首页|消费升级还是降级——基于电商大数据的互联网消费测度

消费升级还是降级——基于电商大数据的互联网消费测度

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互联网消费作为重要的"新消费"形态,在当前居民消费升级过程中发挥着关键作用.本文通过构建中国居民互联网消费升级指数,分析2016年1月-2021年6月全国与省级层面的居民互联网消费升级趋势及其空间特征.结果发现:居民互联网消费升级指数-全国指数稳步上升,2020年1-3月虽有短暂下滑,但从4月开始出现强势反弹,并在6月达到最高点,随后,居民消费逐步呈现降级趋势.分指标看,消费水平指数呈现总体上升趋势,但受新冠疫情持续冲击后有波动下降的趋势,而消费结构指数则经历了一个先降后升的过程,受新冠疫情冲击并不显著.居民互联网消费升级指数-省级指数存在明显的省际差异.空间特征分析表明,一方面,省级指数呈现显著的空间聚集性,表现为"高高""低低"的分布特征;另一方面,空间差异性检验显示,各地区的居民互联网消费升级指数的总体空间差异和地区内差异均呈现逐步增强的趋势,东部地区的地区内差异明显高于其他地区.进一步,本文构建可比性指数并与居民互联网消费升级指数进行相关性分析,结果发现居民互联网消费升级指数在新冠疫情前与基于宏观数据构建的"居民消费升级指数—全国指数"走势高度一致,但受新冠疫情冲击后两者出现明显分化,基于宏观数据构建的消费升级指数大幅下降,而居民互联网消费升级指数则在小幅下降后出现了快速反弹,这在很大程度上验证了互联网消费的非接触式、便捷性等特征在新冠疫情期间表现出的独特优势.本文为在"新消费"升级阶段进一步推动消费、扩大内需提供了明确的政策启示与决策参考.
Consumption Upgrading or Downgrading The Measurement of Online Consumption Based on E-commerce Big Data
As an important form of"New Consumption",online consumption plays a pivotal role in the resident consumption upgrading process.This study constructs the resident online consumption upgrade index to analyze the upgrading trends and spatial characteristics of Chinese residents'online consumption from January 2016 to June 2021 at both national and provincial levels.The findings indicate that the national index of the resident online consumption upgrade index demonstrates a consistent upward trajectory,with a brief decline observed in January-March 2020,followed by a strong rebound since April.The index peaked in June and gradually displayed a downward trend thereafter.Regarding first-level indicators,the consumption level index exhibits an overall increase but fluctuated downward due to the pandemic's impact.Conversely,the consumption structure index experienced an initial decline followed by an increase,and was not significantly affected by the pandemic's impact.At the provincial level,the trend of the resident online consumption upgrade index exhibits noticeable inter-provincial disparities.Spatial analysis reveals significant spatial aggregation in provincial indexes,showcasing"high-high"and"low-low"distribution characteristics.Moreover,spatial differential analysis indicates a gradual increase in total spatial differences and intra-regional disparities,particularly pronounced in the eastern region compared to others.Furthermore,this paper introduces comparability indexes and examines their correlation with the resident online consumption upgrade index.Results indicate high consistency between the trends of the resident online consumption upgrade index and the resident consumption upgrade index based on the macro data before the pandemic.However,divergence emerges post-pandemic,with the resident consumption upgrade index based on the macro data experiencing significant downgrading while the resident online consumption upgrade index maintains an evident upgrading trend rebounded quickly after a slight decline This underscores the unique advantages of online consumption during the pandemic,attributed to its contactless and convenient nature.In conclusion,this study offers valuable policy insights and decision-making references for further expanding domestic demand and promoting resident consumption upgrade during the era of"New Consumption"upgrades.

Resident Online Consumption Upgrade IndexConsumption LevelConsumption StructureE-commerce Platform

宋科、傅竞驰、杨雅鑫

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中国人民大学财政金融学院

中国人民大学国际货币研究所

中国人民大学中国财政金融政策研究中心

新加坡国立大学房地产研究院

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居民互联网消费升级指数 消费水平 消费结构 电商平台

2024

中国农村经济
中国社会科学院农村发展研究所

中国农村经济

CSTPCDCSSCICHSSCD北大核心
影响因子:1.643
ISSN:1002-8870
年,卷(期):2024.(3)
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