产业链龙头企业、超大规模市场与制造业劳动生产率  

Industry Chain Leading Firms,Super Large-scale Market and Manufacturing Labor Productivity

作　　者：庄宗武 叶振宇[2] 张可云[1] ZHUANG Zongwu;YE Zhenyu;ZHANG Keyun(Renmin University of China,Beijing,China;Chinese Academy of Social Sciences,Beijing,China)

机构地区：[1]中国人民大学应用经济学院,100872 [2]中国社会科学院工业经济研究所,100006

出　　处：《经济学动态》2024年第1期54-73,共20页Economic Perspectives

基　　金：基研究阐释党的十九届五中全会精神国家社会科学基金重大项目“驱动产业链供应链现代化水平提升的关键因素研究”(21ZDA023)。

摘　　要：产业链龙头企业是超大规模市场中推动制造业高质量发展的关键主体。本文从集聚外部性的视角考察了产业链龙头企业对制造业劳动生产率的影响,并对超大规模市场在该过程中的调节效应进行探讨。研究发现:产业链龙头企业显著提升了制造业企业的劳动生产率,而超大规模市场能够强化产业链龙头企业的劳动生产率提升效应。与产业链龙头企业相关的劳动力池、中间投入共享和技术外溢效应是产业链龙头企业发挥作用和超大规模市场调节效应的重要机制。在制造业劳动生产率提升过程中,超大规模市场与产业链龙头企业的中间品共享和技术外溢之间存在协同效应,但与产业链龙头企业的劳动力池之间存在替代效应。本文的政策启示在于,充分利用产业链龙头企业和超大规模市场优势,加快探索制造业劳动生产率提升的有效路径。Industrial chain leading firms are key players in the super large-scale market to promote the high-quality development of the manufacturing industry.In the context of accelerating the construction of a unified national market in China,exploring the impact of industry chain leading firms on manufacturing labor productivity holds significant practical significance for unleashing the dividend of the industry chain in China’s super large-scale market and promoting the high-quality development of manufacturing.This paper is to investigate the effects of industry chain leading firms on manufacturing labor productivity and the moderating effect of China’s super large-scale market.In this paper,the top 100 firms in the total output value of each manufacturing two-digit industry are defined as leading firms,and the input-output coefficients are used to characterize the industrial chain association,based on which the index of industry chain leading firms is calculated.The empirical analysis in this paper uses the matching data of Chinese cities and industrial firms within the framework of agglomeration economics.The main data sources are the input-output table data published by the National Bureau of Statistics of China,and the China Industrial Enterprises Database.This paper finds that the industry chain leading firms significantly improve manufacturing labor productivity,and China’s super large-scale market significantly strengthens the positive effects of industry chain leading firms on labor productivity.Based on the baseline regressions,the paper conducts robustness tests in terms of replacing the core variables,excluding alternative explanations,considering the spatial scope of the role of leading firms,and using transportation infrastructure to characterize the super large-scale market.We test the mechanisms by deconstructing the agglomeration externality of industry chain leading firms,and find that the labor pool,intermediate inputs sharing,and technology spillover effects related to industry chain leading f

关 键 词：产业链龙头企业 集聚外部性 超大规模市场 劳动生产率 

分 类 号：F424[经济管理—产业经济] F249.2