空间外部性、比较优势与制造业集聚

本文综合传统比较优势和外部性因素在新经济地理框架下建立理论和计量模型研究了我国284个地级市制造业集聚的影响机制及其地区差异。结果表明，传统比较优势仍是影响制造业区位的重要因素；各级城市之间存在明显的要素供给与市场需求的空间关联性，且已超过传统比较优势成为制造业集聚的主要来源；传统比较优势与空间外部性对制造业集聚的作用分别由西到东和由东到西依次递减。该结果为进一步促进区际产业转移和协调发展提供了重要启示。

Spatial Externalities, Comparative Advantage and Manufacturing Agglomeration

This paper builds theoretical model based on the integrated framework of traditional comparative advantage, externalities and new economic geography, and makes a study on the mechanism of manufacturing agglomeration and their regional differences across 284 ground and above cities. The results find that, traditional comparative advantage is still an important factor which affects manufacturing location. There exists significant spatial correlation of factor supply and market demand among cities, which has become the major source of manufacturing agglomeration over the traditional comparative. The effects of traditional comparative advantage and spatial externalities on manufacturing agglomeration have a descending order from west to east and from east to west respectively. The results provide important revelations to promote the inter-regional industrial transfer and coordinated economic development.