双边信任与统一大市场建设——基于供应商跨区域布局的视角  

Bilateral Trust and the Construction of a Unified Large Market:A Perspective Based on the Cross-regional Distribution of Suppliers

作　　者：何小钢 郭晓斌 HE Xiaogang;GUO Xiaobin(School of Digital Economy,Jiangxi University of Finance and Economics,Nanchang,330013)

机构地区：[1]江西财经大学数字经济学院

出　　处：《中国经济问题》2025年第1期41-56,共16页China Economic Studies

基　　金：国家社会科学基金重点项目(23AZD085);国家自然科学基金项目(72373057);国家社科重大项目(24&ZD069)。

摘　　要：如何整合国内市场以更好地发挥超大市场规模优势,对于构建双循环新发展格局至关重要。本文使用中国企业家调查系统的地区间双边信任数据和上市公司异地供应商数据,系统考察了双边信任对供应商跨区域布局的影响。研究发现,企业所在地对供应商所在地的信任程度和供应商所在地对企业所在地的信任程度均能促进企业与异地供应商合作,且双边信任和正式制度对异地供应商合作的影响存在替代效应。机制分析表明,双边信任通过减少企业与异地供应商之间搜寻成本、合约成本和管理及监督成本促进双方合作。异质性分析表明,机会主义风险和经济政策不确定性较大的情境下,双边信任对企业与异地供应商合作的促进作用更加显著。进一步分析发现,双边信任还能延长企业与异地供应商合作的持续时间。最后,双边信任可以通过促进供应商跨区域布局实现区域间生产分工。本文从双边信任这一非正式制度视角,为当前中国更好地推进国内统一大市场建设提供了新思路。How to integrate the domestic market in order to better utilize the advantages of mega-market scale is crucial to building a new development pattern of double-cycle.This paper systematically examines the impact of bilateral trust on the cross-regional distribution of suppliers using inter-regional bilateral trust data from the China Entrepreneurship Survey System and data on listed companies'off-site suppliers.It is found that both the degree of trust between the location of enterprises to the location of suppliers and the degree of trust between the location of suppliers to the location of enterprises can promote the cooperation between enterprises and off-site suppliers.Mechanistic analyses show that bilateral trust facilitates cooperation between firms and off-site suppliers by reducing search costs,contract costs,and management and monitoring costs.Heterogeneity analyses indicate that bilateral trust facilitates cooperation between firms and off-site suppliers more significantly in the context of high opportunistic risk and economic policy uncertainty.We further find that there is a substitution effect between the impact of bilateral trust and formal institutions on off-site supplier cooperation,and that bilateral trust also extends the duration of firms'cooperation with off-site suppliers.Finally,bilateral trust contributes to the realization of inter-regional production division of labor by facilitating suppliers'cross-regional distribution.From the perspective of bilateral trust as an informal institutional arrangement,this paper provides new ideas for China to better promote the construction of a unified domestic market.

关 键 词：双边信任 供应商布局 交易成本 统一大市场 

分 类 号：F273.7[经济管理—企业管理]