大分散与小集聚:中国参与全球价值链分工的产业空间布局效应  

Global dispersion and local agglomeration:China's participation in the global value chain and the industrial spatial distribution effect

作　　者：邓敏 曹希广 孟美侠[3] DENG Min;CAO Xiguang;MENG Meixia(Customs and Public Administration College,Shanghai Customs College,Shanghai 201204,China;Business School,East China University of Political Science and Law,Shanghai 201620,China;Institute of Finance and Economics,Shanghai University of Finance and Economics,Shanghai 200433,China)

机构地区：[1]上海海关学院海关与公共管理学院,上海201204 [2]华东政法大学商学院,上海201620 [3]上海财经大学财经研究所,上海200433

出　　处：《产业经济研究》2023年第6期42-56,共15页Industrial Economics Research

基　　金：国家自然科学基金青年项目(42301202);教育部人文社会科学研究青年基金项目(22YJC790021);上海市哲学社会科学规划青年课题(2023EJB019);上海海关学院科研启动经费项目(kyqd202201)。

摘　　要：中国在积极参与全球价值链分工的同时也极大地改变了国内的产业空间分布格局。通过考察中国参与全球价值链分工对制造业产业空间集聚的影响以及背后的作用机制,发现城市参与全球价值链分工显著促进了产业的集聚,而且对资本集聚的促进作用要高于工业产出集聚与就业人员集聚。机制检验表明,中国参与全球价值链分工主要通过国内垂直分工效应和技术溢出效应来促进产业空间集聚。进一步分析发现:国内市场的内部开放或者统一大市场的构建也可以促进产业空间集聚,并且全球价值链参与度和国内市场内部开放程度在促进产业集聚上存在互补效应,但该互补效应主要发生在2008年金融危机之后。参与全球价值链分工对产业集聚的作用在金融危机之后由强变弱,而国内市场的内部开放在金融危机前后均对产业集聚具有促进作用,但在金融危机之后变得更强。这意味着金融危机发生后国内统一大市场的力量在产业集聚过程中开始起主导作用。研究结论为中国当下构建以国内大循环为主体、国内国际双循环相互促进的新发展格局以及产业空间的合理布局提供了新的依据,将有利于政府进行科学决策。While actively participating in the division of labor in the global value chain,China has greatly changed its domestic industrial spatial distribution pattern.This study investigates the effect of China's participation in the GVC division of labor on the spatial agglomeration of the manufacturing industry and the mechanisms.It is found that urban participation in the global value chain division of labor considerably promotes industrial agglomeration,and the promotion of capital agglomeration is higher than that of industrial output agglomeration and employment agglomeration.The mechanism test shows that China's participation in the global value chain labor division primarily promotes industrial spatial agglomeration through domestic vertical division of labor effects and technology spillover effects.Additionally,the internal opening of the domestic market or establishing a unified domestic market can promote industrial spatial agglomeration.Moreover,there is a complementary effect between participation in the global value chain and the internal opening of the domestic market in promoting industrial agglomeration.And this complementary effect mainly occurs after the 2008 financial crisis.The impact of participating in the division of labor in the global value chain on industrial agglomeration has weakened after the crisis.Internally opening the domestic market before and after the financial crisis promotes industrial agglomeration,and it becomes stronger after the financial crisis.Thus,the unified domestic market force plays a major role in the industrial agglomeration process right after the financial crisis.These results provide a basis for China's current construction of a new development pattern with domestic circulation as the mainstay and domestic and international circulation reinforcing each other and the rational layout of industrial space,which will be conducive to the government's scientific decision-making.

关 键 词：全球价值链参与 产业空间布局 垂直专业化 外来技术溢出 国内市场内部开放度 

分 类 号：F062.9[经济管理—政治经济学] F740