居民消费扩张与统一市场形成——“本土市场效应”的国内情形  

Expansion of Household Consumption and Formation of a Unified Market:“Home Market Effect”in China

作　　者：张昊[1] ZHANG Hao(National Academy of Economic Strategy, CASS, 100028)

机构地区：[1]中国社会科学院财经战略研究院,100028

出　　处：《财贸经济》2020年第6期144-160,共17页Finance & Trade Economics

摘　　要：以提升居民消费带动商品跨地区流转,可以成为整合国内市场的一种内部动因。企业在靠近消费市场的地区布局生产活动以获得规模经济,并通过深化分工提升商品品质,结果将出现最终商品和中间品由消费发达地区流向其他地区的现象,这是价值链分工情形下“本土市场效应”的国内表现。一个地区的消费规模扩张也可能带来外地消费品流入,但对中间品流入的影响还与外地市场的发育程度有关。以全国各省份2001—2015年经济数据和2007年、2012年投入产出表为基础进行计量分析,结果分别验证了消费促进国内市场整合的总体表现及其通过影响生产分工强化地区间经济联系的作用机制。上述结论对于把握提升居民消费与优化生产供给间的有机联系,更好发挥国内大市场的作用具有启示意义。The household consumption expansion promotes cross-regional trade of commodities,which is part of the internal motivation for domestic market integration.In order to achieve economies of scale,enterprises can locate their production close to the regions with large consumer markets,and improve commodity quality through deepening division of labor.As a result,final commodities and intermediate goods flow from developed regions to other regions,which is the“Home Market Effect”at home arising from the division of labor based on the value chain.Under specific circumstances,the expansion of consumption scale in a region will also promote the inflow of foreign consumer goods,but its impact on the inflow of intermediate goods depends on whether the market of other regions is large or not.Based on the provincial economic data from 2001 to 2015 and the input-output table data in 2007 and 2012,the empirical analysis shows the overall situation about how consumption promotes domestic market integration and the mechanism about how consumption bolsters cross-regional economic ties by affecting the division of labor.The conclusion of this paper sheds light on the organic relationship between stimulating household consumption and increasing product supply so as to bring the role of the large domestic market into better play.

关 键 词：居民消费 跨地区商品贸易 统一市场 本土市场效应 

分 类 号：F724[经济管理—产业经济]