产业集聚理论认为,同一产业内的企业由于正的外部性具有聚集在同一地理范围内的倾向。在本文中,我们运用条件Logit概率模型,结合国家统计局对外商投资企业的调查数据,估计产业集聚程度、所有制结构以及其他传统的地区特征因素对外商投资企业地理区位选择的影响。我们发现存在非常显著的集聚效应,这意味着偶然的政策和历史因素将长久地影响企业生产活动的地理分布,这对理解中国的地区差异具有重要意义。
The agglomeration theory states that enterprises within the same industry tend to agglomerate in a geographical area because of positive externalities. In this paper, we apply the conditional logit model to the survey data of Chinese National Bureau of Statistics on foreign direct investment enterprises, and estimate the effects of agglomeration, ownership structure and other traditional regional characteristics on location choice of foreign investment enterprises. We found a significant agglomeration effect, which indicates that accidental policies and historical factors influence the geographical distribution of production activities in the long run, and this is very important to understanding regional differences in China.