内需驱动与服务业国际竞争力提升——基于“母市场效应”的研究

Domestic Demand Driven and International Competitiveness of Service Industry——A Research of "Home Market Effect"

依靠国内市场推动服务业发展进而塑造国际竞争力,对我国实现经济战略转型具有重要意义。本文通过构建理论模型,论证服务业的"母市场效应",探讨内需驱动服务业国际竞争力提升的形成机制,并利用我国1997-2012年数据进行实证检验。理论分析表明,具有规模报酬递增和差异化产品特征的服务业同样存在"母市场效应",伴随贸易成本下降该效应更加明显;母国需求扩张通过引致成本降低、创新差异化产品驱动服务业国际竞争力提升。实证检验表明,短期内内需驱动效应体现为显著增加服务出口的技术含量,长期则表现为提升服务业国际竞争力。相对于传统服务业,现代服务业国际竞争力受内需驱动的政策效应更加明显。为此,本文提出了以国内市场为依托促进服务业国际竞争力提升的政策建议。

It is of great significance for China＇s strategic economic transformation to promote service industry relying on domestic market to cultivate international competitiveness. By constructing theoretical model, this paper probes into the service industry＇s ＂home market effect＂, as well as the forming mechanism of domestic demand promoting the elevation of international competitiveness of service industry, and conducts empirical tests, using the data from 1997 to 2012 in China. Theoretical analysis shows that service industry in the feature of increasing returns to scale and differentiated products also has the ＂home market effect＂, and this effect is more obvious along with the decrease of trade costs. Home demand expansion promotes the service industry＇s international competitiveness through reducing costs and innovating differentiated product. Empirical tests show that in the short term, domestic demand driven effect shows a significant increase in service＇s technology content; in the medium and long term, the effect shows the promotion of service industry＇s international competitiveness. Compared with traditional service industry, the effect of domestic demand-driven policy on promoting competitiveness is more significant in modern service industry. This paper suggests to promoting the international competitiveness based on domestic market.