物流产业集群对制造业全要素生产率的影响及其城市异质性

The Effect of Logistics Industrial Cluster on the Total Factor Productivity of Manufacturing and Its Urban Heterogeneity

物流企业在一定空间集聚所形成的物流产业集群,能够通过促进地区要素流通、优化资源配置,以提升城市制造业全要素生产率。基于2012—2019年中国284个地级及以上城市的面板数据,建立空间计量模型实证检验物流产业集群对制造业全要素生产率的影响。研究结果显示,物流产业集群能够显著提升城市制造业全要素生产率。异质性分析结果表明,东部和西部城市的物流产业集群显著提升了制造业全要素生产率,中部城市作用则相反;在特大城市和小城市这一作用显著为正;产业阶段处于工业化后期的城市中物流产业集群具有显著的提升作用。机制分析结果表明,物流产业集群的发展会通过提升物流业专业化水平和物流业制造业产业协同度对制造业全要素生产率呈正向促进作用。

Under the background that China promotes the synergy of logistics-manufacturing industries and ensures the smooth transportation,it is of great significance to explore the impact of logistics industrial cluster on the improvement of quality and efficiency of manufacturing.Based on the panel data of 284 cities in China from 2012 to 2019,this paper establishes a spatial econometric model to empirically test the impact of logistics industrial cluster on manufacturing total factor productivity.The findings show that logistics industrial cluster can significantly promote the total factor productivity of manufacturing.The empirical analysis of heterogeneity indicates that from a regional perspective,the logistics industrial clusters in the eastern and western cities significantly improve the total factor productivity of manufacturing,with the eastern cities playing a stronger role.In terms of city size,the effect is significantly positive in mega cities and small cities.From the perspective of industrial structure,the logistics industrial cluster in the cities in the late industrialization stage has a significant role in upgrading,while the cities in the middle industrialization stage have an insignificant positive impact.The mechanism analysis shows that the logistics industrial cluster will positively promote the total factor productivity of manufacturing through two mechanisms.Under the mechanism of the specialization level,the logistics industrial cluster can create a better business environment for the logistics enterprises,gather more talents and resources,so as to improve the specialization level of the cluster,and then enhance the total factor productivity level of manufacturing.As for the mechanism of logistics-manufacturing industry synergy,logistics enterprises cooperate and integrate with manufacturing enterprises for the purpose of reducing communication costs and improving customer demand responsiveness.With the improvement of industrial synergy,the total factor productivity of manufacturing is also improved.To sum up,the conclusions of this paper are as follows.Firstly,logistics industrial cluster can significantly promote the total factor productivity of manufacturing.Secondly,heterogeneity analysis shows that,the logistics industrial clusters in eastern and western cities significantly improve the total factor productivity of manufacturing,the promotion effect in mega cities and small cities is significantly positive and the logistics industrial cluster in the cities in the late stage of industrialization significantly promotes the total factor productivity of manufacturing.Thirdly,the development of logistics industrial cluster will affect the total factor productivity of manufacturing by improving the specialization level of logistics industries and the synergy of logistics-manufacturing industries.