关键词: 交通基础设施, 信息基础设施, 要素错配, 系统广义矩估计

Abstract:

The construction of transportation and information infrastructure is an important support for accelerating the formation of a unified national market and building a new development pattern. This paper attempts to integrate two types of infrastructure, industrial agglomeration and factor marketization such as transportation infrastructure and information infrastructure into the factor mismatch analysis framework, based on the data of 30 provincial panels in China from 2005 to 2020 except Tibet, Hong Kong, Macao and Taiwan, through the combination of theoretical analysis and empirical testing, to discuss the impact of transportation and information infrastructure on the mismatch of capital and labor factors, as well as the  regulatory role of manufacturing agglomeration, productive service industry agglomeration, industrial agglomeration, and factor marketization such as manufacturing-productive service industry synergy agglomeration in the above-mentioned impacts. The main conclusions are as follows: both transportation and information infrastructure have corrected China’s capital mismatch and labor mismatch to varying degrees, and the correction effect of both types of infrastructure on labor mismatch is more obvious. The heterogeneity tests show that the corrective effect of transportation and information infrastructure on factor mismatch is mainly present in southern China or areas with excessive factor allocation, but is not significant in northern China or areas with insufficient factor allocation. Industrial agglomerations such as manufacturing agglomeration, productive service agglomeration, manufacturing-productive service industry collaborative agglomeration, and factor marketization play a positive regulatory role in the correction of factor mismatch between the two types of infrastructure.

Key words: transportation infrastructure, information infrastructure, element mismatch, system GMM