金砖国家服务贸易的本地市场效应对比研究——基于投入产出面板数据的实证分析
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摘要
本地市场效应可以分解为本地市场规模效应和本地市场结构效应。基于2000-2014年金砖国家与世界39个主要生产性服务贸易国家或地区的双边投入产出(WIOD)面板数据,本文实证研究了金砖国家服务业及其细分产业的本地市场效应。研究发现,金砖国家服务贸易均存在本地市场规模效应,中国、印度和俄罗斯三国服务业整体上不存在本地市场结构效应,而巴西具有显著的本地市场结构效应。中国服务业的发展明显受劳动力比较优势影响,印度、俄罗斯和巴西的资本要素禀赋对服务业的提升作用较为明显。中国生产性服务业细分行业除通信信息业存在本地市场结构效应,科技服务业和商务服务业存在本地市场规模效应外,其他行业主要受要素禀赋比较优势影响,其中通信信息业和金融业主要受资本要素比较优势影响,而其他生产性服务业细分行业均受劳动力要素的比较优势影响。
This paper divides home market effects into home market scale effects and home market structural effects. The study finds that home market scale effects are significant in BRICS'services while home market structural effects are only significant in Brazil. Labor force plays an important role in China's services as capital endowment does the same in India,Russia and Brazil. Except telecommunication services which show significant home market structural effects,and science and technology services which show significant home market scale effects,services industries in China are all affected by comparative advantage of elements.
This paper divides home market effects into home market scale effects and home market structural effects. The study finds that home market scale effects are significant in BRICS'services while home market structural effects are only significant in Brazil. Labor force plays an important role in China's services as capital endowment does the same in India,Russia and Brazil. Except telecommunication services which show significant home market structural effects,and science and technology services which show significant home market scale effects,services industries in China are all affected by comparative advantage of elements.
引文
陈艳莹、聂萍、黄翯,2014:《比较优势、本地市场效应与生产性服务业集聚》,《产业经济评论》第12期。
代鹏,2016:《中国出口贸易的本地市场效应及其作用路径研究》,《财经理论研究》第1期。
范剑勇、谢强强,2010:《地区间产业分布的本地市场效应及其对区域协调发展的启示》,《经济研究》第4期。
冯伟、徐康宁,2012:《产业发展中的本地市场效应---基于我国2004-2009年面板数据的实证》,《经济评论》第2期。
阚大学,2013:《中日服务贸易的本地市场效应估计》,《南方经济》第3期。
阚大学、吕连菊,2014:《中国服务贸易的本地市场效应研究---基于中国与31个国家(地区)的双边贸易面板数据》,《财经研究》第10期。
阚大学、吕连菊,2016:《中美服务贸易的本地市场效应研究》,《国际商务研究》第4期。
涂远芬,2015:《中国服务贸易的本地市场效应研究---基于面板协整模型的分析》,《经济问题探索》第5期。
刘恩初、李文秀,2016:《中美生产服务贸易的本地市场效应对比研究---基于投入产出面板数据的引力模型实证分析》,《中国软科学》第4期。
毛艳华、李敬子,2015:《中国服务业出口的本地市场效应研究》,《经济研究》第8期。
钱学锋、陈六傅,2007:《中美双边贸易中本地市场效应估计---兼论中国的贸易政策取向》,《世界经济研究》第12期。
钱学锋、黄云湖,2013:《中国制造业本地市场效应再估计:基于多国模型框架的分析》,《世界经济》第6期。
邱斌、尹威,2010:《中国制造业出口是否存在本土市场效应》,《世界经济》第7期。
宋大强、朱帆、高潇博,2017:《服务贸易出口的空间相关性分析---基于本地市场效应的微观机理考察》,《天津商业大学学报》第1期。
唐宜红、姚曦,2015:《本地市场效应与中国出口贸易结构转变---基于模型结构突变的实证检验》,《世界经济研究》第7期。
王绍媛、逄博,2016:《中欧服务贸易本地市场效应分析》,《东北财经大学学报》第4期。
许统生、涂远芬,2010:《中国可贸易产业本地市场效应的估计及其政策启示---基于变截距面板数据模型的分析》,《经济学动态》第7期。
张帆、潘佐红,2006:《本土市场效应及其对中国省间生产和贸易的影响》,《经济学(季刊)》第1期。
Anderson,J.E.,1979,“A Theoretical Foundation for the Gravity Equation,”American Economic Review,69(1),pp.106-116.
Behrens,K.,R.Gianmarco&P.Ottaviano,2004,“Testing the Home Market Effect in a Multi-country World:the Theory,”Temi Di Discussion Paper,No.4468.
Behrens,K.,R.Gianmarco&P.Ottaviano,2009,“Beyond the Home Market Effect:Market Size and Specialization in a Multi-country World,”Journal of International Economics,79,pp.259-265.
Bergstrand,J.H.,1985,“The Gravity Equation in International Trade:Some Microeconomic Foundations and Empirical Evidence,”Review of Economics and Statistics,67(3),pp.474-481.
Crozet,M.&F.Trionfetti,2008,“Trade Costs and the Home Market Effect,”Journal of International Economics,76,pp.309-321.
Davis,D.R.,1998,“The Home Market,Trade,and Industrial Structure,”American Economic Review,88,pp.1264-1276.
Davis,D.R.&E.Weinstein,1996,“Does Economic Geography Matter for International Specialization,”NBERWorking Paper,No.5706.
Davis,D.R.&E.Weinstein,1999,“Economic Geography and Regional Production Structure:An Empirical Investigation,”European Economic Review,43(2),pp.379-407.
Davis,D.R.&E.Weinstein,2003,“Market Access,Economic Geography,and Comparative Advantage:An Empirical Assessment,”Journal of International Economics,59(1),pp.1-23.
Feenstra,R.C.,A.Markusen&K.Rose,1998,“Understanding the Home Market Effect and the Gravity Equation:the Role of Differentiating Goods,”NBER Working Paper,No.6804.
Feenstra,R.C.,A.Markusen&K.Rose,2001,“Using the Gravity Equation to Differentiate Among Alternative Theories of Trade,”Canadian Journal of Economics,34(2),pp.430-447.
Hanson,G.H.&Chong Xiang,2004,“The Home-Market Effect and Bilateral Trade Patterns,”American Economic Review,94,pp.1108-1129.
Head,K.,T.Mayer&J.Ries,2002,“On the Pervasiveness of Home Market Effects,”Economica,275,pp.371-390.
Helpman,E.and P.Krugman,1985,Market Structure and Foreign Trade,Cambridge:MIT Press.
Krugman,P.,1980,“Scale Economies,Product Differentiation,and the Pattern of Trade,”American Economic Review,70,pp.950-959.
Ottaviano,I.P.&V.YPersele,2005,“Market Size and Tax Competition,”Journal of International Economics,67,pp.25-46.
Pham,C.S.,E.Lovely&D.Mitra,2014,“The Home-Market Effect and Bilateral Trade Patterns:A Reexamination of the Evidence,”International Review of Economics and Finance,30,pp.120-137.
Schumacher,D.2003,“Home Market and Traditional Effects on Comparative Advantage in a Gravity Approach,”DIW Discussion Paper,No.344.
Schumacher,D.&B.Siliverstovs,2006,“Home-Market and Factor-Endowment Effects in a Gravity Approach,”Review of World Economics,142(2),pp.330-353.
Weder,R.,2003,“Comparative Home-Market Advantage:An Empirical Analysis of British and American Exports,”Review of World Economics,139,pp.220-247.
Yasusada Murata,2003,“Product Diversity,Taste Heterogeneity,and Geographic Distribution of Economic Activities:Market vs.Non-market Interactions,”Journal of Urban Economics,53,pp.126-144.
Yu Zhihao,2005,“Trade,Market Size,and Industrial Structure:Revisiting the Home-Market Effect,”Canadian Journal of Economics,38,pp.255-272.
代鹏,2016:《中国出口贸易的本地市场效应及其作用路径研究》,《财经理论研究》第1期。
范剑勇、谢强强,2010:《地区间产业分布的本地市场效应及其对区域协调发展的启示》,《经济研究》第4期。
冯伟、徐康宁,2012:《产业发展中的本地市场效应---基于我国2004-2009年面板数据的实证》,《经济评论》第2期。
阚大学,2013:《中日服务贸易的本地市场效应估计》,《南方经济》第3期。
阚大学、吕连菊,2014:《中国服务贸易的本地市场效应研究---基于中国与31个国家(地区)的双边贸易面板数据》,《财经研究》第10期。
阚大学、吕连菊,2016:《中美服务贸易的本地市场效应研究》,《国际商务研究》第4期。
涂远芬,2015:《中国服务贸易的本地市场效应研究---基于面板协整模型的分析》,《经济问题探索》第5期。
刘恩初、李文秀,2016:《中美生产服务贸易的本地市场效应对比研究---基于投入产出面板数据的引力模型实证分析》,《中国软科学》第4期。
毛艳华、李敬子,2015:《中国服务业出口的本地市场效应研究》,《经济研究》第8期。
钱学锋、陈六傅,2007:《中美双边贸易中本地市场效应估计---兼论中国的贸易政策取向》,《世界经济研究》第12期。
钱学锋、黄云湖,2013:《中国制造业本地市场效应再估计:基于多国模型框架的分析》,《世界经济》第6期。
邱斌、尹威,2010:《中国制造业出口是否存在本土市场效应》,《世界经济》第7期。
宋大强、朱帆、高潇博,2017:《服务贸易出口的空间相关性分析---基于本地市场效应的微观机理考察》,《天津商业大学学报》第1期。
唐宜红、姚曦,2015:《本地市场效应与中国出口贸易结构转变---基于模型结构突变的实证检验》,《世界经济研究》第7期。
王绍媛、逄博,2016:《中欧服务贸易本地市场效应分析》,《东北财经大学学报》第4期。
许统生、涂远芬,2010:《中国可贸易产业本地市场效应的估计及其政策启示---基于变截距面板数据模型的分析》,《经济学动态》第7期。
张帆、潘佐红,2006:《本土市场效应及其对中国省间生产和贸易的影响》,《经济学(季刊)》第1期。
Anderson,J.E.,1979,“A Theoretical Foundation for the Gravity Equation,”American Economic Review,69(1),pp.106-116.
Behrens,K.,R.Gianmarco&P.Ottaviano,2004,“Testing the Home Market Effect in a Multi-country World:the Theory,”Temi Di Discussion Paper,No.4468.
Behrens,K.,R.Gianmarco&P.Ottaviano,2009,“Beyond the Home Market Effect:Market Size and Specialization in a Multi-country World,”Journal of International Economics,79,pp.259-265.
Bergstrand,J.H.,1985,“The Gravity Equation in International Trade:Some Microeconomic Foundations and Empirical Evidence,”Review of Economics and Statistics,67(3),pp.474-481.
Crozet,M.&F.Trionfetti,2008,“Trade Costs and the Home Market Effect,”Journal of International Economics,76,pp.309-321.
Davis,D.R.,1998,“The Home Market,Trade,and Industrial Structure,”American Economic Review,88,pp.1264-1276.
Davis,D.R.&E.Weinstein,1996,“Does Economic Geography Matter for International Specialization,”NBERWorking Paper,No.5706.
Davis,D.R.&E.Weinstein,1999,“Economic Geography and Regional Production Structure:An Empirical Investigation,”European Economic Review,43(2),pp.379-407.
Davis,D.R.&E.Weinstein,2003,“Market Access,Economic Geography,and Comparative Advantage:An Empirical Assessment,”Journal of International Economics,59(1),pp.1-23.
Feenstra,R.C.,A.Markusen&K.Rose,1998,“Understanding the Home Market Effect and the Gravity Equation:the Role of Differentiating Goods,”NBER Working Paper,No.6804.
Feenstra,R.C.,A.Markusen&K.Rose,2001,“Using the Gravity Equation to Differentiate Among Alternative Theories of Trade,”Canadian Journal of Economics,34(2),pp.430-447.
Hanson,G.H.&Chong Xiang,2004,“The Home-Market Effect and Bilateral Trade Patterns,”American Economic Review,94,pp.1108-1129.
Head,K.,T.Mayer&J.Ries,2002,“On the Pervasiveness of Home Market Effects,”Economica,275,pp.371-390.
Helpman,E.and P.Krugman,1985,Market Structure and Foreign Trade,Cambridge:MIT Press.
Krugman,P.,1980,“Scale Economies,Product Differentiation,and the Pattern of Trade,”American Economic Review,70,pp.950-959.
Ottaviano,I.P.&V.YPersele,2005,“Market Size and Tax Competition,”Journal of International Economics,67,pp.25-46.
Pham,C.S.,E.Lovely&D.Mitra,2014,“The Home-Market Effect and Bilateral Trade Patterns:A Reexamination of the Evidence,”International Review of Economics and Finance,30,pp.120-137.
Schumacher,D.2003,“Home Market and Traditional Effects on Comparative Advantage in a Gravity Approach,”DIW Discussion Paper,No.344.
Schumacher,D.&B.Siliverstovs,2006,“Home-Market and Factor-Endowment Effects in a Gravity Approach,”Review of World Economics,142(2),pp.330-353.
Weder,R.,2003,“Comparative Home-Market Advantage:An Empirical Analysis of British and American Exports,”Review of World Economics,139,pp.220-247.
Yasusada Murata,2003,“Product Diversity,Taste Heterogeneity,and Geographic Distribution of Economic Activities:Market vs.Non-market Interactions,”Journal of Urban Economics,53,pp.126-144.
Yu Zhihao,2005,“Trade,Market Size,and Industrial Structure:Revisiting the Home-Market Effect,”Canadian Journal of Economics,38,pp.255-272.