CAJ | 학술논문

近年来,经济学家与政策制定者之间逐渐达成共识：有限的资源未能得到优化配置是阻碍发展中经济体生产率水平提升的重要原因。本文以1993—2011年中国制造业和服务业分行业数据为研究样本,从经验层面上系统分析了制造业和服务业之间的资源错配对中国非农部门TFP的影响。本文研究发现：（1）相对于中国制造业TFP的持续改善,服务业的TFP则长期徘徊在低位,二者之间的资源错配程度在进入21世纪后明显加重,造成非农部门TFP近40%的损失;（2）21世纪以来,制造业和服务业间的资源错配绝大部分来源于装备制造业与生产性服务业之间的错配;（3）装备制造业和生产性服务业之间的资本错配普遍高于劳动力错配。本文的引申含义是,现阶段的产业政策目标主要应定位于促进制造业和服务业二者之间的协调发展。
근년래,경제학가여정책제정자지간축점체성공식：유한적자원미능득도우화배치시조애발전중경제체생산솔수평제승적중요원인。본문이1993—2011년중국제조업화복무업분행업수거위연구양본,종경험층면상계통분석료제조업화복무업지간적자원착배대중국비농부문TFP적영향。본문연구발현：（1）상대우중국제조업TFP적지속개선,복무업적TFP칙장기배회재저위,이자지간적자원착배정도재진입21세기후명현가중,조성비농부문TFP근40%적손실;（2）21세기이래,제조업화복무업간적자원착배절대부분래원우장비제조업여생산성복무업지간적착배;（3）장비제조업화생산성복무업지간적자본착배보편고우노동력착배。본문적인신함의시,현계단적산업정책목표주요응정위우촉진제조업화복무업이자지간적협조발전。
In recent years, economists have gradually reached a consensus with policy makers： one of the most important reasons that decreases productivity in developing economies is the misallocation of lim- ited resources. Using China＇s manufacturing and service data during 1993--2011, this paper analyzes the impact of misallocation between manufacturing and service sector on China＇s non-agricultural TFP. The re- sult shows as follows. The resource misallocation between manufacturing and service sector causes 40% non-agricultural TFP loss since 2000. The resource misallocation between manufacturing and service sector mainly comes from the misallocation between equipment manufacturing industry and producer services. The capital misallocation between equipment manufacturing industry and producer services is higher than the labor misallocation. This paper suggests that the industrial policy should be aimed at promoting the coordi- nated development between manufacturing and service sector.