系统管理学报 ›› 2020, Vol. 29 ›› Issue (1): 21-30.DOI: 10.3969/j.issn.1005-2542.2020.01.003

• 企业管理 • 上一篇    下一篇

中国装备制造业的区域差异、影响因素与高端化战略

赵子健,傅佳屏   

  1. 上海交通大学 安泰经济与管理学院,上海 200030
  • 出版日期:2020-01-29 发布日期:2020-05-14
  • 作者简介:赵子健(1984-),男,博士后。研究方向为产业经济学。
  • 基金资助:

    国家社会科学基金重点项目(12AZD046);国家社会科学基金重点项目(13AZD072);

    国家社会科学基金重点项目(15AZD010);上海交通大学博士后研究基金(14X100030025

Regional Disparities, Influencing Factors, and High-Level Strategy of China’s Equipment Manufacturing Industry

ZHAO Zijian,FU Jiaping   

  1. Antai College of Economics and Management, Shanghai Jiao Tong University, Shanghai 200030, China
  • Online:2020-01-29 Published:2020-05-14

摘要: 以中国区域层面的装备制造业全要素生产率(TFP)为对象,探讨了该产业的区域差异、影响因素和高端化战略。通过OPLP两种方法对各省区TFP进行了测度,对比发现OP方法的适用性更好。就区域差异来看,东部地区企业的TFP最高,而西部地区最低,与社会经济条件相一致。此外,西部地区TFP增长率最高、东部最低,反映各地TFP开始呈现收敛性。在省区分类上,采用以区位为依据的分类,以及以3TFP值为自变量进行聚类产生的分类两种方式。进而,利用随机效应模型对两种分类进行了影响因素分析,对比发现聚类分类方式更为合理。影响因素的回归分析表明,TFP与企业规模、研发费用、职工教育费、补贴收入以及出口额之间呈现正向关系,与国资占比呈现负相关,但区域差异较大。基于上述实证结果,对高端装备制造业的发展路径以及国家、区域两个层面的政策设计给予了详细探讨。

关键词: 装备制造业, 全要素生产训练有素, OP法, LP法, 聚类分析

Abstract: This paper discussed the regional disparities, influencing factors, and high-level strategy of China’s equipment manufacturing industry based on the total factor productivity (TFP). The OP and LP methods were used to measure the regional TFP values, of which the OP method appeared to have a better applicability. The result showed that there existed regional disparities and the TFP of enterprises in the eastern region was the highest while that in the western region was the lowest, which was consistent with the social and economic conditions. Besides, the highest TFP growth rate in the West and the lowest in the East indicated that the TFP began to show convergence. Two methods were adopted in provincial classification. One was to classify according to the location, and the other was to classify by conducting cluster analysis using the TFP value as the independent variable. The random effect model was adopted to estimate the coefficients of influencing factors of two different classifications, and the cluster classification proved to be more reasonable. The regression analysis of influencing factors showed that TFP has a positive relationship with enterprise scale, research and development expenses, employee education expenses, subsidy income and export, and a negative relationship with the proportion of state-owned assets, but there are large regional differences. Based on the above empirical results, this paper discussed the development path of China’s high-level equipment manufacturing industry and the policy design at national and regional levels in detail.

Key words: equipment manufacturing industry, total factor productivity (TFP), OP method, LP method, cluster analysis

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