数字基础设施建设、时空成本与制造业空间布局

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	数字基础设施建设、时空成本与制造业空间布局
其他题名	Digital Infrastructure,Spatiotemporal Costs and Spatial Distribution of Manufacturing Industry
	程钦良 1; 宋彦玲 1; 张勋 2
	2024-06-18
发表期刊	经济学动态
期号	06 页码:64-80
摘要	本文在新经济地理学模型中考虑了数字基础设施，在理论上阐述了数字基础设施推动制造业空间布局重塑的内在机制并进行实证检验。本文的研究发现：（1）数字基础设施建设的完善降低了制造品跨区域运输的信息“冰山”运输成本，提升了市场规模在促进制造业集聚中的作用，形成了数字基础“本地市场效应”的集聚力放大机制；（2）数字基础设施建设通过降低信息“冰山”运输成本所形成的数字基础设施建设“市场拥挤效应”的分散力弱化机制并不显著；（3）数字基础设施建设促进了知识的空间溢出，降低了制造业企业、从业人员因获取知识而选择集聚的意愿和必要性，形成了知识空间溢出路径上的制造业分散力放大机制；（4）当前，我国数字基础设施建设不断完善，较大程度降低了区域间产品运输信息“冰山”运输成本，但由于数据要素流动区域壁垒的存在，数字基础设施推动知识空间溢出的作用尚未完全发挥。因此，数字基础设施建设通过降低信息“冰山”运输成本来促进制造业集聚的作用大于其通过强化知识空间溢出来推动制造业分散分布的作用，总体上推动了制造业空间集聚。
其他摘要	The digital economy has emerged as a strategic choice to harness new opportunities presented by the lat-est technological revolution and industrial transformation.Digital infrastructure serves as the hardware foundation for de-veloping the digital economy and functions as the"highway"for digital production elements.The development of digital infrastructure significantly influences conventional production models by facilitating the rapid and efficient flow of digital production elements across spatial dimensions,reducing the spatiotemporal costs of economic activities such as inter-firm interactions and consumer information searches,and potentially reshaping the manufacturing spatial distribution to achieve a new regional equilibrium.However,there is a lack of rigorous analysis in existing literature on how digital infra-structure affects the spatial distribution of the manufacturing industry.This paper aims to address this gap. This paper considers digital infrastructure in the new economic geography model,and theoretically elaborates on the internal mechanism of digital infrastructure reshaping manufacturing spatial layout,which is empirically tested using data on China's digital infrastructure construction and manufacturing development.The findings are as follows:Firstly,the improvement of digital infrastructure reduces the information"iceberg"transportation cost of cross-regional transportation of manufactured goods,forming a mechanism of agglomeration amplification of the"local market effect"of digital infra-structure,and enhancing the role of market size in promoting manufacturing agglomeration.Secondly,the mechanism of de-centralization amplification of the"market crowding effect"formed by digital infrastructure construction through reducing in-formation"iceberg"transportation costs is not significant.Thirdly,digital infrastructure promotes spatial spillover of knowledge,reducing the willingness and necessity of manufacturing enterprises and employees to choose agglomeration to acquire knowledge,forming a decentralization amplification mechanism of manufacturing on the path of knowledge spa-tial spillover,and promoting the decentralized distribution of China's manufacturing industry.Fourthly,China's digital in-frastructure is constantly improving,greatly reducing the"iceberg"transportation cost of interregional product transporta-tion information.However,due to regional barriers to the flow of data elements,its role in promoting knowledge spatial spillover has not been fully utilized.Therefore,the role of digital infrastructure construction in promoting manufacturing agglomeration through reducing information"iceberg"transportation costs may be greater than its role in promoting manufacturing decentralization through strengthening knowledge spatial spillover.Digital infrastructure has generally pro-moted the spatial agglomeration of manufacturing. The marginal contributions are reflected in two aspects.Firstly,it improves the analytical framework for understand-ing the impact of digital infrastructure on the spatial distribution of the manufacturing industry.It integrates the effects of digital infrastructure on information"iceberg"transportation costs and spatial knowledge spillover into a unified theoretical framework,constructing a new economic geography model that incorporates locational factors of digital infrastructure.This framework allows for an in-depth exploration of how digital infrastructure influences the spatiotemporal costs of product pro-duction,transportation,and knowledge spillover,forming the"agglomeration force"and"dispersion force"that affect the spatial distribution of the manufacturing industry.Secondly,it provides comprehensive empirical tests of the theoretical con-clusions and mechanisms.Based on measurements of local market size,market congestion,and knowledge spillover vari-ables,this paper designs a spatial econometric model to test the intrinsic mechanisms through which digital infrastructure impacts the spatial distribution of the manufacturing industry,quantifying the relative strength of these mechanisms and of-fering empirical support for the theoretical analysis.
关键词	数字基础设施时空成本制造业空间布局 LS模型
URL	查看原文
收录类别	北大核心 ; 中国科技核心期刊 ; CSSCI ; AMI
ISSN	1002-8390
语种	中文
原始文献类型	学术期刊
中图分类号	F49;F424
CN号	11-1057/F
文献类型	期刊论文
条目标识符	http://ir.lzufe.edu.cn/handle/39EH0E1M/37319
专题	兰州财经大学
通讯作者	张勋
作者单位	1.兰州财经大学统计与数据科学学院; 2.北京师范大学统计学院
第一作者单位	统计与数据科学学院
通讯作者单位	统计与数据科学学院
推荐引用方式 GB/T 7714	程钦良,宋彦玲,张勋. 数字基础设施建设、时空成本与制造业空间布局[J]. 经济学动态,2024(06):64-80.
APA	程钦良,宋彦玲,&张勋.(2024).数字基础设施建设、时空成本与制造业空间布局.经济学动态(06),64-80.
MLA	程钦良,et al."数字基础设施建设、时空成本与制造业空间布局".经济学动态 .06(2024):64-80.