空间集聚、外部性与制造业增长——兼论长三角城市群应对“制造业双重转移”  

Spatial Agglomeration,Externalities and Manufacturing Industry Growth,with an Analysis: The Yangtze River Delta City Group to Deal with “Double Transfer of Manufacturing Industry”

作　　者：王猛[1] 高波[1] 

机构地区：[1]南京大学经济学院

出　　处：《南京社会科学》2015年第4期15-22,共8页Nanjing Journal of Social Sciences

基　　金：国家社科基金重点项目"扩大内需与引导住房理性消费的宏观经济政策研究"(08AJY010);国家社科基金项目"创新驱动下的我国高端服务业国际竞争力提升研究"(13BJL045);教育部哲学社会科学研究重大课题攻关项目"我国城市住房制度改革研究"(10JZD0025)的阶段性成果

摘　　要：空间集聚所产生的正外部性,是制造业增长的重要动力。本文以长三角城市群为例,利用2003-2011年21个行业的面板数据估计制造业集聚的增长效应。研究发现:(1)长三角城市群制造业的专业化水平和空间集中程度都存在下降趋势。(2)控制了资本增长率、城市群规模等变量后,专业化水平会促进制造业增长,而空间集中程度对制造业增长有抑制作用。(3)制造业集聚的增长效应主要集中在非资源依赖型行业,在资源依赖型行业并不显著。本文的结论意味着,虽然群外转移削弱了增长优势,长三角城市群仍可发挥群内转移所产生的正外部性,保持制造业增长。Positive externalities generated by spatial agglomeration is an important driving force for the growth of manufacturing industry. Taking the Yangtze River Delta city group as an example,this paper uses the 2003- 2011 panel data of 21 industries to estimate the growth effect of manufacturing agglomeration. The study finds that：（1） Both specialization level and spatial concentration degree of manufacturing industry in the Yangtze River Delta city group have a descending trend.（2）Controlling the growth rate of capital,the population size of city group and other variables,specialization level can promote the growth of manufacturing industry,and the spatial concentration has inhibitory effect on the growth of manufacturing industry.（3） Growth effect of manufacturing agglomeration mainly exists in the non-resource-dependent industries,while not in resource-dependent industries significantly. The results mean that,although ＂outward transfer＂weakening the growth advantage,can the Yangtze River Delta city group use the positive externalities generated by ＂internal transfer＂,to keep manufacturing industry growing.

关 键 词：集聚 产业转移 正外部性 长三角 

分 类 号：F427[经济管理—产业经济]