国内市场一体化与企业出口附加值提升——对构建双循环新发展格局的启示

基于构建国内大循环为主体、国内国际双循环相互促进新发展格局的启示,文章通过采用商品价格信息数据和微观企业数据,全面系统考察了国内市场一体化与企业出口附加值所反映的双循环机制关系。研究表明：国内市场一体化有利于促进企业出口附加值提升,工业品部门的国内市场一体化对企业出口附加值提升影响更大,工业投入品的国内市场一体化所产生的效果最为突出。国内市场一体化对营商环境较好地区企业和一般贸易企业的出口附加值提升效果更加明显。研究意味着构建双循环新发展格局是后疫情时代应对全球经济衰退的重要战略选择,未来一段时期,推动形成以全国市场一体化为基础的国内经济循环体系,可以作为中国企业提升出口附加值促进国际循环的重要途径。

Domestic Market Integration and Enhancement of Enterprises Export Value-added: The Enlightenment on the Construction of Double Cycle New Development Pattern

Based on the inspiration from the construction of a new development pattern with domestic cycle as the main body and the domestic and international dual circulation promotion each other, this paper systematically investigates the double cycle mechanism relationship between the domestic market integration and the export value-added of enterprises, by using the commodities price information data and the micro-enterprise data. The research shows that:the integration of domestic market is conducive to promoting the level of export value-added, considering the endogenous problem, this paper selects the road distance from the region to the nearest port city as the tool variable for IV estimation, the findings do not change the basic conclusion that domestic market integration promotes enterprises export value-added. The study constructs a quasi natural experiment based on the standard of enterprises' choice of changing cities, and uses DID and PSM-DID robust estimation to further control the endogenous problem, the result also confirms that the enhancement of domestic market integration promotes the increase of export value-added. This paper chooses the effect of domestic market integration to the export value-added of import dependent enterprises as a placebo test, and finds that the falsification test can exclude that the change of export value-added of enterprises in the whole sample is the result of national market economic development or reform and opening up. This paper conducts the anti-fact test by the hypothetical processing group, and concludes that the effect of increasing the export value-added of enterprises brought by the domestic market integration is also excluded from the systematic factors. The regional marketization helps to promote the enterprises export value-added, with the marketization of product market and factor market, the promotion effect of domestic market integration on the enterprises export value-added will be further strengthened. The integration of domestic industrial product market has greater impact on the increase of enterprises export value-added, and the integration of domestic industrial input market has the most outstanding effect, this indicates that the production process of enterprises is more dependent on industrial products, and the input-output efficiency of enterprises mainly depends on the integration of domestic industrial input market. With regard to different types of enterprises, domestic market integration is more obvious to enhance the export value-added of enterprises in areas with better business environment, the promotion effect of domestic market integration on export value-added of general trade enterprises is greater than that of mixed trade enterprises and processing trade enterprises. The integration of domestic market is mainly to increase the level of enterprises export value-added through the mechanism of reducing the relative price of domestic intermediate products and increasing the bonus rate of enterprises. This paper proves that building a new development pattern of double circulation is an important strategic choice for facing the global economic downturn in the post covid-19epidemic era, a period of time in the future, we should promote the formation of a domestic economic circulation system based on the national unified market and promote the supply side structural reform of domestic market integration, can be an important way to enhance the export value-added of Chinese enterprises.