区域间协调发展具备市场基础了吗?——基于国内市场整合视角的研究

On Market Foundation of Coordinated Development among Regions:A Study Based on Domestic Market Integration

市场一体化是区域间实现高效分工的前提,也是大国发展的重要驱动力之一,直接决定了区域间协调发展的内生动力。着眼于此,本文首先计算了中国每一对省级单位间的市场一体化指数,据此构建市场关系矩阵,并将其融入β-收敛模型、利用空间计量经济方法分析了国内市场一体化与经济增长的动态关系。结果表明中国国内市场已经在2004年前后从分割走向整合。在高度分割时期,市场一体化程度提高强化了经济增长的负外溢效应,扩大了区域间经济差距;在趋于整合时期,市场一体化程度的提高强化了经济增长的正外溢效应,缩小了区域间经济差距。二者关系的转变是资源集聚与比较优势演变的结果,缓解了政策实施过程中的动态不一致问题,为区域间协调发展提供了市场基础。

Market integration determines the endogenous force of regional coordinated development among regions. Indices of domestic market integration are calculated, and based on them, matrices of market relationship are constructed. These matrices are combined with the β-convergence model and spatial econometrics to analyze the relationship between domestic market integration and economic growth. The results show that the year of 2004 is a critical break point. Before that,there existed a trend of divergence and negative spillover effects between regions, as were strengthened by domestic market integration. Subsequently, there existed a trend of convergence and positive spillover effects, which were also strengthened by domestic market integration. Generated by agglomeration and comparative advantages, the positive relationship in between helps alleviate the problems of dynamic inconsistency of policies, so as to lay a foundation for coordinated development of regions.