随着劳动力成本的快速上升,中国已出现刘易斯拐点。经验研究表明,劳动力成本上升可能伴随产业结构升级。对此,一个经典的解释是:随着劳动力成本的攀升,产业间的比较优势发生变化,从而诱发产业升级。在当代背景下,产业升级涉及产业链的不同环节,需要上下游企业相互协调与配合,绝非单一企业所能完成。基于此,本文建构了一个带中间品的两商品模型,引入了上下游厂商之间的“协调”这一因素,在一个更加贴近现实的背景下,说明了劳动力成本与产业升级之间的动态关系,并据此提出了政策建议。
China has reached the Lewis turning point faced with rapidly rising labor cost. The empirical research indicates that there is relationship between rising labor cost and industrial structure upgrading. One explanation is that with increasing labor costs, comparative advantage between industries changed, which trigged industrial structure upgrading. In the current context industrial structure upgrading involves different links of the industry chain and need the coordination of upstream and downstream firms, which is by no means something that could be accomplished within single enterprise. Given all that, this paper constructs a duo- goods model with intermediate product and introduced the element of coordination between upstream and downstream firms. In a more realistic light, the paper illustrate the relationship between rising labor cost and industrial structure upgrading and put forward the policy recommendations.