生产性服务发展促进我国制造业升级了吗——基于现代服务业综合试点的政策冲击

Have Producer Services Promoted Manufacturing Upgrading?Evidence Based On Modern Services Comprehensive Pilot Program

本文基于中国工业企业数据库数据,以行业增加值率作为地区制造业升级的衡量指标,选择我国现代服务业综合试点政策作为一项准自然试验,通过构建双重差分模型实证分析了生产性服务发展对我国制造业升级的影响及其机制。研究发现,生产性服务发展能够显著推动我国地区制造业升级,在经过假设条件检验和稳健性检验后,该结论依然成立。在对微观企业进行分析后发现,生产性服务发展主要通过存续企业产出变动下的资源配置效应和新企业进入效应两方面推动地区制造业升级。进一步的机制分析表明,生产性服务具有较强的创新促进效应,主要通过研发创新和管理创新等渠道推动地区制造业升级。最后,在推动制造业升级的过程中,东部地区企业、非国有企业和出口企业的推动作用更强。

Taking industrial value-added rate as the measure of manufacturing upgrading,and one quasi-natural experiment,called the Modern Services Comprehensive Pilot,as the proxy variable for producer service development,we examine the impact of producer services on regional manufacturing upgrading using the difference-in-difference approach. The results show that producer services can significantly promote regional manufacturing upgrading,which are robust to various regressions. Besides,such effect is more pronounced in the eastern firms,non-SOEs and exporting firms. After analyzing the firms,we show that the producer services mainly promote the regional manufacturing upgrading through resource allocation of the existing firms and the entry of new firms. And further mechanism analysis shows that the producer service development has strong innovation effect,and creative destruction are the main channel which promotes regional manufacturing upgrading.