双循环、分工整合与经济增长

Dual circulation,specialization&integration,and economic growth

双循环提供了各地区和企业参与国际国内分工与市场整合的激励,也是经济增长的重要动力来源。利用世界银行WITS数据和中国加入WTO后关税的变化,从空间的角度回顾了双循环、分工整合与经济增长之间的关系。现有研究发现,贸易自由化与国内贸易成本决定了中国在改革开放后各地区与企业参与双循环的程度,双循环彼此融入,共同塑造了地区间的产业分工与市场整合格局,双循环依存互动,影响了企业的行为与绩效,也提供了经济增长所需的市场机会、要素与技术;长期来看,国内循环是主体,是中国参与国际循环的重要依托,而深度贸易自由化是实现双循环良性互动的重要途径。

Dual circulation provides the incentive for various regions and enterprises to participate in international and domestic specialization and market integration,and it is also an important impetus of economic growth.Based on the data from the World Bank WITS and the changes of tariffs after China's accession to the WTO,this paper reviews the relationship between dual circulation,division of labor integration and economic growth from a spatial point of view.Existing research finds that trade liberalization and domestic trade cost determine the extent of various regions and enterprises in China participating in dual circulation after the reform and opening-up.The two economic circulations are integrated into each other,which together shape the overall structure of inter-regional industrial specialization and market integration.The mutual reliance and interaction between the two circulations affect the behaviors and performance of enterprises,and also provide the market opportunities,factors and technology needed by economic growth.In the long run,domestic circulation is the focus and foundation for China's participation in the international circulation,while in-depth trade liberalization is the important path to achieve positive interaction of the dual circulation.