持续的工业化是发展中国家经济增长的重要推动力。然而,现阶段发展中国家却在普遍经历制造业向服务业的结构转型。文章基于1979—2018年的跨国面板数据系统分析了发展中国家制造业向服务业结构转型对其经济追赶的影响。研究表明:(1)发展中国家制造业向服务业的结构转型会抑制其经济追赶,且“过早去工业化”的负面作用更显著,其作用通过劳动生产率和资本积累渠道实现。(2)发展中国家较高的人力资本、经济发展水平和制度质量可以削弱结构转型的负面影响。(3)较低的农业生产率、发达国家的人工智能应用和劳动力跨梯度转移是造成发展中国家“过早去工业化”的重要原因。(4)现阶段我国的制造业比重下降也不利于经济追赶,尤其是会阻碍中西部地区的经济追赶。因此,发展中国家应采取合理的产业政策防止“过早去工业化”,并通过提升农业生产率、吸引外资、合理引导劳动力流动等助推制造业转型升级。
过犹不及:发展中国家的经济结构转型与经济追赶
摘要
参考文献
7 王文,孙早. 制造业需求与中国生产性服务业效率−经济发展水平的门槛效应[J]. 财贸经济,2017,(7):136−155. DOI:10.3969/j.issn.1002-8102.2017.07.010
11 Baumol W J. Macroeconomics of unbalanced growth: The anatomy of urban crisis[J]. The American Economic Review,1967,57(3): 415−426.
12 Baymul C, Sen K. Was Kuznets right? New evidence on the relationship between structural transformation and inequality[J]. The Journal of Development Studies,2020,56(9): 1643−1662. DOI:10.1080/00220388.2019.1702161
13 Bellows J, Miguel E. War and local collective action in sierra Leone[J]. Journal of Public Economics,2009,93(11−12): 1144−1157. DOI:10.1016/j.jpubeco.2009.07.012
14 Cohen W M, Levinthal D A. Absorptive capacity: A new perspective on learning and innovation[J]. Administrative Science Quarterly,1990,35(1): 128−152. DOI:10.2307/2393553
15 Faber M. Robots and reshoring: Evidence from mexican labor markets[J]. Journal of International Economics,2020,127: 103384. DOI:10.1016/j.jinteco.2020.103384
16 Gollin D, Jedwab R, Vollrath D. Urbanization with and without industrialization[J]. Journal of Economic Growth,2016,21(1): 35−70. DOI:10.1007/s10887-015-9121-4
17 Gollin D, Lagakos D, Waugh M E. Agricultural productivity differences across countries[J]. American Economic Review: Papers & Proceedings,2014,104(5): 165−170.
18 Huneeus F, Rogerson R. Heterogeneous paths of industrialization[R]. NBER Working Paper No.27580, 2020.
19 Kaldor M. Marginal productivity and the macro-economic theories of distribution: Comment on Samuelson and Modigliani[J]. The Review of Economic Studies,1966,33(4): 309−319. DOI:10.2307/2974428
20 Lewbel A. Using heteroscedasticity to identify and estimate mismeasured and endogenous regressor models[J]. Journal of Business & Economic Statistics,2012,30(1): 67−80.
21 Lewis W A. Economic development with unlimited supplies of Labour[J]. The Manchester School,1954,22(2): 139−191. DOI:10.1111/j.1467-9957.1954.tb00021.x
22 Malerba F, Nelson R. Learning and catching up in different sectoral systems: Evidence from six industries[J]. Industrial and Corporate Change,2011,20(6): 1645−1675. DOI:10.1093/icc/dtr062
23 McMillan M, Rodrik D, Sepulveda C. Structural change, fundamentals and growth: A framework and case studies[R]. Working Paper 23378, 2017.
24 Ohno K. Avoiding The middle-income trap: Renovating industrial policy formulation in Vietnam[J]. ASEAN Economic Bulletin,2009,26(1): 25−43. DOI:10.1355/AE26-1C
25 Popov V, Jomo K S. Are developing countries catching Up?[J]. Cambridge Journal of Economics,2018,42(1): 33−46. DOI:10.1093/cje/bex025
26 Rodrik D. Premature deindustrialization[J]. Journal of Economic Growth,2016,21(1): 1−33. DOI:10.1007/s10887-015-9122-3
27 Roy R P, Roy S S. Structural change, trade, and inequality: Some cross-country evidence[R]. ADBI Working Paper Series No.763, 2017.
28 Sen K. Structural transformation around the world: Patterns and drivers[J]. Asian Development Review,2019,36(2): 1−31. DOI:10.1162/adev_a_00130
29 Woo W T. China meets the middle-income trap: The large potholes in the road to catching-up[J]. Journal of Chinese Economic and Business Studies,2012,10(4): 313−336. DOI:10.1080/14765284.2012.724980
引用本文
刘来会, 王磊, 安素霞, 等. 过犹不及:发展中国家的经济结构转型与经济追赶[J]. 财经研究, 2023, 49(8): 94-108.
导出参考文献,格式为: