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本文运用2000~2008年我国267个地级市制造业企业面板数据,在控制地区和企业异质性特征的基础上实证研究消费性、投资性内需规模及制造业地理集聚对企业出口二元扩张的影响机制。为消除遗漏变量和逆向因果关系造成的内生性问题,本文有针对性地引入两种差异化的工具变量集合,并通过比较不同估计方法的参数结果确保实证结论的稳健性。结果表明我国地级市内外需之间存在相互促进的关联机制,扩大消费性和投资性内需、提高行业地理集聚程度都具有提升企业出口参与度和增强企业出口强度的作用,地级市的内需规模构成企业扩大出口的市场基础。因此,应该通过积极培育内需市场、加快省内地级市之间基础设施互联互通建设等措施提升企业出口动力,促进城市内外需协调发展。
Based on the panel data of 267 prefecture-level cities in 2000 ~ 2008 in China, this paper empirically studies the consumption, the scale of domestic demand for investment and the geographical agglomeration of manufacturing industry on the dual expansion of the export of enterprises based on the heterogeneity of controlled areas and enterprises. The impact mechanism. In order to eliminate endogenous problems caused by missing variables and adverse causality, this paper introduces two different sets of instrumental variables specifically and compares them with the results of different estimation methods to ensure the robustness of empirical conclusions. The results show that there is a mutual promotion mechanism between prefecture-level cities in the world and between cities. The expansion of consumer and investment domestic demand and the increase of geographical agglomeration in the prefecture-level cities all play an important role in enhancing the export participation and enhancing the export strength of enterprises. Scale constitutes the market basis for enterprises to expand their exports. Therefore, measures such as actively cultivating the domestic market and accelerating infrastructure interconnection among prefecture-level cities in the province should be used to enhance the export momentum of enterprises and promote the coordinated development of both domestic and overseas cities.