社会科学动态

将“叙事”引入经济学理论体系，以叙事经济学与行为经济学为理论支撑，构建“叙事—行为—增长”一体化分析框架，系统阐释“叙事”驱动经济增长的机理与传导路径。研究表明，“叙事”通过情绪预期管理、心理账户重塑、时间偏好调节三大效应形塑了行为个体心理与行为，并通过信息传播、政策响应、社会认同渠道向群体扩散。但是“叙事”影响经济增长的有效性受到其可信度与一致性、受众接受度与行为响应、传播的环境变量等因素制约。在上述机制基础上，“叙事”短期通过影响消费与投资来调节经济波动，长期则通过知识扩散、技术创新与人力资本积累来影响经济稳态增长率。基于此，得到以下启示：可通过主动塑造经济“叙事”、优化信息传播与制度环境、构建“叙事—行为—增长”良性循环，为经济增长创造良好条件。

This paper introduces narrative into the theoretical system of economics, constructs an integrated analysis framework of “narrative-behavior-growth” that based on narrative economics and behavioral economics. The systematically explains the mechanism and conduction path of narrative driving economic growth. Research has shown that narrative shapes individual psychology and behavior through three major effects: emotional expectation management; psychological account reshaping, and time preference regulation. Meanwhile, they spreads to groups through information dissemination, policy response, and social identity channels. However, the effectiveness of narrative in influencing economic growth is constrained by factors such as the credibility and consistency of the narrative, the audience acceptance and behavioral response of the narrative, and the influence of environmental variables in narrative dissemination. On the basis of the above mechanism, the narrative regulates economic fluctuations in the short term by influencing consumption and investment, and in the long term affects the steady-state economic growth rate by influencing knowledge diffusion, technological innovation, and human capital accumulation. The policy implications of theoretical mechanisms lie in the fact that the government can create favorable conditions for economic growth by actively shaping economic narratives, optimizing information dissemination and institutional environments, and constructing a virtuous cycle of narrative behavior growth.