人口学视野下APC方法的困境及解决策略OA
The Dilemma and Solutions of the APC Model from a Demographic Perspective:A Study on the Health of the Elderly Population in China
老年健康研究与年龄、时期、队列等时间因素息息相关,这三个时间因素共同构成了社会科学研究的基本理论模型.人口学的列克西斯图为实现该理论模型提供了基本解析思路,而后来发展出来的APC三维分析模型实现了该理论模型的统计方法尝试,虽然具体模型存在"天然缺陷",但其试图从统计技术和概念上解决"识别问题".以HAPC模型为例,提出合理应用APC三维分析模型应该重视队列分组依据,以理论驱动分组,明确结论适用范围.遵循上述步骤,分析中国老年人口健康的社会分化与演变,通过HAPC模型描绘不同出生队列的真实年龄效应.研究发现:教育和经济带来的中国老年人健康的社会分化稳健且持久,贯穿了不同年龄和出生队列;中国老年人健康的社会分层演变存在年龄效应和出生队列效应,累计优势/劣势理论、死亡选择性和病态状态扩展假设都无法单独解释老年人健康社会分化的演变.未来APC三维分析模型研究可能在范式转变、队列内轨迹细化、数据使用等方面获得突破.
Research on elderly health is closely linked to temporal factors such as age,period and cohort(APC).These three factors collectively form a fundamental theoretical model in social science research.The Lexis diagram in demography provides a basic analytical framework for this model,while the later-developed APC three-dimensional analysis model attempts to operationalize it statistically.Despite its inherent"natural defects",the model seeks to address the"identification problem"through statistical techniques and conceptual refinements.Using the HAPC(Hierarchical Age-Period-Cohort)model as an example,this paper argues that the proper application of the APC model should emphasize cohort grouping based on theoretical considerations and clearly define the scope of conclusions.Following these steps,the study analyzes the social differentiation and evolution of health among China's elderly population.The HAPC model reveals the true age effects across different birth cohorts,demonstrating that education and income contribute to robust and persistent social disparities in health among Chinese elderly,transcending age and cohort boundaries.Furthermore,the evolution of social stratification in elderly health exhibits both age and cohort effects,which cannot be fully explained by the cumulative advantage/disadvantage theory,mortality selection or the expansion of morbidity hypothesis alone.Future research on the APC model may achieve breakthroughs in paradigm shifts,intra-cohort trajectory refinement and data utilization.
QIU Liya;LI Jianxin
School of Ethnology and Sociology,Inner Mongolia University,Hohhot 010021,ChinaDepartment of Sociology,Peking University,Beijing 100871,China
社会科学
APC模型出生队列分组老年健康生长曲线模型列克西斯图
age-period-cohort model(APC model)birth cohort groupingelderly healthgrowth curve models(GCMs)Lexis diagram
《人口与经济》 2026 (1)
91-105,15
教育部人文社会科学重点研究基地重大项目"中国人口长期均衡发展关键问题研究"(22JJD840001).
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