从产业趋同到产业集群:对长三角制造业的新结构经济学分析  

From Industrial Convergence to Industrial Cluster:A New Structural Economics Analysis of the Manufacturing Industry in the Yangtze River Delta

作　　者：尹应凯[1,2] 唐瑶琦 YIN Yingkai(School of Economics,Shanghai University,Shanghai 200444,China)

机构地区：[1]上海大学经济学院,上海200444 [2]上海大学新结构经济学研究院,上海200444

出　　处：《河海大学学报（哲学社会科学版）》2022年第2期45-52,110,共9页Journal of Hohai University：Philosophy and Social Sciences

基　　金：国家社会科学基金(17BJY062)。

摘　　要：“产业趋同-产业协同-产业集群”是长三角地区高质量发展的重要路径。分析长三角地区相似的禀赋结构所形成的产业趋同现状,制造业内部结构相似但也存在具有专业化比较优势的细分产业,产业趋同现状下的产业协同是打造世界级产业集群的基础;运用新结构经济学的研究方法,提出基于动态要素禀赋优势在长三角地区进行跨地区产业协同的“新型综合雁阵”;利用27个城市2010—2019年的面板数据,对产业集群进行实证检验。研究发现:制造业高级化与同构化存在“倒U形”结构;在要素禀赋约束下,过度的制造业高级化会抑制经济增长,而同构化以及带来的产业协同有利于城市的经济增长;长三角城市群的经济发展和制造业同构化存在空间溢出效应,但该效应受制于信息化水平。“Industrial convergence-industrial collaboration-industrial Cluster”is an important path of high-quality development in the Yangtze River Delta region.Firstly,based on the current situation of industrial convergence caused by the similar endowment structure,it is found that while the internal structure of the manufacturing industry is similar in the region,there are segmented industries with specialized comparative advantages.Secondly,using the research methods of new structural economics,“a new flying geese pattern”is proposed to carry out cross-regional industrial collaboration in the Yangtze River Delta region based on the dynamic advantage of factor endowment.Thirdly,empirical tests on industrial clusters are carried out by using the panel data of 27 cities from 2010 to 2019.The results show that there is an“inverted U-shaped”structure in the advanced development and the homogenization of manufacturing industry,that under the constraint of factor endowment,excessive advanced manufacturing will restrain economic growth,while homogenization is beneficial to urban economic growth,and that both economic development and manufacturing homogenization in the Yangtze River Delta urban agglomeration have spatial spillover effect,but the effect is limited by the level of informatization.

关 键 词：新结构经济学 长三角一体化 产业趋同 制造业 新型综合雁阵 

分 类 号：F062.9[经济管理—政治经济学]