贵州财经大学学报

贵州财经大学学报 ›› 2023 ›› Issue (04): 42-52.

• 宏观经济 • 上一篇    下一篇

外商直接投资、集聚外部性与绿色竞争力

周杰琦1, 樊东青1, 夏南新2   

  1. 1. 广东财经大学 经济学院, 广东 广州 510320;
    2. 中山大学 岭南学院, 广东 广州 510970
  • 收稿日期:2022-06-06 出版日期:2023-07-15 发布日期:2023-07-13
  • 作者简介:周杰琦(1983—),男,广东财经大学经济学院副教授,博士,硕士生导师,研究方向为环境经济学模型及应用研究;樊东青(1996—),男,广东财经大学经济学院硕士生,研究方向为绿色经济理论研究;夏南新(1961—),男,中山大学岭南学院教授,博士,博士生导师,研究方向为技术创新和产业经济学研究。
  • 基金资助:
    国家哲学社会科学规划基金课题(21BMZ049)。

Foreign Direct Investment, Agglomeration Externalities and Green Competitiveness

ZHOU Jieqi1, FAN Dongqing1, XIA Nanxin2   

  1. 1. School of Economics, Guangdong University of Finance and Economics, Guangzhou, Guangdong 510320, China;
    2. Lingnan College, Sun Yat sen University, Guangzhou, Guangdong 510970, China
  • Received:2022-06-06 Online:2023-07-15 Published:2023-07-13

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摘要： 融合跨国公司理论与新经济地理学,以集聚外部性为切入点构建"FDI-集聚外部性-绿色竞争力"的逻辑框架,基于2005~2020年城市面板数据,构造动态空间杜宾模型与联立方程空间自回归模型研究FDI对绿色竞争力的影响机制。研究发现:FDI基于集聚外部性对绿色竞争力有非线性影响。当集聚适度时,FDI引致的集聚效应可通过绿色研发溢出、产业结构升级、人力资本结构高级化、环境规制强化等途径提升绿色竞争力;当集聚过度时,FDI将加剧拥挤效应并削弱绿色竞争力。中国城市绿色竞争力呈波动特征和空间溢出效应,其改善反作用于偏好绿色投资的FDI。异质性分析表明,FDI绿色竞争力效应在全国层面与大城市更得益于多样化集聚带来的雅各布斯外部性,在中等城市更得益于源自专业化集聚的马歇尔外部性,但受制于政府过度干预,在小城市该效应较少受益于集聚经济。

关键词: FDI, 产业集聚, 绿色竞争力, 集聚效应, 拥挤效应

Abstract: Integrating the theory of multinational corporation investment theory and new economic geography, and taking the externality of agglomeration as an entry point to construct a logical framework of "FDI - externality of agglomeration - green competitiveness",based on the urban panel data from 2005 to 2020,combining the dynamic spatial Dubin model and the simultaneous equation spatial autoregressive model to test the hypothesis proposed in this paper. The study finds that: FDI has a nonlinear effect on green competitiveness based on agglomeration externalities. When the degree of agglomeration is moderate, the agglomeration effect caused by FDI will enhance green competitiveness through channels such as green R & D spillovers, industrial structure upgrade, advanced human capital structure, and enhanced environmental regulation. When agglomeration is excessive, FDI will exacerbate the crowding effect and weaken green competitiveness. The green competitiveness of Chinese cities has the characteristics of volatility and spatial spillover, and its improvement is conducive to attracting FDI with preference for green investment. Heterogeneity analysis shows that the green competitiveness effect of FDI benefits more from the Jacobs externality brought by diversity at the national level and large cities, and benefits more from Marshall externality brought by specialization, but subject to government intervention, this effect is less beneficial in agglomerated economies in small cities.

Key words: FDI, industrial agglomeration, green competitiveness, agglomeration effect, crowding effect

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