地理学报 ›› 2021, Vol. 76 ›› Issue (2): 398-414.doi: 10.11821/dlxb202102011

• 产业与区域发展 • 上一篇    下一篇

地方出口产品结构及制度环境与企业出口相关多样化

朱晟君(), 金文纨   

  1. 北京大学城市与环境学院,北京 100871
  • 收稿日期:2019-10-06 修回日期:2020-07-02 出版日期:2021-02-25 发布日期:2021-04-25
  • 作者简介:朱晟君(1984-), 男, 安徽淮北人, 研究员, 博士生导师, 主要从事产业升级、全球化与区域发展研究。E-mail: zhus@pku.edu.cn
  • 基金资助:
    国家自然科学基金项目(41971154);国家自然科学基金项目(41701115);国家自然科学基金重点项目(41731278)

Local export variety, regional institutions and firm related diversification

ZHU Shengjun(), JIN Wenwan   

  1. School of Urban and Environmental Sciences, Peking University, Beijing 100871, China
  • Received:2019-10-06 Revised:2020-07-02 Published:2021-02-25 Online:2021-04-25
  • Supported by:
    National Natural Science Foundation of China(41971154);National Natural Science Foundation of China(41701115);Key Project of National Natural Science Foundation of China(41731278)

摘要:

产品相关多样化是企业发展的重要战略。经济学研究认为企业内部因素会影响企业的产品多样化策略,而一些地理学研究则发现企业外部的地方因素也会影响企业发展。为了弥补当前研究中关于企业微观发展战略外部影响因素的空白,本文基于2012—2016年中国出口产品贸易数据研究地方出口产品结构对企业出口产品相关多样化的影响,并进一步探究地方非正式制度和正式制度环境的调节作用。结果发现:① 在出口产品相关多样化程度越高的地方,多产品企业的出口相关多样化倾向会越强。② 正式和非正式制度环境均会影响地方和企业尺度在出口产品相关多样化方面的一致性关系。地方的社会信任属于非正式制度环境,会增强地方与企业在出口产品相关多样化方面的一致性。正式制度环境包括市场化、全球化和分权化进程,其中地方市场化程度对地方与企业在出口产品相关多样化方面的一致性起正向调节作用,而地方的全球化和分权化进程则表现为负向调节作用。本文的研究结论说明了地方产业集群环境、企业微观发展策略以及地方制度背景三者之间存在关联。政府可以通过制度改革和制度创新等政策影响地方内企业联系,为地方产业发展创造新的机会。

关键词: 出口多样化, 相关多样化, 地方出口产品结构, 制度, 中国

Abstract:

Firm related diversification is a common strategy for emerging economies to promote growth. As evidenced in the rapidly expanding economic literature, a host of internal factors such as residual resources, firm scale and capital structure are important for firm product diversification. However, there has been a dearth of economic researches on the external factors of firm product diversification. Based on such consideration, this article investigates the influence of local related variety on firm's export diversification strategy and explores the moderating effects of regional institutions by estimating tobit model based on the trade data of China's 31 provinces during 2012-2016. The results show that: (1) local related variety has a significant impact on firms' export diversification strategy. Specifically, firms located in regions dominated by related varieties are more likely to show related diversification patterns of export products. (2) Besides, the relationships between firm routines and local related variety are different in varied institutional contexts. For example, the regional atmosphere of trust is one of the most important informal institutions. This paper finds that the atmosphere of local trust will strengthen the relationship between firms' related diversification patterns and local related variety significantly. As for formal institutions, we find different moderating effects of regional marketization, globalization and decentralization. Marketization's moderating role is positive, while regional process of globalization and decentralization exerts a serious negative impact on the consistency of regions and firms in diversification patterns. According to the above results, this paper attempts to redress the neglect of regional institutions and forge a link between the economic and geographical investigations which helps to offer a broader view on the external factors of firm related diversification. It also points out that there is a complex relationship among local export variety, regional institutions and firm related diversification. Chinese government should promote local firm's contacts by preferential policies and create new opportunities for local industrial development.

Key words: export diversification, firm related diversification, local variety, regional institutions, China