中文摘要：

在经济全球化背景下，国际分工逐步深入到工序层面。垂直专业化的“产业片段”转移模式伴随着发展中国家因承接制造转移或国际外包而呈现的产业集聚现象。垂直专业化和产业集聚之间是否存在互动呢？理论分析表明，比较优势、价值链可分、规模经济、国际产业转移可能成为推动两者互动的重要因素和条件。在垂直专业化指数和Hoover系数衡量的基础上．本文运用面板误差修正模型（ECM）等方法从行业层面以制造业总体和分类两个角度考察了两者长期和短期的互动关系。研究表明．总体上我国制造业垂直专业化和产业集聚存在互动关系．长期表现为双向因果关系：短期因行业要素密集度的不同而存在差异．两者的长期互动须在越过自身“门槛值”达到相互匹配的水平后才可能实现。

英文摘要：

International industry transfer has evolved a new ＂industry fragmentation＂ transfer mode. Enterprises engaged in sectors with high knowledge and high added value gather in developed countries while enterprises engaged in assembling and manufacturing sectors with low added value keep gathering in developing countries. Industrial agglomeration emerges in these countries which undertake the manufacturing transfer or outsourcing. This paper tries to explain the theoretical mechanism of the interaction and prove it by an empirical study, which is an innovation of this research. Theoretical mechanism of the interaction between industrial agglomeration and vertical specialization is explained from the following three aspects. （1）The basis of the interaction is comparative advantage. （2）The internal conditions are divisibility of value chain and economies of scale. （3）The promoter of the interaction is multinational enterprises. And this paper uses Error Correction Model to analyze the interaction mode. Empirical results show that the interaction exists. In long term, there is bidirectional causality between industry cluster and vertical specialization of China＇s manufacturing industry. In short term, industry cluster and vertical specialization of industries with different factor intensity have different interaction modes. When the status of industry cluster matches the degree of vertical specialization, the two of any kind of industry start long-term interaction.