| 研究生: |
張晉維 Chang, Chin-Wei |
|---|---|
| 論文名稱: |
建模指標衡量財富公義性 Constructed index to measure the wealth justice |
| 指導教授: | 曾正男 |
| 口試委員: |
盧鴻興
吳柏林 |
| 學位類別: |
碩士
Master |
| 系所名稱: |
理學院 - 應用數學系 Department of Mathematical Sciences |
| 論文出版年: | 2020 |
| 畢業學年度: | 108 |
| 語文別: | 中文 |
| 論文頁數: | 97 |
| 中文關鍵詞: | 財富階級流動 、轉移矩陣 、社會公義 |
| 外文關鍵詞: | Mobility of wealth hierarchy, Transition matrix, Social justice |
| DOI URL: | http://doi.org/10.6814/NCCU202000929 |
| 相關次數: | 點閱:94 下載:17 |
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從1980 年開始,全球貧富差距漸趨顯著,所得位於頂端的富人其財富吸收快速,進而能大量投資,使得富人與一般百姓的財富差距越拉越大。除此之外,像物資通膨率的上漲速度快過於薪資的成長,若是收入不高的人民其可支配所得就下降了,導致難有多餘的錢可儲蓄或投資,因此想翻身成為富人是難上加難。
本研究使用財政部財政資訊中心93 年至102 年之20∼30 歲申報資料,利用Python 對資料做出轉移矩陣後再使用我們定義的兩個指標(I_mask_v 和I_justice) 反映財富階級流動的情形,進而觀察台灣之社會公義性如何演變。
多數文獻探討財富階級流動時,對財富價值只用5 等分到25 等分切分程度進行分析。而此次研究將提供數據佐證,在探討財富階級流動這一類的社會科學問題下要切70 等分至160 等分才能完整解釋,切太少或過多等分都可能影響到對財富公義性的詮釋。另外透過I_justice 也觀察出台灣在民國95∼96 年以及民國96∼97 年,當時的社會是比較公平。
Since 1980, the gap between the haves and have-nots has become increasing significantly, the haves whose income at the top build wealth quickly and then can invest heavily, making more gaps with people. Additionally, the increase of the inflation rate is faster than the growth of wages that result in a decline in disposable income for people with low incomes, so they are difficult to have extra money to save or invest, therefore, it is more difficult to up to the rich.
Fiscal Information Agency, Ministry of Finance provides the data which is about 2004 to 2013 financial declaration of 20 to 30 year old individual. Use python to sort out the data to make transition matrix and then with the two indicators (I_mask_v and I_justice) which is constructed in this research to response the mobility of wealth hierarchy and explore the evolution of the wealth justice.
Most of the literature discuss issue about the mobility of wealth hierarchy,only use 5 equal divisions to 25 equal divisions on the value of wealth and then to interpret the wealth justice. But in this research ,we will provide data support that want to fully explain on the social science problem of the mobility of wealth hierarchy, it is necessary to use 70 equal divisions to 160 equal divisions on the value of wealth. Too little or too many equal divisions may affect the interpretation of the wealth justice. In addition, we observed that from 2006 to 2007 and from 2007 to 2008, I_justice points out that society was fair at the time.
致謝.. ii
中文摘要.. iii
Abstract.. iv
目錄.. v
表目錄.. vii
圖目錄.. x
第一章緒論.. 1
第一節研究背景.. 1
第二節研究動機.. 2
第二章資料描述.. 3
第三章研究方法.. 12
第一節名詞介紹.. 12
一、隨機過程.. 12
二、狀態空間.. 12
三、馬可夫過程.. 12
四、轉移矩陣.. 13
五、機率向量.. 14
六、馬可夫鏈.. 14
七、關於轉移矩陣的定理.. 15
第二節從資料建構轉移矩陣.. 16
第三節Imask_v .. 16
一、Imask_v 定義.. 16
二、Imask_v 解釋模擬資料.. 18
第四節Ijustice .. 36
一、Ijustice 定義.. 36
二、Ijustice 解釋模擬資料.. 37
第四章研究結果.. 49
第一節Imask_v 之實際資料結果.. 49
第二節Ijustice 之實際資料結果.. 57
第三節財富價值分配以及財富等第.. 65
第五章結論.. 85
附錄A 模擬一到模擬三的python code.. 86
參考文獻.. 97
[1] WORLD INEQUALITY REPORT 2018. https://wir2018.wid.world/
[2] World Inequality Database(USA). https://wid.world/country/usa/
[3] World Inequality Database(Taiwan). https://wid.world/country/taiwan/
[4] 陳耀宗. 「拿薪水的人不夠有錢」朱敬一談貧富差距:0.01% 頂級富豪靠股利、土地買賣致富. https://www.storm.mg/article/169324