运用2004—2012年30个省、自治区和直辖市的城乡面板数据,关于城乡居民消费结构升级对我国经济增长的影响机制的研究发现:当采用城乡居民家庭工业品与农业品消费的相对支出比例增加来刻画居民消费结构升级时,居民消费结构升级在产品结构优化这一传导途径下会促进我国制造业的增长,但会降低农业增长率。居民消费结构升级无法通过产业结构升级这一途径来影响农业的增长,这一结果表明“当前我国产业结构调整和优化是导致农业经济增速放缓”的观点是片面的。当采用城乡居民家庭服务品与工业品消费的相对支出比例来刻画居民消费结构升级时,居民消费结构升级只能通过投资结构变动而不能通过产品结构优化和产业结构升级这两条传导途径来影响我国农业和制造业的增长。
This paper draws on Chinese household consumption panel data from urban and rural areas across thirty provinces, autonomous regions and municipalities over the period 2004-2012, to investigate the impacts of urban and rural household consumption upgrade on economic growth in China. The empirical results show that when the consumption upgrade is defined as the enlargement of relative consumption between industrial and agricultural goods, it can promote economic growth in in- dustry while decrease that in agriculture. However, household consumption upgrade fails to influence the economic growth rate in agriculture via the industrial structural upgrade, which in turn implies the limited explanation power of hypothesis that the change in industrial structure is the main reason depressing the economies growth in agriculture. Furthermore, when the enlargement of relative consumption between service and manufacture goods is employed to characterize the consumption upgrade, household consumption structure will affect the economic growth in agriculture and industry only through the changes in investment structure rather than the changes in products structure and industrial structure.