CAJ | 학술논문

本文根据新经济地理学的产业转移理论，选择全要素生产率为企业集聚力和分散力合力的替代变量，比较分析全要素生产率与要素的空间配置速度，认为全要素生产率的比较优势是产业转移的动力和空间区位选择决策的依据。利用2001～2009年中国制造业企业统计数据，采用半参数估计方法对东、中、西三大区域纺织业与其他行业全要素生产率进行测算和比较分析发现：从2001年开始纺织业由东部向中西部转移的内在动力逐年加强，但2001～2007年却出现了从中西部向东部的增量调整为主的逆向转移。进一步研究发现，2001～2007年生产要素空间配置效率的决策损失是导致2007～2009年纺织业从东部向中西部转移过程中空间配置效率下降的原因。
본문근거신경제지이학적산업전이이론，선택전요소생산솔위기업집취력화분산력합력적체대변량，비교분석전요소생산솔여요소적공간배치속도，인위전요소생산솔적비교우세시산업전이적동력화공간구위선택결책적의거。이용2001～2009년중국제조업기업통계수거，채용반삼수고계방법대동、중、서삼대구역방직업여기타행업전요소생산솔진행측산화비교분석발현：종2001년개시방직업유동부향중서부전이적내재동력축년가강，단2001～2007년각출현료종중서부향동부적증량조정위주적역향전이。진일보연구발현，2001～2007년생산요소공간배치효솔적결책손실시도치2007～2009년방직업종동부향중서부전이과정중공간배치효솔하강적원인。
According to new economic geography, this paper analyzes the changes of centripetal and centrifugal forces from the view of influencing factors using static and dynamic methods. The resultant force of centripetal and centrifugal forces in different regions is different, the driving force of industrial transfer comes from comparative advantage of the resultant force. TFP （total factor productivity） is the substitution variables of the resultant force. Technology, institutional, specialized mode and innovation factors are influencing factors of TFP, the flow rate of the influencing factors is faster than the labor mobility. The ratio of capital to labor is relatively stable, the speed of labor mobility restricts the productivity of the production portfolio, the adjustment speed of the production factor productivity lags behind TFP adjustment speed. Therefore, we draw an important conclusion： The decision basis for spatial location selection is based on TFP changes rather than changes of resource allocation efficiency. On the statistics data of China＇s manufacturing enterprises in 2001 - 2009, we use a semi-parametric estimation method to measure TFP. Through a deeply TFP comparative analysis between textile industries and other industries in China＇s eastern, central and western regions, we find that the intrinsic motivation of China＇s textile industry from the east to the Midwest has been appeared in 2001 and strengthened year by year from 2001 to 2007. In fact, contrary to the direction of the intrinsic dynamic action, in 2001 -2007 textile industries transfer is from the Midwest to the east, spatial allocation efficiency of production factors is rising. In 2007 - 2009 textile industries transfer is from the east to the Midwest, spatial allocation efficiency of production factors shows a downward trend from 2007 to 2009. Further studies show that： China＇s textile industry transfer of the inverse driving force in 2001 -2007, lose the opportunity to obtain higher spatial allocation efficiency, there is a decision toss. In 2007 -2009, spatial allocation efficiency of production factors is decline mainly because 2001 - 2007 textile industry inverse transfer is the incremental transfer rather than stock transfer. The incremental transfer increases the investment scale of entire textile industry, relative surplus of the investment scale in 2007 - 2009 is the main reason for decline of spatial resources allocation efficiency. Our results show that industrial transfer is not a simple device migration, but transterot the atomy and opportunity. Because the market price changes lag behind TFP changes, market price mechanism can not immediately react to this information when the intrinsic motivation of industrial transfer appeared. In addition, the enterprise exists multiple enterprise heterogeneity in the level of management, risk preferences, information processing ability, a large number of micro decision-making enterprises rely solely on market information to capture the opportunity of industry transfer with a lag. Enterprise multi-heterogeneity is the main reason for independent decision-making com- panies without the same decision-making on driving force. Since the industry transfer information of market mechanisms capturing is sub-optimal information, there is a decision loss relying solely on market mechanisms. If the government can not develop an effective industry transfer policy to make up for market information failures, would not eliminate the loss of opportunities for decision-making of spatial resources allocation efficiency in the industrial transfer. Therefore, some effective external policies are still needed to quicken the mass transferring process by developing appropriate policies to reduce the opportunities loss for decision-making of the spatial resources allocation efficiency and focusing on the coordinated development of human capital, physical capital, technology and financial markets.