文章基于Bayes空间计量视角,分析我国GDP增长与投资、消费、出口等因素之间的关系模式,并将区域集聚效应引入模型。研究结果表明:中国经济增长存在空间相关性,表现为外生冲击引起的空间误差自相关,将空间相关和空间异质性因素同时纳入模型后的分析结果显示:消费增长对GDP增长的拉动作用占主导地位,超过投资和出口影响的总和,这与普通回归模型分析结果有着显著的差异;同时,GDP增长的空间计量模型显现出区域集聚效应差异:西部地区的增长显著低于其它区域,东部和中部地区之间差异并不显著。
This paper investigates the relationship between the growth of GDP and investment, consump- tion, and exportation by exploiting a series of spatial econometric models from a Bayesian perspective. The factor of regional agglomeration is also inducted into the model. The results show that the spatial correlation between economic growth in China is caused by external shocks, which behaves as spatial errors autocorrelation. By including the spatial correlation and spatial heterogeneity into the model, it's found that the contribution of consumption to economic growth plays the dominant role, and its impact exceeds the total effects of invest and exportation, which differs significantly from the results derived from the ordinary regression model. Meanwhile, the spatial econometric model of GDP growth exhibits regional agglomeration effects difference, which is shown by the fact that the growth of the western region is significantly below the other areas, while there do not exist distinct difference between the eastern and the middle areas.