照护政策视角下家庭老年照料的经济价值

江西财经大学学报 ›› 2020, Vol. 0 ›› Issue (5): 58-69.

照护政策视角下家庭老年照料的经济价值

袁笛, 陈滔

西南财经大学保险学院,四川成都 611130

收稿日期:2019-09-23 修回日期:2019-10-26 出版日期:2020-09-25 发布日期:2020-11-03
通讯作者: 袁笛,西南财经大学博士研究生,主要从事健康经济学与老年长期照护研究,联系方式yuandi1229@163.com;
作者简介:陈滔,西南财经大学教授,博士,主要从事保险精算、健康保险与卫生经济研究。
基金资助:
国家社会科学基金重大项目“大数据背景下健康保险的精算统计模型与风险监管研究”（17ZDA091）

On the Economic Value of the Family Care of the Aged: From the Perspective of Long-Term Care Policy

YUAN Di, CHEN Tao

Southwestern University of Finance and Economics, Chengdu 611130, China

Received:2019-09-23 Revised:2019-10-26 Online:2020-09-25 Published:2020-11-03

摘要/Abstract

摘要： 基于中国健康与养老追踪调查（CHARLS）2011年数据,采用福祉评估法测算家庭老年照料的经济价值。研究发现：依照样本均值1小时家庭老年照料的经济价值为10.3元;由于照料时间差异,每月对照料者的经济补偿在581元到2611元之间。受限于区域养老服务水平发展差距,家庭照料有酬化,是渐进式解决老年长期照护问题的一个尝试。政府应优先鼓励和支持家庭照料活动,弥补高强度家庭照料带来的福利损失,同时促进照护服务市场均衡发展,将优质、可及的长期照护服务落到实处。

关键词: 长期照护政策, 家庭老年照料, 经济价值, 福祉评估法

Abstract: Based on the data of China Health and Retirement Longitudinal Study（CHARLS） of 2011, this paper estimates the economic value of family care of the aged by means of the well-being evaluation method. The findings show that according to the sample average, the economic value of an hour of family care of the aged is worth about 10.3 Yuan. Due to the difference of time spent on the care, the monthly financial compensation for caregivers is between 581 Yuan and 2,611 Yuan. Limited by the regional development gap in the level of care services, paid family care is an attempt to gradually solve the problem of long-term care of the aged. The government should give priority to encouraging and supporting family care services, make up for the welfare losses due to the high-strength family care work, meanwhile, promote the balanced development of care service market, and put the high-quality and accessible long-term care service into practice.

Key words: long term care policy, family care of the aged, economic value, well-being evaluation method

中图分类号:

D669.6

袁笛, 陈滔. 照护政策视角下家庭老年照料的经济价值[J]. 江西财经大学学报, 2020, 0(5): 58-69.

YUAN Di, CHEN Tao. On the Economic Value of the Family Care of the Aged: From the Perspective of Long-Term Care Policy[J]. Journal of Jiangxi University of Finance and Economics, 2020, 0(5): 58-69.

参考文献

[1] 胡善联. 卫生经济学[M]. 上海:复旦大学出版社,2003:315-332.
[2] Norton E.C. Long-term Care[M]. NewYork: Handbook of Health Economics, 2000: 955-994.
[3] Van Exel J., Bobinac A., Koopmanschap M., Brouwer W.The Invisible Hands Made Visible: Recognizing the Value of Informal Care in Healthcare Decision-making[J]. Expert Review of Pharmacoeconomics & Outcomes Research, 2008, 8(6): 557-561.
[4] Koopmanschap M.A., Van Exel N. J. A., Van den Berg B., Brouwer W. B. An Overview of Methods and Applications to Value Informal Care in Economic Evaluations of Healthcare[J]. Pharmacoeconomics, 2008, 26(4): 269-280.
[5] Goodrich K., Kaambwa B., Al-Janabi H.The Inclusion of Informal Care in Applied Economic Evaluation: A Review[J]. Value in Health, 2012, 15(6): 975-981.
[6] Hoefman R.J., Van Exel J., Brouwer W. How to Include Informal Care in Economic Evaluations[J]. Pharmacoeconomics, 2013, 31(12): 1105-1119.
[7] Van den Berg B., Brouwer W., Van Exel J., Koopmanschap M. Economic Valuation of Informal Care: The Contingent Valuation Method Applied to Informal Caregiving[J]. Health Economics, 2005a, 14(2): 169-183.
[8] Van den Berg B., Al M., Brouwer W., Van Exel, J., Koopmanschap M. Economic Valuation of Informal Care: The Conjoint Measurement Method Applied to Informal Caregiving[J]. Social Science & Medicine, 2005b, 61(6): 1342-1355.
[9] Van den Berg B., Brouwer W., Van Exel J., Koopmanschap M., Van den Bos G. A., Rutten F. Economic Valuation of Informal Care: Lessons from the Application of the Opportunity Costs and Proxy Good Methods[J]. Social Science & Medicine, 2006, 62(4): 835-845.
[10] Gervès-Pinquié C., Bellanger M.M., Ankri J. Willingness to Pay for Informal Care in France: The Value of Funding Support Interventions for Caregivers[J]. Health Economics Review, 2014, 4(1): 1-8.
[11] Oliva-Moreno J., Peña-Longobardo L.M., Vilaplana-Prieto C. An Estimation of the Value of Informal Care Provided to Dependent People in Spain[J]. Applied Health Economics and Health Policy, 2015, 13(2): 223-231.
[12] Chari A.V., Engberg J., Ray K. N., Mehrotra A. The Opportunity Costs of Informal Elder-care in the United States: New Estimates from the American Time Use Survey[J]. Health Services Research, 2015, 50(3): 871-882.
[13] Van den Berg B., Brouwer W. B. F., Koopmanschap M. A. Economic Valuation of Informal Care[J]. The European Journal of Health Economics, formerly: HEPAC, 2004, 5(1): 36-45.
[14] Van den Berg B., Ferrer-i-Carbonell A. Monetary Valuation of Informal Care: The Well-being Valuation Method[J]. Health Economics, 2007, 16(11): 1227-1244.
[15] Kehl K., Stahlschmidt S.A New Perspective on the Economic Valuation of Informal Care: The Well-being Approach Revisited[R]. SFB 649 Discussion Paper, 2013.
[16] Schneider U., Kleindienst J.Monetising the Provision of Informal Long-term Care by Elderly People: Estimates for European Out-of-home Caregivers based on the Well-being Valuation Method[J]. Health & Social Care in the Community, 2016, 24(5): 81-91.
[17] Powdthavee N., Van Den Berg B. Putting Different Price Tags on the Same Health Condition: Re-evaluating the Well-being Valuation Approach[J]. Journal of Health Economics, 2011, 30(5): 1032-1043.
[18] 安新莉,董晓媛. 中国无酬劳动总价值的测算及其政策含义[J]. 中国妇运,2012,(7):38-40.
[19] 陈璐. 家庭老年照料的成本和经济价值[J]. 中国保险,2018,(12):7-10.
[20] Ferrer-I-Carbonell A., Van Praag B. M. S. The Subjective Costs of Health Losses due to Chronic Diseases. An Alternative Model for Monetary Appraisal[J]. Health Economics, 2002, 11(8): 709-722.
[21] Van Praag B.M. S., Baarsma B. E. Using Happiness Surveys to Value Intangibles: The Case of Airport Noise[J]. The Economic Journal, 2005, 115(500): 224-246.
[22] Luechinger S., Raschky P.A. Valuing Flood Disasters Using the Life Satisfaction Approach[J]. Journal of Public Economics, 2009, 93(3-4): 620-633.
[23] Cohen C.A., Colantonio A., Vernich L. Positive Aspects of Caregiving: Rounding Out the Caregiver Experience[J]. International Journal of Geriatric Psychiatry, 2002, 17(2): 184-188.
[24] Pinquart M., Sörensen S.Associations of Caregiver Stressors and Uplifts with Subjective Well-being and Depressive Mood: A Meta-analytic Comparison[J]. Aging & Mental Health, 2004, 8(5): 438-449.
[25] Schulz R., O'Brien A. T., Bookwala J., Fleissner K. Psychiatric and Physical Morbidity Effects of Dementia Caregiving: Prevalence, Correlates, and Causes[J]. The Gerontologist, 1995, 35(6): 771-791.
[26] Kramer B.J. Gain in the Caregiving Experience: Where Are We? What Next?[J]. Gerontologist, 1997, 37(2):218-232.
[27] Ferrer-i-Carbonell A., Frijters P. How Important is Methodology for the Estimates of the Determinants of Happiness?[J]. The Economic Journal, 2004, 114(497): 641-659.
[28] Luttmer E.F. P. Neighbors as Negatives: Relative Earnings and Well-being[J]. The Quarterly Journal of Economics, 2005, 120(3): 963-1002.
[29] Mentzakis E., McNamee P., Ryan M., Sutton M. Valuing Informal Care Experience: Does Choice of Measure Matter?[J]. Social Indicators Research, 2012, 108(1): 169-184.
[30] 薛新东,刘国恩. 社会资本决定健康状况吗——来自中国健康与养老追踪调查的证据[J]. 财贸经济,2012,(8):113-121.
[31] Coe N.B., Van Houtven C. H. Caring for Mom and Neglecting Yourself? The Health Effects of Caring for an Elderly Parent[J]. Health Economics, 2009, 18(9): 991-1010.
[32] Do Y.K., Norton E. C., Stearns S. C., Van Houtven C. H. Informal Care and Caregiver's Health[J]. Health Economics, 2015, 24(2):224-237.
[33] Heger D.The Mental Health of Children Providing Care to Their Elderly Parent[J]. Health Economics, 2017, 26(12): 1617-1629.
[34] Staiger D., Stock J.H. Instrumental Variables Regression with Weak Instruments[J]. Econometrica, 1997, 65(3):557-586.
[35] 黄枫. 人口老龄化视角下家庭照料与城镇女性就业关系研究[J]. 财经研究,2012,(9):16-26.
[36] 陈璐,范红丽,赵娜,褚兰兰. 家庭老年照料对女性劳动就业的影响研究[J]. 经济研究,2016,(3):176-189.