市场分割与高技术产业发展——制度逻辑视角

Market segmentation and high-tech industries’development:From the perspective of institutional logics

推进国家治理体系和治理能力现代化、促进科技创新都要求加强制度理论研究,充分发挥制度优势。作为中国情境下特殊而重要的制度因素,市场分割对高技术产业发展有怎样的影响还有待探索。本文基于制度逻辑理论,认为市场分割与高技术产业发展分别是地方与中央制度逻辑的体现,并指出两种逻辑的差异是解释市场分割与高技术产业发展之间关系的内在理论机制。基于2005-2018年的省际面板数据,实证分析表明区域市场分割不利于高技术产业的创新和创业发展,并且滞后期的市场分割指数具有更强的解释力;空间异质性检验显示这种负向联系在中西部地区尤为明显;外商投资作为独立于中央和地方的外来制度逻辑,能够有效调和市场分割对高技术产业发展的负面影响,在制度逻辑的纵向冲突中发挥润滑剂效应。基于上述结论,本文为促进国内市场整合与高技术产业发展给出了相应政策启示。

Institution research is essential for improving national governance and promoting scientific and technological innovation.As a unique and crucial institutional factor in the context of China,market segmentation’impact on high-tech industries’development remains unexplored.Based on the institutional logic theory,this paper considers market segmentation and high-tech industries as the expression of local and central institutional logics.Hence,the difference between local and central institutional logics may serve as the theoretical foundation of the relationship between market segmentation and high-tech industries.Using the provincial panel data from 2005 to 2018,this paper finds that market segmentation has a negative effect on high-tech industries’innovation and entrepreneurship,and such a relationship is more significant in the middle and west region.However,FDI,which is separate from the two institutional logics,can positively moderate the impact of market segmentation on high-tech industries,playing a lubrication role in the vertical conflict of institutional logics.According to these conclusions,this paper proposes several policy implications in promoting market integration and the development of high-tech industries.