科研管理 ›› 2025, Vol. 46 ›› Issue (5): 72-82.DOI: 10.19571/j.cnki.1000-2995.2025.05.008

• 论文 • 上一篇    下一篇

选择性产业政策影响资源错配的机制和效应研究

妥燕方,高波   

  1. 南京大学经济学院,江苏 南京210093
  • 收稿日期:2023-10-10 修回日期:2024-12-25 出版日期:2025-05-20 发布日期:2025-05-12
  • 通讯作者: 妥燕方
  • 基金资助:
    国家社会科学基金重大项目:“构建大中小城市协调发展格局研究”(23ZDA048,2023—2025)。

Research on the mechanism and effects of selective industrial policies on resource misallocation

Tuo Yanfang, Gao Bo   

  1. School of Economics, Nanjing University, Nanjing 210093, Jiangsu, China
  • Received:2023-10-10 Revised:2024-12-25 Online:2025-05-20 Published:2025-05-12

摘要:     推动产业政策市场化转型是实现新时期中国经济高质量发展的必然路径,对要素资源配置的影响研究成为评估选择性产业政策经济效应的重点内容。针对既有研究中政策行为抽象变量相对固定所导致的政策宏观效应关注不足与有效性边界拓展受限问题,本文基于国家级产业转移承接示范区的准自然实验,使用多期双重差分模型实证检验了选择性产业政策影响资源错配的机制和效应,并对其经济地理空间距离异质性影响进行了深入探讨。研究发现:(1)国家级产业转移承接示范区的设立将加剧劳动力资源错配,而对资本错配影响并不显著;(2)设立产业转移示范区能有效缓解东部劳动力资源错配,但会加剧中部劳动力资源错配,目前对西部劳动力资源配置的影响并不显著;(3)“真拥挤假集聚”的拥挤效应、增加政府增长压力以及要素市场供需非均衡是政策扭曲劳动力资源配置的主要机制;(4)交通通达、人口增速慢、城市规模小的地区政策劳动力资源错配效应显著,而距离大港口与大城市更近将弱化选择性产业政策的劳动力资源错配效应。本文研究结论有助于进一步理清选择性产业政策对要素资源配置的深层次影响机理,并为政府提升产业政策实施绩效以及经济高质量发展蓄势赋能提供有益的实践启示。


关键词: 选择性产业政策, 国家级产业转移承接示范区, 劳动力资源错配效应, 政府干预

Abstract:     Promoting the market-oriented transformation of industrial policies is an inevitable path to achieve the high-quality development of China′s economy in the new era, and the study of the impact on the allocation of factor resources has become a key focus of evaluating the economic effects of selective industrial policies. In response to the problem of insufficient attention to macro effects and limited expansion of effectiveness boundaries caused by the relatively fixed abstract variables of policy behavior in existing research, this paper empirically tested the mechanism and effect of selective industrial policies on resource misallocation based on quasi-natural experiments in national industrial transfer and undertaking demonstration zones using a multi-period DID model, and deeply explored its impact on economic geographic spatial distance heterogeneity. The research has found that: (1) the establishment of national level industrial transfer and undertaking demonstration zones will exacerbate the mismatch of labor resources, while the impact on capital mismatch is not significant; (2) Establishing industrial transfer demonstration zones can effectively alleviate the mismatch of labor resources in the eastern region, but it will exacerbate the mismatch of labor resources in the central region. Currently, the impact on the allocation of labor resources in the western region is not significant; (3) The crowding effect of "true crowding and false agglomeration", increased pressure on government growth, and imbalanced supply and demand in factor markets are the main mechanisms through which policies distort the allocation of labor resources; (4) The mismatch effect of labor resources in areas with accessible transportation, slow population growth, and small urban scales is significant, while being closer to large ports and cities will weaken the mismatch effect of selective industrial policies. The research conclusion of this paper will help to further clarify the deep-seated impact mechanism of selective industrial policies on factor resource allocation, and provide useful practical insights for the government to improve the implementation performance of industrial policies and empower high-quality economic development.

Key words:  selective industrial policy, national level industrial transfer demonstration zone, mismatch effect of labor resources, government intervention