“赶超型”产业政策与市场绩效:基于东亚地区国际竞争力的比较视角

借鉴西方产业组织SCP分析范式,以国际竞争力为导向,在比较日本、韩国及我国台湾地区“赶超型”产业政策、市场结构、市场行为、市场绩效的基础上,分析产业政策的传导机理。从同质性角度,提出了产业政策的“倒U”假说;从异质性角度,比较了均衡与非均衡的产业政策特点。就市场结构而言,日本产业呈现规模与竞争兼容,韩国产业是规模有余、竞争不足,而台湾地区产业则是规模不足、竞争有余。就市场行为而言,日本企业表现为“创新型”,韩国企业是“扩张型”,台湾地区企业是“标准型”。基于均衡的产业政策,日本“赶超型”产业政策的传导较好地抑制了产业政策的副作用,表现出更强的国际竞争力。

"Catching-up" Industry Policy and Market Performance:Based on the Comparison of international Competence in East Asia

Based on the SCP paradigm and according to international competence, this paper compares the"catching-up"policies, market structure, market conduct and market performance of Japan, Korea and Taiwan, and analyzes the transition of industry policies. From the angle of homogeneity, it proposes the converse-U curve assumption of industry policy. From the angle of heterogeneity, it compares the feature of industry policy with balance and imbalance. About market structure, Japan's industry gained scale economy and competition compatible, Korea's industry was scale exceeding and competition shortage and Taiwan China's industry was scale shortage and competition exceeding. About market performance, Japan, Korea and Taiwan China's corporations were innovative, expanding and standard separately. Based on the balance policy, Japan's"catching-up"policy repressed the side effect of the industry policy, and expressed the stronger international competence.