高速铁路与制造业集聚的空间异质性  

Spatial Heterogeneity of High-Speed Rail and Manufacturing Agglomeration

作　　者：朱文涛 顾乃华 刘胜 ZHU Wentao;GU Naihua;LIU Sheng(Jimei University,361021;Jinan University,510632;Guangdong University of Foreign Studies,510006)

机构地区：[1]集美大学财经学院,361021 [2]暨南大学产业经济研究院,510632 [3]广东外语外贸大学粤港澳大湾区研究院,510006

出　　处：《财贸经济》2022年第3期143-160,共18页Finance & Trade Economics

基　　金：国家社会科学基金重大项目“粤港澳大湾区产业融合发展的机制与政策研究”(19ZDA079)。

摘　　要：本文在构建地价和房价与高铁的制造业集聚效应关系的理论分析框架基础上,利用2004—2013年中国制造业企业加总数据匹配以城市面板数据,运用多期双重差分模型考察了高铁对地价、房价和制造业集聚的影响,以及地价和房价在高铁影响制造业集聚中的调节作用,并进一步分析了地价和房价在高铁影响制造业集聚中非线性调节效应的传导路径。研究发现:(1)高铁的制造业集聚效应主要体现在对沿线欠发达城市制造业集聚的积极影响上,高铁开通后沿线欠发达城市相对于发达城市制造业集聚水平出现了一定程度的上升;(2)高铁开通对沿线城市的地价和房价有显著的正向影响,且地价和房价是引起高铁集聚效应呈现城市差异的重要因素,地价和房价与高铁的制造业集聚效应之间存在“倒U型”的调节效应,这主要是通过影响企业利润实现的;(3)对于地价和房价水平较低的城市,高铁开通带来的地价和房价上升会通过正向影响企业利润进而吸引制造业集聚,但在地价和房价水平较高且突破临界值后,高铁开通带来的地价和房价上升将会对企业利润产生显著的负向影响进而抑制制造业在本地集聚。本文的实证结论在经过多种稳健性检验后依然成立。This paper establishes a theoretical analysis framework for the relationship between land and housing prices and the manufacturing agglomeration effect of high-speed rail.Based on the framework,this paper explores the impact of high-speed rail on land and housing prices and manufacturing agglomeration,as well as the moderating effect of land and housing prices in the impact of high-speed rail over manufacturing agglomeration by using the aggregated data of Chinese manufacturing enterprises during the period 2004-2013,the urban panel data,and the multiple-phase double-differential model.It further probes into the transmission path of the nonlinear moderating effect of land and housing prices in the impact of high-speed rail over manufacturing agglomeration.Results of this study show that:(1) The manufacturing agglomeration effect of high-speed rail is mainly reflected in the positive impact on manufacturing agglomeration in less developed cities along the line.Upon the opening of a high-speed rail line,the manufacturing agglomeration level of less developed cities along the line has risen to a certain extent relative to that of developed cities.(2) The opening of a high-speed rail line produces a significant positive impact on land and housing prices of cities along the line;land and housing prices are important factors causing the difference in the agglomeration effect of high-speed rail among cities;there exists an inverted U-shaped moderating effect between land and housing prices and the manufacturing agglomeration effect of high-speed rail and such effect is produced mainly through the impact of land and housing prices on corporate profits;(3) For cities with lower land and housing prices,the rise in land and housing prices caused by the opening of a high-speed rail line will attract manufacturing agglomeration by producing a positive impact on corporate profits.However,when the level of land and housing prices becomes too high and exceeds the critical value,the increase in land and housing prices brought abo

关 键 词：高铁 地价 房价 制造业集聚 空间异质性 

分 类 号：F532[经济管理—产业经济] F424