中国区域产业动态的微观机制研究——基于不同所有制企业比较的视角  

Agents of structural change in China:A comparative analysis based on enterprises ownership

作　　者：金文纨 王子彤 朱晟君[1] Jin Wenwan;Wang Zitong;Zhu Shengjun(Department of Urban and Regional Planning,Peking University,Beijing 100871,China;Institute of Scientific and Technological Strategic Consultation,Chinese Academy of Sciences,Beijing 100190,China;School of Public Policy and Management,University of Chinese Academy of Sciences,Beijing 100049,China)

机构地区：[1]北京大学城市与环境学院,北京100871 [2]中国科学院大学科技战略咨询研究院,北京100190 [3]中国科学院大学公共政策与管理学院,北京100049

出　　处：《地理科学》2023年第2期241-250,共10页Scientia Geographica Sinica

基　　金：国家自然科学基金项目(41971154,42122006,41731278)。

摘　　要：基于中国工业企业数据库(ASIF),比较了内资企业与外资企业对区域产业动态的差异性影响。研究结果发现:(1)在1998—2010年,中国的企业区位和产业结构均发生明显变化。内资企业不断向东部沿海地区集聚,外资企业数量增加并同时向中西部地区扩散;一些低技术传统制造业占比下降,而部分资本和技术密集型产业的占比逐渐上升。(2)在中国,内、外资企业对区域产业动态的影响程度不同。相比外资企业,内资企业尤其是国有企业更可能拓展区域能力基础,引起区域产业动态变化。(3)企业对区域产业动态的影响存在空间异质性。企业倾向于在制造业分散区内引入无关产业,而在制造业集中区内发展相关产业,使得单个企业对制造业集中区的影响要小于制造业分散区。研究结论有助于揭示区域产业动态的微观机制,为中国未来区域产业政策制定和经济战略性调整提供理论参考。There is a growing body of literature focusing on the process of regional diversification.New industries do not start from scratch but evolve out of regional structures that provide related competences and assets,which means regions are more prone to related diversification.What is still received surprisingly little attention from scholars,though,is a fundamental question of what determines regional diversification,and how do regions develop new growth paths.A city and its surrounding region do not act for themselves,but,instead,ultimately depend on firms to introduce new activities at the micro-scale.There are significant differences in the ability of firms to induce regional structural changes.Based on the resource-based view of the region,the rents to firm-owned resources would seem to preclude its application to regions—which do not own resources—the notion of rents can help understand which agents will be most likely to change the local capability base.Using the database of China’s Annual Survey of Industrial Firms(ASIF),this paper investigates the extent to which firms induce a structural change in the manufacturing capability base of Chinese regions between 1998 and 2010.It is found that:1)The manufacturing capability base of Chinese regions is not stable from 1998 to 2010.Compared with domestic firms,foreign firms are more active in exploring new(to-the-region)economic activities over time.2)Foreign firms and domestic firms play different roles in regional industrial dynamics in China.In short term,the unrelated diversification required for structural change mostly originates via domestic firms,especially the state-owned ones,compared with their foreign counterparts.Nevertheless,foreign firms manage to create longer-lasting change in regions in long term.The reason may be related to the special role of state-owned enterprises in several developing countries.They can obtain alternative resources from government more easily than other firms,contributing to their ability and willingness of inducing new

关 键 词：区域产业动态 外资企业 内资企业 国有企业 中国 

分 类 号：K902[历史地理—人文地理学]