加快产业结构转型升级是新常态下中国经济保持中高速增长的有力支撑。文章讨论了土地资源错配对产业结构升级影响的内在逻辑机制,并利用中国城市和行业层面数据验证了相关假说。研究发现:(1)地方政府低价过度出让工业用地、高价限制性出让商业和住宅用地的"双二手"供地策略是土地资源错配的根源。(2)土地资源错配进一步强化了以中低端制造业为主导的产业结构刚性,抑制了产业结构从低级形态向高级形态的转变,这表明土地资源错配的确是制约我国产业结构升级的重要因素。(3)土地资源错配对不同产业和产业内部升级的影响存在异质性,其促进了制造业和生产性服务业的发展,但对生活性服务业和公共性服务业的影响并不显著。此外,土地资源错配对产业结构升级的作用效果呈现出明显的东、中西部区域分化以及显著的时序异质性,其中,对东部地区的影响显著为正,对中西部地区的影响则显著为负。
To speed up the transformation and upgrading of industrial structure is the strong support for the maintenance of rapid economic growth in China under the new nor- mal. This paper discusses the internal logic mechanism of the influence of land resource misallocation on industrial structure upgrading, and then uses the Chinese urban and in- dustry level data to verify the hypotheses. It comes to the following conclusions: firstly, the local government "double second-hand" land supply strategy which excessively sell the industrial land by low prices and then is restrictive to sell the commercial and residential land by high prices is the root cause of land resource misallocation; secondly, land resource misallocation further intensifies the industry structure rigidity dominated by low-end man- ufacturing industries, and inhibits the transition of industrial structure from junior form to more advanced form, showing that land resource misallocation is an important factor re- stricting industrial structure upgrading in China~ thirdly, land resource misallocation has heterogeneous effects on different industries and internal industry upgrading, and pro- motes the development of manufacturing and producer services, but has no significant effects on life and public services. In addition, the effect of land resource misallocation on the upgrading of industrial structure shows obvious regional bifurcation in East China, Central China and Western China, as well as significant temporal heterogeneity; the im- pact on East China is significantly positive, and the impacts on Central China and Western China are significantly negative.