经济发展阶段、要素条件变化与区域产业演化路径:后发国家视角

Economic development stages,changing factor endowments and regional industrial development paths:A perspective from later-development countries

演化经济地理学将知识与技术置于分析的核心位置,重点关注技术关联在发达国家区域产业演化中的重要作用。然而,对后发国家来说,劳动力与资本等要素条件处于动态变化之中,会影响技术关联的作用。本文以演化经济地理学理论为基础,吸收相关经济学理论的合理成份,构建1个新的分析框架,探讨区域产业演化路径的阶段性调整。本文将经济发展阶段划分为刘易斯二元经济阶段、越过刘易斯转折点后阶段和创新发展阶段,从刘易斯二元经济理论、增长理论、后发国家赶超理论和新熊彼特主义演化经济学等理论中提取3个经济发展阶段生产要素的主要变动特征,在此基础上分析不同发展阶段要素条件变化与技术关联综合影响下的区域产业演化路径。本文研究结果可对后发国家区域产业演化提供一定启示。

Evolutionary economic geography(EEG)has highlighted the importance of technological related-ness in regional industrial development in developed countries.However,other key factors,such as labour and capital,should also be included in the analysis of regional industrial development in developing countries.The labour surplus,wages and scarcity of capital in developing countries change dramatically in the development process,which can impact the role of technological relatedness in regional industrial development.The pur-pose of this paper is to develop a new framework to understand the regional industrial development paths of de-veloping countries by linking related theories with EEG studies.Drawing on the literature of Lewis dual eco-nomy,growth theory,catch-up theory of developing countries and evolutionary economics,this paper devel-ops a new framework for understanding the changing regional industrial development paths in three develop-mental stages,namely,the Lewisian dual economy,the period after reaching the Lewis turning point and the innovation economy.In our framework,the regional industrial development paths are affected by both factor endowments and technological relatedness.This study has important implications for regional industrial devel-opment in developing countries.