中国钢铁产业链比较优势和规模经济的空间演化:“一带一路”背景  

Spatial Evolution of Comparative Advantage and Economies of Scale of China’s Iron & Steel Industry Chain:Perspective of Belt and Road Initiative

作　　者：孙泽生 陶晶晶[2] 单文齐 SUN Zesheng;TAO Jingjing;SHAN Wenqi(School of Finance and Business, Shanghai Normal University, Shanghai 200434, China;The Research Center for Public Policy, Zhejiang University of Science and Technology, Hangzhou 310023, China)

机构地区：[1]上海师范大学商学院,上海200434 [2]浙江科技学院公共政策研究中心,杭州310023

出　　处：《地域研究与开发》2020年第1期1-6,12,共7页Areal Research and Development

基　　金：国家社会科学基金项目(17BJY012;2018BJL003)

摘　　要：基于2011—2017年微观企业层面数据和产业链视角,以显性比较优势指标和生存能力法估计中国钢铁产业的省域比较优势和规模经济区间,分析“一带一路”背景下中国钢铁产业链的空间分布格局及其演化。结果发现:(1)“一带一路”倡议提出后钢铁产业链由东向西市场份额递减的特征得到削弱,该倡议促进了与沿线国邻接省份出口市场的多元化分布。(2)钢铁产业链上游环节生产、贸易和比较优势分布较为平衡,但长江以南省域比较优势趋弱,产业比较优势向北转移。(3)下游环节出口份额空间分布从沿海省域向长江经济带沿线扩散,其比较优势的空间分布呈集中趋向的演化特征。(4)具多样化规模经济特征的钢铁产业链上游企业向华北和环渤海区域演化,下游环节呈现强竞争性的规模经济特征并向山东和长三角集聚,且面向“一带一路”区域的适配企业总体规模相对较小。By using the RCA index and survivor technique,this paper estimates China’s provincial-level iron&steel comparative advantage and economies of scales based on the firm-level data from 2011 to 2017 and perspective of industry chain,and analyzes the impact of Belt and Road Initiative(OBOR)on its spatial distribution pattern.It is found that:(1)The proposal of Belt and Road Initiative tends to weaken the decreasing feature of market share of the iron&steel industry chain from east to west,and also promote the diversified distribution of export space for OBOR-neighboring provinces.(2)There exists a balanced distribution of the iron&steel industry upstream for its production,trade and comparative advantage,with the comparative advantage of south Yangtze River area weakening and shifting northward.(3)The spatial distribution of the downstream export diffuses from coastal region to provinces along the Yangtze River economic belt,and the downstream of iron&steel industry chain experienced an evolution of concentration tendency.(4)Diversified economies of scale of upstream coexists with strong competitive economies of scale for iron&steel industry chain downstream,with the upstream firms evolving toward North China and Bohai Rim region,and downstream firms agglomerating to Shandong and Yangtze River Delta,besides,the size of matching firm is small when facing with OBOR region.

关 键 词：钢铁产业链 比较优势 规模经济 空间演化 “一带一路”倡议 

分 类 号：K902[历史地理—人文地理学]