市场化进程与地区经济不均衡——基于夜间灯光数据的分析  

Marketization Process and Regional Economic Imbalance:An Analysis Based on the Night Light Data

作　　者：赵建梅 祝雨翔 ZHAO Jian-mei;ZHU Yu-xiang

机构地区：[1]中央财经大学中国公共财政与政策研究院 [2]南洋理工大学南洋商学院

出　　处：《中央财经大学学报》2023年第4期105-117,共13页Journal of Central University of Finance & Economics

摘　　要：中国长期的市场化进程是否促进地区经济发展不均衡?现有文献尚未达成一致结论。本文借助最新的连续夜间灯光数据计算经济不均衡程度,结合2000—2019年262个地级市的面板数据,采用工具变量-固定效应方法研究推进市场化对地区经济不均衡的影响。研究发现:市场化进程显著加剧了地区经济的不均衡发展。异质性分析表明市场化进程拉大地区经济差异的作用在经济发展比较均衡的地区和市场化程度较高的地区更为显著。究其原因,本文发现推进市场化过程中所形成的产业集聚和产业结构升级,并因此导致的资本非均衡配置和人力资本重置是市场化进程推动地区经济失衡的重要机制。Does long-term market-oriented reform in China promote regional economic imbalance?The existing literature has not reached an agreement on this issue.This paper calculates economic imbalance based on the night light data.Combined with the panel data of 262 prefecture level cities from 2000 to 2019,we apply the instrumental variable fixed effect estimation to evaluate the impact of marketization process on the regional economic imbalance.We find that the marketization process has significantly exacerbated the economic imbalance within the region.Heterogeneity analysis shows that the role of market-oriented reform in widening regional economic differences is more significant in areas with balanced economic development and areas with high degree of marketization.The channel analysis reveals that the industrial agglomeration and industrial structure upgrading generated from the marketization,the resulted unbalanced allocation of capital,and the replacement of human capital,are important mechanisms for aggregating regional economic imbalance in the process of marketization.

关 键 词：市场化 经济不平衡 夜间灯光数据 产业集聚 

分 类 号：F207[经济管理—国民经济] F061.5