市场一体化与居民消费提升:来自城市层面的证据  

Market Integration and Household Consumption Improvement:Evidence from the City Level

作　　者：赵晓露 ZHAO Xiao-lu(School of Business,Renmin University of China)

机构地区：[1]中国人民大学商学院

出　　处：《消费经济》2024年第5期38-51,共14页Consumer Economics

基　　金：国家自然科学基金青年项目(41401124)。

摘　　要：市场分割导致国内大循环不畅,严重影响内需潜力的释放以及新发展格局的形成。文章测算了2006—2021年中国200个城市市场一体化指数,基于空间视角探讨市场一体化程度对居民消费的影响及内在作用机制。研究发现:市场一体化程度的提高促进居民消费增加,这一作用主要通过提高全要素生产率、减少流通费用实现。市场一体化程度的提高在一定程度上增强了城市间居民消费的空间外溢性,促进周边城市居民消费提升,稳步实现区域消费扩容提质。异质性分析表明:市场一体化程度的提高对不同分项消费支出均有正向促进作用;对一、二、三线城市居民消费的正向促进作用依次减弱;对长三角与珠三角城市群居民消费促进作用更加明显。进一步分析发现,当前仍存在大量低效率企业,加重了资源错配与供求不均衡,影响全要素生产率这一渠道发挥作用。政府应破除行政壁垒,深入推进简政放权,深化要素市场化配置体制机制改革,推进现代流通体系建设,提高流通主体积极性和竞争力。Market segmentation leads to poor domestic circulation,seriously affects the release of domestic demand potential,and restricts the formation of a new development pattern.This article calculates the market integration index of 200 cities in China from 2006 to 2021,and explores the impact and underlying mechanism of market integration on residents'consumption from a spatial perspective.Research has found that the increase in market integration promotes an increase in household consumption,mainly through improving total factor productivity and reducing circulation costs.The improvement of market integration has to some extent enhanced the spatial spillover of residents'consumption between cities,promoted the increase of residents'consumption in surrounding cities,and steadily achieved regional consumption expansion and quality improvement.Heterogeneity analysis shows that the improvement of market integration has a positive promoting effect on different sub item consumption expenditures;the positive promotion effect on residents'consumption in first-tier,second-tier,and third-tier cities gradually weakens;the promotion effect on residents'consumption in the Yangtze River Delta and Pearl River Delta urban agglomerations is more obvious.Further analysis found that there are still many inefficient enterprises,which aggravates the misallocation of resources and the imbalance between supply and demand and affects the role of total factor productivity as a channel.This article believes that the government should break down administrative barriers and further promote administrative streamlining and decentralization;deepen the reform of the market-oriented allocation system and mechanism of factors;promote the construction of a modern circulation system and improve the enthusiasm and competitiveness of circulation entities.

关 键 词：市场一体化程度 居民消费 空间相关性 商品流通费用 全要素生产率 

分 类 号：F126.1[经济管理—世界经济]