中国省际契约执行效率影响服务业集聚的理论与实证研究

Theoretical and Empirical Research on Impact of China's Provincial Contract Execution Efficiency upon Service Industry Agglomeration

文章基于服务业的特点,在不完全契约理论与交易成本理论的框架下,分析了不完全契约影响服务业集聚的理论机制:契约执行效率对服务业集聚产生积极的推动作用,契约密集型服务业在契约执行效率高的地区集聚程度更高。利用中国30个省份16个服务行业的数据进行了实证研究,结果表明:契约执行效率对服务业集聚具有显著的促进作用,但囿于当前我国服务业的投入"重有形轻无形"的结构性缺陷,以及全球服务业价值链体系下发达国家服务业对我国服务业投入的"挤出效应"和"替代效应",我国服务业投入结构陷入全球价值链"低端锁定",契约密集型服务业在契约执行效率较高地区的集聚效应并没有得到充分的发挥。在控制了市场规模、人力资本、物质资本与对外开放度等变量后,结论仍然稳健。

Based on the characteristics of service industry,under the framework of Incomplete Contracting Theory and Transaction Cost Theory,this paper analyzes the theoretical mechanism about the impact of incomplete contract on service industry agglomeration. The contract execution efficiency has a positive effect on service industry agglomeration,and contract-intensive service industry tends to have a higher degree of agglomeration in a district with higher contract execution efficiency. The empirical research is done with the use of data from 16 kinds of service industry in 30 provinces in China. The results show that contract execution efficiency has a significant positive effect on service industry agglomeration. However,due to the structural flaws of＂attaching more importance to tangible input than to intangible input＂in China＇s service industry,as well as the＂crowding-out effect＂and ＂substitution effect＂of the input from the developed countries upon China under the value chain system of global service industry,China＇s service industry has been low-locked in global value chain,which has restricted the contract-intensive service industry from clustering in the districts with higher contract execution efficiency. The above results remain robust in case the variables such as market scale,human capital,physical capital,openness,etc. are under control.