工业集聚、市场潜力与地区收入差距--基于全国省际面板数据的分析

Industrial Agglomeration,Market Potential and Regional Income Disparity——Empirical Analysis of China Based on Panel Data

工业集聚与市场潜力对地区收入差距的解释力,存在着值得我们深入研究的内容。以经济转型导致地区工业集聚有可能产生的路径而言,工业集聚对市场潜力的正反馈机制,在很大程度上取决于工业集聚的路径选择;以经济转型对不同地区收入水平所发生的影响而言,不同地区工业集聚的外部差异,往往会与特定地区市场潜力一起共同决定地区收入水平。本文以全国省际面板数据分析为例,在对相关理论作出解说的基础上,通过理论模型的设计,试图从工业集聚和市场潜力互动的机理出发,对地区收入差距的成因作出解释。实证结果显示:目前中国工业化进程中的收入差距与地区间实施的发展路径有关联,多数地区长期遵循的市场经营模式所形成的路径依赖与个别地区注重技术创新的发展路径相冲突,阻碍市场潜力的发挥,从而导致整体出现集聚规模较低和集聚密度居高不下的现象,以至于地区间收入差距难以收敛。本文针对全国企业集聚模式影响工业集聚与市场潜力的分析,是试图给区域范围内的工业集聚、市场潜力与地区收入差距研究提供一个分析参照。

There are some worthy of our in-depth study on the explanation of industrial agglomeration and market potential on regional income disparity. Considering possible regional industrial agglomeration paths caused by economic transition,the positive feedback mechanism of industrial agglomeration on market potential,largely depends on the path choice of industrial agglomeration. Considering the influence of different income levels of different areas caused by economy transformation,it is common that regional industrial agglomeration external differences,combining with market potential in particular area,co- decide regional income.We take panel data of China as an example,try to explain the causes of regional income disparity in China,on the base of interpretation of the basic theory and theoretical models,in the perspective of interaction mechanism between industrial agglomeration and market potential. The empirical results show that: the current income disparity of China in process of industrialization is related with the action that sticking to path dependence formed in the market business model. This path dependence will form high cluster density,which causes congestion effects hindering market potential,produces agglomeration externalities,and finally results the situation in China that: as cluster scale is insignificant and cluster density is too high,regional market potential performance has been lagged. We attempt to provide a reference to the study of national industrial agglomeration,market potential and regional income disparity through the analysis of agglomeration pattern in China regulating industrial agglomeration and market potential.