摘要
基于2008—2013年中国工业企业数据库微观制造业企业数据,运用EG指数法测算了中国30个省份在县级层面的制造业平均集聚程度,结果显示:从30个省份制造业平均集聚程度走势来看,2009年左右中国制造业整体空间集聚程度呈现逐年下降特征,空间扩散态势明显,但具有省际异质性特征;在测度中国各省份制造业分行业集聚程度基础上,通过手工收集各省份高铁日出行频次数据,运用GMM估计方法实证检验了高铁服务供给对省域制造业空间集聚的影响,实证结果显示,从整体上看,高铁服务供给的增加对制造业空间集聚起到显著的抑制作用,促进了制造业的空间分散;进一步通过分行业考察发现,高铁服务供给对技术密集型制造业行业空间集聚的负向影响,大于劳动密集型和资本密集型制造行业。通过分时段回归和替换核心解释变量对实证结论进行稳健性测试,发现结论依然成立。
Based on the micro-manufacturing enterprise data of China Industrial Enterprise Database from 2008 to 2013,the EG index method is used to measure the average concentration of manufacturing industry in the 30 provinces of China at the county level. The results show that from the trend of the average agglomeration degree of manufacturing industry from 30 provinces,the overall spatial agglomeration of China manufacturing industry has been declining year by year,and the spatial diffusion situation is obvious,but it has inter-provincial heterogeneity. On the basis of measuring the concentration of manufacturing industry in various provinces in China,the data of the high-speed trains in each province is collected,and GMM estimation method is used to empirically test the impact of high-speed rail service supply on the spatial agglomeration of provincial manufacturing industry. The empirical results show that: overall,the increase of high-speed rail service supply plays a role in manufacturing industry space agglomeration. Significant inhibition has promoted the spatial dispersion of the manufacturing industry; further investigations by industry have found that the negative impact of high-speed rail service supply on the spatial agglomeration of technology-intensive manufacturing industries is greater than that of labor-intensive and capitalintensive manufacturing. We tested the robustness of the empirical conclusions by time-phase regression and replacement of the core explanatory variables,and found that after the time-phase regression and the replacement of the core explanatory variables,the conclusion is still valid.
引文
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(1)资料来源:中国国家铁路局(http://www.nra.gov.cn)
(2)资料来源于国家铁路局2004年、2008年《中长期铁路网规划》(http://www.nra.gov.cn)
(3)劳动密集型制造业:包括农副食品加工业(13)、食品制造业(14)、饮料制造业(15)、烟草制品业(16)、纺织业(17)、纺织服装、鞋、帽制造业(18)、皮革、毛皮、羽毛(绒)及其制品业(19)、木材加工及木、竹、藤、棕、草制品业(20)、家具制造业(21)等9个二位数制造业行业;资本密集型制造业:包括造纸及纸制品业(22)、印刷业和记录媒介的复制(23)、文教体育用品制造业(24)、石油加工、炼焦及核燃料加工业(25)、化学原料及化学制品制造业(26)、化学纤维制造业(28)、橡胶和塑料制品业(29)、非金属矿物制品业(30)、黑色金属冶炼及压延加工业(31)、有色金属冶炼及压延加工业(32)、金属制品业(33)等11个二位数行业;技术密集型制造业:包括医药制造业(27)、通用设备制造业(34)、专用设备制造业(35)、交通运输设备制造业(36)、电气机械及器材制造业(37)、计算机、通信和其他电子设备制造业(38)及仪器仪表制造业(39)等7个二位数行业。