文章对迄今所有基于同质收入假说的消费函数理论的微观基础的合理性提出质疑,指出不同消费者为获得同一单位收入需要付出不同生命成本这一影响消费者行为决策的关键异质事实。据此,文章建立了消费者行为学说中的两个新理论支点:一是基于生命成本假说的生产与消费决策一致性的新消费者均衡理论。这一新消费者均衡比目前基于收入假说的纯消费者的消费者均衡对消费者效用决策更加基础与首要,对宏观经济运行的影响也更加直接和深远,是为“消费者第一均衡”。二是建立了与此新消费者均衡理论相一致的生命成本消费函数理论并进行了实证验证。本研究认为,以往消费函数理论均从“收入”角度来解释消费者行为的理论视域存在认知局限,主张从人本身的生命哲学与“生命成本”角度来重新诠释消费者行为。这一研究试图把作为微观经济学核心理论的基于同质收入与纯消费者的消费者均衡推进到异质收入的生产与消费决策一致性的新消费者均衡;把长期分属于微、宏观两个经济学领域研究的消费者均衡与消费函数理论耦合到具有同一基础的消费者行为理论体系中,并为宏微观统一的经济学理论提供新基础。
In this research, the rationality of the micro-foundation of all previous consumption function theories based on the homogeneous income hypothesis is questioned, and the key heterogeneous fact that the different consumers need to pay different life costs for the same income, which affects deeply consumption decisions, is put forward. Based on these, two new theory fulcrums in consumer behavior theory are constructed. Firstly, a new consumption equilibrium theory about the consistency of production-consumption decision is founded based on the life cost hypothesis, and the consumption equilibrium based on the life cost hypothesis and the consistency of production-consumption decision is considered to be more foundational and important than the one of pure consumption based on the homogeneous income hypothesis, and impact the macro-consumption behavior more directly and profoundly than the later, and is "the first equilibrium". Secondly, based on the consumption equilibrium theory about the consistency of production-consumption decision, the life cost consumption function theory is constructed and empirically validated. According this research, the previous consumption function theory, which explains the consumer behavior from the income perspective, have cognitive limitations, and insists reinterpreting the consumer behavior from the life philosophy and the human life cost perspectives. The results of this research maintain that the consumption equilibrium theory of pure consumer based on the homogeneous income hypothesis, which is the essential theory of microeconomics, should be improved into the new consumption equilibrium one about the consistency of production-consumption decision, and the consumer equilibrium and the consumption function theory, that are the part of microeconomics and the part of macroeconomics respectively, are coupled into consumer behavior theory system. This paper means more deeply to establish a new consumption behavior theoretical system, and to provide the new theoretical basis for