重点产业政策与产业结构“非合意性趋同”--基于土地市场行业偏向的视角  

Key Industrial Policies and Industrial Unintentional Convergence:From the Perspective of Land Market Sector Preference

作　　者：刘若鸿 许晏君 LIU Ruohong;XU Yanjun(Fujian Normal University,Fuzhou,China;Xi'an Jiaotong University,Xi'an,China)

机构地区：[1]福建师范大学经济学院,350117 [2]西安交通大学经济与金融学院,710061

出　　处：《经济学动态》2024年第6期30-47,共18页Economic Perspectives

基　　金：福建省社会科学研究基地重大项目“营商环境影响专精特新中小企业高质量发展的机制与路径研究”(FJ2023JDZ022);福建师范大学经济学院学科重点建设项目“因地制宜发展农业新质生产力,推进农业农村现代化进程研究”(Y072220506)。

摘　　要：产业专业化分工是加快建设全国统一大市场的重要环节。本文基于土地市场行业偏向的视角,利用中央政府的“五年规划”信息,考察国家重点产业政策对产业结构趋同的影响。研究显示,国家重点产业政策导致地方政府将土地要素优先供给至重点扶持行业,并且这种土地市场行业偏向扭曲显著促进了省内产业结构趋同。调节效应分析发现,经济增长差距、增长目标压力和地方财政压力在国家重点产业政策影响产业结构趋同上发挥调节作用。进一步分析表明,这种产业结构趋同表现为“非合意性趋同”,政策效应是由地方保护和政策干预驱动的,收敛于国家重点产业政策支持行业的地方产业布局并未带来显著的集聚效应,反而抑制了生产效率的提高和区域协同发展。本文结论为中央政府制定产业发展政策、规范地方政府供地行为提供参考,并对建设全国统一大市场具有启示意义。As a policy tool guiding industrial development,national key industrial policies have significant implications for local resource allocation.However,in pursuit of economic growth targets,local governments blindly respond to national industrial policies,allocating land resources to industries supported by national key industry policies.Such local government behavior leads to distortions in the land market.This subjective development model,characterized by"central government leading,local governments following,"objectively leads to regional industrial homogenization,manifesting as profound land market sector preference.The resultant market segmentation significantly impedes regional division of labor,economic syn ergy,and the construction ofa unified national market.This paper focuses on how local governments respond to central governments'national key industry policies in the land market,the impact on the convergence of provincial industrial structures,and the potential mechanisms.Answering these questions helps understand the policy incentives behind industrial"unintentional convergence",providing policy insights for regulating local governments'land leasing behavior,optimizing provincial industrial structure layouts,and promoting regional economic synergy.It is of great theoretical and practical significance for clarifying the relationship between government and market in the land market,advancing land factor market reform,and improving the socialist marketeconomy.Using land transaction data from 2007 to 2019,this paper examines the impact of national key industry policies on industrial convergence from the perspective of land market sector preference.Our findings show that the national key industry policies significantly promote land sector prefercncc,lcading to provincial industrial convergence.Economically,during pe riods of industry support by national key industry policies,the geographic dispersion of the land resource allocation index increases on average by 5.1%.Mechanism tests indicate that the dispariti

关 键 词：重点产业政策 非合意性趋同 土地市场 行业偏向 

分 类 号：F120[经济管理—世界经济] F121.3F301.3