中国服务业出口的本地市场效应研究  

Research on the Home Market Effect of China's Service Export

作　　者：毛艳华[1] 李敬子[2] 

机构地区：[1]中山大学港澳珠江三角洲研究中心,港澳与内地合作发展协同创新中心,中山大学自贸区综合研究院 [2]中山大学管理学院

出　　处：《经济研究》2015年第8期98-113,共16页Economic Research Journal

基　　金：教育部人文社会科学重点研究基地重大项目(批准号11JJD810010);打造“理论粤军”重大现实问题招标课题(批准号LLYJ1306);国家社会科学基金重点项目(批准号12AZD025);中山大学“中央高校基本科研业务费专项资金”的资助

摘　　要：近十年来中国服务贸易的出口规模与行业结构呈现出快速扩张和优化发展态势的动力机制是什么?本文对中国服务业出口在服务全球化背景下寻求构建新型比较优势提出了全新的解释维度,即本地市场效应。通过引入服务企业异质性假设,本文在产业垂直关联下构建了两国框架的服务企业贸易模型,从理论上证明了本地市场效应的存在及条件,同时采用2000—2013年中国与41个国家或地区的双边服务贸易面板数据进行经验检验。结果发现,中国整体服务业出口存在本地市场效应,且比较优势对服务业出口的促进作用大于本地市场效应;分类型服务业中,生产性服务业具有本地市场效应,技术与知识密集型服务业的本地市场效应强于资本密集型服务业;在分部门中运输、建筑、通讯、金融、保险、计算机信息和政府服务存在本地市场效应。扩大高收入群体数量、提高服务贸易开放水平和技术水平有利于促进整体服务业出口,相对需求结构、贸易自由化程度与技术差异对分部门服务业出口的作用存在差异。本文有关服务业本地市场效应的研究为中国服务贸易战略提供了新思路,对实施扩大内需、加快服务业市场开放和推进服务业与服务贸易的结构调整等具有重要的政策含义。China＇s service export scale and industry structure present rapid expansion and favorable development situation in the past decade, then, what are their theoretical mechanisms.9 This paper puts forward a novel interpretation dimension for constructing new comparative advantages in the context of service globalization, which is called ＂home market effect＂. With the introduction of service firm heterogeneity assumption, this paper builds two countries＇ service firm trade model under industrial vertical correlation, and proves the existence and conditions of home market effect in theory; it also uses the panel data of bilateral trade in services between China and 41 countries or regions from 2000 to 2013 to test. The result shows that home market effect exists in China＇s overall service export. The role of comparative advantage in promoting service export is stronger than home market effect. In classification, home market effect exists in producer services and the home market effect of technology and knowledge-intensive services is greater than capital-intensive services. In sectors, transportation, construction, communications, financial services, insurances services, computer and information services, government services have home market effect. Expanding the number of high income groups, increasing the service trade openness level and improving the technology level are conducive to the overall services exports. The differences of relative demand structure, degree of trade liberalization and technical level have different effects in each department export. Based on the confirmation of home market effect, this paper provides a new train of thought for China＇s service trade strategy, which has important policy implications for expanding the domestic demand strategy, speeding up the service trade liberalization, and promoting the structural adjustment of service industry and service trade.

关 键 词：服务贸易 本地市场效应 异质性服务贸易模型 引力模型 

分 类 号：F752.68[经济管理—国际贸易]