基于产业关联的我国上市公司产业结构实证分析

Empirical Analysis on Industrial Structure of Listed Company in Our Country based on Industrial Linkage

产业结构的调整与升级对一国经济的发展有着至关重要的作用。建立相对合理的产业结构,促进产业成长和产业间关系协调,是保证国民经济持续稳定协调发展的关键。目前我国正由劳动密集型产业占主导的产业结构缓慢地向资本密集型、技术密集型产业占主导的产业结构转变,而上市公司作为我国各产业部门的重要组成部分,则首当其冲。本文运用产业关联分析方法,从实证的角度(利用2001年和2008年我国沪市上市公司行业数据),通过计算和分析各产业部门的影响力系数和感应度系数区分产业关联类型,分析我国上市公司产业结构关联特征,揭示产业结构的变迁趋势和存在的问题,进从产业指引政策、退市及主营业务转型三方面分析其对上市公司产业结构调整的影响。

Industrial restructuring and upgrading has a crucial effect on a country's economic development.Building a relatively reasonable industrial structure,promoting industrial growth and industrial relations are the key to ensure sustained,stable and harmonious national economic development.At present,China's industrial structure is changing slowly from labor-intensive domination to capital-intensive and technology-intensive domination.Listed companies are an important part of each industry sector,so it's the first target.From the view of empirical(using 2001 and 2008 listed companies' trade data in Shanghai),by applying Industrial Connection Analysis,this paper calculates and analyses influence coefficient and Sensitivity coefficient of all kinds of industrial sector so as to distinguish types of industrial linkage,analyses industrial linkage characteristics of China's Listed companies' industrial structure,reveals changes in industrial structure and existed problems,analyses policy guidelines of the industry,delisting and Business Transformation of listed companies' impact on industrial restructuring.