中文摘要：

本文基于异质性企业理论框架，通过纳入集聚经济的LP半参数模型估计了集聚经济影响下的企业生产率．在此基础上利用截尾分位数回归分析集聚经济下的企业空间选择。研究发现：集聚经济影响下的企业生产率分布普遍表现出尖峰长尾的特征。在该分布影响下，集聚经济的水平效应不显著，而分类效应显著。在分类效应下，本地市场效应则是企业空间集聚的主要动力，表现为企业向大市场地区集聚。专业化经济和城市化经济的作用体现在不同行业不同效率水平的企业上：专业化经济影响下，劳动密集型行业低效率企业和技术密集型行业高效率企业表现出集聚的偏好；城市化经济影响下，高生产率企业普遍表现出逃避倾向，表明多样化经济地区不利于高生产率企业成长。

英文摘要：

Based on the analytical framework of heterogeneous firm trade theory, this paper estimates the total factor productivity of firms using a semiparametric model integrated with agglomeration economics. Specifically, we study the influence of agglomeration externalities on firm selection. We have the following findings： the contribution of agglomeration economics on firm productivity varies by industry; The distribution of productivity exhibits a fat tail, in which firm selection exists; Agglomeration economies are not significant while firm selection is remarkable; Finally, the home market effect is the driving force of agglomeration, localization and urbanization, and it allows plants to spread.