本土市场规模与中国制造业全要素生产率

本文使用2001—2010年中国制造业分行业数据,实证分析了本土市场规模与全要素生产率之间的关系。估计结果显示,以"市场促创新"的假说整体上是成立的。本土市场规模每增加1%,将会促进生产率指数增长0.021%、效率改进指数增长0.023%、技术进步指数增长0.018%。分行业研究显示,本土市场规模对全要素生产率的影响在不同行业存在一定的差异。本土市场规模作用的发挥更依赖于行业的技术密集程度和资本密集程度,而对行业的劳动密集程度则并不敏感。从作用机制来看,本土市场规模对生产率增长和技术进步的正向作用主要通过资本密度、研发密度与人力资本等途径传递;对效率改进的正向影响主要通过资本密度、研发密度、人力资本以及对外开放度等途径传递。在所有的作用途径中,人力资本的影响最大。这些作用机制可以进一步归纳为"集聚效应"和"竞争效应"。

Home Market Size and TFP of China’s Manufacturing Sector

The paper explores an empirical study of the relationship between home market size and TFP with Chinese manufacturing sub-industry panel data ranging from 2001 to 2010.It shows that the hypothesis of "innovation derived by market size" is valid.Every 1% increase in the home market size will promote the index of TFP,Efficiency improvement and technology progress increased by 0.017%,0.023% and 0.014% respectively.Sub-industry study shows that the effects of home market size on productivity are different among different industries.In addition,the interaction variable of home market size with capital,R&D,human capital play a positive role on the effect of home market size on productivity and technology progress.All these pathway can be summarized as agglomeration effect and competition effect.