文章借鉴新新贸易理论相关观点,将产业集聚的生产率效应融入对出口竞争力影响的理论研究中:进一步利用2002—2013年中国制造业24个行业数据并运用系统GMM方法,对比性研究了产业集聚的全要素生产率效应和劳动生产率效应对中国制造业出口竞争力的影响。研究结果表明:产业集聚的全要素生产率效应更能实现要素贸易条件改善、促进出口竞争力提升,产业集聚应该通过发挥规模经济效应和垂直关联效应、利用国际市场竞争、增加技术研发投入以及降低运输成本提高制造业出口竞争力。
The paper, drawing from the related opinions of new-new trade theory., integrates the impact of industrial ag- glomeration' s productivity effect on export competitiveness into the theoretical research. By fhrther utilizing the data of 24 manufacturing industries in China from 2002 to 2013 and GMM method, the paper makes a comparative study on the impact of industrial agglomeration' s total factor productivity (TFP) effect and labor productivity effect on export competitiveness of Chinese manufacturing industry. The results show that industrial agglomeration' s TFP effect can improve factor terms of trade and promote export competitiveness. Industrial agglomeration should enhance export competitiveness of manufacturing indus- try by playing scale economy effect and vertical correlation effect, utilizing international market competition, increasing R&D inputs and lowering transportation cost.