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題名 臺灣財富分配2004–2014: 以個人財產登錄資料推估
The Wealth Distribution in Taiwan 2004-2014: Evidence from the Individual Wealth Register Data
作者 連賢明
Lien, Hsien-Ming
曾中信
Tseng, Chung-Hsin
楊子霆
Yang, Tzu-Ting
韓幸紋
Han, Hsing-Wen
羅光達
Lo, Kuang-Ta
貢獻者 財政系
關鍵詞 財富分配 ; 財富不均 ; 國富統計 ; 財稅資料庫 
wealth distribution ; wealth inequality ; national wealth ; administrative tax database
日期 2021-03
上傳時間 12-Jan-2022 10:59:58 (UTC+8)
摘要 本文使用財政部2004至2014年的財產登錄資料並結合資本化法,建構涵蓋房屋、土地、股票、存款、債券、金融票券與房屋貸款的個人財富資料。為確保結果貼近現實,我們以房地產實價登錄資料來計算房屋與土地價值,並在衡量股票時納入個人以投資公司持有的股權(即間接持股)。根據我們所建構的財富資料,台灣財富的吉尼係數(Gini coefficient)約爲0.79,前10%與前1%富豪的財富占比約爲62%與23%。台灣的財富不均數據低於美國,約略與瑞典、韓國相近。此外,財富分配在年齡分組中呈現明顯差異:全國財富在2004至2014年間呈現往50歲以上高齡人口集中的趨勢。
This paper estimates individual wealth distribution including houses, land, stocks, deposits, bonds, short-term transaction instruments, and mortgage by using the individual wealth register data of the Ministry of Finance from 2004 to 2014 and combining their with the method of capitalization. To ensure that the results are close to reality, we use the price data in the Actual Transaction Price of Real Estate to evaluate the values of houses and land. We also consider both direct and indirect holdings of stocks when we measure wealth. According to our calculation, the Gini coefficient of wealth in Taiwan is about 0.79, and the top 10% and top 1% wealth shares are 62% and 23% respectively. The wealth inequality in Taiwan is lower than in the U.S., approximating the results in Korea and Sweden. Moreover, the wealth in Taiwan between 2004 and 2014 showed a trend of concentration towards the elderly population over 50 years old.
關聯 經濟論文叢刊, Vol.49, No.1, pp.77-130
資料類型 article
DOI https://doi.org/10.6277/TER.202103_49(1).000
dc.contributor 財政系
dc.creator (作者) 連賢明
dc.creator (作者) Lien, Hsien-Ming
dc.creator (作者) 曾中信
dc.creator (作者) Tseng, Chung-Hsin
dc.creator (作者) 楊子霆
dc.creator (作者) Yang, Tzu-Ting
dc.creator (作者) 韓幸紋
dc.creator (作者) Han, Hsing-Wen
dc.creator (作者) 羅光達
dc.creator (作者) Lo, Kuang-Ta
dc.date (日期) 2021-03
dc.date.accessioned 12-Jan-2022 10:59:58 (UTC+8)-
dc.date.available 12-Jan-2022 10:59:58 (UTC+8)-
dc.date.issued (上傳時間) 12-Jan-2022 10:59:58 (UTC+8)-
dc.identifier.uri (URI) http://nccur.lib.nccu.edu.tw/handle/140.119/138768-
dc.description.abstract (摘要) 本文使用財政部2004至2014年的財產登錄資料並結合資本化法,建構涵蓋房屋、土地、股票、存款、債券、金融票券與房屋貸款的個人財富資料。為確保結果貼近現實,我們以房地產實價登錄資料來計算房屋與土地價值,並在衡量股票時納入個人以投資公司持有的股權(即間接持股)。根據我們所建構的財富資料,台灣財富的吉尼係數(Gini coefficient)約爲0.79,前10%與前1%富豪的財富占比約爲62%與23%。台灣的財富不均數據低於美國,約略與瑞典、韓國相近。此外,財富分配在年齡分組中呈現明顯差異:全國財富在2004至2014年間呈現往50歲以上高齡人口集中的趨勢。
dc.description.abstract (摘要) This paper estimates individual wealth distribution including houses, land, stocks, deposits, bonds, short-term transaction instruments, and mortgage by using the individual wealth register data of the Ministry of Finance from 2004 to 2014 and combining their with the method of capitalization. To ensure that the results are close to reality, we use the price data in the Actual Transaction Price of Real Estate to evaluate the values of houses and land. We also consider both direct and indirect holdings of stocks when we measure wealth. According to our calculation, the Gini coefficient of wealth in Taiwan is about 0.79, and the top 10% and top 1% wealth shares are 62% and 23% respectively. The wealth inequality in Taiwan is lower than in the U.S., approximating the results in Korea and Sweden. Moreover, the wealth in Taiwan between 2004 and 2014 showed a trend of concentration towards the elderly population over 50 years old.
dc.format.extent 2048710 bytes-
dc.format.mimetype application/pdf-
dc.relation (關聯) 經濟論文叢刊, Vol.49, No.1, pp.77-130
dc.subject (關鍵詞) 財富分配 ; 財富不均 ; 國富統計 ; 財稅資料庫 
dc.subject (關鍵詞) wealth distribution ; wealth inequality ; national wealth ; administrative tax database
dc.title (題名) 臺灣財富分配2004–2014: 以個人財產登錄資料推估
dc.title (題名) The Wealth Distribution in Taiwan 2004-2014: Evidence from the Individual Wealth Register Data
dc.type (資料類型) article
dc.identifier.doi (DOI) 10.6277/TER.202103_49(1).000
dc.doi.uri (DOI) https://doi.org/10.6277/TER.202103_49(1).000