本文创新性地运用市域单元的制造业细分行业数据,综合Combes的本地经济结构理论与Anselin的空间自相关理论,分析本地经济结构(专业化、多样化、竞争程度、企业规模、本地市场)及城市之间溢出效应对长三角6个典型制造业集聚增长的影响。回归结果表明,专业化和多样化效应均有利于制造业增长,且空间回归模型能纠正普通OLS回归结果高估的误差;竞争性环境对产品差异化程度高的产业有积极效应;企业平均规模有助于资本密集型而不利于劳动密集型产业增长;市场规模对纺织等成本敏感性行业有抑制作用但有利于电子等市场依赖型产业增长。结果还表明,长三角城市群存在显著的空间溢出效应,表现为高集聚度城市之间(H-H型)的双向溢出、由高向低(H-L型)的单向扩散和由低向高(L-H型)的单向集聚三种模式。对长三角城市群制造业集聚与扩散的研究,有助于揭示城市群地区产业空间重构的规律。
This paper attempts to explore the impacts of local economic structure and spatial spillovers on the growth of manufacturing sub- sectors in 16 cities of the Yangtze River Delta,combining the Combes' s( 2000) viewpoints of local economic growth with the Anselin's( 1988) spatial auto- correlation theory. The empirical results show that: firstly,specialized and diversified externalities are beneficial to manufacturing growth; local competition has positive impact on those industries with highly differential products; average size of firms contributes to growth of capital- intensive industries instead of labor-intensive industries; local market potential is conducive to growth of market- dependent industries rather than cost- sensitive industries. Secondly,the spatial spillovers significantly affect the development of manufacturing industry in the Yangtze River Delta. Bi- directional spatial spillovers have more significant effects on promoting industrial diffusion in H- H city; the development level of H- L city's type is higher than that of its neighborhood so that this area mainly presents spatial spillovers to neighboring areas; L- H city's own industry development level is not high so that they are likely to be radiated by its neighbors through industrial transfer or industrial diffusion. The study of the Yangtze River Delta is helpful to find the regularity of industrial cluster or industrial diffusion in metropolitan areas.