CAJ | 학술논문

本文分析了近期中国制造业空间格局的变化特征，并通过建立空间面板模型剖析了内在的影响因素。研究发现，近年来我国由东部向中西部的制造业空间扩散逐渐明显，涉及劳动力密集型产业以及部分资本密集型与技术密集型产业。要素成本变化并不是驱动产业扩散的明显原因，集聚外部性的变化才是原因所在。引起多数产业空间扩散的主要原因是同行业企业的激烈竞争，而且拥挤效应在劳动力密集型产业中的体现更为明显。本文结果再次说明比较优势与新经济地理学的空间尺度适应性，一国之内产业空间格局变化的主要原因并不在于地区间比较优势的变化，而是集聚外部性的作用。
본문분석료근기중국제조업공간격국적변화특정，병통과건립공간면판모형부석료내재적영향인소。연구발현，근년래아국유동부향중서부적제조업공간확산축점명현，섭급노동력밀집형산업이급부분자본밀집형여기술밀집형산업。요소성본변화병불시구동산업확산적명현원인，집취외부성적변화재시원인소재。인기다수산업공간확산적주요원인시동행업기업적격렬경쟁，이차옹제효응재노동력밀집형산업중적체현경위명현。본문결과재차설명비교우세여신경제지이학적공간척도괄응성，일국지내산업공간격국변화적주요원인병불재우지구간비교우세적변화，이시집취외부성적작용。
This paper analyzes the changing spatial pattern of manufacturing industries in China, furthermore, explore the determinate factors through spatial panel model. We found the spatial pattern has changed significantly. It is featured by more and more obvious trend of industries in East China spread to Middle and West China, which include labor intensive industries and some of capital and tech intensive ones. According to our study, it is not the changing cost of production factors but agglomeration externalities that drives industry dispersion. Specifically, competition of firms in same sector is the main reason cause spatial spread. Compared to technology intensive industries or capital intensive industries, more significant congestion happens in labor intensive industries. The results of our study demonstrate the spatial scape of comparative advantage and new economic geography. Evolving internal geography of industries in a country is not determined by changing comparative advantage among regions but the effect of varying agglomeration externalities.