在创新驱动发展背景下,中国需要高效的产业组织提升自主创新能力,占领全球产业链高端.模块化产业组织实现了生产要素的动态融合,使创新自发地涌现,有利于中国创新驱动发展战略的实现.产业组织模块化是一个产品契约和要素契约的动态融合过程,有初始融合成本,高效产业标准能降低融合成本.构建GMM动态面板数据模型研究产业组织模块化对战略性新兴产业全要素生产率的影响.实证研究发现:模块化会降低当期的全要素生产率,但会提高滞后期的全要素生产率;公共品性质的产业标准对全要素生产率有显著的正向影响,而非公共品性质的产业标准对全要素生产率有显著的负向影响;模块化程度对技术效率的正向影响比较显著;1G-3G移动通讯技术标准对相关产业全要素生产率有较显著的影响;产业环境变量对全要素生产率的影响各不相同.
In a background of innovation-driven development, China requires efficient industrial organizations to develop the capability of independent innovation and to occupy the high-end global industrial chain. Modu- larized industrial organizations lead to dynamic combinations of production elements. Meanwhile, innovation e- merges spontaneously, and is conducive to China' s innovation-driven development. Industrial organizational modularization is a dynamic process merging of product contracts and the elements contracts. Modularization has convergence costs at the early stages ; efficient industrial standards can reduce the costs of convergence. A GMM dynamic panel data model is built to test the organizational modularization and industrial impact on stra- tegic emerging industries' TFP. The empirical study shows that modularization reduces current efficiency but improves efficiency in lag periods. The industrial standards for public goods have a significant positive effect on TFP; but the industrial standards for non-public goods have a negative impact on TFP. The positive impact of the modular degree on the technical efficiency is significant. There is a significant influence of 1G -3G mo- bile communication standards on the related industries' TFP. Each industrial environmental factor has differ- ent impacts on TFP.