新经济增长理论强调动态外部性对经济增长的积极作用。本研究认为动态外部性对中国城市产业增长的影响依赖于中国经济转型。利用2000年和2005年地级市及其以上城市的两位数制造业数据进行实证研究,发现动态外部性和我国城市产业增长存在非线性关系。产业专业化和本地竞争一定程度上可以促进产业增长,但是当专业化和竞争超过一定水平之后将不利于产业增长;相反,多元化程度只有达到较高水平之后才会显著促进产业增长。本研究还发现动态外部性对于市场化程度较高、参与全球化程度高、地方保护较强的产业以及位于经济自主权较大的城市的产业影响尤为显著。本文清晰地表明我国经济转轨为动态外部性的发生创造了条件。
New economic growth theories stress the role of dynamic externalities in driving economic growth. Three types of dynamic externalities, including MAR externalities, Porter externalities and Jacob externalities, are tested in a variety of empirical studies although results are rather inconclusive. This study proposes that impacts of dynamic externalities on local growth are conditional on economic transition in China. Using data on two digit manufacturing industries at the prefecture level during the period of 2000-2005, this study found a significant nonlinear relationship between dynamic externalities and local industrial growth. Industrial specialization and local competition may help city industry growth but hurt local growth when they exceed a certain level. Diversity helps industry growth but only when it reaches a certain level. This study also found that liberalized, globalized and protected industries are more likely to benefit from dynamic externalities. Industries located in cities with greater authorities and responsibilities are found to grow faster. The results clearly suggest that economic transition has created conditions to allow more significant roles of dynamic externalities in stimulating city industry growth in Chiha.