中文摘要：

流通业是我国经济发展中的基础与先导产业，但不同区域流通业发展极不平衡，通过空间相关性检验发现87％省份的流通业之间存在正向的空间相关性。当前城镇化过程中人口城镇化与土地城镇化并不协调，二者对流通业影响的路径也不一样。通过建立空间滞后模型、空间误差模型与空间杜宾模型，发现人口城镇化主要通过改善城镇居民消费能力、提高地区的人力资本和创新能力等来促进流通业的产出效率，而土地城镇化则更多地通过提高工业生产水平、进行固定资产投资来促进流通业的产出效率；研究还发现人口城镇化过程中特别是相邻省份之间在流通业发展上存在竞争效应，城镇人口的跨省份流出可能会对本省份流通业发展产生负面影响，土地城镇化过程中固定资产投资和工业产出水平对周围省份流通业的空间溢出效应明显。

英文摘要：

Circulation industry is the fundamental and leading industry of China＇s economic development. However, the development of circulation industry in different regions is extremely unbalanced. It is found by spatial correlation test that there is positive spatial correlation between the circulation industry in 87% provinces around the country. Currently population urbanization is not coordinated with land urbanization during the urbanization process, and the path which influences circulation industry is not the same. Through the establishment of spatial lag model, spatial error model and spatial durbin model, it is found that population urbanization mainly improves the output efficiency of the circulation industry by improving the consumption capacity of urban residents and human capital in the region, while land urbanization promote the output efficiency of circulation industry mainly by increasing the levels of industrial production and investment in fixed assets. This paper also found in the process of population urbanization there is a competitive effect in the development of circulation industry especially between adjacent provinces. Namely, urban population flow out to other provinces may have a negative impact on our province＇ s circulation industry, and in the process of land urbanization investment in fixed assets and industrial output have obvious spatial spillover effect on the surrounding provinces＇ circulation industry.