产业政策、政府补贴与装备制造业结构转型——基于东北地区的DID模型检验

Industrial Policy, Government Subsidy and Equipment ManufacturingStructural Transformation: Empirical DID Test Based on Northeast China

以工业和信息化部发布《高端装备制造业"十二五"发展规划》作为准自然实验,采用2009—2013年中国工业企业数据库7842家企业的面板数据,通过构建双重差分模型与中介效应模型,验证产业政策对东北地区装备制造业结构转型的影响,并探讨政府补贴的传导效应。研究发现,产业政策对装备制造业结构转型具有显著的推动作用;同时,产业政策通过政府补贴对东北地区装备制造业结构转型产生影响,其传导效应在东北三省存在异质性。因此,东北地区应通过完善市场竞争机制、优化装备制造业资源配置等方式提升装备制造业结构转型效率。此外,还需建立健全金融市场体系,加大对装备制造业转型的金融支持力度,并优化政府财政投入结构,引导资金流入新兴产业,以推进装备制造业结构转型。

Taking the“Twelfth Five-year Development Plan for High-end Equipment Manufacturing Industry”promulgated by the Ministry of Industry and Information Technology as a quasi-natural experiment,and using the panel data from 7842 companies in China Industrial Enterprise Database from 2009 to 2013,this paper constructs a difference-in-difference model and a mediation-model to verify the impact of industrial policy on structural transformation of the equipment manufacturing industry in Northeast China,and explores the mediating effect of government subsidies.The results show that industrial policy has a significant role in promoting structural transformation of the equipment manufacturing industry.Meanwhile,the government subsidies have an impact on the structural transformation of equipment manufacturing industry in Northeast China,and its transmission effect has heterogeneity among the three northeastern provinces.Therefore,it is recommended to improve the transformation efficiency of the equipment manufacturing industry in Northeast China by improving market competition mechanism and optimizing resource allocation of the equipment manufacturing industry.In addition,it is necessary to establish a sound financial market system,and to increase financial support for the transformation of the equipment manufacturing industry.Meanwhile,it is important to optimize the government s financial investment structure and to guide capital flowing into emerging industries to improve the structure transformation of the equipment manufacturing industry.