聚集条件下的多企业间外溢效应——基于DAG与Granger的面板分析  

Multi-Member Spillovers in Agglomeration:Panel Data Analysis Based on DAG and Granger

作　　者：周泳宏[1] 邓卫广[2] 

机构地区：[1]广东工业大学管理学院,510520 [2]华南师范大学增城学院

出　　处：《经济学（季刊）》2010年第1期533-552,共20页China Economic Quarterly

基　　金：广东高校优秀青年创新人才培育项目(编号:WYM08078);广州市哲学社会科学发展“十一五”规划课题(编号:08Q07);广东工业大学博士启动基金(编号:073056)资助

摘　　要：本文结合DAG和Granger技术，采用2000-2007年代表性城市A股上市公司的季报数据为样本，刻画市级产业聚集内多个企业之间的外溢效应。研究表明：多企业之间存在同期正向外溢效应和滞后的负向外溢效应；聚集缓解了“挤占”效应；正向外溢效应的所有权特征和产业特征显著，而“挤占”效应的这两项特征不显著；网状或链型的外溢效应路径产生放大或传递效应。通过本研究还得以挖掘出聚集区域内的溢出中心和吸收中心，为核心企业的培育提供经验支持。This paper uses DAG and Granger techniques and the quarterly data of Chinese A-share listed companies from representative cities to study the spillovers among multiple firms under industrial agglomeration. The study suggests that there are positive spillovers among multiple firms in current period but negative spillovers in lagged periods. Agglomeration alleviates market stealing effects among the firms. The positive spillovers are significantly affected by ownership and industrial characteristics, while the market stealing effect is not. The spillovers can be multipliable, in the sense that an increase in the performance of a spilling firm may lead to a larger increase in the performance of an absorbing firm. This study also discovers ＂spilling centers＂ and ＂absorbing centers＂, providing some clues for governments to foster ＂core enterprises＂.

关 键 词：聚集 外溢效应 DAG 

分 类 号：F273.1[经济管理—企业管理] F224[经济管理—国民经济]