市场分割对制造业出口技术复杂度的影响——基于产业聚集和技术变革视角

The Impact of Market Segmentation on Export Technical Sophistication of Manufacturing Industry:Based on the Perspective of Industry Aggregation and Technological Change

基于建设全国统一大市场的背景,从理论上探析建立国内统一大市场进程中出现的市场分割扭曲现象与制造业出口技术复杂度的关系,并实证检验国内市场分割对制造业出口技术复杂度的影响机制及空间溢出效应。研究发现:国内市场分割显著抑制了中国制造业出口技术复杂度,在考虑内生性问题及稳健性检验后依然成立;且不同时间阶段、不同地理区位,市场分割对制造业出口技术复杂度的影响有所不同;影响机制检验表明,市场分割主要通过阻碍产业聚集和技术变革进程两种渠道抑制制造业出口技术复杂度;进一步研究发现,当制造业出口技术复杂度跨越一定的门槛后,市场分割对制造业出口技术复杂度的负面影响会边际递减;考虑空间溢出效应后,市场分割对制造业出口技术复杂度产生了显著的负向空间溢出效应。因此,打破市场分割不仅是促进“制造强国”目标实现的国内市场保障,而且是对中国式现代化方法统筹“有为政府”和“有效市场”所进行的积极探索。

Based on the background of building a unified national market,the article theoretically explores the relationship between the distortion phenomenon of market segmentation and the export technical sophistication of the manufacturing industry in the process of establishing a unified domestic market,and empirically tests the influence mechanism and spatial spillover effect of domestic market segmentation on the export technical sophistication of manufacturing industry.The study finds that:domestic market segmentation significantly suppresses the export technical sophistication of manufacturing industry,which still holds after considering the endogeneity issue and robustness test;and the impact of market segmentation on the export technical sophistication of manufacturing industry varies at different time stages and geographical locations;the test of impact mechanism shows that market segmentation suppresses the export technical sophistication of manufacturing industry mainly through two channels:impeding industrial agglomeration and technological change process;further study finds that when the export technical sophistication of manufacturing industry crosses a certain threshold,the negative impact of market segmentation on the export technical sophistication of manufacturing industry decreases marginal;after considering the spatial spillover effect,market segmentation has a significant negative spatial spillover effect on the export technical sophistication of manufacturing industry.The article concludes that breaking down market segmentation is not only a domestic market guarantee for achieving the goal of"manufacturing power",but also a positive exploration of the Chinese modernization approach to integrating"active government"and"efficient market".