本文根据集聚经济的微观机制、工业集聚和城市生产率的内生性,以及邻近城市间的外部性构建了空间计量联立方程,并利用2005年数据对地级及以上城市的工业集聚和劳动生产率进行了截面分析。3SLS估计表明我国工业的相对集聚和劳动生产率互为因果、互相强化,工业集聚和生产率在相邻城市间有明显的空间粘滞性和连续性。工业集聚的多变量估计还表明我国城市就业的空间密度过高,其拥挤效应导致生产率降低。本文最后简要讨论了研究结果相关的政策含义。
Based on micro mechanisms of agglomeration economies, endogeneity of agglomeration and urban labor productivity as well as spatial externalities between neighboring cities, this paper constructs a spatial simultaneous equation model and examines the determinants of productivity and agglomeration across Chinese cities in 2005. The 3SLS estimates show that industrial agglomeration and urban productivity are mutually causally correlated and that agglomeration and productivity are spatially sticky and continuous across neighboring cities. The multidimensional measures of agglomeration also show that density of labor in Chinese cities is too high, adversely affecting productivity. In conclusion the paper briefly discusses policy implications of these findings.