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山东省外资企业空间格局演变及城市网络体系变化
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摘要
20世纪90年代以来,经济全球化以前所未有的速度、深度和广度影响着全球的经济、社会与空间景观。以外商投资为代表的经济全球化力量对区域经济与社会过程产生重大影响,表现为城市和区域空间格局的持续演化。地处东部沿海的山东省,是我国主要的外资流入地之一。这些外资在山东省城市与区域发展中扮演的角色越来越重要,已成为影响城市与区域经济空间格局的新生因素。基于上述背景,研究外商投资在山东省的空间格局演化及其对城市体系的影响是非常必要的。
     论文以山东省域为研究范围,综合运用区域经济地理学、城市地理学、计量经济学、GIS、社会网络等学科的理论与方法,研究了山东省外资企业的空间格局演变,应用计量经济模型评估了外资企业区位选择的两组影响因子,借鉴社会网络的理论与方法研究了城市网络体系的结构特征。全文共分为五章:
     第一章:国内外研究进展与基础理论。该部分从国际投资理论、外资的区位选择、外资对投资地的影响、服务业对外投资等方面梳理了国内外研究进展;同时阐述了新国际劳动分工理论、区位理论、经济地域运动理论、区域空间结构理论等基础理论,为后文的实证研究提供理论支撑。
     第二章:外资企业发展的宏观背景。该部分主要回顾改革开放以来山东省政策制度、经济发展等方面的重大变化,为理解外资企业的区位选择与空间格局演变提供宏观背景。其中,对外开放政策、市场化改革与地方分权、产业结构调整与外资企业的发展最为相关。
     第三章:外资企业的空间格局演变。在分析山东省外资企业时空分布的基础上,综合运用GIS空间分析与空间统计方法对外资企业的空间格局演变进行了分析,并识别了制造业外企与服务业外企的“热点”地区演变。运用变差函数研究了外资企业分布的空间异质性,分析了随机性因素与结构性因素对外资企业空间分布的影响。
     第四章:外资企业的区位影响因素。以新古典主义的企业区位理论为基础,利用多元回归方程评估影响外资企业空间分布的区位因子。研究中通过空间非均质性变量与集聚经济变量两组区位因子来解释不同行业的空间分布格局,并区分了先天属性作用与后天属性作用在企业区位选择中的不同影响。
     第五章:外资企业对城市体系的影响。以世界500强企业在山东省的投资企业数据为基础,构建了基于企业联系的城市网络。运用社会网络分析方法从网络中心性、网络核心–边缘结构、网络派系结构等三个角度研究了山东省城市网络体系的结构与特征。从经济发展、市场化、制度等三个方面选取指标,运用多元线性回归方法分析了影响城市网络发展的因素。
Since the1990s, economic globalization has been affecting the global economic,social and spatial landscapes at an unprecedented rate, depth, and breadth. Economicglobalization force represented by foreign investment has made a significant impact onregional economic and social process, which is reflected in the continuous evolution ofthe urban and regional spatial pattern. Located in the eastern coast, Shandong Provincewas one of the main foreign capital inflow areas in China. These foreign investmentsplayan increasingly important role in the urban and regional development in ShandongProvince, and have become a new factor affecting the urban and regional economicspatial pattern. Based on the above background, it is necessary to study the influenceof foreign investment in the evolution of spatial pattern in Shandong Province and itsurban system.
     With Shandong Province as the research scope, this paper comprehensivelyapplies the disciplinary theories and methods like regional economic geography, urbangeography, econometrics, GIS and social network, studies the evolution of spatialpattern of foreign-funded enterprises in Shandong Province, utilizes the econometricmodel to assess the two sets of impact factors in the location choice of the foreignenterprises, and adopts the social network theory and method to study the structuralcharacteristics of the urban network system. This paper is divided into five chapters:
     ChapterⅠ: domestic and foreign research progress and basic theory. This partcombsthedomesticand foreignresearchprogress frominternational investment theory,location choice of foreign investment, impacts of the foreign investment on theinvestment locations, and foreign investment of service sector and other aspects; andelaborates a new international division of labor theory, location theory, theory ofeconomic and geographical movement, regional and spatial structure theory and otherbasic theories which provide theoretical support for later empirical research.
     Chapter Ⅱ: macro background for development ofthe foreign-funded enterprises.This part is mainly to retrospect the major changes in policies and systems, economicdevelopment and other aspects of Shandong Province since the reform and opening up,to provide the macro background for understanding the location choice and theevolution of spatial pattern of the foreign enterprises. Among them, the policy ofopening to the outside world, market-oriented reforms and decentralization, and industrial structure adjustment are the most relevant to the development of foreign-funded enterprises.
     Chapter Ⅲ: evolution of spatial pattern of the foreign-funded enterprises. On thebasis of analysis of spatial and temporal distribution of foreign enterprises in ShandongProvince, this part analyzes the evolution of the spatial pattern of foreign-fundedenterprises through the integrated use of spatial analysis of GIS and spatial statisticalmethods, and identifies the evolution of the “hot spots” of the foreign companies of themanufacturing and services industry. This part also uses the variogram to analyze thespatial heterogeneity in the distribution of foreign-funded enterprises, and analyzes theimpact of random factors and structural factors on the spatial distribution of foreign-funded.
     Chapter Ⅳ: district contributing factors of foreign-funded enterprises. Based onthe neoclassical enterprise location theory, this part uses multiple regression equationto assess the location factors which have impact on the spatial distribution of foreignenterprises. During the study, through the spatial heterogeneity variables andagglomeration economies variables these two sets of location factors, the spatialdistribution pattern of different industries is explained, and the different effect of theinnate attributes role and acquired attributes role in enterprise location choice isdistinguished.
     Chapter Ⅴ: the impact of foreign enterprises on the urban system. Based on theinvestment enterprise dataofthe world’s top500enterprises inShandong Province, thispart builds the urban network based on enterprise contact. It makes use of socialnetwork analysis to study the structure and characteristics of the urban network systemin Shandong Province from three angles of the centricity, central core-peripherystructure, and factional structure. Selecting indicators from the three aspects of theeconomic development, marketization, and system, makes use of multiple linearregressions to analyze the factors affecting urban network development.
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