地理科学进展 ›› 2015, Vol. 34 ›› Issue (4): 517-525.doi: 10.11820/dlkxjz.2015.04.013

• 社会文化地理 • 上一篇    下一篇

西方国家中产阶级研究进展及对中国的启示

边艳(), 周春山(), 张国俊   

  1. 中山大学地理科学与规划学院,广东省城市化与地理环境空间模拟重点实验室,广州 510275
  • 出版日期:2015-04-10 发布日期:2015-04-10
  • 作者简介:

    作者简介:边艳(1985-),女,河南商丘人,博士生,主要研究方向为城市地理学,E-mail: bian-yan2008@163.com

  • 基金资助:
    国家自然科学基金项目(41271182)

Research on middle class in western countries and its implications for studies in China

Yan BIAN(), Chunshan ZHOU(), Guojun ZHANG   

  1. Guangdong Key Laboratory for Urbanization and Geo-simulation, Geography and Planning School, Sun Yat-Sen University, Guangzhou 510275, China
  • Online:2015-04-10 Published:2015-04-10

摘要:

西方国家中产阶级整个研究进展可以分为3个阶段。20世纪60年代前,研究重点集中在中产阶级概念、形成原因,以及中产阶级聚居区等;20世纪60-80年代,研究重点主要集中在中产阶层化与内城居住选择以及中产阶层化形成机制;20世纪90年代以来,研究内容呈现多元化,重点集中在中产阶级概念再界定、中产阶层化形成机制的再讨论、创新阶层、中产社区与社会空间公平、消费行为、政治作用与环保意识等方面。本文结合中国中产阶级研究概况,参照西方相关研究,建议今后应重点关注社会转型下中产阶级形成机制、阶层特征、中产阶级聚居区以及中产阶层化等方面。

关键词: 中产阶级, 社会空间, 中产阶层化, 西方国家

Abstract:

The concept of middle class is derived from sociology theories in the Western countries. Scholars in the Western countries developed this concept to explain the emergence of a social group in human society after the first industrial revolution. The emergence of middle class has exerted a profound impact on the political environment, labor market, and housing choices in a country or region, contributing to the urban social space reconstruction. The emergence of middle class also has resulted in gentrification, which has become an important phenomenon in a globalizing social-spatial context. Research on the middle class in Western countries has been closely associated with the changing concerns and paradigms in the literature. This paper reviews the research on the middle class in Western countries, which is divided into the following three periods: (1) the first period is before 1960. The research focused on the concept of the middle class, the spatial distribution of middle class communities, and middle class formation mechanism; (2) the second period is from the 1960s to the late 1980s. Studies focused on the middle class population and their choice of housing and gentrification; (3) the third period is since the 1990s. Subjects of studies are more diversified, focusing on redefining the middle class, reconsideration of the gentrification formation mechanism , the creative class, middle class communities and social spatial justice, consumer behavior, political role, and environmental awareness. The emergence of middle class in China is closely associated with the economic transition in China since the reform and the opening to the outside world in 1978. The establishment of market system, high-speed economic growth and urbanization, industrial restructuring, and the development of higher education have prompted the development of middle class in China. Studies done by researchers in China can be divided into two different stages: (1) before 2000, the research focused on introducing the concept and theories related to middle class in China; (2) after 2000, the middle class population has experienced a rapid increase in China, which has been attracting increasingly more attention from scholars. The research focuses on the definition of middle class in the context of the Chinese society, the formation mechanism of the middle class, and the gentrification in China. Compared with the research on middle class in Western countries, the study of middle class in China started later, and still does not address many relevant issues in sufficient details. There is a lack of systematic analysis of middle class in China, as well as unaddressed theoretical and methodological issues. Given the fact that middle class in China has been experiencing a dramatic growth, as was in other western countries a few decades ago, the research on middle class in China should better integrate western theories, and should also pay much more attention to the formation of middle class, the characteristics of middle class population and their living spaces, consumer behavior, community, gentrification, and stratification in the Chinese society.

Key words: middle class, social space, gentrification, western countries