我国区域经济差异与金融差异的双重分解——基于空间与产业视角

Duplicate Decomposition of Regional Economic and Finance Difference in China——from the Perspective of Space and Industry

本文基于1991-2016年的省级面板数据,采用人口加权变异系数法研究了区域经济与金融差异的演变路径,在此基础上分别对经济与金融差异进行了空间及产业的二重分解并进行了对比。实证结果显示,区域经济与金融差异均呈现出倒"U"型的变化趋势;区域间和区域内非农业差异是引起区域差异的关键因素;东部地区尤其是东部环渤海及长三角经济圈非农业经济金融发展差异是我国区域内经济及金融差异的主要组成部分;东部非农业金融资源向北京、上海的集聚度超过经济资源的集聚度是造成经济差异与金融差异相偏离的重要原因。因此,促进北京、上海等极核地带向周边地区进行与经济资源相协调的适应性金融扩散并引导城镇金融资源向农村回流是实现经济与金融协调发展的必要举措。

Based on the provincial panel data from 1991 to 2016, this paper uses the method of population-weighted variation coefficient to study the evolution path of regional economic and finance disparities, then decomposes and compares spatial and industrial disparities of economy and finance. Empirical results show that regional economic and finance disparities present an inverted U-shaped trend, inter-regional and intra-regional disparities in non?agricultural section are key factors of regional disparities. Nonagricultural disparities of economic and finance development in Bohai Rim Economic Circle and Yangtze River Delta Economic Circle can well account for main parts of regional disparities. Financial agglomeration degree is higher than economical agglomeration degree in non-agricultural section of eastern region, which causes deviation between economic and finance difference. Therefore, it is necessary to promote adaptive financial diffusion from core areas such as Beijing and Shanghai to surrounding areas and channel financial resource of urban area to rural area for the coordination of regional economy and finance.