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研究生: 李文懿
Li, Wen-Yi
論文名稱: 探討景氣與家庭休閒支出之關係
Exploring the Relationship between Recession and Household Leisure Expenditure
指導教授: 田維華
Tian, Wei-Hua
學位類別: 碩士
Master
系所名稱: 社會科學院 - 經濟學系
Department of Economics
論文出版年: 2013
畢業學年度: 101
語文別: 中文
論文頁數: 74
中文關鍵詞: 景氣衰退休閒消費支出Double Hurdle模型分量迴歸
外文關鍵詞: recession, household leisure expenditures, double hurdle model, quantile regression model
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  •   台灣地區隨著周休二日之實施,國人對休閒活動及觀光旅遊需求增加,家庭休閒消費支出亦呈現逐年成長之趨勢。但近年受到全球景氣衰退之影響,民間消費明顯下降,為了瞭解景氣衰退對家庭休閒消費支出所造成的影響,本研究藉由Double Hurdle模型檢視經濟景氣衰退時,家計單位對於休閒活動之參與意願及消費金額是否受到影響,並透過分量迴歸(quantile regression)方法衡量在選擇參與各項休閒活動之家庭中,當經濟景氣衰退對家庭休閒消費支出之影響。

      以2005年至2011年行政院主計處家庭收支調查報告為研究資料,實證結果發現不同類型休閒活動受到景氣衰退之影響不同。在各項休閒活動參與意願方面,套裝旅遊、書報雜誌、娛樂器材受到經濟景氣衰退影響皆呈現參與意願下降之情況,僅娛樂消遣服務之參與意願上升。此外,消費金額方面,娛樂消遣服務支出及娛樂器材支出受到景氣衰退之影響而減少,書報雜誌支出則呈現上升之趨勢。在不同休閒消費支出分量中,受到景氣衰退影響程度也不同,是以往傳統普通最小平方法迴歸分析觀察不到之現象。同時,戶長之社會經濟變數以及家庭結構變數對於家計單位各項休閒消費購買行為也扮演重要之角色,特別是家庭可支配所得及戶長教育程度,皆與家庭休閒消費支出呈現正向關係。

      本研究結果可提供予我國政府或休閒產業做為參考之資訊,在景氣衰退期間可增加舉辦娛樂消遣服務活動,例如:各種競賽、球類運動、展覽、音樂會、舞會等,以吸引國人參與。

      With the implementation of“two-days off a week”work policy, leisure demands and household leisure expenditures are also experiencing a steady upsurge with every passing year. However, with the impact of global economic recession, consumption expenditure decreased. In order to analyze the relationship between recession and household leisure expenditures, this research use the Double Hurdle model to explore the willingness to participate in leisure activities and the amount of spending during the recession. This research also uses the quantile regression model to examine the leisure expenditure during the economic recession.

      Data used in this research is from the 2005 to 2011“Survey of Family Income and  Expenditures”(SFIE).Empirical results of the Double Hurdle model show that individuals would have less willingness to participate in travel, and purchase books, magazines, or entertainment equipments; but have more willingness to participate in recreation activities during recession. Furthermore, individuals would spend less money on recreation activities and entertainment equipments purchases but spend more money on books and magazines purchases during the recession. Results of the quantile regression indicate recession indeed have different effects on leisure expenditure in each quantile setting. In addition, household head socioeconomic status and family composition are also factors that affect the leisure expenditures.

      In order to maintain healthy lifestyles, results of this study may provide good reference for government or related business a good reference to provide extensive leisure activities during recession.

    第一章 緒論......................1  第一節  研究背景與動機............1  第二節  研究目的.................5  第三節  研究流程.................7 第二章 文獻回顧...................8  第一節  休閒支出相關文獻...........8  第二節  旅遊支出相關文獻..........11  第三節  小結....................12 第三章 研究方法...................15  第一節  研究工具.................15  第二節  研究資料來源..............19  第三節  變數說明及假設.............22 第四章 實證結果與分析...............30  第一節  Double Hurdle模型分析.....30  第二節  分量迴歸分析...............46 第五章 結論與建議..................67  第一節  結論.....................67  第二節  建議與研究限制.............69 參考文獻...........................71  一、中文部分......................71  二、西文部分......................72  三、參考網站......................74

    中文部分
    1.方寶慶(2010),「台灣家計商品別恩格爾曲線的估計-分量迴歸法」,世新大學財務金融研究所碩士論文。
    2.江佳慧(2002),「家庭休閒消費支出結構之研究」,輔仁大學應用統計學研究所碩士論文。
    3.行政院主計處(2010),《社會指標統計年報》,台北:行政院主計處。
    4.朱瑞淵、林俊妤、陳宗玄(2009),「台灣家庭國外旅遊支出影響因素之研究-世代分析之應用」,《朝陽商管評論》,8,頁25-46。
    5.朱輝太(2005),「臺灣經濟結構的變遷與生活素質之研究」,國立中山大學經濟學研究所碩士論文。
    6.李皇照、陳郁方(2004),「國內旅遊市場消費者特性分析」,《生物與休閒事業研究》,1(1),頁51-64。
    7.李晶(2001),《休閒遊憩事業概論》,二版,台北:桂魯有限公司。
    8.余惠芳、徐明洸(2009),「台灣家庭休閒支出之實證研究─分量迴歸方法之應用」,《績效與策略研究》,6(1),頁67-87。
    9.林東泰(1992),《休閒教育與其宣導策略之研究》,台北:師大書苑。
    10.陳在頤(1982),「美國休閒活動發展史研究」,《中華民國體育學會體育學報》,4,頁19-36。
    11.陳宗玄(2012),「臺灣不同世代家庭休閒消費支出分析─Double Hurdle模型之應用」,《臺灣銀行季刊》,63(3),頁113-140。
    12.陳奕妤(2011),「台灣家庭書報雜誌消費支出影響因素之探討」,國立中正大學國際經濟研究所碩士論文。
    13.陳淑貞(2009),「物價變動對國人休閒活動行為影響之研究─以中部五縣市為例」,大葉大學休閒管理學碩士論文。
    14.郭肇元(2003),「休閒心流經驗、休閒體驗與身心健康之關係探討」,國立政治大學心理學系碩士論文。
    15.郭曉怡、盧慶龍(2011),「台灣戰後嬰兒潮家庭之旅遊支出研究」,第十二屆管理學域國際學術研討會。
    16.陳顥文(2000),「台灣地區家庭國內外旅遊消費支出之分析」,國立海洋大學碩士論文。
    17.黃錦煌、葉純菊、陳彥華(2004),「台灣地區休閒產業之經濟效果分析」,真理大學2004年財經學術研討會。
    18.歐正中(2006),「臺灣地區民眾休閒活動參與之研究」,國立台北大學碩士論文。
    19.謝天助(2001),《休閒導論》,台北:歐語出版社。
    20.謝淑芬(2007),「家計單位人口結構對旅遊消費支出影響之研究-分量迴歸模型之應用」,《戶外休憩研究》,20(3),頁47-72。

    二、西文部分
    1.Bittman, M. (2002)“Social Participation and Family Welfare: The Money and Time Costs of Leisure in Australia,”Social Policy and Administration, 36(4), 408-425.
    2.Cook, F. L. and R. Setterstein Jr. (1995), “Expenditure Patterns by Age and Income Among Mature Adults: Does Age Matter?” Gerontologist, 35(1), 10-23.
    3.Dardis, R., Derrick, F., Lehfeld, A. and Wolfe, K. E. (1981),“Cross-section studies of recreation expenditures in the United States,” Journal of Leisure Research, 13(3), 181-194.
    4.David Aristei, Federico Perali, Luca Pieroni (2008),“Cohort, age and time effects in alcohol consumption by Italian households: a double-hurdle approach”Empirical Economics, 35(1), 29-61.
    5.David Aristei and Luca Pieroni (2008),“A Double-Hurdle Approach to Modelling Tobacco Consumption in Italy,”Applied Economics, 40, 2463-2476.
    6.Eliot Davila (2011),“Employment in leisure and hospitality departs from historical trends during 2007–09 recession,”Monthly Labor Review, 134(4), 49-52.
    7.Erasmus K. Kersting (2008),“The 1980s recession in the UK:A business cycle accounting perspective,”Review of Economic Dynamics, 11, 179–191.
    8.George Fisk (1959),“Toward a Theory of Leisure-Spending Behavior,”Journal of Marketing, 24(2), 51-57.
    9.Gong-Soog Hong, Jessie X. Fan, Lance Palmer and Vibha Bhargava (2005),“Leisure Travel Expenditure Patterns by Family Life Cycle Stages,”Journal of Travel & Tourism Marketing, 18(2), 15-30.
    10.Hammonds-Smith, M., J.C. Courtless and F.N. Schwenk (1992),“A Comparison of Income, Income Sources, and Expenditures of Older Adults by Educational Attainment,” Family Economic Review, 5(4), 2-8.
    11.John D. Owen (1971),“The Demand for Leisure,”Journal of Political Economy, 79, 56-76.
    12.John G. Cragg (1971),“Some Statistical Models for Limited Dependent Variables with Application to the Demand for Durable Goods,”Econometrica, 39(5), 829-844.
    13.John Siegfried and Andrew Zimbalist (2002),“A Note on the Local Economic Impact of Sports Expenditures,”Journal of Sports Economics, 3(4), 361-366.
    14.Koenker, R. and G. J. Bassett (1978),“Regression Quantiles,”Econometrica, 46, 33-50.
    15.Koenker, R. and Kevin F. Hallock (2001),“Quantile Regression,”Journal of Economic Perspectives, 15, 143-156.
    16.Leo Huanga, Hsien-Tang Tsai (2003),“The study of senior traveler behavior in Taiwan,” Tourism Management, 24, 561–574.
    17.Naihua Duan, Willard G. Manning, Carl N. Morris b and Joseph P. Newhouse (1983),“A Comparison of Alternative Models for the Demand for Medical Care,”Journal of Business & Economic Statistics, 1(2), 115-126.
    18.Robert O. Weagley and Eunjeong Huh(2004),“Leisure expenditures of retired and near-retired households,”Journal of Leisure Research, 36(1), 101-127.
    19.SooCheong (Shawn) Jang and Sunny Hamb (2009),“A double-hurdle analysis of travel expenditure: Baby boomer seniors versus older seniors,”Tourism Management, 30, 372–380.
    20.Steven J. Davis, R. Jason Faberman and John C. Haltiwanger (2012),“Recruiting Intensity during and after the Great Recession: National and Industry Evidence,”NBER Working Paper, No. 17782.
    21.Stowe Shoemaker (1989),“Segmentation Of The Senior Pleasure Travel Market,” Journal of Travel Research, 27, 14-22.Suzanne C. Segerstrom, Shelley E. Taylor, Margaret E. Kemeny and John L. Fahey(1988),“Optimism Is Associated With Mood, Coping, and Immune Change in Response to Stress”Journal of Personality and Social Psychology, 74(6), 1646-1655.

    三、參考網站
    1.行政院主計總處
    http://www.dgbas.gov.tw/mp.asp?mp=1
    3.台灣地區家庭收支調查
    http://win.dgbas.gov.tw/fies/

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