure-speed" rela- tionship proposed by Baumors unbalanced growth model is not the price elasticity of demand in the service industry, but the effect of productivity on the relative price. This paper constructs a "Lyontief" complementary utility function of service indus- try and industrial sector, and reconstructs Baumol's unbalanced growth model. Using empirical analysis of panel data of 31 provinces of China from 1984 to 2014 to verify the relationship between the relative labor productivity of industry & agriculture to service industry, relative price level of service sector to industry & agriculture, the output weight of service industry in non- agricultural and the entire national economy, the employment share of service sector in non-agricuhural and the entire national economy. Its internal logic is the relative productivity determines the relative price level, the relative price changes enhance the share of service sector, thereby reducing the rate of economic growth. It is concluded that there is the "efficiency-struc- ture-speed" relationship revealed by Baumol's unbalanced growth model: the relative rise of industrial productivity leads to the relative increase in prices and employment share of service industry, which slows down the growth rate. Under "the New Nor- mal ", the internal relationship between efficiency improvement, structural adjustment and slowdown of growth should be con- eerned with corresponding theoretical basis and empirical support. Meanwhile, the phenomenon of "service cost disease" in the structural adjustment should be treated rationally, to realize the benign interaction between "structure" and "speed".