经济一体化与产业区位效应：基于中国东盟自贸区产业层面的面板数据分析  

Economic Integration and Industrial Location Effect:A Panel Data Analysis Based on the Industrial Level of CAFTA

作　　者：余振[1] 葛伟[2] 

机构地区：[1]武汉大学经济发展研究中心,480072 [2]武汉大学经济与管理学院世界经济专业,430072

出　　处：《财贸经济》2014年第12期87-98,共12页Finance & Trade Economics

基　　金：国家社科基金重大攻关项目“后金融危机时代中国参与全球经济再平衡的战略与路径研究”(11&ZD008);国家社科基金项目“中国-东盟自由贸易区中的产业集聚与区域协调发展研究”(10CGJ017);教育部人文社会科学重点研究基地研究项目“中国参与东盟经济一体化问题研究”(13CEDR0002)

摘　　要：本文构建国家间比较优势差异条件下的多国FC模型,将面板数据分析方法GMM应用于经济一体化与产业区位效应的研究,并利用1990-2010年中国以及新加坡、马来西亚、印度尼西亚、泰国和菲律宾5个主要东盟国家的制造业产业层面数据,探讨了中国与东盟区域经济一体化对成员国产业空间布局的影响。结果显示:中国-东盟自由贸易区中越来越多的制造业向中国集中,区域一体化重塑了产业空间布局;该自由贸易区的内部贸易壁垒越少,"第一性质"因素对产业区位效应作用越大;优惠差额越大,制造业市场潜力和投入产出关联对产业区位效应作用越大,但国家市场潜力和产业规模对产业区位效应作用越小。This paper constructs a multinational FC model based on comparative advantage differences among countries and applies panel data analysis method of GMM to the study of economic integration and industrial location effect. It utilizes manufacturing industrial level data of China and five major ASEAN countries, namely, Singapore, Malaysia, Indonesia, Thailand and the Philippines from 1990 to 2010 and investigates into the impact of CAFTA regional economic integration on the spatial distribution of industries of its members. It finds out that more and more manufacturing industry in the CAFTA concentrate toward China and regional integration reshapes the industrial spatial distribution; the fewer the internal trade barriers in the FTA there are, the larger the impact of the ＂primary quality＂ factor on industrial location effect is; the greater the preferential margin is, the larger the impact of manufacturing industrial market potential and input-output relevance on industrial location effect is whereas the smaller the impact of national market potential and industrial scale on it is.

关 键 词：“南南型”区域经济一体化 中国-东盟自由贸易区 区位效应 GMM 

分 类 号：F114.46[经济管理—国际贸易]