中国特色社会主义研究 ›› 2025, Issue (1): 77-88.

• 中国式现代化理论与实践 • 上一篇    下一篇

生命周期赤字理论视角下“一老一小”问题研究

石燕, 陈友华   

  • 收稿日期:2024-12-30 出版日期:2025-02-28 发布日期:2025-04-03
  • 作者简介:石燕,南京晓庄学院旅游与社会管理学院副教授|陈友华,东南大学人文社会学院教授
  • 基金资助:
    国家社会科学基金重大项目“人口高质量发展视角下积极应对老龄化问题研究”(23&ZD186);国家社科基金一般项目“我国普惠托育服务体系的优化路径研究”(23BRK029)

Research on Issues Concerning the Elderly and Children from the Perspective of Life Cycle Deficit Theory

Shi Yan, Chen Youhua   

  • Received:2024-12-30 Online:2025-02-28 Published:2025-04-03

摘要:

近年来,出于对超低生育率与快速老龄化的担忧,政府、社会与学界对“一老一小”问题的关注大大增加,政府也加大了对“一老一小”的政策支持力度。学界多认为中间一代同时面临赡养父母和养育子女的双重压力,但对其双重压力的真实性却缺少探究。通过以生命周期赤字理论为框架,从国家和家庭两个层面分析相关数据发现:国家在“一老一小”上的公共转移支付总量不多且占比较低,并未对国家经济发展造成明显压力。家庭内部的代际转移支付并不是单向的、两代人之间的,代际转移支付会根据祖辈和父辈的实际情况进行调整以减轻家庭压力。以照顾责任为切入点分析发现,虽然国家在“一老一小”照顾上有多种路径,但总体参与度低、责任承担不足,家庭承担着“一老一小”照顾的主要责任,但家庭照顾责任也并未只落在父辈身上,祖辈和孙辈都会参与家庭照顾责任的承担中,且家庭内部赡养老人与抚育小孩在时间上多不出现重叠。超低生育率与少子老龄化导致的更多是老年照料赤字与少儿照料盈余。基于此,应摒弃对“一老一小”问题的认知偏差,关注高龄及失能半失能老人的照顾,适度降低家庭对儿童教育的高额投入、以多代整合视角看待家庭中“一老一小”照顾的代际互助和支持。

关键词: “一老一小”, 转移支付, 照顾责任, 生命周期赤字

Abstract:

In recent years, driven by concerns over ultra-low fertility rates and rapid population aging, there has been a significant increase in attention from the government, society, and academia towards the "elderly and children" issue. The government has also strengthened policy support for this demographic. While academic circles generally acknowledge that the "sandwich generation" faces dual pressures of supporting aging parents and raising children, there remains insufficient exploration into the actual extent of these overlapping burdens.Drawing on the lifecycle deficit theory framework, this study analyzes data from both national and household levels, revealing that public transfers targeting the elderly and children demonstrate relatively few systemic issues and constitute a relatively small proportion of total expenditures, without imposing significant pressure on national economic development.Intergenerational transfers within families are neither unidirectional nor confined to dyadic relationships between two generations. These transfers demonstrate dynamic reciprocity, as families strategically adjust resource allocation between grandparents and parents to alleviate household pressures. Analysis focusing on caregiving obligations reveals that while the state provides multiple channels for elderly and child care support, its overall engagement remains limited with insufficient responsibility assumption. Households predominantly shoulder primary caregiving responsibilities for both elderly and children. However, such obligations are not exclusively borne by the parental generation. Cross-generational participation emerges as a distinctive feature, with grandparents and grandchildren actively involved in fulfilling family care duties. Notably, eldercare and childrearing responsibilities within households do not generally coincide temporally, creating distinct care cycles across different life stages.The dual pressures of ultra-low fertility rates and population aging with declining youth cohorts paradoxically generate an eldercare deficit alongside a childcare surplus. This demographic reality necessitates rectifying media's skewed perceptions of intergenerational care dynamics. Policy recommendations propose three-pronged interventions: prioritizing care infrastructure for the high-aged and disabled/semi-disabled elderly population, moderating excessive educational investments in childhood development, and viewing intergenerational mutual aid and support in the care of the elderly and children within families through the lens of multi-generational integration.

Key words: the elderly and children, transfer payments, duty of care, life cycle deficit

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