网络基础设施建设、产业协同集聚与城市产业升级——基于“人”和“地”要素的分析

网络基础设施建设、产业协同集聚与城市产业升级——基于“人”和“地”要素的分析

Network Infrastructure Construction, Industrial Co-agglomeration, and Urban Industrial Upgrading: Based on the Elements of “People” and “Land”

《财经研究》2023年49卷第11期 页码：95 - 109 online：2023年11月3日

作者

中：胡彬1,2 , 王媛媛1,2

英：Hu Bin1,2, Wang Yuanyuan1,2

作者单位：1. 上海财经大学 财经研究所, 上海 200433; 2. 上海财经大学 城市与区域科学学院 上海 200433

摘要及关键词

摘要：文章在城镇化和数字化转型的背景下，以2006—2020年全国地级市为样本对“宽带中国”试点政策进行评价，运用交叠双重差分方法分析网络基础设施建设对产业升级的影响。实证分析结果表明：（1）网络基础设施建设促进了城市的产业升级，但西部地区除外；（2）机制分析表明，产业协同集聚为网络基础设施建设的产业升级效应提供了支持，围绕城镇化关键要素的人力资本配置和土地利用效率提高对此均具有正向调节作用；（3）异质性分析表明，东部地区产业协同集聚的中介效应显著，且受到人力资本配置的强化影响，该中介效应在中部地区的趋势不明显。网络基础设施建设对城市产业升级的促进作用呈现突出的“规模偏向”特征，由此产生的“虹吸效应”挤压了西部地区和中小城市依托城镇化资源配置促进产业升级的政策空间。文章结论为发现中国转型阶段网络基础设施建设对城市产业升级的影响路径与作用机制提供了依据，并为新趋势下由产业升级的空间失衡和城镇化“功能鸿沟”可能造成的区域差距扩大给予了政策启示。

关键词：网络基础设施建设；产业升级；产业协同集聚；城镇化转型

Summary: Under the realistic background of urbanization transformation in China, as an important part of the digital economy and the core hub of new infrastructure, network infrastructure construction, based on the new technology paradigm and spatial logic, has an impact on urban industrial upgrading based on more efficient and extensive resource allocation capacity. Its realization path, internal mechanism, essential elements, market conditions, and policy priorities in China’s transformation environment need to be further studied. Taking national cities from 2006 to 2020 as the sample, this paper focuses on the path mechanism of industrial co-agglomeration from the perspective of “people” and “land” elements and their relationship changes to evaluate the pilot policy of “Broadband China”, and analyzes the impact of network infrastructure construction on urban industrial upgrading using the staggered DID method. The findings of this paper are as follows: First, network infrastructure construction promotes urban industrial upgrading, except the western region. Second, industrial co-agglomeration provides support for the industrial upgrading effect of network infrastructure construction. Focusing on the allocation of human capital and the improvement of land use efficiency, which are the key elements of urbanization, has a positive regulatory effect. Third, in terms of heterogeneity, the mediating effect of industrial co-agglomeration in the eastern region is significant, and it is strengthened by the improvement of human capital allocation efficiency, while the trend in the central region is not obvious. Supported by industrial co-agglomeration, the industrial upgrading effect of network infrastructure construction in megacities with a population of more than 10 million is higher than the national average. For megacities with a population of 5-10 million, the enhancement of land use efficiency and a higher level of coordination between “people” and “land” elements have a strengthening effect on industrial co-agglomeration, promoting the industrial upgrading effect of network infrastructure construction. The lack of effective support for industrial co-agglomeration restricts urban industrial upgrading with a population of less than 5 million. When the coordination degree of “people” and “land” elements is in the imbalance range, the industrial upgrading of the western region and small and medium-sized cities will be suppressed. On the whole, the promotion of network infrastructure construction to urban industrial upgrading presents a prominent “scale bias” feature, and the resulting siphon effect squeezes the policy space for western regions and small and medium-sized cities to promote industrial upgrading by relying on urbanization resource allocation. The conclusions provide a basis for discovering the influence path and mechanism of network infrastructure construction on urban industrial upgrading in China’s transformation stage, and give policy enlightenment for the regional gap that may be caused by the spatial imbalance of industrial upgrading and the “functional gap” of urbanization under the new trend.

Key words:network infrastructure construction; industrial upgrading; industrial co-agglomeration; transformation of urbanization

其他信息

DOI：10.16538/j.cnki.jfe.20230918.401

收稿日期：2023-06-07

基金项目：教育部人文社会科学研究规划基金（22YJA790022）；上海市教委科研创新重大项目（2023SKZD12）

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