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贸易开放、价格传导与农民福利
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摘要
我国是世界上城乡收入差距最大的国家之一,2002年之后,这一差距更是达到了3倍以上,城乡二元结构也日益显现。2001年入世前后,一直有人担心市场的开放会通过国际市场的价格传导对国内农产品价格带来不利的影响,从而阻碍农民福利水平的提高。由此认为应该对我国的农产品市场实施保护,以确保农民福利不会因贸易开放而受损。
     我国是农业大国,且人口众多,农产品,尤其是粮食的自给自足对我国而言意义重大,农产品的供给不能过分依赖国外市场。出于某些方面的考虑,对我国农产品市场实施一定程度的保护是合理且有必要的。但是,贸易开放是否会通过价格传导对我国农民的福利带来损失,这一点值得商榷。
     通过对我国主要农产品国内外价格走势的对比分析发现,农产品市场的开放对国内主要农产品的价格传导的确存在,由于我国绝大多数农产品在国际市场上普遍不具有比较优势,开放农产品市场后的价格传导一定程度上压低了国内农产品的价格。单从农产品市场开放和农民的绝对收入角度上看,市场开放有可能会降低农民的农业收入,对我国农民收入水平的提高可能会带来不利影响。
     但是,农民不仅是农产品的生产者和消费者,同时也是工业产品的消费者,因此对农民实际购买力和福利起作用的不仅是农产品价格,还有工业产品价格。如果说前者更多地决定了农民的绝对收入水平,那么后者与前者则共同决定了该收入水平的实际购买力,即真实收入和福利水平。因此,影响农民实际购买力和收入水平的价格确切地说应该是二者的相对价格,即工农产品的贸易条件。其次,我们所面临的贸易开放是全面的开放。在更好地利用比较优势获取贸易福利的同时,我们自身的市场准入程度也会提高。虽然各国都会倾向于开放优势部门进入别国市场,保护弱势部门不被他国进入,但多方博弈的贸易谈判必然会使各方都必须接受基本对等的全面开放,对我国而言,农产品市场开放是不可避免的。在全面的贸易开放条件下,我们既要看到价格传导对农产品价格带来的影响,又要看到其对工业产品价格带来的影响。
     因此,在从价格的角度讨论贸易开放、价格传导对农民收入和福利影响的问题时,我们真正需要讨论的是,在全面的贸易开放条件下,国际市场的价格传导对国内的工农产品贸易条件,即两者的相对价格,可能的影响机制、趋势、及其对农民福利的影响。
     从相对价格角度讨论贸易开放、价格传导对我国农民福利的实际影响是一个需要通过逻辑推导证明的命题。首先,本文通过分析我国主要农产品国内外价格走势以及市场开放情况,对我国主要农产品受国际市场价格传导的影响进行研究,结果表明,国际市场价格传导对我国农产品价格的影响的确存在,单从农产品市场开放及农民绝对收入的角度看,市场开放有可能会降低农民的农业收入,对我国农民收入水平的提高可能会带来不利影响。
     其次,从相对价格角度考虑,全面的贸易开放带来的价格传导对国内工农产品的价格都会产生影响,贸易开放对相对价格影响的方向和大小取决于其分别对国内农产品和工业品价格传导的方向和大小。本文利用国内外农产品和工业品的相关价格数据,定性的分析和比较了贸易开放带来的价格传导对我国国内工农产品价格的影响方向及程度,研究结果表明,贸易开放带来的价格传导对国内工业品的价格比农产品价格影响更大。由于国内工业品和农产品总的来说在国际市场上不具有比较优势,所以相对于农产品,价格传导更多的下拉了工业品的价格。
     第三,在贸易开放对工农产品相对价格影响的实证研究中,拟利用我国的相关历史数据对此进行初步的考察和相应的实证分析。研究将利用1978-2007年间的相关数据,对贸易开放与工农产品相对价格之间的关系进行实证分析,揭示全面贸易开放通过价格传导对工农产品相对价格的影响方向以及程度,研究结果表明,全面的贸易开放有对我国国内工农产品贸易条件向有利于农产品方向的推动作用,事实上,更紧密的市场渗透、更快的科技进步和价格传导机制使工业部门的贸易开放对国内工业品价格下拉的作用力度和幅度比农业要大很多。因此,贸易的全面开放有使国内农产品相对价格上升、工业产品相对价格下降的作用。
     最后,作为从相对价格角度探讨贸易开放、价格传导对农民福利影响问题的最后一环,相对价格的变化会对我国农民福利水平产生怎样的影响,及其影响机制,是需要讨论的重点问题之一。本文将我国农村居民消费结构的变化作为农民福利水平提高的重要表现,利用1978-2007年间的相关数据,实证分析了工农产品相对价格的变化对农村居民消费结构的影响,并利用相关经济学理论对其影响机理进行阐述。研究结果表明,全面贸易开放条件下,国内工业品相对于农产品的价格下降将较大程度地提高农民实际收入的购买力,同时有利于改善我国农村居民的消费结构,使农村居民更多的消费工业产品,相对减小农产品消费所占比重。从消费结构层面上看,工业品相对价格的下降有利于我国农民福利水平的提高。
China is one of the countries with the largest rural-urban income gap in the world. Its ratio of urban income to rural income has been up to 3 times since 2000 and urban-rural dual structure displays gradually. After China's accession by WTO in 2001, concerns are escalated that trade openness will have negative impact on the domestic agricultural prices through the conducting mechanism by international prices, which may hinder the improvement of farmers'welfare. That is the reason why some researchers insisted on protecting our agricultural market from trade openness.
     Food sufficiency is meaningful to China, as it is a large agricultural country, characterized with large population. And the supply of agricultural products can't mainly rely on the foreign market. So it is rational and indispensable to protect the agricultural market. But the question whether the trade openness will threaten farmers'welfare by price conducting mechanism deserves further study.
     Through compared the tendency of the domestic with international prices of main agricultural products, the price conducting mechanism between agricultural market's openness and domestic prices of main agricultural products exists indeed, as most of our agricultural products don't have the comparative advantages in international market, whose prices will be lowered after market openness. Judged just by the angle of agricultural market openness and the farmer's absolute income, trade openness will decrease the farmers'agricultural income, and have negative effect on the enhancement of farmers' income in China.
     But farmers are not only the producer and consumer of agricultural products, also the consumer of industrial products. Thus, besides the prices of agricultural products, the industrial products'prices are also the factors, which decide the farmers'real purchasing power and welfare. While the agricultural products' prices determine more the farmers'real income, both of the prices decide the real purchasing power under the income level, that is real income and welfare level. Therefore, the factor which really determines the farmer real purchasing power and income is the relative price of agricultural and industrial products, which can also be explained as agricultural-Industrial trade terms. Besides that, the trade openness we confront with is general openness. Our market access will increase gradually, while we benefit from the openness by exerting our comparative advantage. Although most of the countries are inclined to open the sectors with comparative advantage, and protect that of comparative disadvantage, the eventual result is every party will accept overall openness equally after multilateral game. In that case, the influence of price conducting to both agricultural and industrial products should be involved
     Thus, when the impact of trade openness and price conducting on farmers' income and welfare from the angle of price are concerned, what really needs to be studied is the mechanism, by which the international price will impact on the domestic agricultural-Industrial trade terms, its tendency and the impact on the farmers' welfare.
     The point that actual impacts of trade openness and price conducting on farmers' welfare can be discussed from the angle of relative price needs to be proved through logical deduction. First, the thesis studies the infection of international price on main agricultural products in China, by analyzing the domestic and international prices of the main agricultural products. The result indicates, international price conducting influence China's domestic price indeed. And Judged by the market openness of agricultural products and farmers'real income, market openness will decrease the farmers'agricultural income and have disadvantage to the improvement of our farmers' income.
     Secondly, considered from the angle of relative price, the price conducting brought by overall openness will affect the prices of agricultural and industrial products. And the direction and dimension of the impact of trade openness to relative price depend on those of the price conducting to domestic agricultural and industrial products individually. The impact of price conducting by trade openness on domestic agricultural products and industrial products are qualitatively analyzed and compared in the paper, by utilizing the price of domestic and international agricultural and industrial products. The conclusion is that the impact of price conducting on industrial products is larger than that on agricultural products. As both of domestic industrial and agricultural products don't have comparative advantage in international market, price conducting mechanism makes the price of industrial products lower, compared to agricultural products.
     Thirdly, the empirical study on the influence of trade openness to the relative price of agricultural and industrial products is conducted in the dissertation, using the historical datum during 1978 to 2007, which disclose the direction and dimension of the impact of overall openness on relative price of agricultural price by price conducting. It shows overall openness contributes to push the agricultural-Industrial trade terms to the facet more beneficial to agricultural products. Actually, more intensive market penetration, quicker technical progress and price conducting mechanism make the pull-down effect of industrial sector's openness to domestic industrial products'prices is much larger that that of agricultural sectors'openness to agricultural products'prices. Therefore, overall trade openness will increase the domestic agricultural products'price and decrease the industrial products' products.
     Finally, as the last link of the study, what's the main impact of the changes of relative prices on farmers'income and its impact mechanism are another questions to be discussed. The changes of rural residents'consumer structure are used to stand for that of farmers' welfare. The paper analyses the effect of relative prices'change on rural residents' consumer structure empirically by the datum from 1978-2007, and illustrates its mechanism using economic theory. It proves that the decrease of the industrial relative price will increase the purchasing power of farmers'real income and is beneficial to improve the consumer structure of rural residents. They will consume more industrial products, which decreases the share of agricultural products and reflects the improvement of China's rural residents' living standard.
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