产业补贴政策的追随行为:随波逐流还是见贤思齐?  

Convergence in Industrial Subsidies:Following the Crowd or Rational Learning?

作　　者：冯金梅 邵雨卉 王勇 尤炜 Feng Jinmei;Shao Yuhui;Wang Yong and You Wei(Institute of New Structural Economics,Peking University)

机构地区：[1]北京大学新结构经济学研究院,100871

出　　处：《经济评论》2024年第2期123-139,共17页Economic Review

基　　金：国家自然科学基金重大专项“中国经济增长与经济结构转型研究:基于新结构经济学的新范式”(批准号:72141301);国家自然科学基金项目“城市群战略对区域平衡发展和经济效率的影响研究”(批准号:72103002);国家社会科学基金重点项目“新形势下我国制造业转型升级路径与对策研究”(批准号:20AJL017);国家社会科学基金重大项目“新发展阶段伟大实践与发展经济学理论创新研究”(批准号:21&ZD071)资助。

摘　　要：产业政策是实现经济高质量发展的重要抓手。本文利用新颖的识别策略、测度指标以及手工整理的官员网络数据,考察地方政府在制定产业政策时的追随行为及其效果。研究发现:地方政府在行业扶持力度上存在向邻近龙头城市看齐的追随效应,进一步分析发现,熟识的主政官员之间的互动为该效应提供了一种重要渠道;政策追随效果的评估结果表明,平均而言向龙头城市看齐的效果为负,但如果自身与龙头城市的禀赋条件越接近,或所学习的目标产业越符合本地要素禀赋结构所决定的比较优势,则政策追随效果会得到显著改善。本文为地方政府高效地考察学习、招商引资以及推动区域经济高质量发展提供了可行的政策建议。Industrial policy is an important starting point for achieving high-quality economic development.This paper studies the herding behavior of local governments in making industrial policies using a novel identification strategy,metrics and hand-collected data on official networks.We find that,local governments adjust their industrial policies in order to catch up with their successful neighbors,and such an effect reflects policy learning between connected officials.The results of the evaluation of policy convergence show that,overall,the learning effect of industrial policy is negative.However,policy learning taking into account the factor endowments,or the target industry being learned is more in line with the local comparative advantages,can significantly improve the learning effect.The conclusions of this paper provide feasible policy suggestions for local governments on how to efficiently learn from others,attract investment,and promote high-quality regional economic development.

关 键 词：产业政策 学习效应 要素禀赋结构 

分 类 号：F062.9[经济管理—政治经济学]