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題名 建模指標衡量財富公義性
Constructed index to measure the wealth justice
作者 張晉維
Chang, Chin-Wei
貢獻者 曾正男
張晉維
Chang, Chin-Wei
關鍵詞 財富階級流動
轉移矩陣
社會公義
Mobility of wealth hierarchy
Transition matrix
Social justice
日期 2020
上傳時間 3-Aug-2020 17:58:13 (UTC+8)
摘要 從1980 年開始,全球貧富差距漸趨顯著,所得位於頂端的富人其財富
吸收快速,進而能大量投資,使得富人與一般百姓的財富差距越拉越大。
除此之外,像物資通膨率的上漲速度快過於薪資的成長,若是收入不高的
人民其可支配所得就下降了,導致難有多餘的錢可儲蓄或投資,因此想翻
身成為富人是難上加難。
本研究使用財政部財政資訊中心93 年至102 年之20∼30 歲申報資料,
利用Python 對資料做出轉移矩陣後再使用我們定義的兩個指標(I_mask_v 和
I_justice) 反映財富階級流動的情形,進而觀察台灣之社會公義性如何演變。
多數文獻探討財富階級流動時,對財富價值只用5 等分到25 等分切分
程度進行分析。而此次研究將提供數據佐證,在探討財富階級流動這一類
的社會科學問題下要切70 等分至160 等分才能完整解釋,切太少或過多等
分都可能影響到對財富公義性的詮釋。另外透過I_justice 也觀察出台灣在民
國95∼96 年以及民國96∼97 年,當時的社會是比較公平。
Since 1980, the gap between the haves and have-nots
has become increasing
significantly, the haves whose income at the top build wealth quickly and then can
invest heavily, making more gaps with people. Additionally, the increase of the
inflation rate is faster than the growth of wages that result in a decline in disposable
income for people with low incomes, so they are difficult to have extra money to
save or invest, therefore, it is more difficult to up to the rich.
Fiscal Information Agency, Ministry of Finance provides the data which is
about 2004 to 2013 financial declaration of 20 to 30 year old
individual. Use
python to sort out the data to make transition matrix and then with the two indicators
(I_mask_v and I_justice) which is constructed in this research to response the mobility
of wealth hierarchy and explore the evolution of the wealth justice.
Most of the literature discuss issue about the mobility of wealth hierarchy,only
use 5 equal divisions to 25 equal divisions on the value of wealth and then to
interpret the wealth justice. But in this research ,we will provide data support
that want to fully explain on the social science problem of the mobility of wealth
hierarchy, it is necessary to use 70 equal divisions to 160 equal divisions on the
value of wealth. Too little or too many equal divisions may affect the interpretation
of the wealth justice. In addition, we observed that from 2006 to 2007 and from
2007 to 2008, I_justice points out that society was fair at the time.
參考文獻 [1] WORLD INEQUALITY REPORT 2018. https://wir2018.wid.world/
[2] World Inequality Database(USA). https://wid.world/country/usa/
[3] World Inequality Database(Taiwan). https://wid.world/country/taiwan/
[4] 陳耀宗. 「拿薪水的人不夠有錢」朱敬一談貧富差距:0.01% 頂級富豪靠股利、土地
買賣致富. https://www.storm.mg/article/169324
描述 碩士
國立政治大學
應用數學系
106751014
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0106751014
資料類型 thesis
dc.contributor.advisor 曾正男zh_TW
dc.contributor.author (Authors) 張晉維zh_TW
dc.contributor.author (Authors) Chang, Chin-Weien_US
dc.creator (作者) 張晉維zh_TW
dc.creator (作者) Chang, Chin-Weien_US
dc.date (日期) 2020en_US
dc.date.accessioned 3-Aug-2020 17:58:13 (UTC+8)-
dc.date.available 3-Aug-2020 17:58:13 (UTC+8)-
dc.date.issued (上傳時間) 3-Aug-2020 17:58:13 (UTC+8)-
dc.identifier (Other Identifiers) G0106751014en_US
dc.identifier.uri (URI) http://nccur.lib.nccu.edu.tw/handle/140.119/131110-
dc.description (描述) 碩士zh_TW
dc.description (描述) 國立政治大學zh_TW
dc.description (描述) 應用數學系zh_TW
dc.description (描述) 106751014zh_TW
dc.description.abstract (摘要) 從1980 年開始,全球貧富差距漸趨顯著,所得位於頂端的富人其財富
吸收快速,進而能大量投資,使得富人與一般百姓的財富差距越拉越大。
除此之外,像物資通膨率的上漲速度快過於薪資的成長,若是收入不高的
人民其可支配所得就下降了,導致難有多餘的錢可儲蓄或投資,因此想翻
身成為富人是難上加難。
本研究使用財政部財政資訊中心93 年至102 年之20∼30 歲申報資料,
利用Python 對資料做出轉移矩陣後再使用我們定義的兩個指標(I_mask_v 和
I_justice) 反映財富階級流動的情形,進而觀察台灣之社會公義性如何演變。
多數文獻探討財富階級流動時,對財富價值只用5 等分到25 等分切分
程度進行分析。而此次研究將提供數據佐證,在探討財富階級流動這一類
的社會科學問題下要切70 等分至160 等分才能完整解釋,切太少或過多等
分都可能影響到對財富公義性的詮釋。另外透過I_justice 也觀察出台灣在民
國95∼96 年以及民國96∼97 年,當時的社會是比較公平。
zh_TW
dc.description.abstract (摘要) Since 1980, the gap between the haves and have-nots
has become increasing
significantly, the haves whose income at the top build wealth quickly and then can
invest heavily, making more gaps with people. Additionally, the increase of the
inflation rate is faster than the growth of wages that result in a decline in disposable
income for people with low incomes, so they are difficult to have extra money to
save or invest, therefore, it is more difficult to up to the rich.
Fiscal Information Agency, Ministry of Finance provides the data which is
about 2004 to 2013 financial declaration of 20 to 30 year old
individual. Use
python to sort out the data to make transition matrix and then with the two indicators
(I_mask_v and I_justice) which is constructed in this research to response the mobility
of wealth hierarchy and explore the evolution of the wealth justice.
Most of the literature discuss issue about the mobility of wealth hierarchy,only
use 5 equal divisions to 25 equal divisions on the value of wealth and then to
interpret the wealth justice. But in this research ,we will provide data support
that want to fully explain on the social science problem of the mobility of wealth
hierarchy, it is necessary to use 70 equal divisions to 160 equal divisions on the
value of wealth. Too little or too many equal divisions may affect the interpretation
of the wealth justice. In addition, we observed that from 2006 to 2007 and from
2007 to 2008, I_justice points out that society was fair at the time.
en_US
dc.description.tableofcontents 致謝.. ii
中文摘要.. iii
Abstract.. iv
目錄.. v
表目錄.. vii
圖目錄.. x
第一章緒論.. 1
第一節研究背景.. 1
第二節研究動機.. 2
第二章資料描述.. 3
第三章研究方法.. 12
第一節名詞介紹.. 12
一、隨機過程.. 12
二、狀態空間.. 12
三、馬可夫過程.. 12
四、轉移矩陣.. 13
五、機率向量.. 14
六、馬可夫鏈.. 14
七、關於轉移矩陣的定理.. 15
第二節從資料建構轉移矩陣.. 16
第三節Imask_v .. 16
一、Imask_v 定義.. 16
二、Imask_v 解釋模擬資料.. 18
第四節Ijustice .. 36
一、Ijustice 定義.. 36
二、Ijustice 解釋模擬資料.. 37
第四章研究結果.. 49
第一節Imask_v 之實際資料結果.. 49
第二節Ijustice 之實際資料結果.. 57
第三節財富價值分配以及財富等第.. 65
第五章結論.. 85
附錄A 模擬一到模擬三的python code.. 86
參考文獻.. 97
zh_TW
dc.format.extent 2332277 bytes-
dc.format.mimetype application/pdf-
dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0106751014en_US
dc.subject (關鍵詞) 財富階級流動zh_TW
dc.subject (關鍵詞) 轉移矩陣zh_TW
dc.subject (關鍵詞) 社會公義zh_TW
dc.subject (關鍵詞) Mobility of wealth hierarchyen_US
dc.subject (關鍵詞) Transition matrixen_US
dc.subject (關鍵詞) Social justiceen_US
dc.title (題名) 建模指標衡量財富公義性zh_TW
dc.title (題名) Constructed index to measure the wealth justiceen_US
dc.type (資料類型) thesisen_US
dc.relation.reference (參考文獻) [1] WORLD INEQUALITY REPORT 2018. https://wir2018.wid.world/
[2] World Inequality Database(USA). https://wid.world/country/usa/
[3] World Inequality Database(Taiwan). https://wid.world/country/taiwan/
[4] 陳耀宗. 「拿薪水的人不夠有錢」朱敬一談貧富差距:0.01% 頂級富豪靠股利、土地
買賣致富. https://www.storm.mg/article/169324
zh_TW
dc.identifier.doi (DOI) 10.6814/NCCU202000929en_US