战略性新兴产业集群如何塑造全国统一大市场

Strategic Emerging Industrial Clusters and the Integrated National Market:A Quasi-Natural Experiment from the National-Level Cluster Construction

摘要:

在国内国际双循环的新发展格局下,建设全国统一大市场是激发经济内生动力的核心战略。研究基于2015—2023年城市面板数据,以国家级战略性新兴产业集群建设为一项准自然实验,运用双重差分模型探讨集群建设对地区市场一体化的影响。研究发现:战略性新兴产业集群建设促进了地区市场一体化,该结论经稳健性检验后依然成立。机制分析表明,集群建设主要通过优化要素配置效率和弱化地方保护主义两大路径推动市场整合。政策效应存在明显分化:拥有多个集群的城市及交通基础设施完善的城市,市场整合效果更为突出。此外,集群建设对邻近城市市场一体化具有正向溢出效应,且间接影响优于本地直接影响。研究为推进战略性新兴产业集群和全国统一大市场共同推进提供了理论和经验证据。

Abstract:

Under the new development pattern of domestic and international dual circulation, building a unified national market is the core strategy to stimulate endogenous economic power. Based on urban panel data from 2015 to 2023, this study takes the construction of national strategic emerging industry clusters as a quasi natural experiment and uses a difference in differences model to explore the impact of cluster construction on regional market integration. Research has found that the construction of strategic emerging industry clusters promotes regional market integration, and this conclusion still holds true after robustness testing. Mechanism analysis shows that cluster construction mainly promotes market integration through two paths: optimizing factor allocation efficiency and weakening local protectionism. There is a clear differentiation in policy effects: cities with multiple clusters and well-developed transportation infrastructure have more prominent market integration effects. In addition, cluster construction has a positive spillover effect on market integration in neighboring cities, and the indirect impact is better than the local direct impact. The research provides theoretical and empirical evidence for the joint promotion of strategic emerging industry clusters and the unified national market.