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研究生: 陳博倫
Chamberlain, Josh
論文名稱: 預測美國茶葉需求量
Estimation and Forecasting of the Demand for Tea in the United States
指導教授: 康信鴻
Kang, Hsin-Hong
學位類別: 碩士
Master
系所名稱: 管理學院 - 國際企業研究所
Institute of International Business
論文出版年: 2005
畢業學年度: 93
語文別: 英文
論文頁數: 54
中文關鍵詞: 美國茶葉需求預測迴歸分析
外文關鍵詞: US, regression, forecast, tea, demand
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  •   本研究目的在於測試下列理論的可行性:1)茶葉價格、咖啡價格、人口數目、GDP和貨物運費等五個變數對於美國茶葉需求量的影響;2)咖啡可視為茶葉的替代品;3)茶葉是否為高級、中級或次級貨品;4)預測西元2010年美國對茶葉的需求量。在研究過程中乃採用迴歸分析軟體E-Views執行三種線性對數迴歸模式。

      本研究採用美國國際貿易協會(U.S. International Trade Commission)、世界行銷統計資料庫(World Marketing Data and Statistics)、美國經濟分析局(Bureau of Economic Analysis)、美國農業部經濟研究服務部門(USDA/Economic Research Service)和美國人口統計部(U.S. Census Bureau)等機構於西元1989年1月到西元2004年6月間所提供的資料及數據進行分析。

      本研究結果如下:1)再上述的五個變數中,僅美國人口和GDP兩個變數對美國茶葉需求量有顯著影響;2)茶葉跟咖啡互為替代用品;3)在美國市場中茶葉被視為次級貨品。

      另外經由本研究我們預測在西元2010年美國的年茶葉需求量為3億3千6百23萬磅,平均每人每年約消費茶葉1.08磅。

      在未來的研究方向上,本文建議可對美國茶葉市場做更細部的分區市場調查及分析,以便針對區域性的消費習慣做適當的茶葉行銷規劃和設計。

     The purpose of this thesis is to test for the following hypothesis: 1) that the following variables a) tea price, b) coffee price, c) population, d) GDP, and e) shipping costs have an influence on tea’s demand in the US; 2) that coffee is a substitute good for tea; 3) that tea is a normal, luxury or inferior good. Further, I will do analyses that forecast the demand for tea in the US for the year 2010. To accomplish these tests this research will use the regression package E-Views to run three log linear regression models.

     Regarding data and sources, quarterly data beginning in January in 1989 and ending in June in 2004 was collected from the following sources; U.S. International Trade Commission, World Marketing Data and Statistics (WMDS), Bureau of Economic Analysis, the USDA/Economic Research Service, and the U.S. Census Bureau. In addition, I conducted telephone interviews with representatives of Taiwan’s leading agricultural organic certification bureaus (MOA TOPA, and ORG).

     The results of the hypothesis tests are: 1) of the variables mentioned above, only US population and GDP are statistically significant in determining the demand for tea in the US; 2) tea and coffee are substitute goods; 3) tea is an inferior good in the US market.

     Results from our forecasting model estimates that 336.23 million pounds of tea will be consumed in the US in 2010; that is roughly 1.08 pounds of tea consumed per capita.

     Further research for tea demand in the US could focus on regional differences regarding tea consumption within the US in order to find the best location for a high quality tea distribution center.

    Table of Contents page no. Chapter 1 Research Background and Research Objectives 1 1. Research Motivation 1 2. Research Background 2 3. Research Objectives 7 Chapter 2 Literature Review 11 1. The Background of Tea 11 2. Tea Companies 18 3. Background of Demand Analysis 20 (1) Pre 1939 Studies of Demand 20 (2) Post 1939 Studies of Demand 22 Chapter 3 Research Method 26 1. Research Method 26 2. Empirical Model 28 3. Hypothesis Test 31 4. Research Variables and Data Sources 32 Chapter 4 Empirical Results and Analysis 35 1. Data Tests 35 2. Hypothesis Testing and Results 39 Chapter 5 Demand Forecasting 43 Chapter 6 Conclusions and Suggestions 47 1. Discussion of Results 47 2. Suggestions for Further Research 48 References 52

    English References
    Altman, R. (2002). Tea export and transportation: Global trends. Tea and Coffee Trade Journal, 176.
    Altman, R. (2002). Why are wholesale tea prices so low? Tea and Coffee Trade Journal, 176.
    Breed, T. (1999, January 22). Tea Consumers, Tea Trade, and Colonial Cultivation. James Ford Bell Library, University of Minnesota.
    Chow, K., & Kramer, I. (1990). All the Tea in China. China Books and Periodicals, Inc.
    Cosgrove, J. (2003, March). Nutraceutical beverages. Beverage Industry New York, 94(3), 63-68.
    Crook, F. W. (1997, June). Introduction to China’s horticultural economy. USDA government publications.
    Gorman, L. (2001, February). Shattering tea myths: Making the most of your tea program. Gourmet Retailer Magazine.
    Gujarati, D. (1999). Essentials of Econometrics. Singapore: McGraw-Hill International Editions.
    Huang, C. J., Siegfried, J. J., & Zardoshty, F. (1980). The demand for coffee in the United States, 1963-1977. Quarterly Review of Economics and Business, 20(2), 36-50.
    Katz, L. F., & Murphy, K. M. (1992). Changes in relative wages, 1963-1987: Supply and demand factors. Quarterly Journal of Economics, 107(1), 35-78.
    Maddala, G.S. (2001). Introduction to Econometrics; Third Edition, Chichester, West Sussex, England: John Wiley & Sons.
    Magid, J. (2004). Tea tidbits. Tea and Coffee Trade Journal, 179(6).
    McGuigan, J. R., Moyer, R. C., & Harris, F. H. (2005). Managerial Economics: Applications, Strategy, and Tactics. USA: Thomson South-Western.
    Pettigrew, J. (2001). One hundred years of tea. Tea and Coffee Trade Journal, 175(8).
    Read, R. (2004, May 16). Tazo Tea’s steep trajectory. The Oregonian, Business News.
    Roen, S. (2003, February 23). Steeped in science. Los Angeles Times. Retrieved from latimes.com.
    Samet, A. J. (1997). By the Sweat and Toil of Children (Volume IV). Consumer Labels and Child Labor Bureau of International Labor Affairs.
    Segal, M., (1996, March). Tea: A story of serendipity. FDA Consumer magazine.
    Simrany, J. (2000). The state of the tea industry. Tea and Coffee Trade Journal, 172(1).
    Smith, S., & Wright, S. L. Iced tea: The distinctively American beverage. http://www.teausa.com/general/icedtea.cfm.
    Wilson, M. (2003, September). Reading the tea leaves. Chain Store Age New York, 79(9), 48-51.

    Chinese References

    Huang, Pau-Yu, “台灣虱目魚及吳郭魚價格預測之研究/ A Study on Price Forecasting of the Milkfish and Tilapia” National Chung Hsing University, 2000.
    Shih, Su-Chin, “國內有機茶潛在市場之研究 / A Study of the Potential Domestic Market for Organic Tea” Da Ye College, 2001.
    Yang, Su-Chen, “癮性商品需求價格彈性與廠商利潤關係之實證研究-以美國香煙市場為例 / The Relationship Between The Price Elasticity Of Demand For Addictive Goods And Profit - An Empirical Study Of The U.S. Cigarette Market”, 科技管理研究所, 中華大學, 2004
    劉, 建宏, “有機茶與非有機茶於製程與貯藏期間主要化學成分變化與品質特性” National Chung Hsing University, 2000.

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