市场整合、资源有效配置与产业结构调整

Market Integration, Effective Allocation of Resources and Adjustment of Industrial Structure

立足于当前中国市场整合程度不断提高的现实,试图厘清市场整合程度的提升能否引致资源的有效配置,进而对产业结构的调整产生影响。基于此,在利用价格指数法测算出中国区域间市场整合程度的基础上,选择中国2000—2018年30个省份的面板数据,利用空间计量估计方法实证检验了市场整合、资源有效配置与产业结构调整间的关系。结果发现:我国地区间的产业生产活动并非随机独立的,而是会受到其他地区产业发展的影响,产业结构之间存在着显著的空间相关性,并且该空间相关性主要来自空间误差项的传导;全国、东部和中部地区的市场整合能够显著促进资源配置效率的提升,且该资源优化配置效应能够对中国的产业结构高度化和产业结构合理化产生显著的正向影响;资源配置效率在市场整合影响产业结构调整的过程中发挥了中介效应,而此效应在西部地区并不显著。

Based on the reality of the increasing degree of market integration in China, this paper aims to clarify whether the improvement of market integration can lead to the effective allocation of resources, and then affect the adjustment of industrial structure. On the basis of using price index to measure the degree of inter-regional market integration in China, this paper selects the panel data of 30 provinces of China from 2000 to 2018, and uses spatial econometric estimation to empirically test the relationship among market integration, effective resource allocation and industrial structure adjustment. The results show that the industrial production activities among regions in China are not random and independent, and will be affected by the industrial development of other regions. And there is a significant spatial correlation between regional industrial structures, and the spatial correlation mainly comes from the transmission of spatial error terms. The market integration of the whole, eastern and central regions can significantly promote the efficiency of resource allocation, and the effect of optimal allocation of resources has a significant positive impact on the development of China’s industrial structure. The efficiency of resource allocation plays an intermediary effect in the process of market integration affecting industrial structure adjustment, but this effect is not significant in the western region.