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題名 所得不均度之模糊測量-以台灣所得分配為例
作者 吳鎮安
Wu Chen Un
貢獻者 吳家恩
吳鎮安
Wu Chen Un
關鍵詞 Gini係數
E-Gini係數
模糊二元關係
遞移性
隸屬度函數
模糊排序
模糊檢定
解模糊化
信賴區間
模糊迴歸分析
日期 2003
上傳時間 18-Sep-2009 17:36:37 (UTC+8)
摘要 傳統的不均度指標對於不均度的排序皆是精確而不含糊的,在Lorenz曲線相交的情況下,無法使用Lorenz準則判別不均度優劣,若使用不均度指標則可能產生不一致的排序結果,為了解決此一困境,本研究沿用Basu(1987)與Ok(1995,1996)的研究架構,修改其所得不均度的模糊測量方法,並力求將相關的模糊理論研究方法應用在所得不均度的議題上。
      本文實證部分主要使用1980年至2002年中華民國行政院主計處「家庭收支調查報告」的資料,計算出家戶與個人資料的所得不均度指標值。結果發現,若考慮個人對於不均度感受上的模糊性,在家戶所得方面,80年代至90年代以後不均度顯著惡化,而個人所得分配則無明顯差異。而迴歸分析結果顯示,妻子勞動參與率上升、戶內就業人數比例增加,社福支出增加均有助於改善家戶所得不均的情況,而就業者平均教育程度上升與失業率的增加會加深家戶所得不均度。考慮不同的不均度指標間存在著模糊性,亦即將不均度指標視為模糊數(fuzzy number),而將傳統迴歸分析延伸至模糊迴歸分析,所預測的結果不再是一個精確的點,而是一個模糊區間,如此更切合實際所得分配狀況。最後,對於1993年至1997年不均度的模糊比較結果,討論了語意表示與信賴區間兩種不同的解模糊方法。而不同機制(隸屬度函數與不均度指標的不同)下的模糊排序結果可能產生不一致,本文也引用了文獻上的方法加以解決。值得注意的是,利用各種模糊關係的總和排序,與主計處每年根據家戶總可支配所得五等分位資料所計算的Gini係數排序略有出入,顯示出更客觀的排序結果。
參考文獻 中文部分:
朱雲鵬(1991),「家戶大小與所得分配:1980與1989年台灣實證研
究」,《中國經濟學會年會論文集》,287-307
林忠正(1990),「人口轉型與所得分配的變動趨勢」,《人口變遷與經
濟社會發展研討會》,443-458。台北:中央研究院經濟研究所
林金源(1997),「家庭結構變化對台灣所得分配及經濟福利分配的影
響」,《人文及社會科學集刊》,9(4),39-63
沈忠隆(1978),《經濟成長與所得分配:理論研究》,私立東吳大學經
濟研究所碩士論文。
吳慧瑛(1998),「家戶人口規模與所得分配,1976-1995」,《經濟論
文》,26(1),19-50
Sen(1997),On Economic Inequality, London:Oxford University
Press.
Smithson, Michael(1988),“Fuzzy set theory and the social
sciences:the scope for applications,”Fuzzy Sets and
Systems, 26, 1-21
Sorrocks, Anthony F. and James E. Foster(1987),“Transfer
Sensitive Inequality Measures,”The Review of Economic
Studies, 54(3), 485-497
Taheri S.M. and J. Behboodian(2001),“A Bayesian approach to
fuzzy hypotheses testing,”Fuzzy Sets and Systems, 123, 39-48
阮亨中、吳柏林(2000),《模糊數學與統計應用》,台北:俊傑書局
Tanaka H., S. Uejima, and K. Asai(1982),“Linear regression
analysis with fuzzy model,”IEEE Trans. System Man Cybernet,
12, 903-907
Temkin, Larry S.(1993), Inequality, New York:Oxford
University Press.
Wang, Hsiao-Fang and Ruey-Chyn Tsaur(2000),“Resolution of
fuzzy regression model,”European Journal of Operational
Research, 126, 637-650
Wang, Hsiao-Fang and Ruey-Chyn Tsaur(2000),“Insight of a
fuzzy regression model,”Fuzzy Sets and Systems, 112, 355-369
曹添旺(1996),「台灣家庭所得不均度的分解與變化試析,1950∼
Watanabe, Norio and Tadashi Imaizumi(1993),“A fuzzy
statistical test of fuzzy hypotheses,”Fuzzy Sets and
Systems, 53, 167-178
Wu, Berlin and Neng-Fang Tseng(2002),“A new approach to
fuzzy regression models with application to business cycle
analysis,”Fuzzy Sets and Systems, 130, 33-42
Yuan, Yufei(1991),“Criteria for evaluating fuzzy ranking
methods,”Fuzzy Sets and Systems, 44, 139-157
Zadeh, L. A.(1965),“Fuzzy Sets,”Information and Control, 8,
338-353
1993」,《人文及社會科學集刊》,8(2),181-219
Zahariev, Stoichko(1987),“An approach to group choice with
fuzzy preference relations,”Fuzzy Sets and Systems, 22, 203-
213
Zimmermann, H.-J. and P. Zysno(1985),“Quantifying vagueness
in decision models,”European Journal of Operational
Research, 22, 148-158
Zimmermann, H.-J.(1996), Fuzzy set theory--and its
applications, Boston:Kluwer Academic Publishers
邊裕淵(1978),《台灣經濟發展與所得分配》,國立台灣大學經濟研究
所博士論文。
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(1987),《經濟發展暨所得分配經濟學》,台北:國立編譯館
英文部分:
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crisp data,”Fuzzy Sets and Systems, 94, 323-333
Barrett, C.R., Prasanta K. Pattanaik and Maurice Salles(1986),
“On the structure of fuzzy social welfare functions,”Fuzzy
Sets and Systems, 19, 1-10
Basu, Kaushik(1984),“Fuzzy Revealed Preference Theory,”
Journal of Economic Theory, 32, 212-227
Basu, Kaushik(1987),“Axioms for a fuzzy measure of
inequality,”Mathematical Social Science, 14, 275-288
Basu, Kaushik, Rajat Deb and Prasanta K. Pattanaik.(1992),
“Soft sets:An ordinal formulation of vagueness with some
applications to the theory of choice,”Fuzzy Sets and
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Billot, Antoine(1995), Economic theory of fuzzy equilibria :
an axiomatic analysis, Berlin ; New York:Springer-Verlag
Bishop, John A., John P. Formby and W. James Smith(1991),
“International Comparisons of Income Inequality:Tests for
Lorenz Dominance Across Nine Countries,”Economica, 58
(232), 461-477
Chang, Yun-Hsi O. and Bilal M. Ayyub(2001),“Fuzzy regression
methods- a comparative assessment,”Fuzzy Sets and Systems,
119, 187-203
Chakravarty, Satya R.(1988),“Extended Gini Indices of
Inequality,”International Economic Review, 29(1), 147-156
Chen, Joseph E. and Kevin N. Otto(1995),“Constructing
membership functions using interpolation and measurement
theory,”Fuzzy Sets and Systems, 73, 313-327
Chen, Yun-Shiow(2001),“Outliers detection and confidence
interval modification,”Fuzzy Sets and Systems, 119, 259-272
Civanlar, M. Reha and H. Joel Trussell(1986),“Constructing
membership functions using statistical data”Fuzzy Sets and
Systems, 18, 1-13
Corral, Norberto and Maria Angeles Gil(1988),“A note on
interval estimation with fuzzy data,”Fuzzy Sets and Systems,
28, 209-215
Coulter, Philip B.(1989), Measuring Inequality:A
Methodological Handbook, Boulder [Colo.] :Westview Press.
Dasgupta, Manabendra and Rajat Deb(1996),“Transitivity and
fuzzy preferences,”Social Choice and Welfare, 13, 305-318
Davies, James and Michael Hoy(1995),“Making Inequality
Comparisons When Lorenz Curves Intersect,”The American
Economic Review, 85(4), 980-986
Dombi, J.(1990),“Membership function as an evaluation,”
Fuzzy Sets and Systems, 35, 1-21
Dutta, Bhaskar, Santosh C. Panda and Prasanta K. Pattanaik
(1986),“Exact choice and fuzzy preferences,”Mathematical
Social Science, 11, 53-68
Dutta, Bhaskar(1987),“Fuzzy preferences and social choice,”
Mathematical Social Science, 13, 215-229
Fields, Gary S. and John C. H. Fei(1978),“On Inequality
Comparisons,”Econometrica, 46(2), 303-316
Gastwirth, Joseph L.(1971),“A General Definition of the
Lorenz Curve,”Econometrica, 39(6), 1037-1039.
Kaufmann. A.(1975), Introduction to the Theory of Fuzzy
Subsets, Orlando: Academic Press
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James R. Wilson(2002),“An efficient and flexible mechanism
for constructing membership functions,”European Journal of
Operational Research, 139, 84-95
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and Maria Angeles Gil(2001),“Two-sample hypothesis tests
of means of a fuzzy random variable,”Information Sciences,
133, 89-100
Nguyen, Hung T.(1997),“Fuzzy sets and probability,”Fuzzy
Sets and Systems, 90, 129-132
Ok, Efe A.(1994),“On the approximation of fuzzy preferences
by exact relations,” Fuzzy Sets and Systems, 67, 173-179
Ok, Efe A.(1995),“Fuzzy measurement of income inequality:a
class of fuzzy inequality measures,”Social Choice and
Welfare, 12, 111-136
Ok, Efe A.(1996),“Fuzzy Measurement of Income Inequality:
Some Possibility Results on the Fuzzification of the Lorenz
Ordering,”Economic Theory, 7, 513-530
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hypotheses with vague data,”Fuzzy Sets and Systems, 112, 501-
510
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defuzzification and randomization,”Fuzzy Sets and Systems,
118, 437-446
描述 碩士
國立政治大學
財政研究所
91255008
92
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0912550081
資料類型 thesis
dc.contributor.advisor 吳家恩zh_TW
dc.contributor.author (Authors) 吳鎮安zh_TW
dc.contributor.author (Authors) Wu Chen Unen_US
dc.creator (作者) 吳鎮安zh_TW
dc.creator (作者) Wu Chen Unen_US
dc.date (日期) 2003en_US
dc.date.accessioned 18-Sep-2009 17:36:37 (UTC+8)-
dc.date.available 18-Sep-2009 17:36:37 (UTC+8)-
dc.date.issued (上傳時間) 18-Sep-2009 17:36:37 (UTC+8)-
dc.identifier (Other Identifiers) G0912550081en_US
dc.identifier.uri (URI) https://nccur.lib.nccu.edu.tw/handle/140.119/36218-
dc.description (描述) 碩士zh_TW
dc.description (描述) 國立政治大學zh_TW
dc.description (描述) 財政研究所zh_TW
dc.description (描述) 91255008zh_TW
dc.description (描述) 92zh_TW
dc.description.abstract (摘要) 傳統的不均度指標對於不均度的排序皆是精確而不含糊的,在Lorenz曲線相交的情況下,無法使用Lorenz準則判別不均度優劣,若使用不均度指標則可能產生不一致的排序結果,為了解決此一困境,本研究沿用Basu(1987)與Ok(1995,1996)的研究架構,修改其所得不均度的模糊測量方法,並力求將相關的模糊理論研究方法應用在所得不均度的議題上。
      本文實證部分主要使用1980年至2002年中華民國行政院主計處「家庭收支調查報告」的資料,計算出家戶與個人資料的所得不均度指標值。結果發現,若考慮個人對於不均度感受上的模糊性,在家戶所得方面,80年代至90年代以後不均度顯著惡化,而個人所得分配則無明顯差異。而迴歸分析結果顯示,妻子勞動參與率上升、戶內就業人數比例增加,社福支出增加均有助於改善家戶所得不均的情況,而就業者平均教育程度上升與失業率的增加會加深家戶所得不均度。考慮不同的不均度指標間存在著模糊性,亦即將不均度指標視為模糊數(fuzzy number),而將傳統迴歸分析延伸至模糊迴歸分析,所預測的結果不再是一個精確的點,而是一個模糊區間,如此更切合實際所得分配狀況。最後,對於1993年至1997年不均度的模糊比較結果,討論了語意表示與信賴區間兩種不同的解模糊方法。而不同機制(隸屬度函數與不均度指標的不同)下的模糊排序結果可能產生不一致,本文也引用了文獻上的方法加以解決。值得注意的是,利用各種模糊關係的總和排序,與主計處每年根據家戶總可支配所得五等分位資料所計算的Gini係數排序略有出入,顯示出更客觀的排序結果。
zh_TW
dc.description.tableofcontents 第一章 緒論
      第一節 研究動機與目的…………………………………………… 1
      第二節 研究方法與研究限制……………………………………… 3
      第三節 研究架構…………………………………………………… 5
     第二章 文獻回顧…………………………………………………… 6
     第三章 所得分配不均度之衡量指標……………………………… 10
      第一節 衡量指標的方法與準則…………………………………… 10
      第二節 Lorenz曲線與Gini係數…………………………………… 12
      第三節 Extended Gini Index…………………………………… 16
      第四節 本章小結…………………………………………………… 18
     第四章 模糊理論研究方法介紹……………………………………… 19
      第一節 模糊理論簡介……………………………………………… 19
      第二節 模糊二元關係與遞移性公理……………………………… 22
      第三節 隸屬度函數之類型與檢驗………………………………… 28
      第四節 模糊偏好關係下之集體選擇……………………………… 34
      第五節 模糊檢定…………………………………………………… 38
      第六節 模糊迴歸分析……………………………………………… 43
      第七節 本章小結…………………………………………………… 49
     第五章 實證分析∼以台灣所得分配為例………………………… 50
      第一節 資料來源與實證程序……………………………………… 50
      第二節 1980年~2002年所得不均度之探討……………………… 52
      一、 所得不均度變化之總覽…………………………………… 52
      二、 影響所得分配變化之原因~傳統迴歸分析……………… 57
      三、 影響所得分配變化之原因~模糊迴歸分析……………… 60
      四、 小結………………………………………………………… 62
      第三節 90年代以後所得不均度之模糊測量……………………… 63
      一、 不均度之模糊二元比較與排序結果……………………… 63
      二、 模糊二元比較顯著性探討∼模糊檢定結果……………… 70
      三、 模糊二元比較顯著性探討∼模糊迴歸結果……………… 76
      四、 小結………………………………………………………… 77
     第六章 結論與延伸………………………………………………… 79
     附錄A…………………………………………………………………… 83
     參考文獻………………………………………………………………… 98
zh_TW
dc.language.iso en_US-
dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0912550081en_US
dc.subject (關鍵詞) Gini係數zh_TW
dc.subject (關鍵詞) E-Gini係數zh_TW
dc.subject (關鍵詞) 模糊二元關係zh_TW
dc.subject (關鍵詞) 遞移性zh_TW
dc.subject (關鍵詞) 隸屬度函數zh_TW
dc.subject (關鍵詞) 模糊排序zh_TW
dc.subject (關鍵詞) 模糊檢定zh_TW
dc.subject (關鍵詞) 解模糊化zh_TW
dc.subject (關鍵詞) 信賴區間zh_TW
dc.subject (關鍵詞) 模糊迴歸分析zh_TW
dc.title (題名) 所得不均度之模糊測量-以台灣所得分配為例zh_TW
dc.type (資料類型) thesisen
dc.relation.reference (參考文獻) 中文部分:zh_TW
dc.relation.reference (參考文獻) 朱雲鵬(1991),「家戶大小與所得分配:1980與1989年台灣實證研zh_TW
dc.relation.reference (參考文獻) 究」,《中國經濟學會年會論文集》,287-307zh_TW
dc.relation.reference (參考文獻) 林忠正(1990),「人口轉型與所得分配的變動趨勢」,《人口變遷與經zh_TW
dc.relation.reference (參考文獻) 濟社會發展研討會》,443-458。台北:中央研究院經濟研究所zh_TW
dc.relation.reference (參考文獻) 林金源(1997),「家庭結構變化對台灣所得分配及經濟福利分配的影zh_TW
dc.relation.reference (參考文獻) 響」,《人文及社會科學集刊》,9(4),39-63zh_TW
dc.relation.reference (參考文獻) 沈忠隆(1978),《經濟成長與所得分配:理論研究》,私立東吳大學經zh_TW
dc.relation.reference (參考文獻) 濟研究所碩士論文。zh_TW
dc.relation.reference (參考文獻) 吳慧瑛(1998),「家戶人口規模與所得分配,1976-1995」,《經濟論zh_TW
dc.relation.reference (參考文獻) 文》,26(1),19-50zh_TW
dc.relation.reference (參考文獻) Sen(1997),On Economic Inequality, London:Oxford Universityzh_TW
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dc.relation.reference (參考文獻) Smithson, Michael(1988),“Fuzzy set theory and the socialzh_TW
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dc.relation.reference (參考文獻) Systems, 26, 1-21zh_TW
dc.relation.reference (參考文獻) Sorrocks, Anthony F. and James E. Foster(1987),“Transferzh_TW
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dc.relation.reference (參考文獻) Taheri S.M. and J. Behboodian(2001),“A Bayesian approach tozh_TW
dc.relation.reference (參考文獻) fuzzy hypotheses testing,”Fuzzy Sets and Systems, 123, 39-48zh_TW
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dc.relation.reference (參考文獻) analysis with fuzzy model,”IEEE Trans. System Man Cybernet,zh_TW
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dc.relation.reference (參考文獻) Temkin, Larry S.(1993), Inequality, New York:Oxfordzh_TW
dc.relation.reference (參考文獻) University Press.zh_TW
dc.relation.reference (參考文獻) Wang, Hsiao-Fang and Ruey-Chyn Tsaur(2000),“Resolution ofzh_TW
dc.relation.reference (參考文獻) fuzzy regression model,”European Journal of Operationalzh_TW
dc.relation.reference (參考文獻) Research, 126, 637-650zh_TW
dc.relation.reference (參考文獻) Wang, Hsiao-Fang and Ruey-Chyn Tsaur(2000),“Insight of azh_TW
dc.relation.reference (參考文獻) fuzzy regression model,”Fuzzy Sets and Systems, 112, 355-369zh_TW
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dc.relation.reference (參考文獻) Watanabe, Norio and Tadashi Imaizumi(1993),“A fuzzyzh_TW
dc.relation.reference (參考文獻) statistical test of fuzzy hypotheses,”Fuzzy Sets andzh_TW
dc.relation.reference (參考文獻) Systems, 53, 167-178zh_TW
dc.relation.reference (參考文獻) Wu, Berlin and Neng-Fang Tseng(2002),“A new approach tozh_TW
dc.relation.reference (參考文獻) fuzzy regression models with application to business cyclezh_TW
dc.relation.reference (參考文獻) analysis,”Fuzzy Sets and Systems, 130, 33-42zh_TW
dc.relation.reference (參考文獻) Yuan, Yufei(1991),“Criteria for evaluating fuzzy rankingzh_TW
dc.relation.reference (參考文獻) methods,”Fuzzy Sets and Systems, 44, 139-157zh_TW
dc.relation.reference (參考文獻) Zadeh, L. A.(1965),“Fuzzy Sets,”Information and Control, 8,zh_TW
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dc.relation.reference (參考文獻) Zahariev, Stoichko(1987),“An approach to group choice withzh_TW
dc.relation.reference (參考文獻) fuzzy preference relations,”Fuzzy Sets and Systems, 22, 203-zh_TW
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