中文摘要：

主流观点视非正规部门为劳动力市场分割的弱势部分,政府亦将劳动力市场的正规化当作近年来的政策目标。本文基于国民经济机构部门视角考察并分析了我国非正规部门的发展机理。周期性反应函数的估计结果并不支持主流观点认可的市场分割假说,＂不对称的逆周期＂发展轨迹暗示着非正规部门内部并非同质,而存在＂高层非正规部门＂和＂低层非正规部门＂的分化。面对在衰退期比繁荣期更为敏感的特征,我们提出了一种理论假说,即非正规部门发展是受经济周期与正规部门后向关联效应相互作用的一个可解释的结果。进一步地,利用投入产出表的相关数据证实了上述假说。

英文摘要：

Mainstream view regards the informal sector as the components of the weak groups caused by labor market segmentation,and formalizing the labor market has been a crucial policy target of Chinese government in recent years.Based on the perspective of the national economic and institutional sectors,this article studies the law of the informal sector development in the country.The estimation results of the cyclical reaction function do not support the market segmentation hypothesis.The ＇asymmetric conversion period＇ development path implies that the interior of the informal sector is not the homogenization but ＇Upper Tier informal sector＇ and ＇Low Tier informal sector＇ differentiation.According to the characteristics that it is more sensitive in prosperity than in the recession,we propose a theoretical hypothesis that the development of the informal sector is an explained result of the interaction between economic cycles and the backward linkage effects of the formal sector.Furthermore,the article confirms the hypothesis using input-output table data.