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2014年9月30日 星期二

2014/9/30 「中國鬆綁「一胎化」為時已晚」

中國鬆綁「一胎化」為時已晚

摘錄自:天下雜誌每日報電子報                        2014/9/30
2014-07-23 天下雜誌 552期   作者:經濟學人

天下雜誌每日報電子報 - 20140930
圖片來源:黃建賓
去年底,中國鬆綁「一胎化政策」,卻沒有出現新的嬰兒潮。如果想不出辦法多勸人民為國家「生產」,中國的社會和經濟安全恐怕不保。
 
世界潮流轉向,總是有人從中獲利。去年底,中國鬆綁實施三十多年的「一胎化政策」。很多人投資相關產業。從尿布到鋼琴,都被看好會供不應求。

到目前,他們的希望落空。中國並沒有新的嬰兒潮。統計到今年五月底,僅有二十七萬對夫婦申請生產第二胎,僅有二十四萬對夫婦獲准,遠低於官方預測的一到兩百萬新生兒。

怎麼會這樣?一方面,因為「官僚殺人」。地方政府擔心,醫院和學校無法應付嬰兒潮,故意把申請程序複雜化。比如說,在濟南市,申請人必須提供七份文件,證明自己的婚姻狀態。複雜的手續,終結許多新生命的希望。

生不出來 國家穩定也不保

剛起步,政府較為謹慎,或許可以諒解。依照新的政策,只要夫妻其中一人是獨生子女,就有資格生產第二胎。中國有一千一百萬對夫婦符合條件。專家預測,接下來的十年內,每年新生兒人數,會從現在的一千六百萬人,慢慢提升到一千七百萬人。

儘管如此,政府還是高估了嬰兒潮的規模。就如所有的富有國家,中國開始盛行小家庭。都市的房價高、好的幼稚園難找,導致人們不願意生育。

瑞士信貸估計,在中國養孩子,一年要兩萬五千人民幣(約十二萬台幣),相當於一般人的平均年收入。

一胎化政策的後遺症,更是使問題惡化。過去,祖父母能幫忙照顧孫子、孫女。但是,現代人晚婚、晚生育,同時要照顧老一代和新一代。獨生子女沒有兄弟姊妹能分擔責任。政府致力於建設托兒所和養老院,卻不足以解決問題。

中國的生育率,已經跌到歐洲的水準,平均每對夫婦生一.五個孩子,遠低於中國目前發展階段、維持人口成長需要的二.一。快速老化的中國,若沒有年輕的勞動力,很難維持社會和經濟穩定。

過去,政府用強硬的手段,禁止人民生育。現在,卻要想辦法勸夫妻多進臥房、多幫國家「生產」。在這方面,中國和鄰近的日本,確實是在同一條船上。(周原譯)

©The Economist Newspaper Limited 2014


2014年8月3日 星期日

2014/8/3 「中國鬆綁「一胎化」為時已晚」

中國鬆綁「一胎化」為時已晚

摘錄自:天下雜誌 經濟學人電子報                        2014/8/1
2014-07-23 天下雜誌 552期  作者:經濟學人

天下雜誌 經濟學人電子報 - 20140803
圖片來源:黃建賓
 去年底,中國鬆綁「一胎化政策」,卻沒有出現新的嬰兒潮。如果想不出辦法多勸人民為國家「生產」,中國的社會和經濟安全恐怕不保。

世界潮流轉向,總是有人從中獲利。去年底,中國鬆綁實施三十多年的「一胎化政策」。很多人投資相關產業。從尿布到鋼琴,都被看好會供不應求。

到目前,他們的希望落空。中國並沒有新的嬰兒潮。統計到今年五月底,僅有二十七萬對夫婦申請生產第二胎,僅有二十四萬對夫婦獲准,遠低於官方預測的一到兩百萬新生兒。

怎麼會這樣?一方面,因為「官僚殺人」。地方政府擔心,醫院和學校無法應付嬰兒潮,故意把申請程序複雜化。比如說,在濟南市,申請人必須提供七份文件,證明自己的婚姻狀態。複雜的手續,終結許多新生命的希望。

本文未完



2014年1月4日 星期六

2014/1/4 「生育率大減 亞洲人口優勢消失」

生育率大減 亞洲人口優勢消失

摘錄自:天下雜誌 經濟學人電子報                        2013/1/3
2013-12-27 Web only 作者:經濟學人
 
天下雜誌 經濟學人電子報 - 20140104
圖片來源:flickr.com/photos/worldbank/
過去半個世紀,家庭人數減少對人類產生了極為深遠的影響。這股變動將於2014年(或2014年左右)到達新的里程碑。在亞洲這塊全球人口最多的大陸,總生育率將降至2.1;生育率即女性一生預期會生育的小孩數量,2.1是個魔術數字的原因在於,要是生育率維持在2.1,人口將處於長期平衡(又稱人口替代率)。


無法確知亞洲的生育率何時會降至人口替代率,聯合國認為此事會在2015~2020年間發生,但中國人口專家認為聯合國大幅高估了中國的生育率,因此2014年是個相當合理的猜測。

全球各地的生育率都在下降,但亞洲十分特別,原因有二;其一,亞洲擁有43億人口,佔了全球一半以上。其二,亞洲生育率的降幅比表面上要高,因為中東地區拉高了平均生育率。在亞洲人口密集之處,生育率的降幅高於平均;東亞生育率僅1.7,較替代率低了許多。部分地區的降幅亦極為劇烈,例如孟加拉在1970年時的生育率為6.9,30年後已降至2.9。

生育率下降十分重要,因為那與更高的教育水準(子女數量少,家長也就更能負擔他們的教育)、更高的生活水準(勞工教育程度較高)、更高的女性自主程度(女性可以工作,不必將所有時間花在養育子女)有關。生育率下滑之際,各國亦取得了「人口紅利」;部分估計認為,亞洲過去50年間的經濟成長,四分之一出自人口模式帶來的優勢。

但生育率降至替代率之下會導致兩個問題,亞洲也碰上了這兩個問題。第一個問題是人口優勢的利益開始消失。中國預估,2010~2020年間,中國15~59歲的人口將減少3,000萬;那是核心工作人口,因此中國已然面臨勞力供給下滑和薪資上升壓力。

另一個問題則是,部分國家會陷入極低生育率趨勢,生育率降至1.5或更低,並停留在那裡數個世代;德國已經如此,日本和俄羅斯即將如此,中國也很有可能變成這樣。中國的生育率已低於替代率超過20年,一胎化亦早已打破了傳統想法中的家庭規模,由於性擇墮胎,接下來20年,中國的育齡女性也會比較少。從2014年開始,中國領導者將面臨取消或大幅削弱一胎化政策的壓力。(黃維德譯)

©The Economist Newspaper Limited 2013



The Economist

Asia
From baby boom to bust

By The Economist
From The Economist
Published: December 27, 2013

Nov 18th 2013 | From The World In 2014 print edition

Crashing fertility will transform the Asian family.

Over the past half-century the most profound influence upon the great majority of humankind has been the vast and gentle decline in the size of families. In 2014 (or thereabouts—such things are approximate) this huge change will reach a milestone. In the world's most populous continent, Asia, the total fertility rate will fall to 2.1. The rate is the number of children a woman can expect to bear during her lifetime and 2.1 is a magic number because, if sustained, it produces long-term equilibrium in the population (it is known as the replacement rate). In 1960 Asia's average fertility was 5.8.

The exact point at which fertility reaches replacement cannot be known for sure. The United Nations Population Division thinks it will happen at some point during 2015-20. But Chinese demographers think the UN is significantly overestimating China's fertility rate, so 2014 is a reasonable guess.

The fall in fertility has taken place worldwide. Latin America has experienced a decline almost exactly as great as Asia's. But Asia is special for two reasons. First, with a population of 4.3 billion it is home to over half the world's people. Latin America's population is only one-seventh that of Asia.

Second, the fall in Asia has been greater than it might appear because the continental average has been buoyed by relatively high fertility in the Middle East. The fertility decline in the heavily populated areas of Asia has been greater. East Asian fertility has fallen to just 1.7, well below replacement. The decline in some places has been as sharp as any country has ever experienced. Bangladesh's rate fell from 6.9 to 2.9 in the 30 years after 1970. Iran (a Middle Eastern outlier) saw its rate crash from 6.5 in 1980 to 1.9 in 2005. Social transformations do not get more dramatic.

China is already experiencing a dwindling labour supply

Falling fertility matters because it is associated with higher standards of education (since parents can more easily afford to educate children when there are fewer of them); higher living standards (since workers are better educated); and somewhat greater female autonomy (women can go to work rather than spend all their time nurturing children). As fertility falls, countries reap what is called a "demographic dividend", the potential economic advantage that comes from having relatively fewer children and old people, and a bulge of working-age adults. On some estimates, a quarter of Asia's economic growth over the past 50 years has come from its favourable demographic pattern.

Missing the children already

But as fertility falls below the replacement rate, two problems emerge, and Asia is facing both of them. One is that the economic advantages of favourable demography begin to dwindle. Between 2010 and 2020, according to the Chinese, the number of people aged between 15 and 59 in the country can be expected to decline by 30m. This is the core working-age population, so China is already experiencing a diminishing labour supply and upward pressure on wages.

The other problem is that some countries (not all) slip into a pattern of very low fertility in which the rate falls towards 1.5 or less, and stays there for generations as social norms shift and people abandon the common ideal of a two-child family. This happened in Germany, is happening in Japan and Russia, and could well happen in China, where the fertility rate has been below replacement for over 20 years and the one-child policy has long assailed traditional ideas about family size. Sex-selective abortions mean there will be fewer Chinese women of child-bearing age over the next 20 years, because millions of female fetuses were aborted over the past 20 as parents sought to ensure that their one child was a son. In 2014 and beyond, the country's leaders will face pressure to scrap or drastically dilute the one-child policy.

©The Economist Newspaper Limited 2013