學術產出-學位論文
文章檢視/開啟
書目匯出
-
題名 臺灣中產階級變動趨勢分析：以家庭收支調查及財稅資料為基礎
The changes of Taiwan`s Middle Class: Evidence from Survey and Administrative data作者 吳煜翔
Wu, Yu-Hsiang貢獻者 連賢明
Lien, Hsien-Ming
吳煜翔
Wu, Yu-Hsiang關鍵詞 中產階級
所得不均
所得分配
Middle class
Income inequality
Income distribution日期 2022 上傳時間 1-七月-2022 16:27:25 (UTC+8) 摘要 本研究利用行政院主計總處提供之家庭收支調查資料，以及行政機關提供之財稅資料，對臺灣中產階級進行趨勢分析。本研究利用「所得」為計算中產階級之基礎，利用OECD與Tanaka et al.(2019)之研究對於中產階級之定義，以介於全體所得中位數之75%至200%者定義為「中產階級」，並透過多種家戶或個人特性篩選樣本後，觀察臺灣中產階級之變動趨勢。 首先，本研究以家庭收支調查資料進行中產階級趨勢分析，可以發現，無論是在總所得或可支配所得之定義上，雖然2000年初期以前中產階級之占比有遞減趨勢，但近十數年來趨勢皆為穩定；再者，本研究利用財稅資料進行分析，可以發現無論在是否控制個人特性之情形下，利用各種定義推算之中產階級人口占比或所得占比皆無明顯上升或下降之趨勢；然而，亦將家庭收支調查資料改以家戶人均總所得及人均可支配所得進行推算，結果顯示，中產階級之比例非但沒有遞減，甚至在近十數年間之占比有逐年遞增之趨勢。 此外，本研究先利用家戶特性之不同，對於家庭收支調查資料定義下的各階級進行分組，在各組別之下，大多呈現穩定或有上升之趨勢。另外，對於財稅資料定義下的各階級進行分組，在各組別之下，也大多呈現穩定或有上升之趨勢。 從本研究的分析結果來看，以國際組織標準，就調查資料及財稅資料之分析來看，中產階級之占比是趨於穩定的，此比例也與臺灣政府及學界以所得或財富狀況為基礎所分析之趨勢大致相符，以所得定義進行推估而言，甚至較鄰近國家之趨勢更為穩定。
This study uses The Survey of Family Income and Expenditure published and Administrative data provided to make a trend analysis of Taiwan’s Middle Class. Middle Class is calculated by the definition used by OECD and the related study, which based on the income basis, and it is defined as those whose incomes are between 75% and 200% of the median of the national income. This study also selects sample by their household or individual characteristics.First, we could find the trend of middle class is stable in recent 10 more years, no matter either gross or disposable income is defined when analyzing by Survey Data. Moreover, we could not find significant variation during the years as well when analyzing by Administrative Data. However, we use the concept of household income per person instead in Survey Data for further comparation, and there is no decrease but increase under some certain circumstances.Besides, we separate the sample into several groups by household characteristics of Survey Data or by individual characteristics of Administrative Data. Within these groups, the trends remain stable or keep increasing gradually.As a consequence, under the definition used by OECD and many studies, we could find the trend of Taiwan’s Middle Class has no significant change in recent 10 more years. And the results of this study are generally similar to the conclusions of Taiwan’s studies. In contrast with the neighboring countries of Taiwan, it could be said that Taiwan’s Middle Class performs more stable than results in other countries under the same definitions.參考文獻 大前研一（2008），M型社會：中產階級消失的危機與商機，中國，中信出版社。行政院主計總處，《家庭收支調查報告》(1976-2020)。連賢明、曾中信、楊子霆、韓幸紋、羅光達 (2021)，臺灣財富分配2004–2014: 以個人財產登錄資料推估，《經濟論文叢刊》，49(1)，77-130。Brim, OG.; Ryff, CD., Kessler, RC. (2004). How healthy are we? A national study of well-being at midlife. Chicago: University of Chicago Press.Chauvel, L., Haim, E. B., Hartung, A., & Murphy, E. (2021). Rewealthization in twenty-first century Western countries: the defining trend of the socioeconomic squeeze of the middle class. The Journal of Chinese Sociology, 8(1), 1-17.Chu Cyrus, Chou Teyu, Hu, Sheng-Cheng, KamhonKan, Cheng, P. C. Roger, Lin Ming-Jen, Liao, Pei-Ju, Yu Ruoh-rong. (2015). Top Income Shares in Taiwan, 1977-2013. WID Working PaperHeather Boushey and Adam S. Hersh (2012). The American Middle Class, Income Inequality, and the Strength of Our Economy. Center for American Progress.Joseph L. Gastwirth (2017). Is the Gini Index of Inequality Overly Sensitive to Changes in the Middle of the Income Distribution?. Statistics and Public Policy, 4-1.Judith Derndorfer & Stefan Kranzinger (2021). The Decline of the Middle Class: New Evidence for Europe. Journal of Economic Issues, 55:4, 914-938.Juliana Menasce Horowitz, Ruth Igielnik and Rakesh Kochhar (2020). Most Americans Say There Is Too Much Economic Inequality in the U.S., but Fewer Than Half Call It a Top Priority. Pew Research CenterMinistry of strategy and Finance (2017). 2017 Work Report: Making the Economy Stronger.Natalie Chun, Rana Hasan, and Mehmet Ulubasoglu (2011).The Role of the Middle Classin Economic Development: What Do Cross-Country Data Show?. Asian Development Bank Economics Working Paper Series No. 245.Saez, E., & Zucman, G. (2016). Wealth inequality in the United States since 1913: Evidence from capitalized income tax data. The Quarterly Journal of Economics, 131(2), 519-578.Stefanescu, Stefan V. (2011). About the Accuracy of Gini Index for Measuring the Poverty. Journal for Economic Forecasting, Institute for Economic Forecasting, 0(3), 255-266.Tanaka, S., Shikata, M. (2019). The middle class in Japan, 1994-2009: Trends and characteristics. Keio-IES Discussion Paper Series 2019-001, Institute for Economics Studies, Keio University.Uri Dadush and Shimelse Ali (2012). In Search of the Global Middle Class. International Economics. 描述 碩士
國立政治大學
財政學系
109255003資料來源 http://thesis.lib.nccu.edu.tw/record/#G0109255003 資料類型 thesis dc.contributor.advisor 連賢明 zh_TW dc.contributor.advisor Lien, Hsien-Ming en_US dc.contributor.author (作者) 吳煜翔 zh_TW dc.contributor.author (作者) Wu, Yu-Hsiang en_US dc.creator (作者) 吳煜翔 zh_TW dc.creator (作者) Wu, Yu-Hsiang en_US dc.date (日期) 2022 en_US dc.date.accessioned 1-七月-2022 16:27:25 (UTC+8) - dc.date.available 1-七月-2022 16:27:25 (UTC+8) - dc.date.issued (上傳時間) 1-七月-2022 16:27:25 (UTC+8) - dc.identifier (其他 識別碼) G0109255003 en_US dc.identifier.uri (URI) http://nccur.lib.nccu.edu.tw/handle/140.119/140691 - dc.description (描述) 碩士 zh_TW dc.description (描述) 國立政治大學 zh_TW dc.description (描述) 財政學系 zh_TW dc.description (描述) 109255003 zh_TW dc.description.abstract (摘要) 本研究利用行政院主計總處提供之家庭收支調查資料，以及行政機關提供之財稅資料，對臺灣中產階級進行趨勢分析。本研究利用「所得」為計算中產階級之基礎，利用OECD與Tanaka et al.(2019)之研究對於中產階級之定義，以介於全體所得中位數之75%至200%者定義為「中產階級」，並透過多種家戶或個人特性篩選樣本後，觀察臺灣中產階級之變動趨勢。 首先，本研究以家庭收支調查資料進行中產階級趨勢分析，可以發現，無論是在總所得或可支配所得之定義上，雖然2000年初期以前中產階級之占比有遞減趨勢，但近十數年來趨勢皆為穩定；再者，本研究利用財稅資料進行分析，可以發現無論在是否控制個人特性之情形下，利用各種定義推算之中產階級人口占比或所得占比皆無明顯上升或下降之趨勢；然而，亦將家庭收支調查資料改以家戶人均總所得及人均可支配所得進行推算，結果顯示，中產階級之比例非但沒有遞減，甚至在近十數年間之占比有逐年遞增之趨勢。 此外，本研究先利用家戶特性之不同，對於家庭收支調查資料定義下的各階級進行分組，在各組別之下，大多呈現穩定或有上升之趨勢。另外，對於財稅資料定義下的各階級進行分組，在各組別之下，也大多呈現穩定或有上升之趨勢。 從本研究的分析結果來看，以國際組織標準，就調查資料及財稅資料之分析來看，中產階級之占比是趨於穩定的，此比例也與臺灣政府及學界以所得或財富狀況為基礎所分析之趨勢大致相符，以所得定義進行推估而言，甚至較鄰近國家之趨勢更為穩定。 zh_TW dc.description.abstract (摘要) This study uses The Survey of Family Income and Expenditure published and Administrative data provided to make a trend analysis of Taiwan’s Middle Class. Middle Class is calculated by the definition used by OECD and the related study, which based on the income basis, and it is defined as those whose incomes are between 75% and 200% of the median of the national income. This study also selects sample by their household or individual characteristics.First, we could find the trend of middle class is stable in recent 10 more years, no matter either gross or disposable income is defined when analyzing by Survey Data. Moreover, we could not find significant variation during the years as well when analyzing by Administrative Data. However, we use the concept of household income per person instead in Survey Data for further comparation, and there is no decrease but increase under some certain circumstances.Besides, we separate the sample into several groups by household characteristics of Survey Data or by individual characteristics of Administrative Data. Within these groups, the trends remain stable or keep increasing gradually.As a consequence, under the definition used by OECD and many studies, we could find the trend of Taiwan’s Middle Class has no significant change in recent 10 more years. And the results of this study are generally similar to the conclusions of Taiwan’s studies. In contrast with the neighboring countries of Taiwan, it could be said that Taiwan’s Middle Class performs more stable than results in other countries under the same definitions. en_US dc.description.tableofcontents 第一章 緒論 1第二章 文獻回顧與概況 5第一節 衡量標準 5第二節 國際概況 9第三節 我國概況與衡量標準 13第三章 研究資料與研究方法 15第一節 研究資料 15第二節 研究方法 18第四章 統計結果與分析 19第一節 家庭收支調查資料分析 19第二節 財稅資料分析 25第三節 調查資料與財稅資料之比較 34第五章 資料特性分析 40第一節 家庭收支調查資料 40第二節 財稅資料 45第六章 結論與建議 48第一節 結論 48第二節 建議與限制 50參考文獻 51 zh_TW dc.format.extent 1748419 bytes - dc.format.mimetype application/pdf - dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0109255003 en_US dc.subject (關鍵詞) 中產階級 zh_TW dc.subject (關鍵詞) 所得不均 zh_TW dc.subject (關鍵詞) 所得分配 zh_TW dc.subject (關鍵詞) Middle class en_US dc.subject (關鍵詞) Income inequality en_US dc.subject (關鍵詞) Income distribution en_US dc.title (題名) 臺灣中產階級變動趨勢分析：以家庭收支調查及財稅資料為基礎 zh_TW dc.title (題名) The changes of Taiwan`s Middle Class: Evidence from Survey and Administrative data en_US dc.type (資料類型) thesis en_US dc.relation.reference (參考文獻) 大前研一（2008），M型社會：中產階級消失的危機與商機，中國，中信出版社。行政院主計總處，《家庭收支調查報告》(1976-2020)。連賢明、曾中信、楊子霆、韓幸紋、羅光達 (2021)，臺灣財富分配2004–2014: 以個人財產登錄資料推估，《經濟論文叢刊》，49(1)，77-130。Brim, OG.; Ryff, CD., Kessler, RC. (2004). How healthy are we? A national study of well-being at midlife. Chicago: University of Chicago Press.Chauvel, L., Haim, E. B., Hartung, A., & Murphy, E. (2021). Rewealthization in twenty-first century Western countries: the defining trend of the socioeconomic squeeze of the middle class. The Journal of Chinese Sociology, 8(1), 1-17.Chu Cyrus, Chou Teyu, Hu, Sheng-Cheng, KamhonKan, Cheng, P. C. Roger, Lin Ming-Jen, Liao, Pei-Ju, Yu Ruoh-rong. (2015). Top Income Shares in Taiwan, 1977-2013. WID Working PaperHeather Boushey and Adam S. Hersh (2012). The American Middle Class, Income Inequality, and the Strength of Our Economy. Center for American Progress.Joseph L. Gastwirth (2017). Is the Gini Index of Inequality Overly Sensitive to Changes in the Middle of the Income Distribution?. Statistics and Public Policy, 4-1.Judith Derndorfer & Stefan Kranzinger (2021). The Decline of the Middle Class: New Evidence for Europe. Journal of Economic Issues, 55:4, 914-938.Juliana Menasce Horowitz, Ruth Igielnik and Rakesh Kochhar (2020). Most Americans Say There Is Too Much Economic Inequality in the U.S., but Fewer Than Half Call It a Top Priority. Pew Research CenterMinistry of strategy and Finance (2017). 2017 Work Report: Making the Economy Stronger.Natalie Chun, Rana Hasan, and Mehmet Ulubasoglu (2011).The Role of the Middle Classin Economic Development: What Do Cross-Country Data Show?. Asian Development Bank Economics Working Paper Series No. 245.Saez, E., & Zucman, G. (2016). Wealth inequality in the United States since 1913: Evidence from capitalized income tax data. The Quarterly Journal of Economics, 131(2), 519-578.Stefanescu, Stefan V. (2011). About the Accuracy of Gini Index for Measuring the Poverty. Journal for Economic Forecasting, Institute for Economic Forecasting, 0(3), 255-266.Tanaka, S., Shikata, M. (2019). The middle class in Japan, 1994-2009: Trends and characteristics. Keio-IES Discussion Paper Series 2019-001, Institute for Economics Studies, Keio University.Uri Dadush and Shimelse Ali (2012). In Search of the Global Middle Class. International Economics. zh_TW dc.identifier.doi (DOI) 10.6814/NCCU202200559 en_US
