需求冲击、二元结构与中国转型期结构性通货膨胀

Demand Shocks, Dual Structure and Structural Inflation of China in Transition

借鉴开放经济条件下新凯恩斯菲利普斯曲线,引入二元结构变量,通过建立开放经济条件下的需求缺口理论,分析二元结构矛盾下需求冲击影响价格波动的作用过程,研究结果表明,需求冲击形成的产出缺口是驱动中国通货膨胀动态调整的重要力量;二元结构矛盾加剧了需求冲击的通胀压力。研究结论揭示了通货膨胀演进中呈现商品二元分化,地区差异等结构性特征的形成机理。

By establishing demand gap theory in open economy, we analyze the interaction process of demand shocks influencing price fluctuations under the dual structure paradox by drawing on the New Keynesian Phillips Curve inopen economy and introducing dual structure variables. The research finds that output gap resulted from the demand shock gives an important impetus to the dynamic adjustment to China's inflation and dual structure paradoxintensifies the pressure of inflation from demand shocks. The findings of the research reveal that the progress of inflation presents a formation mechanism with structural characteristics including dual differentiation of commoditiesand regional differences, etc.