商业研究

商业研究

• 产业经济 • 上一篇    下一篇

生产要素市场扭曲与中国产业结构失衡

苗建军，韩经纬   

  1. （南京航空航天大学 经济与管理学院，南京 211106）
  • 收稿日期:2020-08-18 出版日期:2020-12-19
  • 作者简介:苗建军（1955-），男，山西长治人，南京航空航天大学经济与管理学院教授，博生生导师，经济学博士，研究方向：区域经济学、产业经济学；韩经纬（1987-），本文通讯作者，男，山东寿光人，南京航空航天大学经济与管理学院博士研究生，研究方向：新结构经济学、产业经济学。
  • 基金资助:
    国家社会科学基金项目“国家级城市群非期望产出的测度及其消减路径研究”，项目编号：16BGL210；江苏省普通高校学术学位研究生创新计划项目“长江三角洲城市群经济效率制约因素识别与影响机制研究”，项目编号：KYZZ16_0148。

Production Factors Market Distortion and the Imbalance of China′s Industrial Structure MIAO Jian-jun, HAN Jing-wei

MIAO Jian-jun, HAN Jing-wei   

  1. (College of Economics and Management, Nanjing University of Aeronautics and Astronautics, Nanjing 211106，China)
  • Received:2020-08-18 Online:2020-12-19

摘要： 生产要素市场扭曲是制约中国产业结构升级的关键因素，本文以劳动力市场扭曲和资本市场扭曲为切入点，探讨其对中国产业结构失衡的影响机理，实证检验生产要素市场扭曲对产业结构失衡的影响，并考察劳动力市场扭曲和资本市场扭曲导致的产业结构失衡“缺口”。结果显示：2001—2017年，中国各省劳动力市场和资本市场上均存在着不同程度的扭曲；估计结果中，劳动力市场扭曲和资本市场扭曲对产业结构失衡的正效应，表明二者都显著加剧了中国产业结构失衡；反事实检验结果显示，劳动力市场扭曲和资本市场扭曲加深了产业结构失衡的程度，且资本市场扭曲加剧产业结构失衡的程度要高于劳动力市场扭曲，但在劳动力过剩地区，政府对劳动力的引导在一定程度上有助于改善产业结构失衡。因此，深化户籍改革、推进生产要素市场化进程，并充分发挥市场在生产要素配置中的决定性作用，对产业结构均衡发展、保障产业安全具有重要意义。

关键词: 生产要素市场扭曲, 产业结构失衡, 空间杜宾模型, 反事实检验

Abstract: Production factors market distortion is the key factor restricting the upgrading of China′s industrial structure. This paper takes labor market distortion and capital market distortion as the starting point to explore the mechanism of its impact on the imbalance of China′s industrial structure, empirically tests the impact of production factors market distortion on the imbalance of industrial structure, and analyzes the “gap” of the imbalance of industrial structure caused by labor market distortion and capital market distortion.The results show that: from 2001 to 2017, there are different degrees of distortions in the labor market and capital market of China′s provinces; in the estimation results, the positive effects of labor market distortion and capital market distortion on the imbalance of industrial structure show that both of them significantly aggravate the imbalance of China′s industrial structure;the counterfactual test results show that labor market distortion and capital market distortion deepen the imbalance degree of industrial structure, and the degree of capital market distortion aggravating the imbalance of industrial structure is higher than that of labor market distortion,but in areas with surplus labor force, the government′s guidance of labor force can help to improve the imbalance of industrial structure to a certain extent.Therefore, deepening the household registration reform, promoting the marketization of production factors, and giving full play to the decisive role of the market in the allocation of production factors are of great significance to the balanced development of industrial structure and the protection of industrial safety.

Key words: production factors market distortion;imbalance of industrial structure, Spatial Durbin Model, counterfactual test