刘易斯转折点、要素价格均等化与产业升级——基于中国劳动力跨地区转移的阐释

Lewis's Turning Point,Equalization of Factor Prices and Industrial Upgrade——Interpretation of Cross-regional Transfer of China's Labor Force

与要素价格均等化的理论推论相比,要素价格调整定理及要素价格非敏感定理更加真实地传达了现实贸易的结果,也对我国劳动力价格非均等化发展的现实悖论做出了一定的解释。进一步审视我国的"现实体制",劳动力跨地区转移及其引致的劳动转移替代资本转移的强化,是我国劳动力价格长期非敏感的重要原因。而"刘易斯转折点"的预期出现,将带来劳动力价格非敏感性的弱化甚至逆转。这要求我们必须率先通过制度引导实现产业的有效转移和升级。

Comparing with Factor Price Equalization Theory, Factor Price Adjustment Theorem and Factor Price Insensibility Theorem more faithfully reflect real trade and illustrate unequal development of labor force price. Reflecting on our nation＇s ＂real system＂, we discover that cross- regional transfer of labor force and substitution of labor transfer for capital transfer are main causes of our long- term inseusibility of labor force prices. Expecting the emergence of Lewis＇ turning point will reduce and even eradicate insensibility of labor force prices, which requires us to realize effective industrial transfer and upgrade through institutional innovation.