论文标题：Industrial Structure and Urban Agglomeration: Evidence from Chinese Cities

　　发表时间：2019

　　论文所有作者：Ding, Chengri., Li, Zhi., and Niu, Yi.

　　期刊名及所属分类：Annals of Regional Science (国际SSCI)

　　英文摘要：This paper investigates whether and how regional industrial structure/concentration influences firm productivity. Based on the firm-level data from China, the paper estimates firm productivity with regional structure conditioning on agglomeration effects and concludes that regional industrial structure plays little role in firm’s output, but affects localization agglomeration, which in turn affects firm productivity. In other words, localization agglomeration is stronger in cities in which sectors are less dominated by a few large firms in their own sector. Our conclusions are robust to the classification of industries, intertemporal, and spatial dimensions of agglomeration externalities, alternative measures of regional industrial structure and agglomeration, and different spatial scales in which standard errors are clustered. An important policy implication of our findings is that China’s industrial policies favoring large firms may be harmful to local economic development in the long term.

　　中文摘要：本文研究了区域产业结构/集中度对企业生产率的影响及其影响机制。本文基于中国企业层面的数据，利用区域结构对集聚效应的影响对企业生产率进行了测算，结果表明:区域产业结构对企业产出的影响不大，但会影响本土化集聚，而本土化集聚又会影响企业生产率。换句话说，本地化聚集在城市中更强，在这些城市中，行业较少被其所在行业的少数大公司所主导。研究结论对产业分类、集聚外部性的跨期和空间维度、区域产业结构和集聚的替代性测度以及标准误差聚集的不同空间尺度具有较强的鲁棒性。研究结果的一个重要政策启示是，中国对大企业的产业政策可能会对地方经济的长期发展产生不利影响。