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大城市人口调控政策对毗邻区县第二产业发展的溢出效应——来自2014年户籍制度改革的证据

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本文以2014年户籍制度改革为政策冲击,研究大城市人口调控政策对毗邻区县第二产业发展的影响.基准回归结果表明,大城市人口调控政策会产生溢出效应,促进毗邻区县第二产业增加值及其占比以及第二产业就业人员数量的增长.机制分析表明:大城市人口调控政策会提升大城市上市公司在毗邻区县异地投资的概率和数量,同时通过劳动力流动提升毗邻区县的外来人口占比和第二产业就业人员占比,从而促进毗邻区县第二产业发展.调节效应分析发现:毗邻区县的最低工资标准和工业用地价格越低,大城市人口调控政策实施对其第二产业发展的溢出效应越大;高铁开通带来的虹吸效应会弱化大城市人口调控政策对毗邻区县的溢出效应强度;对于与大城市具有相似制造业结构的毗邻区县,大城市人口调控政策的溢出效应较大.异质性分析发现:劳动密集型制造业受到大城市人口调控政策的溢出效应最为显著;大城市上市公司对毗邻区县的投资是"梯度式"的,投资主要来源于大城市非中心城区的上市公司.综上,大城市人口调控政策通过促进企业异地投资和劳动力流动对毗邻区县第二产业的发展产生溢出效应.本文研究结论可为建设现代化都市圈和促进都市圈高质量一体化发展提供决策参考.
Spillover Effect of Population Control Policies in Big Cities on Secondary Industry in Adjacent Districts and Counties:Evidence from the Household Registration System Reform in 2014
Taking the reform of household registration system in 2014 as a policy shock,this paper studies the influence of population control policies in big cities on the development of the secondary industry in adjacent districts and counties.The results of benchmark regression show that the population control policies in big cities have spillover effects,which promote the growth of the added value and its proportion of the secondary industry and the number of employees in the secondary industry in adjacent districts and counties.Mechanism analysis shows that the population control policies in big cities increase the probability and quantity of listed companies in big cities investing in adjacent districts and counties,and at the same time increase the proportion of migrants and employees in the secondary industry through labor mobility,thus promoting the development of the secondary industry in adjacent districts and counties.The analysis of moderating effect shows that the lower the minimum wage standard and industrial land price in adjacent districts and counties are,the greater the spillover effects of the implementation of population control policies in large cities on the development of the secondary industry are.The siphon effect brought by the opening of high-speed rail weakens the spillover effects of population control policies in big cities on adjacent districts and counties.In adjacent districts and counties with similar manufacturing structure to big cities,the spillover effects of population control policies in big cities are greater.Heterogeneity analysis shows that the spillover effects of labor-intensive manufacturing industry by population control policies in big cities are the most significant.The investment of listed companies in big cities in neighboring counties is"gradient",and the investment mainly comes from listed companies in non-central urban areas of big cities.To sum up,the population control policies in big cities have spillover effects on the development of the secondary industry in neighboring counties by promoting enterprises'investment in different places and labor mobility.The conclusion of this paper provides decision-making references for constructing modem metropolitan areas and promoting high-quality integrated development of the metropolitan areas.

Adjacent Districts and CountiesSpillover EffectsReform of Household Registration SystemPopulation Control PoliciesMetropolitan Area Integration

席强敏、黎思灏、张可云

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中国人民大学应用经济学院

毗邻区县 溢出效应 户籍制度改革 人口调控政策 都市圈一体化

2024

中国农村经济
中国社会科学院农村发展研究所

中国农村经济

CSTPCDCSSCICHSSCD北大核心
影响因子:1.643
ISSN:1002-8870
年,卷(期):2024.(11)