摘要
将触及国际市场的中间品贸易自由化与依托于国内本土市场的经济空间集聚纳入统一的分析框架,阐述了中间品贸易自由化、国内经济空间集聚与企业生产率的互动机制,在此基础上使用中国进口关税数据和工业企业微观数据进行了较为细致的定量分析。研究发现:(1)中间品贸易自由化能够有效驱动企业生产率的提升,同时中国加入WTO所引致的中间品贸易自由化程度加深会强化经济空间集聚所释放的生产率效应。经济空间集聚不仅能直接促进企业生产率提升,还能增强企业从中间品贸易自由化中汲取的生产率溢出效应。(2)完备的制度环境不仅能够直接对企业生产率产生促进作用,而且能通过强化中间品贸易自由化以及经济空间集聚的生产率溢出效应使企业获益。(3)中间品贸易自由化与经济空间集聚的交互效应对企业生产率的影响存在异质性,表现为非出口型企业、中小型企业以及资本和技术密集型行业企业受到的影响更大。(4)将经济空间集聚具体解构为三种外部性来源后发现,经济空间集聚对中间品贸易自由化引致的生产率提升的强化效应,主要是通过"人""物""知识"这三条路径来实现的。研究结论为中国继续深化对外开放、引导国内经济空间集聚,以统筹推进国内国际双循环新发展格局的构建,提供理论依据和经验证据。
By integrating the trade liberalization of intermediate goods that touches the international market and the economic spatial agglomeration based on the domestic local market into a unified analytical framework, this paper elaborates the interaction mechanism between the trade liberalization of intermediate goods, domestic economic spatial agglomeration and firm productivity. On this basis, this paper uses the data of China’s import tariff and the micro data of industrial enterprises to make a detailed quantitative analysis. The results are as follow.(1)The trade liberalization of intermediate goods can effectively drive the improvement of enterprise productivity. Meanwhile, the deepening of trade liberalization of intermediate goods caused by China’s accession to the WTO will strengthen the productivity effect released by economic spatial agglomeration. Economic spatial agglomeration can not only directly promote the productivity improvement of enterprises, but also enhance the productivity spillover effect that enterprises derive from the trade liberalization of intermediate goods.(2)A complete institutional environment can not only directly promote the productivity of enterprises, but also benefit enterprises by strengthening the productivity spillover effect of intermediate goods trade liberalization and economic spatial agglomeration.(3)The interaction between trade liberalization of intermediate goods and economic spatial agglomeration has a heterogeneous impact on firm productivity, which is manifested in that non-export enterprises, small and medium-sized enterprises, and firms in capital and technology-intensive industries are more affected.(4)After deconstructing the economic spatial agglomeration into three external sources, it is found that the strengthening effect of economic spatial agglomeration on the productivity improvement caused by the trade liberalization of intermediate goods is mainly realized through three channels: "people", "things" and "knowledge". The research conclusions of this pa
作者
李焕杰
张远
LI Huanjie;ZHANG Yuan(School of Economics,Nankai University,Tianjin 300071,China)
出处
《产业经济研究》
CSSCI
北大核心
2021年第3期84-98,共15页
Industrial Economics Research
基金
国家社会科学基金重点项目(19AZD015)
关键词
中间品贸易自由化
经济空间集聚
企业生产率
制度环境
企业异质性
外部性来源
trade liberalization of intermediate goods
economic spatial agglomeration
enterprise productivity
institutional environment
firm heterogeneity
external sources