当代财经 ›› 2025, Vol. 0 ›› Issue (4): 111-125.

• 产业与贸易 • 上一篇    下一篇

双循环视角下中国就业变动影响因素研究

周薪吉, 袁堂军   

  1. 复旦大学 经济学院,上海 200433
  • 收稿日期:2023-10-23 修回日期:2024-03-06 出版日期:2025-04-15 发布日期:2025-04-16
  • 通讯作者: 周薪吉,复旦大学博士研究生,主要从事国际经济学和劳动经济学研究,联系方式619154066@qq.com。
  • 作者简介:袁堂军,复旦大学教授,博士生导师,经济学博士,主要从事国际经济学和发展经济学研究。
  • 基金资助:
    国家社会科学基金重大项目“全球产业链重构对全球经济治理体系的影响及中国应对研究”(21&ZD075)

Research on the Influencing Factors of Employment Changes in China from the Perspective of Dual Circulation

Zhou Xin-ji, Yuan Tang-jun   

  1. Fudan University, Shanghai 200433, China
  • Received:2023-10-23 Revised:2024-03-06 Online:2025-04-15 Published:2025-04-16

摘要: 在中国经济快速增长的同时就业增长却相对缓慢,厘清哪些因素影响就业变动就显得非常必要。在推算中国1995—2021年97个行业大类就业人数及技能构成的基础上,采用全球投入产出分析框架和分层结构分解法,对中国1995—2021年就业变动进行分解。结果显示:由于参与全球价值链分工偏向于劳动密集型环节,高技能劳动力就业增长慢于平均高等教育扩张速度,劳动力资源错配现象较为明显;1995—2021年国内循环始终主导就业增长,2001年入世后国际循环驱动效果更为显著,但在全球金融危机暴发后,其随外需的走弱而逐渐下降;在内需层面,技术密集型制成品、劳动密集型服务品和公共服务品的消费增加对就业的拉动作用更大,且在2007年后更为突出,国内消费升级的就业驱动效果显著;在外需层面,劳动、技术密集型制成品的消费增加对就业的拉动作用更大,在2001—2007年达到峰值,其后进入下行区间。据此,建议稳步推进产业升级以缓解劳动力错配问题,促进居民增收以扩大内需和引导消费结构改善进而推动就业增长,注意防控国际生产环节转移和消费结构改变等对就业市场的冲击。

关键词: 就业, 双循环, 最终需求, 消费结构

Abstract: While the Chinese economy is growing rapidly, employment growth is relatively slow. It is necessary to clarify which factors affect employment changes. On the basis of the calculation of the number of employed people and skill composition in 97 major industries in China from 1995 to 2021, this paper adopts the global input-output analysis framework and the hierarchical structure decomposition method to decompose the employment changes in China from 1995 to 2021. The results show that due to the tendency of participating in labor-intensive links in the global value chain division of labor, the employment growth of highly skilled labor is slower than the average expansion speed of higher education, and the phenomenon of labor resource mismatch is more obvious. From 1995 to 2021, the domestic cycle consistently dominated employment growth, and after joining the WTO in 2001, the driving effect of the international cycle became more significant. However, after the outbreak of the global financial crisis, it gradually declined with the weakening of external demand. At the domestic demand level, the increase in consumption of technology intensive manufactured goods, labor-intensive service goods, and public service goods has a greater driving effect on employment, and has become more prominent since 2007. The employment driving effect of domestic consumption upgrading is significant. At the level of external demand, the increase in consumption of labor-intensive and technology intensive manufactured goods has a greater driving effect on employment, reaching its peak from 2001 to 2007 and then entering a downward trend. Based on this, it is recommended to steadily promote industrial upgrading to alleviate the problem of labor mismatch, increase residents’ income to expand domestic demand, and guide the improvement of consumption structure to promote employment growth. Attention should be paid to preventing and controlling the impact of international production transfer and changes in consumption structure on the employment market.

Key words: employment, dual circulation, final demand, consumption structure

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