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重要外部事件冲击下台商制造业对外投资的时空格局变化

Temporal and spatial evolvement of Taiwan's Direct Investment in manufacturing industry under the impact of important external events

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利用2009-2021年台商对外直接投资数据,在分析台商制造业对外直接投资的时空格局演化特征的基础上,建立面板回归模型探讨重要外部事件对台商制造业及不同子行业投资区位选择的影响,结果表明:①2009-2021年台商制造业对外投资金额呈现出向大陆投资与向大陆以外地区投资相互消长的状态,其中,技术密集型制造业对外投资这一特征最为明显;台商制造业以大陆为核心的投资地域特征有所减弱,技术密集型制造业和劳动密集型制造业地域转移趋势最为明显.②短期而言,中美贸易摩擦对台商制造业对外投资量存在显著影响,对台商制造业对外投资区位选择的影响则相对不显著,"新南向政策"对台商制造业在"新南向"地区的直接投资具有促进作用,东道国(地区)的疫情严重程度和防疫政策严格程度对台商制造业投资的决策影响有限;此外,市场规模、劳动力成本、技术水平、贸易开放度、地理距离等仍然是台商制造业区位选择的重要影响因子.
Based on the analysis of the spatial and temporal patterns of Taiwan's Direct Invest-ment(TDI)in manufacturing from 2009 to 2021,a panel regression model was established to ex-plore the impact of important external events on the location choice of TDI in manufacturing in-dustry and different sub-sectors of manufacturing industry.The results show that:(1)From 2009 to 2021,the amount of TDI in manufacturing industry showed a state of mutual growth and de-cline between investment in the Chinese mainland and outside the Chinese mainland.For the in-dustry type,the state of mutual growth and decline of TDI in technology-intensive industries was the most prominent.TDI in manufacturing industry with the Chinese mainland as the core of the regional characteristics of investment gradually weakened,and technology-intensive and labor-in-tensive manufacturing industries have the most obvious trend of regional transfer.(2)The im-pact of Sino-US trade friction on the amount of TDI in manufacturing industry is significant,the impact of Sino-US trade friction on location choice of TDI in manufacturing industry is not sig-nificant.The"New Southbound Policy"has a promotion effect on TDI in manufacturing to"New Southbound"countries.The COVID-19 pandemic has no significant impact on the loca-tion choice of TDI in manufacturing.Market size,labor cost,technological level,trade openness and distance are still important factors influencing the location choice of TDI in manufacturing industry.

Taiwan's Direct Investment(TDI)manufacturinglocation choiceSino-US trade frictionNew Southbound PolicyCOVID-19 Pandemic

周钰然、韦素琼、赵蕾、游小珺

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福建师范大学地理科学学院/碳中和未来技术学院,福州 350117

福建师范大学地理研究所,福州 350117

聊城大学商学院,聊城 252000

台商直接投资 制造业 区位选择 中美贸易摩擦 新南向政策 新冠疫情

国家自然科学基金项目福建省自然科学基金项目

417711362022J01163

2024

世界地理研究
中国地理学会

世界地理研究

CSTPCDCHSSCD北大核心
影响因子:1.232
ISSN:1004-9479
年,卷(期):2024.33(6)