产业区域集聚是近年学术研究的一个重要问题。本文在总揽国内外现有研究文献的基础上,从理论和实证两个层面对这一论题进行了系统梳理。从理论层面来看,新近兴起的新经济地理学是迄今为止研究产业集聚的主流经济学理论。它在规模报酬递增与不完全竞争市场为特征的理论框架下,引入了外部经济、要素流动、以及路径依赖等因素,来研究产业在地理空间上的集聚与扩散问题。实证层面,本文将近年涌现出的产业区域集聚经验检验归纳概括为五个实证命题,并分别展开回顾。
Economic activities are unevenly distributed at different levels, such as cities and provinces. And industrial agglomeration is also an important topic for the recent academic research. This paper provides a systemic evaluation of this topic from both the theoretical level and the empirical level based on the literature review. Theoretically, the New Economic Geography (NEG) is the main theory in explaining the industrial agglomeration. With core-periphery model, many researchers such as Venables, Martin ,Rogers, Puga, Baldwin bring some new factors to analyze their effects on the industrial agglomeration. Empirically, this paper summarizes the present indexes of industrial agglomeration. And then, it categorizes the empirical checking into five propositions and reviews them in tum. The first proposition is the market potential and industrial agglomeration, which means economic activities tend to concentrate in the bigger market. The second proposition is the home market effect (HME) and industrial agglomeration. The third proposition is the knowledge spillover, intermediate goods production and industrial agglomeration, which mainly analyzes the effect of knowledge spillover and intermediate goods production on the industrial agglomeration. The forth proposition is to compare the New Economic Geography, the new classical trade theory and the new trade theory. The fifth proposition is the domestic transportation cost and industrial agglomeration, which is to testify the main conclusion of the core-periphery model. However, the foregone studies seldom pay attention to the impact of the intemational opening up on the manufacturing agglomeration. In fact, with the development of the intemational trade among countries, many scholars have noticed that industrial agglomeration has changed within a country after this country opens up. Therefore, the relationship between the international opening up and the manufacturing agglomeration is a new extension of the New Economic Geography.